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Gladstone Institutional Advisory’s Exelon EXC Stock Holding History

Gladstone Institutional Advisory’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$678K Buy
13,835
+2,441
+21% +$114K 0.03% 465
2025
Q4 		$497K Sell
11,394
-519
-4% -$23.7K 0.02% 502
2025
Q3 		$536K Sell
11,913
-9,923
-45% -$436K 0.02% 499
2025
Q2 		$948K Buy
21,836
+452
+2% +$20.1K 0.04% 352
2025
Q1 		$985K Buy
21,384
+10,421
+95% +$436K 0.05% 331
2024
Q4 		$413K Buy
10,963
+50
+0.5% +$1.94K 0.02% 514
2024
Q3 		$443K Buy
10,913
+85
+0.8% +$3.2K 0.02% 485
2024
Q2 		$375K Buy
10,828
+4,359
+67% +$161K 0.02% 486
2024
Q1 		$243K Sell
6,469
-774
-11% -$27.7K 0.01% 572
2023
Q4 		$260K Buy
7,243
+864
+14% +$33.3K 0.01% 558
2023
Q3 		$241K Buy
6,379
+218
+4% +$8.88K 0.02% 540
2023
Q2 		$251K Sell
6,161
-102
-2% -$4.22K 0.02% 550
2023
Q1 		$262K Sell
6,263
-169
-3% -$7.04K 0.02% 559
2022
Q4 		$278K Buy
6,432
+400
+7% +$15.8K 0.02% 516
2022
Q3 		$226K Sell
6,032
-11,291
-65% -$499K 0.02% 560
2022
Q2 		$785K Sell
17,323
-5,987
-26% -$281K 0.06% 318
2022
Q1 		$1.11M Buy
23,310
+12,801
+122% +$542K 0.08% 278
2021
Q4 		$433K Buy
10,509
+1,114
+12% +$42K 0.03% 409
2021
Q3 		$324K Buy
+9,395
New +$321K 0.03% 413

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Gladstone Institutional Advisory's EXC Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Exelon (EXC) stake by 21% in Q1 2026, buying an estimated $114K and bringing the position to 13,835 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #465.

Gladstone Institutional Advisory first reported a position in EXC in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q1 2022. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Gladstone Institutional Advisory held 13,835 shares of Exelon worth $678K as of Q1 2026.
  • Gladstone Institutional Advisory bought 2,441 Exelon shares in Q1 2026, an estimated $114K.
  • Exelon made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #465 holding.
  • Gladstone Institutional Advisory first reported a position in Exelon in Q3 2021 and has held it in 19 quarters since.
  • Gladstone Institutional Advisory's Exelon position peaked at $1.11M in Q1 2022.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.