Global Assets Advisory’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,650
Closed -$80.9K 395
2026
Q1
$80.9K Buy
+1,650
New +$76.8K 0.02% 330
2024
Q2
Sell
-750
Closed -$27.9K 205
2024
Q1
$27.9K Buy
+750
New +$26.8K 0.02% 374

Other funds holding EXC

Global Assets Advisory's EXC Position: Q2 2026 in Review

Global Assets Advisory sold out of Exelon (EXC) in Q2 2026, closing a stake of 1,650 shares — an estimated $80.9K sold.

Global Assets Advisory first reported a position in EXC in Q1 2024 and held it in 2 quarters. The position peaked at $80.9K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Global Assets Advisory reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 1,650 Exelon shares in Q2 2026, an estimated $80.9K.
  • Global Assets Advisory first reported a position in Exelon in Q1 2024 and held it in 2 quarters.
  • Global Assets Advisory's Exelon position peaked at $80.9K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.