Greenleaf Trust’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $990K | Sell |
20,193
-67
| -0.3% | -$3.12K | 0.01% | 336 |
|
|
2025
Q4 | $883K | Buy |
20,260
+703
| +4% | +$32.1K | 0.01% | 364 |
|
|
2025
Q3 | $880K | Buy |
19,557
+665
| +4% | +$29.2K | 0.01% | 359 |
|
|
2025
Q2 | $820K | Sell |
18,892
-5,233
| -22% | -$233K | 0.01% | 369 |
|
|
2025
Q1 | $1.11M | Buy |
24,125
+3,323
| +16% | +$139K | 0.01% | 297 |
|
|
2024
Q4 | $783K | Buy |
20,802
+889
| +4% | +$34.5K | 0.01% | 392 |
|
|
2024
Q3 | $807K | Sell |
19,913
-741
| -4% | -$27.9K | 0.01% | 387 |
|
|
2024
Q2 | $715K | Sell |
20,654
-105
| -0.5% | -$3.88K | 0.01% | 380 |
|
|
2024
Q1 | $780K | Sell |
20,759
-2,227
| -10% | -$79.6K | 0.01% | 350 |
|
|
2023
Q4 | $825K | Buy |
22,986
+2,142
| +10% | +$82.5K | 0.01% | 323 |
|
|
2023
Q3 | $788K | Sell |
20,844
-48
| -0.2% | -$1.96K | 0.01% | 313 |
|
|
2023
Q2 | $851K | Sell |
20,892
-827
| -4% | -$34.2K | 0.01% | 318 |
|
|
2023
Q1 | $910K | Buy |
21,719
+1,213
| +6% | +$50.6K | 0.01% | 302 |
|
|
2022
Q4 | $886K | Buy |
20,506
+1,187
| +6% | +$46.9K | 0.01% | 290 |
|
|
2022
Q3 | $724K | Buy |
19,319
+2,120
| +12% | +$93.7K | 0.01% | 298 |
|
|
2022
Q2 | $779K | Buy |
17,199
+1,743
| +11% | +$81.9K | 0.01% | 276 |
|
|
2022
Q1 | $736K | Sell |
15,456
-4,102
| -21% | -$174K | 0.01% | 311 |
|
|
2021
Q4 | $806K | Buy |
19,558
+799
| +4% | +$30.1K | 0.01% | 298 |
|
|
2021
Q3 | $647K | Buy |
18,759
+2,172
| +13% | +$74.2K | 0.01% | 326 |
|
|
2021
Q2 | $524K | Buy |
16,587
+1,239
| +8% | +$39.9K | 0.01% | 383 |
|
|
2021
Q1 | $479K | Sell |
15,348
-197
| -1% | -$5.92K | 0.01% | 389 |
|
|
2020
Q4 | $468K | Buy |
15,545
+1,184
| +8% | +$34.9K | 0.01% | 359 |
|
|
2020
Q3 | $366K | Sell |
14,361
-2,202
| -13% | -$58.4K | 0.01% | 362 |
|
|
2020
Q2 | $429K | Sell |
16,563
-4,206
| -20% | -$112K | 0.01% | 319 |
|
|
2020
Q1 | $545K | Sell |
20,769
-2,028
| -9% | -$63.8K | 0.01% | 216 |
|
|
2019
Q4 | $741K | Sell |
22,797
-10,293
| -31% | -$333K | 0.01% | 210 |
|
|
2019
Q3 | $1.14M | Sell |
33,090
-8,607
| -21% | -$289K | 0.02% | 149 |
|
|
2019
Q2 | $1.43M | Buy |
41,697
+3,764
| +10% | +$133K | 0.02% | 127 |
|
|
2019
Q1 | $1.36M | Buy |
37,933
+265
| +0.7% | +$9.02K | 0.02% | 126 |
|
|
2018
Q4 | $1.21M | Buy |
37,668
+1,397
| +4% | +$44.7K | 0.02% | 129 |
|
|
2018
Q3 | $1.13M | Buy |
36,271
+18,373
| +103% | +$565K | 0.02% | 154 |
|
|
2018
Q2 | $544K | Buy |
17,898
+2,828
| +19% | +$81K | 0.01% | 255 |
|
|
2018
Q1 | $419K | Sell |
15,070
-3,553
| -19% | -$95.9K | 0.01% | 272 |
|
|
2017
Q4 | $523K | Buy |
18,623
+4,401
| +31% | +$126K | 0.01% | 241 |
|
|
2017
Q3 | $382K | Buy |
14,222
+653
| +5% | +$17.5K | 0.01% | 271 |
|
|
2017
Q2 | $349K | Buy |
+13,569
| New | +$345K | 0.01% | 254 |
|
Other funds holding EXC
VCM
VPM
Greenleaf Trust's EXC Position: Q1 2026 in Review
Greenleaf Trust reduced its Exelon (EXC) stake by 0.33% in Q1 2026, selling an estimated $3.12K and leaving 20,193 shares worth $990K. The position accounts for 0.01% of the portfolio, ranked #336.
Greenleaf Trust first reported a position in EXC in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.43M in Q2 2019. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- Greenleaf Trust held 20,193 shares of Exelon worth $990K as of Q1 2026.
- Greenleaf Trust sold 67 Exelon shares in Q1 2026, an estimated $3.12K.
- Exelon made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #336 holding.
- Greenleaf Trust first reported a position in Exelon in Q2 2017 and has held it in 36 quarters since.
- Greenleaf Trust's Exelon position peaked at $1.43M in Q2 2019.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.