IFP Advisors’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 | $223K | Sell |
4,786
-1,351
| -22% | -$62.5K | ﹤0.01% | 1454 |
|
|
2026
Q1 | $301K | Buy |
6,137
+149
| +2% | +$6.93K | 0.01% | 1197 |
|
|
2025
Q4 | $261K | Buy |
5,988
+1,375
| +30% | +$62.8K | 0.01% | 1233 |
|
|
2025
Q3 | $208K | Buy |
4,613
+1,788
| +63% | +$78.5K | 0.01% | 1267 |
|
|
2025
Q2 | $253K | Sell |
2,825
-1,266
| -31% | -$56.4K | 0.01% | 1151 |
|
|
2025
Q1 | $189K | Buy |
4,091
+544
| +15% | +$22.7K | 0.01% | 1203 |
|
|
2024
Q4 | $134K | Buy |
3,547
+1,483
| +72% | +$57.5K | ﹤0.01% | 1322 |
|
|
2024
Q3 | $83.7K | Sell |
2,064
-542
| -21% | -$20.4K | ﹤0.01% | 1485 |
|
|
2024
Q2 | $90.2K | Sell |
2,606
-806
| -24% | -$29.7K | ﹤0.01% | 1416 |
|
|
2024
Q1 | $128K | Sell |
3,412
-2,473
| -42% | -$88.4K | 0.01% | 1188 |
|
|
2023
Q4 | $211K | Sell |
5,885
-4,495
| -43% | -$173K | 0.01% | 924 |
|
|
2023
Q3 | $392K | Buy |
10,380
+597
| +6% | +$24.3K | 0.02% | 684 |
|
|
2023
Q2 | $399K | Sell |
9,783
-108
| -1% | -$4.46K | 0.02% | 734 |
|
|
2023
Q1 | $351K | Sell |
9,891
-27,500
| -74% | -$1.15M | 0.02% | 718 |
|
|
2022
Q4 | $1.37M | Buy |
37,391
+22,114
| +145% | +$874K | 0.04% | 491 |
|
|
2022
Q3 | $544K | Buy |
15,277
+2,007
| +15% | +$88.7K | 0.01% | 890 |
|
|
2022
Q2 | $470K | Hold |
13,270
| – | – | 0.02% | 882 |
|
|
2022
Q1 | $470K | Buy |
13,270
+280
| +2% | +$11.9K | 0.02% | 882 |
|
|
2021
Q4 | $535K | Sell |
12,990
-3,069
| -19% | -$116K | 0.01% | 565 |
|
|
2021
Q3 | $555K | Buy |
16,059
+3,075
| +24% | +$105K | 0.01% | 560 |
|
|
2021
Q2 | $412K | Buy |
12,984
+4,088
| +46% | +$132K | 0.01% | 612 |
|
|
2021
Q1 | $278K | Buy |
8,896
+5,657
| +175% | +$170K | 0.01% | 703 |
|
|
2020
Q4 | $98K | Buy |
3,239
+452
| +16% | +$13.3K | ﹤0.01% | 1145 |
|
|
2020
Q3 | $72K | Sell |
2,787
-288
| -9% | -$7.64K | ﹤0.01% | 1139 |
|
|
2020
Q2 | $80K | Sell |
3,075
-921
| -23% | -$24.5K | 0.01% | 1007 |
|
|
2020
Q1 | $105K | Buy |
3,996
+1,859
| +87% | +$58.5K | 0.01% | 802 |
|
|
2019
Q4 | $71K | Sell |
2,137
-5,125
| -71% | -$166K | 0.01% | 1102 |
|
|
2019
Q3 | $252K | Buy |
+7,262
| New | +$244K | 0.02% | 691 |
|
|
2019
Q1 | $1.21M | Sell |
33,916
-5,814
| -15% | -$198K | 0.17% | 127 |
|
|
2018
Q4 | $1.27M | Sell |
39,730
-4,248
| -10% | -$136K | 0.08% | 285 |
|
|
2018
Q3 | $1.37M | Buy |
43,978
+611
| +1% | +$18.8K | 0.06% | 346 |
|
|
2018
Q2 | $1.32M | Buy |
43,367
+1,617
| +4% | +$46.3K | 0.06% | 338 |
|
|
2018
Q1 | $1.17M | Hold |
41,750
| – | – | 0.05% | 351 |
|
|
2017
Q4 | $1.17M | Sell |
41,750
-32,210
| -44% | -$926K | 0.05% | 351 |
|
|
2017
Q3 | $1.99M | Sell |
73,960
-716
| -1% | -$19.1K | 0.08% | 267 |
|
|
2017
Q2 | $1.92M | Buy |
74,676
+10,379
| +16% | +$264K | 0.08% | 273 |
|
|
2017
Q1 | $1.65M | Buy |
64,297
+3,617
| +6% | +$92.2K | 0.07% | 298 |
|
|
2016
Q4 | $1.54M | Buy |
60,680
+5,959
| +11% | +$141K | 0.07% | 293 |
|
|
2016
Q3 | $1.3M | Sell |
54,721
-11,786
| -18% | -$296K | 0.07% | 306 |
|
|
2016
Q2 | $1.73M | Buy |
66,507
+32,591
| +96% | +$806K | 0.1% | 243 |
|
|
2016
Q1 | $1.21M | Sell |
33,916
-2,104
| -6% | -$47.1K | 0.17% | 127 |
|
|
2015
Q4 | $713K | Buy |
+36,020
| New | +$730K | 0.05% | 390 |
|
Other funds holding EXC
IFP Advisors's EXC Position: Q2 2026 in Review
IFP Advisors reduced its Exelon (EXC) stake by 22% in Q2 2026, selling an estimated $62.5K and leaving 4,786 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.
IFP Advisors first reported a position in EXC in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.99M in Q3 2017. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- IFP Advisors held 4,786 shares of Exelon worth $223K as of Q2 2026.
- IFP Advisors sold 1,351 Exelon shares in Q2 2026, an estimated $62.5K.
- Exelon made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1454 holding.
- IFP Advisors first reported a position in Exelon in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Exelon position peaked at $1.99M in Q3 2017.
- 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.