IHT Wealth Management’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 | $865K | Buy |
17,645
+159
| +0.9% | +$7.4K | 0.02% | 614 |
|
|
2025
Q4 | $762K | Sell |
17,486
-342
| -2% | -$15.6K | 0.02% | 617 |
|
|
2025
Q3 | $802K | Buy |
17,828
+53
| +0.3% | +$2.33K | 0.02% | 598 |
|
|
2025
Q2 | $772K | Buy |
17,775
+749
| +4% | +$33.3K | 0.02% | 571 |
|
|
2025
Q1 | $785K | Sell |
17,026
-788
| -4% | -$32.9K | 0.02% | 536 |
|
|
2024
Q4 | $671K | Sell |
17,814
-2,303
| -11% | -$89.3K | 0.02% | 589 |
|
|
2024
Q3 | $816K | Buy |
20,117
+440
| +2% | +$16.5K | 0.02% | 562 |
|
|
2024
Q2 | $681K | Buy |
19,677
+6,430
| +49% | +$237K | 0.03% | 539 |
|
|
2024
Q1 | $498K | Sell |
13,247
-889
| -6% | -$31.8K | 0.02% | 642 |
|
|
2023
Q4 | $507K | Buy |
14,136
+955
| +7% | +$36.8K | 0.02% | 594 |
|
|
2023
Q3 | $498K | Buy |
13,181
+902
| +7% | +$36.8K | 0.03% | 557 |
|
|
2023
Q2 | $500K | Sell |
12,279
-565
| -4% | -$23.4K | 0.03% | 535 |
|
|
2023
Q1 | $538K | Buy |
12,844
+2,658
| +26% | +$111K | 0.03% | 476 |
|
|
2022
Q4 | $440K | Sell |
10,186
-1,103
| -10% | -$43.6K | 0.03% | 527 |
|
|
2022
Q3 | $423K | Buy |
11,289
+2,725
| +32% | +$120K | 0.03% | 505 |
|
|
2022
Q2 | $388K | Buy |
8,564
+154
| +2% | +$7.24K | 0.03% | 453 |
|
|
2022
Q1 | $401K | Sell |
8,410
-3,278
| -28% | -$139K | 0.03% | 483 |
|
|
2021
Q4 | $482K | Buy |
11,688
+794
| +7% | +$29.9K | 0.04% | 448 |
|
|
2021
Q3 | $376K | Sell |
10,894
-2,586
| -19% | -$88.4K | 0.03% | 517 |
|
|
2021
Q2 | $426K | Sell |
13,480
-24
| -0.2% | -$773 | 0.03% | 581 |
|
|
2021
Q1 | $421K | Buy |
13,504
+687
| +5% | +$20.6K | 0.03% | 516 |
|
|
2020
Q4 | $386K | Buy |
12,817
+1,562
| +14% | +$46.1K | 0.03% | 491 |
|
|
2020
Q3 | $287K | Buy |
11,255
+63
| +0.6% | +$1.67K | 0.03% | 491 |
|
|
2020
Q2 | $290K | Sell |
11,192
-7,218
| -39% | -$192K | 0.04% | 421 |
|
|
2020
Q1 | $483K | Sell |
18,410
-1,699
| -8% | -$53.4K | 0.07% | 292 |
|
|
2019
Q4 | $654K | Buy |
20,109
+12,632
| +169% | +$409K | 0.08% | 280 |
|
|
2019
Q3 | $258K | Sell |
7,477
-1,637
| -18% | -$55K | 0.04% | 465 |
|
|
2019
Q2 | $312K | Buy |
9,114
+237
| +3% | +$8.37K | 0.05% | 389 |
|
|
2019
Q1 | $317K | Sell |
8,877
-24
| -0.3% | -$817 | 0.05% | 350 |
|
|
2018
Q4 | $286K | Sell |
8,901
-37
| -0.4% | -$1.18K | 0.06% | 343 |
|
|
2018
Q3 | $278K | Buy |
8,938
+80
| +0.9% | +$2.46K | 0.06% | 343 |
|
|
2018
Q2 | $269K | Buy |
8,858
+567
| +7% | +$16.2K | 0.07% | 328 |
|
|
2018
Q1 | $226K | Sell |
8,291
-464
| -5% | -$12.5K | 0.06% | 328 |
|
|
2017
Q4 | $241K | Buy |
8,755
+849
| +11% | +$24.4K | 0.06% | 320 |
|
|
2017
Q3 | $215K | Buy |
7,906
+3,107
| +65% | +$83.1K | 0.09% | 231 |
|
|
2017
Q2 | $1 | Buy |
4,799
+815
| +20% | +$20.7K | ﹤0.01% | 1303 |
|
|
2017
Q1 | $102K | Sell |
3,984
-308
| -7% | -$7.85K | 0.07% | 275 |
|
|
2016
Q4 | $108K | Buy |
+4,292
| New | +$102K | 0.08% | 257 |
|
Other funds holding EXC
VCM
VPM
IHT Wealth Management's EXC Position: Q1 2026 in Review
IHT Wealth Management increased its Exelon (EXC) stake by 0.91% in Q1 2026, buying an estimated $7.4K and bringing the position to 17,645 shares worth $865K. The position accounts for 0.02% of the portfolio, ranked #614.
IHT Wealth Management first reported a position in EXC in Q4 2016 and has held it in 38 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- IHT Wealth Management held 17,645 shares of Exelon worth $865K as of Q1 2026.
- IHT Wealth Management bought 159 Exelon shares in Q1 2026, an estimated $7.4K.
- Exelon made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #614 holding.
- IHT Wealth Management first reported a position in Exelon in Q4 2016 and has held it in 38 quarters since.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.