IMA Advisory Services’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
$39.1K Buy
838
+743
+782% +$34.4K ﹤0.01% 543
2026
Q1
$4.66K Buy
95
+10
+12% +$465 ﹤0.01% 421
2025
Q4
$3.71K Buy
85
+80
+1,600% +$3.65K ﹤0.01% 505
2025
Q3
$225 Hold
5
﹤0.01% 483
2025
Q2
$217 Buy
+5
New +$223 ﹤0.01% 475
2020
Q1
Sell
-63
Closed -$2K 265
2019
Q4
$2K Hold
63
﹤0.01% 270
2019
Q3
$2K Hold
63
﹤0.01% 274
2019
Q2
$2K Buy
+63
New +$2.22K ﹤0.01% 268

Other funds holding EXC

IMA Advisory Services's EXC Position: Q2 2026 in Review

IMA Advisory Services increased its Exelon (EXC) stake by 782% in Q2 2026, buying an estimated $34.4K and bringing the position to 838 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

IMA Advisory Services first reported a position in EXC in Q2 2019 and has held it in 8 quarters since. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • IMA Advisory Services held 838 shares of Exelon worth $39.1K as of Q2 2026.
  • IMA Advisory Services bought 743 Exelon shares in Q2 2026, an estimated $34.4K.
  • Exelon made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #543 holding.
  • IMA Advisory Services first reported a position in Exelon in Q2 2019 and has held it in 8 quarters since.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.