Independent Advisor Alliance’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 | $880K | Sell |
17,943
-2,083
| -10% | -$96.9K | 0.01% | 889 |
|
|
2025
Q4 | $873K | Sell |
20,026
-2,146
| -10% | -$97.9K | 0.02% | 507 |
|
|
2025
Q3 | $998K | Buy |
22,172
+431
| +2% | +$18.9K | 0.03% | 445 |
|
|
2025
Q2 | $944K | Buy |
21,741
+843
| +4% | +$37.5K | 0.03% | 430 |
|
|
2025
Q1 | $963K | Buy |
20,898
+649
| +3% | +$27.1K | 0.03% | 380 |
|
|
2024
Q4 | $762K | Buy |
20,249
+3,834
| +23% | +$149K | 0.01% | 806 |
|
|
2024
Q3 | $666K | Sell |
16,415
-446
| -3% | -$16.8K | 0.02% | 401 |
|
|
2024
Q2 | $584K | Buy |
16,861
+1,506
| +10% | +$55.6K | 0.02% | 430 |
|
|
2024
Q1 | $577K | Sell |
15,355
-370
| -2% | -$13.2K | 0.02% | 421 |
|
|
2023
Q4 | $565K | Sell |
15,725
-1,327
| -8% | -$51.1K | 0.02% | 420 |
|
|
2023
Q3 | $644K | Buy |
17,052
+2,239
| +15% | +$91.2K | 0.03% | 364 |
|
|
2023
Q2 | $603K | Sell |
14,813
-582
| -4% | -$24.1K | 0.03% | 389 |
|
|
2023
Q1 | $645K | Sell |
15,395
-348
| -2% | -$14.5K | 0.03% | 371 |
|
|
2022
Q4 | $681 | Sell |
15,743
-51
| -0.3% | -$2.02K | ﹤0.01% | 328 |
|
|
2022
Q3 | $592K | Sell |
15,794
-489
| -3% | -$21.6K | 0.03% | 333 |
|
|
2022
Q2 | $738K | Sell |
16,283
-464
| -3% | -$21.8K | 0.04% | 313 |
|
|
2022
Q1 | $798K | Sell |
16,747
-9,389
| -36% | -$398K | 0.04% | 318 |
|
|
2021
Q4 | $1.08M | Sell |
26,136
-6,473
| -20% | -$244K | 0.05% | 267 |
|
|
2021
Q3 | $1.12M | Buy |
32,609
+8,542
| +35% | +$292K | 0.06% | 247 |
|
|
2021
Q2 | $761K | Sell |
24,067
-796
| -3% | -$25.6K | 0.04% | 312 |
|
|
2021
Q1 | $776K | Sell |
24,863
-402
| -2% | -$12.1K | 0.05% | 290 |
|
|
2020
Q4 | $761K | Sell |
25,265
-439
| -2% | -$13K | 0.05% | 265 |
|
|
2020
Q3 | $656K | Sell |
25,704
-4,973
| -16% | -$132K | 0.05% | 241 |
|
|
2020
Q2 | $794K | Buy |
30,677
+4,984
| +19% | +$132K | 0.09% | 196 |
|
|
2020
Q1 | $675K | Buy |
25,693
+421
| +2% | +$13.2K | 0.1% | 173 |
|
|
2019
Q4 | $822K | Sell |
25,272
-707
| -3% | -$22.9K | 0.04% | 418 |
|
|
2019
Q3 | $895K | Buy |
25,979
+272
| +1% | +$9.13K | 0.11% | 169 |
|
|
2019
Q2 | $879K | Buy |
25,707
+2,350
| +10% | +$82.9K | 0.13% | 157 |
|
|
2019
Q1 | $835K | Sell |
23,357
-9,663
| -29% | -$329K | 0.12% | 167 |
|
|
2018
Q4 | $1.06M | Buy |
33,020
+7,422
| +29% | +$237K | 0.19% | 113 |
|
|
2018
Q3 | $790K | Sell |
25,598
-122
| -0.5% | -$3.75K | 0.14% | 157 |
|
|
2018
Q2 | $781K | Buy |
25,720
+2,745
| +12% | +$78.6K | 0.16% | 147 |
|
|
2018
Q1 | $627K | Sell |
22,975
-1,431
| -6% | -$38.6K | 0.14% | 166 |
|
|
2017
Q4 | $672K | Buy |
24,406
+2,524
| +12% | +$72.5K | 0.15% | 153 |
|
|
2017
Q3 | $594K | Buy |
21,882
+1,517
| +7% | +$40.6K | 0.16% | 144 |
|
|
2017
Q2 | $519K | Buy |
+20,365
| New | +$518K | 0.17% | 143 |
|
Other funds holding EXC
VCM
VPM
Independent Advisor Alliance's EXC Position: Q1 2026 in Review
Independent Advisor Alliance reduced its Exelon (EXC) stake by 10% in Q1 2026, selling an estimated $96.9K and leaving 17,943 shares worth $880K. The position accounts for 0.01% of the portfolio, ranked #889.
Independent Advisor Alliance first reported a position in EXC in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.12M in Q3 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- Independent Advisor Alliance held 17,943 shares of Exelon worth $880K as of Q1 2026.
- Independent Advisor Alliance sold 2,083 Exelon shares in Q1 2026, an estimated $96.9K.
- Exelon made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #889 holding.
- Independent Advisor Alliance first reported a position in Exelon in Q2 2017 and has held it in 36 quarters since.
- Independent Advisor Alliance's Exelon position peaked at $1.12M in Q3 2021.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.