Insight Advisors’s Exelon EXC Stock Holding History

Insight Advisors’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$384K	Sell	7,834 -10	-0.1%	-$465	0.07%	161
2025 Q4	$342K	Buy	7,844 +10	+0.1%	+$456	0.05%	196
2025 Q3	$353K	Hold	7,834	–	–	0.05%	192
2025 Q2	$340K	Hold	7,834	–	–	0.05%	195
2025 Q1	$361K	Hold	7,834	–	–	0.06%	188
2024 Q4	$295K	Hold	7,834	–	–	0.05%	224
2024 Q3	$318K	Hold	7,834	–	–	0.05%	220
2024 Q2	$271K	Sell	7,834 -7	-0.1%	-$258	0.05%	247
2024 Q1	$295K	Buy	7,841 +7	+0.1%	+$250	0.06%	231
2023 Q4	$281K	Hold	7,834	–	–	0.06%	224
2023 Q3	$296K	Hold	7,834	–	–	0.07%	207
2023 Q2	$319K	Hold	7,834	–	–	0.07%	201
2023 Q1	$328K	Hold	7,834	–	–	0.08%	208
2022 Q4	$338K	Hold	7,834	–	–	0.12%	223
2022 Q3	$293K	Hold	7,834	–	–	0.12%	216
2022 Q2	$353K	Hold	7,834	–	–	0.12%	207
2022 Q1	$373K	Sell	7,834 -3,149	-29%	-$133K	0.11%	220
2021 Q4	$452K	Hold	10,983	–	–	0.13%	184
2021 Q3	$424K	Hold	10,983	–	–	0.13%	197
2021 Q2	$368K	Hold	10,983	–	–	0.12%	214
2021 Q1	$352K	Hold	10,983	–	–	0.11%	229
2020 Q4	$331K	Buy	+10,983	New	+$324K	0.13%	191

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Insight Advisors's EXC Position: Q1 2026 in Review

Insight Advisors reduced its Exelon (EXC) stake by 0.13% in Q1 2026, selling an estimated $465 and leaving 7,834 shares worth $384K. The position accounts for 0.07% of the portfolio, ranked #161.

Insight Advisors first reported a position in EXC in Q4 2020 and has held it in 22 quarters since. The position peaked at $452K in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Insight Advisors held 7,834 shares of Exelon worth $384K as of Q1 2026.
Insight Advisors sold 10 Exelon shares in Q1 2026, an estimated $465.
Exelon made up 0.07% of Insight Advisors's portfolio in Q1 2026, its #161 holding.
Insight Advisors first reported a position in Exelon in Q4 2020 and has held it in 22 quarters since.
Insight Advisors's Exelon position peaked at $452K in Q4 2021.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.