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 Q2	$365K	Hold	7,834	–	–	0.06%	169
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Insight Advisors's EXC Position: Q2 2026 in Review

Insight Advisors held its Exelon (EXC) position steady in Q2 2026 at 7,834 shares worth $365K. The position accounts for 0.06% of the portfolio, ranked #169.

Insight Advisors first reported a position in EXC in Q4 2020 and has held it in 23 quarters since. The position peaked at $452K in Q4 2021. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Insight Advisors held 7,834 shares of Exelon worth $365K as of Q2 2026.
Insight Advisors left its Exelon share count unchanged in Q2 2026.
Exelon made up 0.06% of Insight Advisors's portfolio in Q2 2026, its #169 holding.
Insight Advisors first reported a position in Exelon in Q4 2020 and has held it in 23 quarters since.
Insight Advisors's Exelon position peaked at $452K in Q4 2021.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.