IAN
EXC icon

Integrated Advisors Network’s Exelon EXC Stock Holding History

Integrated Advisors Network’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 		$627K Sell
12,800
-1,166
-8% -$54.2K 0.03% 417
2025
Q4 		$609K Sell
13,966
-2,992
-18% -$137K 0.03% 439
2025
Q3 		$763K Sell
16,958
-1,514
-8% -$66.5K 0.03% 421
2025
Q2 		$802K Sell
18,472
-58,335
-76% -$2.6M 0.04% 401
2025
Q1 		$3.54M Buy
76,807
+60,958
+385% +$2.55M 0.18% 132
2024
Q4 		$597K Sell
15,849
-1,195
-7% -$46.4K 0.03% 413
2024
Q3 		$691K Sell
17,044
-765
-4% -$28.8K 0.03% 394
2024
Q2 		$616K Buy
17,809
+940
+6% +$34.7K 0.03% 394
2024
Q1 		$634K Sell
16,869
-1,711
-9% -$61.1K 0.03% 405
2023
Q4 		$667K Buy
18,580
+693
+4% +$26.7K 0.04% 362
2023
Q3 		$676K Buy
17,887
+124
+0.7% +$5.05K 0.04% 351
2023
Q2 		$724K Buy
17,763
+585
+3% +$24.2K 0.04% 347
2023
Q1 		$720K Buy
17,178
+816
+5% +$34K 0.04% 344
2022
Q4 		$707K Sell
16,362
-21
-0.1% -$830 0.05% 353
2022
Q3 		$614K Sell
16,383
-13
-0.1% -$575 0.04% 353
2022
Q2 		$743K Sell
16,396
-783
-5% -$36.8K 0.05% 331
2022
Q1 		$818K Sell
17,179
-5,810
-25% -$246K 0.05% 347
2021
Q4 		$947K Sell
22,989
-5,322
-19% -$200K 0.06% 297
2021
Q3 		$976K Buy
28,311
+4,656
+20% +$159K 0.06% 260
2021
Q2 		$748K Buy
23,655
+3,836
+19% +$123K 0.06% 283
2021
Q1 		$618K Buy
19,819
+7,741
+64% +$233K 0.06% 289
2020
Q4 		$364K Buy
12,078
+2,293
+23% +$67.7K 0.04% 347
2020
Q3 		$250K Buy
+9,785
New +$259K 0.03% 370
2020
Q2 		– Sell
-12,269
Closed -$322K – 450
2020
Q1 		$322K Buy
+12,269
New +$386K 0.06% 251

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Integrated Advisors Network's EXC Position: Q1 2026 in Review

Integrated Advisors Network reduced its Exelon (EXC) stake by 8.3% in Q1 2026, selling an estimated $54.2K and leaving 12,800 shares worth $627K. The position accounts for 0.03% of the portfolio, ranked #417.

Integrated Advisors Network first reported a position in EXC in Q1 2020 and has held it in 24 quarters since. The position peaked at $3.54M in Q1 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Integrated Advisors Network held 12,800 shares of Exelon worth $627K as of Q1 2026.
  • Integrated Advisors Network sold 1,166 Exelon shares in Q1 2026, an estimated $54.2K.
  • Exelon made up 0.03% of Integrated Advisors Network's portfolio in Q1 2026, its #417 holding.
  • Integrated Advisors Network first reported a position in Exelon in Q1 2020 and has held it in 24 quarters since.
  • Integrated Advisors Network's Exelon position peaked at $3.54M in Q1 2025.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.