ISB
EXC icon

Iowa State Bank’s Exelon EXC Stock Holding History

Iowa State Bank’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 		$1.59M Sell
32,489
-203
-0.6% -$9.44K 0.29% 80
2025
Q4 		$1.43M Sell
32,692
-572
-2% -$26.1K 0.27% 81
2025
Q3 		$1.5M Sell
33,264
-58
-0.2% -$2.55K 0.29% 83
2025
Q2 		$1.45M Sell
33,322
-1,075
-3% -$47.9K 0.29% 83
2025
Q1 		$1.59M Sell
34,397
-4,421
-11% -$185K 0.34% 81
2024
Q4 		$1.46M Sell
38,818
-1,533
-4% -$59.5K 0.3% 80
2024
Q3 		$1.64M Sell
40,351
-10,173
-20% -$383K 0.34% 79
2024
Q2 		$1.75M Sell
50,524
-960
-2% -$35.4K 0.39% 73
2024
Q1 		$1.93M Sell
51,484
-1,164
-2% -$41.6K 0.43% 73
2023
Q4 		$1.89M Buy
52,648
+76
+0.1% +$2.93K 0.45% 73
2023
Q3 		$1.99M Sell
52,572
-735
-1% -$29.9K 0.52% 67
2023
Q2 		$2.17M Sell
53,307
-571
-1% -$23.6K 0.55% 65
2023
Q1 		$2.26M Sell
53,878
-3,802
-7% -$158K 0.57% 65
2022
Q4 		$2.49M Sell
57,680
-55
-0.1% -$2.17K 0.63% 57
2022
Q3 		$2.16M Sell
57,735
-263
-0.5% -$11.6K 0.62% 61
2022
Q2 		$2.63M Sell
57,998
-817
-1% -$38.4K 0.7% 55
2022
Q1 		$2.8M Sell
58,815
-35,444
-38% -$1.5M 0.65% 60
2021
Q4 		$3.88M Buy
94,259
+959
+1% +$36.1K 0.91% 42
2021
Q3 		$3.22M Sell
93,300
-164
-0.2% -$5.6K 0.9% 41
2021
Q2 		$2.95M Sell
93,464
-1,686
-2% -$54.3K 0.83% 45
2021
Q1 		$2.97M Buy
95,150
+19,930
+26% +$599K 0.89% 41
2020
Q4 		$2.27M Buy
75,220
+4,734
+7% +$140K 0.75% 51
2020
Q3 		$1.8M Buy
+70,486
New +$1.87M 0.7% 51

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

Iowa State Bank's EXC Position: Q1 2026 in Review

Iowa State Bank reduced its Exelon (EXC) stake by 0.62% in Q1 2026, selling an estimated $9.44K and leaving 32,489 shares worth $1.59M. The position accounts for 0.29% of the portfolio, ranked #80.

Iowa State Bank first reported a position in EXC in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.88M in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Iowa State Bank held 32,489 shares of Exelon worth $1.59M as of Q1 2026.
  • Iowa State Bank sold 203 Exelon shares in Q1 2026, an estimated $9.44K.
  • Exelon made up 0.29% of Iowa State Bank's portfolio in Q1 2026, its #80 holding.
  • Iowa State Bank first reported a position in Exelon in Q3 2020 and has held it in 23 quarters since.
  • Iowa State Bank's Exelon position peaked at $3.88M in Q4 2021.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Iowa State Bank's 13F filing for Q1 2026, filed 15 Apr 2026.