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Key Financial Inc’s Exelon EXC Stock Holding History

Key Financial Inc’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 		$376K Hold
7,676
– – 0.07% 214
2025
Q4 		$335K Buy
7,676
+1,214
+19% +$55.4K 0.06% 224
2025
Q3 		$291K Hold
6,462
– – 0.05% 237
2025
Q2 		$281K Hold
6,462
– – 0.06% 234
2025
Q1 		$298K Hold
6,462
– – 0.06% 214
2024
Q4 		$243K Buy
6,462
+718
+13% +$27.9K 0.06% 227
2024
Q3 		$233K Sell
5,744
-329
-5% -$12.4K 0.05% 232
2024
Q2 		$210K Hold
6,073
– – 0.05% 238
2024
Q1 		$228K Hold
6,073
– – 0.06% 216
2023
Q4 		$218K Hold
6,073
– – 0.06% 212
2023
Q3 		$230K Sell
6,073
-14
-0.2% -$570 0.08% 186
2023
Q2 		$248K Buy
6,087
+174
+3% +$7.19K 0.08% 181
2023
Q1 		$248K Hold
5,913
– – 0.09% 174
2022
Q4 		$221K Hold
5,913
– – 0.1% 152
2022
Q3 		$221K Buy
5,913
+103
+2% +$4.55K 0.1% 154
2022
Q2 		$268K Sell
5,810
-225
-4% -$10.6K 0.15% 124
2022
Q1 		$287K Sell
6,035
-2,277
-27% -$96.5K 0.14% 121
2021
Q4 		$342K Buy
8,312
+154
+2% +$5.8K 0.17% 107
2021
Q3 		$281K Buy
8,158
+57
+0.7% +$1.95K 0.16% 116
2021
Q2 		$270K Buy
8,101
+1,092
+16% +$35.2K 0.15% 121
2021
Q1 		$219K Hold
7,009
– – 0.14% 130
2020
Q4 		$211K Buy
+7,009
New +$207K 0.16% 117
2020
Q2 		– Sell
-6,553
Closed -$174K – 262
2020
Q1 		$174K Sell
6,553
-1,389
-17% -$43.7K 0.18% 101
2019
Q4 		$258K Buy
+7,942
New +$257K 0.24% 87

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

Key Financial Inc's EXC Position: Q1 2026 in Review

Key Financial Inc held its Exelon (EXC) position steady in Q1 2026 at 7,676 shares worth $376K. The position accounts for 0.07% of the portfolio, ranked #214.

Key Financial Inc first reported a position in EXC in Q4 2019 and has held it in 24 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Key Financial Inc held 7,676 shares of Exelon worth $376K as of Q1 2026.
  • Key Financial Inc left its Exelon share count unchanged in Q1 2026.
  • Exelon made up 0.07% of Key Financial Inc's portfolio in Q1 2026, its #214 holding.
  • Key Financial Inc first reported a position in Exelon in Q4 2019 and has held it in 24 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.