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Kingsview Wealth Management’s Exelon EXC Stock Holding History

Kingsview Wealth Management’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 		$1.26M Buy
25,634
+1,658
+7% +$77.1K 0.02% 607
2025
Q4 		$1.05M Buy
23,976
+842
+4% +$38.4K 0.02% 621
2025
Q3 		$1.04M Buy
23,134
+913
+4% +$40.1K 0.02% 599
2025
Q2 		$965K Buy
22,221
+272
+1% +$12.1K 0.02% 595
2025
Q1 		$1.01M Sell
21,949
-341
-2% -$14.3K 0.02% 535
2024
Q4 		$839K Buy
22,290
+2,603
+13% +$101K 0.02% 594
2024
Q3 		$798K Buy
19,687
+331
+2% +$12.4K 0.02% 589
2024
Q2 		$670K Buy
19,356
+937
+5% +$34.6K 0.02% 603
2024
Q1 		$692K Sell
18,419
-16,510
-47% -$590K 0.02% 595
2023
Q4 		$1.25M Buy
34,929
+2,769
+9% +$107K 0.04% 402
2023
Q3 		$1.22M Buy
32,160
+2,266
+8% +$92.3K 0.04% 387
2023
Q2 		$1.22M Buy
29,894
+4,181
+16% +$173K 0.05% 350
2023
Q1 		$1.08M Sell
25,713
-1,266
-5% -$52.8K 0.05% 381
2022
Q4 		$1.17M Buy
26,979
+376
+1% +$14.9K 0.05% 317
2022
Q3 		$997K Sell
26,603
-11
-0% -$486 0.05% 329
2022
Q2 		$1.21M Sell
26,614
-1,170
-4% -$55K 0.06% 318
2022
Q1 		$1.32M Sell
27,784
-13,239
-32% -$561K 0.06% 319
2021
Q4 		$1.69M Buy
41,023
+5,439
+15% +$205K 0.07% 275
2021
Q3 		$1.23M Buy
35,584
+547
+2% +$18.7K 0.06% 320
2021
Q2 		$1.12M Buy
35,037
+20,519
+141% +$661K 0.06% 346
2021
Q1 		$455K Buy
14,518
+6,647
+84% +$200K 0.03% 526
2020
Q4 		$237K Buy
+7,871
New +$232K 0.02% 605
2020
Q1 		– Sell
-9,276
Closed -$302K – 523
2019
Q4 		$302K Buy
9,276
+1,923
+26% +$62.3K 0.04% 365
2019
Q3 		$253K Buy
7,353
+211
+3% +$7.08K 0.04% 364
2019
Q2 		$244K Sell
7,142
-300
-4% -$10.6K 0.04% 361
2019
Q1 		$266K Sell
7,442
-453
-6% -$15.4K 0.04% 378
2018
Q4 		$254K Buy
7,895
+2
+0% +$64 0.06% 310
2018
Q3 		$246K Buy
+7,893
New +$243K 0.05% 317

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

Kingsview Wealth Management's EXC Position: Q1 2026 in Review

Kingsview Wealth Management increased its Exelon (EXC) stake by 6.9% in Q1 2026, buying an estimated $77.1K and bringing the position to 25,634 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #607.

Kingsview Wealth Management first reported a position in EXC in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.69M in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Kingsview Wealth Management held 25,634 shares of Exelon worth $1.26M as of Q1 2026.
  • Kingsview Wealth Management bought 1,658 Exelon shares in Q1 2026, an estimated $77.1K.
  • Exelon made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #607 holding.
  • Kingsview Wealth Management first reported a position in Exelon in Q3 2018 and has held it in 28 quarters since.
  • Kingsview Wealth Management's Exelon position peaked at $1.69M in Q4 2021.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.