Larson Financial Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $467K | Buy |
10,012
+2,562
| +34% | +$119K | 0.01% | 580 |
|
|
2026
Q1 | $365K | Buy |
7,450
+1,559
| +26% | +$72.5K | 0.01% | 568 |
|
|
2025
Q4 | $257K | Buy |
5,891
+705
| +14% | +$32.2K | 0.01% | 645 |
|
|
2025
Q3 | $233K | Buy |
5,186
+897
| +21% | +$39.4K | 0.01% | 648 |
|
|
2025
Q2 | $186K | Buy |
4,289
+2,025
| +89% | +$90.2K | 0.01% | 674 |
|
|
2025
Q1 | $104K | Buy |
2,264
+625
| +38% | +$26.1K | ﹤0.01% | 786 |
|
|
2024
Q4 | $61.7K | Sell |
1,639
-2,037
| -55% | -$79K | ﹤0.01% | 841 |
|
|
2024
Q3 | $149K | Buy |
3,676
+2,801
| +320% | +$105K | 0.01% | 638 |
|
|
2024
Q2 | $30.3K | Sell |
875
-435
| -33% | -$16.1K | ﹤0.01% | 938 |
|
|
2024
Q1 | $49.2K | Sell |
1,310
-5,792
| -82% | -$207K | ﹤0.01% | 692 |
|
|
2023
Q4 | $255K | Sell |
7,102
-5
| -0.1% | -$193 | 0.02% | 297 |
|
|
2023
Q3 | $269K | Buy |
7,107
+6,206
| +689% | +$253K | 0.03% | 271 |
|
|
2023
Q2 | $36.7K | Sell |
901
-19
| -2% | -$785 | ﹤0.01% | 614 |
|
|
2023
Q1 | $38.5K | Buy |
920
+222
| +32% | +$9.25K | ﹤0.01% | 602 |
|
|
2022
Q4 | $30.2K | Hold |
698
| – | – | ﹤0.01% | 610 |
|
|
2022
Q3 | $26K | Buy |
698
+6
| +0.9% | +$265 | ﹤0.01% | 573 |
|
|
2022
Q2 | $31K | Sell |
692
-6
| -0.9% | -$282 | 0.01% | 465 |
|
|
2022
Q1 | $33K | Sell |
698
-632
| -48% | -$26.8K | 0.01% | 439 |
|
|
2021
Q4 | $55K | Buy |
1,330
+974
| +274% | +$36.7K | 0.01% | 370 |
|
|
2021
Q3 | $12K | Hold |
356
| – | – | ﹤0.01% | 551 |
|
|
2021
Q2 | $11K | Hold |
356
| – | – | ﹤0.01% | 528 |
|
|
2021
Q1 | $11K | Hold |
356
| – | – | ﹤0.01% | 519 |
|
|
2020
Q4 | $11K | Buy |
356
+4
| +1% | +$118 | ﹤0.01% | 477 |
|
|
2020
Q3 | $9K | Hold |
352
| – | – | ﹤0.01% | 446 |
|
|
2020
Q2 | $9K | Hold |
352
| – | – | ﹤0.01% | 410 |
|
|
2020
Q1 | $9K | Hold |
352
| – | – | 0.01% | 303 |
|
|
2019
Q4 | $11K | Hold |
352
| – | – | 0.01% | 284 |
|
|
2019
Q3 | $12K | Hold |
352
| – | – | 0.01% | 280 |
|
|
2019
Q2 | $12K | Hold |
352
| – | – | 0.01% | 233 |
|
|
2019
Q1 | $13K | Hold |
352
| – | – | 0.01% | 211 |
|
|
2018
Q4 | $11K | Buy |
+352
| New | +$11.3K | 0.01% | 210 |
|
Other funds holding EXC
Larson Financial Group's EXC Position: Q2 2026 in Review
Larson Financial Group increased its Exelon (EXC) stake by 34% in Q2 2026, buying an estimated $119K and bringing the position to 10,012 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #580.
Larson Financial Group first reported a position in EXC in Q4 2018 and has held it in 31 quarters since. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Larson Financial Group held 10,012 shares of Exelon worth $467K as of Q2 2026.
- Larson Financial Group bought 2,562 Exelon shares in Q2 2026, an estimated $119K.
- Exelon made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #580 holding.
- Larson Financial Group first reported a position in Exelon in Q4 2018 and has held it in 31 quarters since.
- 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.