Laurel Wealth Advisors (North Carolina)’s Exelon EXC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-250	Closed	-$10.9K	–	341
2025 Q4	$10.9K	Buy	+250	New	+$11.4K	﹤0.01%	478
2025 Q2	–	Sell	-250	Closed	-$11.5K	–	344
2025 Q1	$11.5K	Hold	250	–	–	﹤0.01%	461
2024 Q4	$9.41K	Hold	250	–	–	﹤0.01%	493
2024 Q3	$10.1K	Hold	250	–	–	﹤0.01%	460
2024 Q2	$8.65K	Hold	250	–	–	﹤0.01%	439
2024 Q1	$9.39K	Hold	250	–	–	﹤0.01%	440
2023 Q4	$8.97K	Hold	250	–	–	﹤0.01%	407
2023 Q3	$9.45K	Hold	250	–	–	﹤0.01%	410
2023 Q2	$10.2K	Hold	250	–	–	﹤0.01%	407
2023 Q1	$10.5K	Hold	250	–	–	﹤0.01%	402
2022 Q4	$10.8K	Hold	250	–	–	﹤0.01%	379
2022 Q3	$9K	Hold	250	–	–	﹤0.01%	391
2022 Q2	$11K	Hold	250	–	–	﹤0.01%	383
2022 Q1	$12K	Sell	250 -101	-29%	-$4.28K	﹤0.01%	393
2021 Q4	$14K	Hold	351	–	–	﹤0.01%	379
2021 Q3	$12K	Hold	351	–	–	﹤0.01%	394
2021 Q2	$11K	Hold	351	–	–	﹤0.01%	449
2021 Q1	$11K	Hold	351	–	–	﹤0.01%	412
2020 Q4	$11K	Hold	351	–	–	﹤0.01%	404
2020 Q3	$9K	Hold	351	–	–	﹤0.01%	391
2020 Q2	$9K	Hold	351	–	–	﹤0.01%	384
2020 Q1	$9K	Hold	351	–	–	﹤0.01%	369
2019 Q4	$11K	Hold	351	–	–	﹤0.01%	388
2019 Q3	$12K	Hold	351	–	–	﹤0.01%	362
2019 Q2	$12K	Hold	351	–	–	﹤0.01%	359
2019 Q1	$13K	Hold	351	–	–	﹤0.01%	340
2018 Q4	$11K	Buy	+351	New	+$11.2K	﹤0.01%	341

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s EXC Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Exelon (EXC) in Q1 2026, closing a stake of 250 shares — an estimated $10.9K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in EXC in Q4 2018 and held it in 27 quarters. The position peaked at $14K in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 250 Exelon shares in Q1 2026, an estimated $10.9K.
Laurel Wealth Advisors (North Carolina) first reported a position in Exelon in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s Exelon position peaked at $14K in Q4 2021.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.