Lloyd Advisory Services’s Exelon EXC Stock Holding History

Lloyd Advisory Services’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 Q2	$1.66K	Sell	36 -13,733	-100%	-$635K	﹤0.01%	535
2026 Q1	$675K	Buy	13,769 +13,757	+114,642%	+$640K	0.19%	55
2025 Q4	$537	Buy	+12	New	+$548	﹤0.01%	516
2024 Q2	–	Sell	-59,115	Closed	-$2.22M	–	125
2024 Q1	$2.22M	Buy	59,115 +50,003	+549%	+$1.79M	0.47%	26
2023 Q4	$327K	Buy	+9,112	New	+$351K	0.16%	78
2022 Q2	–	Sell	-1,566	Closed	-$75K	–	215
2022 Q1	$75K	Buy	1,566 +995	+174%	+$42.1K	0.03%	187
2021 Q4	$24K	Buy	571 +44	+8%	+$1.66K	0.01%	276
2021 Q3	$18K	Buy	527 +276	+110%	+$9.43K	0.01%	257
2021 Q2	$8K	Buy	251 +121	+93%	+$3.9K	﹤0.01%	290
2021 Q1	$4K	Hold	130	–	–	﹤0.01%	302
2020 Q4	$4K	Buy	+130	New	+$3.84K	﹤0.01%	267

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Lloyd Advisory Services's EXC Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Exelon (EXC) stake by 100% in Q2 2026, selling an estimated $635K and leaving 36 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Lloyd Advisory Services first reported a position in EXC in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.22M in Q1 2024. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Lloyd Advisory Services held 36 shares of Exelon worth $1.66K as of Q2 2026.
Lloyd Advisory Services sold 13,733 Exelon shares in Q2 2026, an estimated $635K.
Exelon made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #535 holding.
Lloyd Advisory Services first reported a position in Exelon in Q4 2020 and has held it in 11 quarters since.
Lloyd Advisory Services's Exelon position peaked at $2.22M in Q1 2024.
1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.