Longview Financial Advisors’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
Sell
-1,770
Closed -$86.8K 79
2026
Q1
$86.8K Buy
+1,770
New +$82.3K 0.05% 65

Other funds holding EXC

Longview Financial Advisors's EXC Position: Q2 2026 in Review

Longview Financial Advisors sold out of Exelon (EXC) in Q2 2026, closing a stake of 1,770 shares — an estimated $86.8K sold.

Longview Financial Advisors first reported a position in EXC in Q1 2026 and held it in 1 quarter. The position peaked at $86.8K in Q1 2026. 230 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Longview Financial Advisors reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • Longview Financial Advisors sold 1,770 Exelon shares in Q2 2026, an estimated $86.8K.
  • Longview Financial Advisors first reported a position in Exelon in Q1 2026 and held it in 1 quarter.
  • Longview Financial Advisors's Exelon position peaked at $86.8K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.