MCF Advisors’s Exelon EXC Stock Holding History

MCF Advisors’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	$438K	Buy	8,940 +3,391	+61%	+$158K	0.02%	279
2025 Q4	$242K	Buy	5,549 +2,472	+80%	+$113K	0.01%	278
2025 Q3	$138K	Hold	3,077	–	–	0.01%	296
2025 Q2	$134K	Hold	3,077	–	–	0.01%	276
2025 Q1	$142K	Buy	3,077 +58	+2%	+$2.42K	0.01%	264
2024 Q4	$114K	Hold	3,019	–	–	0.01%	294
2024 Q3	$122K	Hold	3,019	–	–	0.01%	287
2024 Q2	$104K	Hold	3,019	–	–	0.01%	298
2024 Q1	$113K	Buy	3,019 +83	+3%	+$2.97K	0.01%	284
2023 Q4	$105K	Hold	2,936	–	–	0.01%	286
2023 Q3	$111K	Buy	2,936 +278	+10%	+$11.3K	0.01%	272
2023 Q2	$108K	Hold	2,658	–	–	0.01%	273
2023 Q1	$111K	Buy	2,658 +416	+19%	+$17.3K	0.01%	265
2022 Q4	$96.9K	Hold	2,242	–	–	0.01%	280
2022 Q3	$84K	Hold	2,242	–	–	0.01%	281
2022 Q2	$102K	Hold	2,242	–	–	0.01%	245
2022 Q1	$107K	Buy	+2,242	New	+$95K	0.01%	252
2021 Q4	–	Sell	-3,143	Closed	-$108K	–	248
2021 Q3	$108K	Buy	3,143 +35	+1%	+$1.2K	0.01%	241
2021 Q2	$98K	Buy	+3,108	New	+$100K	0.01%	233
2019 Q4	–	Sell	-167	Closed	-$6K	–	453
2019 Q3	$6K	Hold	167	–	–	﹤0.01%	385
2019 Q2	$6K	Hold	167	–	–	﹤0.01%	375
2019 Q1	$6K	Sell	167 -272	-62%	-$9.26K	﹤0.01%	370
2018 Q4	$14K	Buy	439 +3	+0.7%	+$96	﹤0.01%	323
2018 Q3	$14K	Buy	436 +4	+0.9%	+$123	﹤0.01%	332
2018 Q2	$13K	Buy	432 +3	+0.7%	+$86	﹤0.01%	314
2018 Q1	$12K	Buy	429 +4	+0.9%	+$108	﹤0.01%	319
2017 Q4	$12K	Buy	425 +3	+0.7%	+$86	﹤0.01%	322
2017 Q3	$11K	Buy	422 +4	+1%	+$107	﹤0.01%	334
2017 Q2	$11K	Buy	418 +3	+0.7%	+$76	﹤0.01%	357
2017 Q1	$11K	Buy	415 +6	+1%	+$153	﹤0.01%	348
2016 Q4	$10K	Buy	409 +2	+0.5%	+$47	﹤0.01%	312
2016 Q3	$10K	Buy	407 +5	+1%	+$126	﹤0.01%	317
2016 Q2	$10K	Buy	402 +2	+0.5%	+$49	﹤0.01%	345
2016 Q1	$10K	Buy	400 +5	+1%	+$112	﹤0.01%	326
2015 Q4	$8K	Buy	395 +4	+1%	+$81	﹤0.01%	356
2015 Q3	$8K	Buy	391 +4	+1%	+$90	﹤0.01%	344
2015 Q2	$9K	Buy	387 +3	+0.8%	+$72	﹤0.01%	339
2015 Q1	$9K	Buy	384 +4	+1%	+$99	﹤0.01%	330
2014 Q4	$10K	Buy	380 +3	+0.8%	+$77	﹤0.01%	308
2014 Q3	$9K	Buy	377 +4	+1%	+$94	﹤0.01%	324
2014 Q2	$9K	Sell	373 -2,285	-86%	-$58.3K	﹤0.01%	323
2014 Q1	$64K	Buy	2,658 +1,737	+189%	+$36.6K	0.02%	160
2013 Q4	$22K	Buy	921 +10	+1%	+$201	0.01%	223
2013 Q3	$22K	Buy	911 +8	+0.9%	+$175	0.01%	230
2013 Q2	$22K	Buy	+903	New	+$21.9K	0.01%	209

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

MCF Advisors's EXC Position: Q1 2026 in Review

MCF Advisors increased its Exelon (EXC) stake by 61% in Q1 2026, buying an estimated $158K and bringing the position to 8,940 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #279.

MCF Advisors first reported a position in EXC in Q2 2013 and has held it in 45 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

MCF Advisors held 8,940 shares of Exelon worth $438K as of Q1 2026.
MCF Advisors bought 3,391 Exelon shares in Q1 2026, an estimated $158K.
Exelon made up 0.02% of MCF Advisors's portfolio in Q1 2026, its #279 holding.
MCF Advisors first reported a position in Exelon in Q2 2013 and has held it in 45 quarters since.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.