Meeder Advisory Services’s Exelon EXC Stock Holding History

Meeder 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 Q1	$1.11M	Sell	22,695 -5,530	-20%	-$257K	0.05%	258
2025 Q4	$1.23M	Buy	28,225 +4,984	+21%	+$227K	0.05%	234
2025 Q3	$1.05M	Sell	23,241 -706	-3%	-$31K	0.05%	264
2025 Q2	$1.04M	Buy	23,947 +2,923	+14%	+$130K	0.05%	248
2025 Q1	$969K	Buy	21,024 +809	+4%	+$33.8K	0.06%	246
2024 Q4	$761K	Sell	20,215 -2,155	-10%	-$83.6K	0.05%	269
2024 Q3	$907K	Buy	22,370 +1,153	+5%	+$43.4K	0.06%	255
2024 Q2	$734K	Buy	21,217 +2,788	+15%	+$103K	0.05%	266
2024 Q1	$692K	Sell	18,429 -733	-4%	-$26.2K	0.07%	238
2023 Q4	$688K	Buy	19,162 +108	+0.6%	+$4.16K	0.08%	216
2023 Q3	$720K	Sell	19,054 -3,566	-16%	-$145K	0.09%	185
2023 Q2	$922K	Buy	22,620 +540	+2%	+$22.3K	0.1%	170
2023 Q1	$925K	Sell	22,080 -2,978	-12%	-$124K	0.11%	164
2022 Q4	$1.08M	Buy	+25,058	New	+$990K	0.14%	141

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

Meeder Advisory Services's EXC Position: Q1 2026 in Review

Meeder Advisory Services reduced its Exelon (EXC) stake by 20% in Q1 2026, selling an estimated $257K and leaving 22,695 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #258.

Meeder Advisory Services first reported a position in EXC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.23M in Q4 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Meeder Advisory Services held 22,695 shares of Exelon worth $1.11M as of Q1 2026.
Meeder Advisory Services sold 5,530 Exelon shares in Q1 2026, an estimated $257K.
Exelon made up 0.05% of Meeder Advisory Services's portfolio in Q1 2026, its #258 holding.
Meeder Advisory Services first reported a position in Exelon in Q4 2022 and has held it in 14 quarters since.
Meeder Advisory Services's Exelon position peaked at $1.23M in Q4 2025.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.