M
EXC icon

MOTCO’s Exelon EXC Stock Holding History

MOTCO’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 		$35.6K Hold
726
– – ﹤0.01% 358
2025
Q4 		$31.6K Sell
726
-39
-5% -$1.78K ﹤0.01% 368
2025
Q3 		$34.4K Buy
765
+696
+1,009% +$30.6K ﹤0.01% 361
2025
Q2 		$3.1K Buy
69
+30
+77% +$1.34K ﹤0.01% 501
2025
Q1 		$1.8K Hold
39
– – ﹤0.01% 514
2024
Q4 		$1.47K Hold
39
– – ﹤0.01% 469
2024
Q3 		$1.58K Hold
39
– – ﹤0.01% 567
2024
Q2 		$1.35K Hold
39
– – ﹤0.01% 690
2024
Q1 		$1.47K Sell
39
-1
-3% -$36 ﹤0.01% 642
2023
Q4 		$1.44K Sell
40
-38
-49% -$1.46K ﹤0.01% 635
2023
Q3 		$2.95K Sell
78
-49
-39% -$2K ﹤0.01% 602
2023
Q2 		$5.17K Buy
127
+88
+226% +$3.64K ﹤0.01% 554
2023
Q1 		$1.63K Hold
39
– – ﹤0.01% 535
2022
Q4 		$1.69K Sell
39
-379
-91% -$15K ﹤0.01% 546
2022
Q3 		$16K Buy
418
+379
+972% +$16.8K ﹤0.01% 463
2022
Q2 		$2K Hold
39
– – ﹤0.01% 531
2022
Q1 		$2K Sell
39
-16
-29% -$678 ﹤0.01% 567
2021
Q4 		$2K Hold
55
– – ﹤0.01% 553
2021
Q3 		$2K Sell
55
-235
-81% -$8.03K ﹤0.01% 578
2021
Q2 		$9K Hold
290
– – ﹤0.01% 503
2021
Q1 		$9K Sell
290
-91
-24% -$2.73K ﹤0.01% 479
2020
Q4 		$11K Sell
381
-735
-66% -$21.7K ﹤0.01% 521
2020
Q3 		$28K Hold
1,116
– – ﹤0.01% 381
2020
Q2 		$29K Sell
1,116
-608
-35% -$16.1K ﹤0.01% 359
2020
Q1 		$45K Buy
1,724
+91
+6% +$2.86K ﹤0.01% 309
2019
Q4 		$53K Buy
1,633
+608
+59% +$19.7K ﹤0.01% 314
2019
Q3 		$35K Sell
1,025
-220
-18% -$7.39K ﹤0.01% 345
2019
Q2 		$43K Buy
1,245
+220
+21% +$7.76K ﹤0.01% 379
2019
Q1 		$37K Sell
1,025
-590
-37% -$20.1K ﹤0.01% 344
2018
Q4 		$52K Buy
1,615
+38
+2% +$1.22K 0.01% 316
2018
Q3 		$49K Hold
1,577
– – ﹤0.01% 338
2018
Q2 		$48K Hold
1,577
– – ﹤0.01% 318
2018
Q1 		$44K Sell
1,577
-429
-21% -$11.6K ﹤0.01% 333
2017
Q4 		$56K Sell
2,006
-73
-4% -$2.1K 0.01% 298
2017
Q3 		$56K Buy
2,079
+356
+21% +$9.52K 0.01% 294
2017
Q2 		$44K Sell
1,723
-210
-11% -$5.34K ﹤0.01% 331
2017
Q1 		$50K Sell
1,933
-63
-3% -$1.6K 0.01% 309
2016
Q4 		$51K Hold
1,996
– – 0.01% 302
2016
Q3 		$47K Hold
1,996
– – 0.01% 305
2016
Q2 		$52K Hold
1,996
– – 0.01% 273
2016
Q1 		$51K Sell
1,996
-386
-16% -$8.65K 0.01% 272
2015
Q4 		$48K Buy
2,382
+988
+71% +$20K 0.01% 266
2015
Q3 		$29K Sell
1,394
-1,100
-44% -$24.7K ﹤0.01% 333
2015
Q2 		$56K Hold
2,494
– – 0.01% 270
2015
Q1 		$60K Hold
2,494
– – 0.01% 270
2014
Q4 		$66K Hold
2,494
– – 0.01% 273
2014
Q3 		$60K Sell
2,494
-568
-19% -$13.3K 0.01% 278
2014
Q2 		$80K Sell
3,062
-512
-14% -$13.1K 0.01% 253
2014
Q1 		$85K Sell
3,574
-455
-11% -$9.58K 0.01% 246
2013
Q4 		$79K Sell
4,029
-30,368
-88% -$611K 0.01% 252
2013
Q3 		$727K Sell
34,397
-2,677
-7% -$58.6K 0.09% 135
2013
Q2 		$817K Buy
+37,074
New +$899K 0.1% 133

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

MOTCO's EXC Position: Q1 2026 in Review

MOTCO held its Exelon (EXC) position steady in Q1 2026 at 726 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

MOTCO first reported a position in EXC in Q2 2013 and has held it in 52 quarters since. The position peaked at $817K in Q2 2013. 1,278 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • MOTCO held 726 shares of Exelon worth $35.6K as of Q1 2026.
  • MOTCO left its Exelon share count unchanged in Q1 2026.
  • Exelon made up ﹤0.01% of MOTCO's portfolio in Q1 2026, its #358 holding.
  • MOTCO first reported a position in Exelon in Q2 2013 and has held it in 52 quarters since.
  • MOTCO's Exelon position peaked at $817K in Q2 2013.
  • 1,278 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.