Mutual 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
Q1 | $301K | Sell |
6,134
-1,092
| -15% | -$50.8K | 0.01% | 1124 |
|
|
2025
Q4 | $315K | Sell |
7,226
-34
| -0.5% | -$1.55K | 0.01% | 1060 |
|
|
2025
Q3 | $346K | Buy |
7,260
+2,412
| +50% | +$106K | 0.01% | 1010 |
|
|
2025
Q2 | $213K | Buy |
4,848
+78
| +2% | +$3.47K | 0.01% | 1107 |
|
|
2025
Q1 | $220K | Buy |
+4,770
| New | +$199K | 0.01% | 1003 |
|
|
2024
Q2 | – | Sell |
-8,162
| Closed | -$307K | – | 1106 |
|
|
2024
Q1 | $307K | Buy |
8,162
+165
| +2% | +$5.9K | 0.01% | 858 |
|
|
2023
Q4 | $287K | Sell |
7,997
-651
| -8% | -$25.1K | 0.01% | 830 |
|
|
2023
Q3 | $327K | Buy |
8,648
+8
| +0.1% | +$326 | 0.01% | 750 |
|
|
2023
Q2 | $352K | Sell |
8,640
-718
| -8% | -$29.7K | 0.01% | 752 |
|
|
2023
Q1 | $392K | Buy |
9,358
+837
| +10% | +$34.9K | 0.02% | 692 |
|
|
2022
Q4 | $368K | Buy |
8,521
+355
| +4% | +$14K | 0.02% | 686 |
|
|
2022
Q3 | $306K | Buy |
8,166
+79
| +1% | +$3.49K | 0.02% | 709 |
|
|
2022
Q2 | $366K | Sell |
8,087
-68
| -0.8% | -$3.2K | 0.02% | 621 |
|
|
2022
Q1 | $388K | Sell |
8,155
-3,277
| -29% | -$139K | 0.02% | 645 |
|
|
2021
Q4 | $471K | Buy |
11,432
+17
| +0.1% | +$640 | 0.02% | 597 |
|
|
2021
Q3 | $394K | Hold |
11,415
| – | – | 0.02% | 623 |
|
|
2021
Q2 | $361K | Buy |
11,415
+786
| +7% | +$25.3K | 0.02% | 631 |
|
|
2021
Q1 | $332K | Buy |
10,629
+898
| +9% | +$27K | 0.02% | 604 |
|
|
2020
Q4 | $293K | Sell |
9,731
-691
| -7% | -$20.4K | 0.02% | 608 |
|
|
2020
Q3 | $266K | Buy |
10,422
+2,376
| +30% | +$63K | 0.02% | 567 |
|
|
2020
Q2 | $208K | Buy |
8,046
+195
| +2% | +$5.18K | 0.02% | 596 |
|
|
2020
Q1 | $206K | Sell |
7,851
-1,823
| -19% | -$57.3K | 0.03% | 497 |
|
|
2019
Q4 | $315K | Sell |
9,674
-1,213
| -11% | -$39.3K | 0.03% | 451 |
|
|
2019
Q3 | $375K | Buy |
10,887
+186
| +2% | +$6.25K | 0.05% | 370 |
|
|
2019
Q2 | $366K | Hold |
10,701
| – | – | 0.05% | 395 |
|
|
2019
Q1 | $383K | Buy |
10,701
+1,730
| +19% | +$58.9K | 0.06% | 310 |
|
|
2018
Q4 | $289K | Sell |
8,971
-959
| -10% | -$30.7K | 0.06% | 337 |
|
|
2018
Q3 | $309K | Sell |
9,930
-1,345
| -12% | -$41.4K | 0.05% | 360 |
|
|
2018
Q2 | $343K | Buy |
11,275
+722
| +7% | +$20.7K | 0.08% | 303 |
|
|
2018
Q1 | $294K | Buy |
+10,553
| New | +$285K | 0.07% | 310 |
|
Other funds holding EXC
VCM
VPM
Mutual Advisors's EXC Position: Q1 2026 in Review
Mutual Advisors reduced its Exelon (EXC) stake by 15% in Q1 2026, selling an estimated $50.8K and leaving 6,134 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #1124.
Mutual Advisors first reported a position in EXC in Q1 2018 and has held it in 30 quarters since. The position peaked at $471K in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- Mutual Advisors held 6,134 shares of Exelon worth $301K as of Q1 2026.
- Mutual Advisors sold 1,092 Exelon shares in Q1 2026, an estimated $50.8K.
- Exelon made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1124 holding.
- Mutual Advisors first reported a position in Exelon in Q1 2018 and has held it in 30 quarters since.
- Mutual Advisors's Exelon position peaked at $471K in Q4 2021.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.