NewEdge 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 | $3.93M | Sell |
80,181
-197
| -0.2% | -$9.16K | 0.01% | 791 |
|
|
2025
Q4 | $3.5M | Buy |
80,378
+8,577
| +12% | +$391K | 0.01% | 807 |
|
|
2025
Q3 | $3.23M | Buy |
71,801
+20,479
| +40% | +$899K | 0.01% | 792 |
|
|
2025
Q2 | $2.23M | Sell |
51,322
-8,432
| -14% | -$375K | 0.01% | 883 |
|
|
2025
Q1 | $2.75M | Buy |
59,754
+20,687
| +53% | +$865K | 0.02% | 724 |
|
|
2024
Q4 | $1.47M | Buy |
39,067
+7,984
| +26% | +$310K | 0.01% | 970 |
|
|
2024
Q3 | $1.26M | Sell |
31,083
-571
| -2% | -$21.5K | 0.01% | 995 |
|
|
2024
Q2 | $1.1M | Buy |
31,654
+455
| +1% | +$16.8K | 0.01% | 1022 |
|
|
2024
Q1 | $1.17M | Buy |
31,199
+1,896
| +6% | +$67.7K | 0.01% | 924 |
|
|
2023
Q4 | $1.02M | Buy |
29,303
+11,583
| +65% | +$446K | 0.01% | 923 |
|
|
2023
Q3 | $670K | Sell |
17,720
-1,884
| -10% | -$76.8K | 0.01% | 1047 |
|
|
2023
Q2 | $799K | Buy |
19,604
+1,193
| +6% | +$49.3K | 0.01% | 970 |
|
|
2023
Q1 | $775K | Buy |
18,411
+248
| +1% | +$10.3K | 0.01% | 902 |
|
|
2022
Q4 | $670K | Buy |
18,163
+3,105
| +21% | +$123K | 0.02% | 664 |
|
|
2022
Q3 | $565K | Sell |
15,058
-1,783
| -11% | -$78.8K | 0.01% | 910 |
|
|
2022
Q2 | $764K | Buy |
16,841
+3,091
| +22% | +$145K | 0.01% | 802 |
|
|
2022
Q1 | $655K | Buy |
13,750
+1,551
| +13% | +$65.7K | 0.01% | 772 |
|
|
2021
Q4 | $502K | Buy |
+12,199
| New | +$459K | 0.01% | 1078 |
|
|
2021
Q3 | – | Sell |
-8,969
| Closed | -$283K | – | 1163 |
|
|
2021
Q2 | $283K | Sell |
8,969
-2,804
| -24% | -$90.3K | 0.01% | 930 |
|
|
2021
Q1 | $367K | Buy |
11,773
+127
| +1% | +$3.82K | 0.01% | 746 |
|
|
2020
Q4 | $351K | Buy |
11,646
+377
| +3% | +$11.1K | 0.01% | 712 |
|
|
2020
Q3 | $287K | Sell |
11,269
-66
| -0.6% | -$1.75K | 0.01% | 725 |
|
|
2020
Q2 | $293K | Sell |
11,335
-8,240
| -42% | -$219K | 0.01% | 680 |
|
|
2020
Q1 | $514K | Buy |
19,575
+1,371
| +8% | +$43.1K | 0.02% | 441 |
|
|
2019
Q4 | $591K | Sell |
18,204
-29,244
| -62% | -$947K | 0.02% | 478 |
|
|
2019
Q3 | $1.55M | Buy |
47,448
+34,219
| +259% | +$1.15M | 0.07% | 263 |
|
|
2019
Q2 | $452K | Sell |
13,229
-19,661
| -60% | -$694K | 0.03% | 424 |
|
|
2019
Q1 | $1.18M | Buy |
32,890
+24,062
| +273% | +$819K | 0.08% | 251 |
|
|
2018
Q4 | $284 | Sell |
8,828
-7
| -0.1% | -$224 | 0.02% | 498 |
|
|
2018
Q3 | $275K | Buy |
8,835
+790
| +10% | +$24.3K | 0.02% | 519 |
|
|
2018
Q2 | $246 | Buy |
8,045
+460
| +6% | +$13.2K | 0.02% | 458 |
|
|
2018
Q1 | $207K | Buy |
7,585
+6
| +0.1% | +$162 | 0.02% | 462 |
|
|
2017
Q4 | $209K | Sell |
7,579
-136
| -2% | -$3.91K | 0.03% | 383 |
|
|
2017
Q3 | $209K | Sell |
7,715
-2,079
| -21% | -$55.6K | 0.03% | 348 |
|
|
2017
Q2 | $250K | Buy |
+9,794
| New | +$249K | 0.04% | 284 |
|
Other funds holding EXC
VCM
VPM
NewEdge Advisors's EXC Position: Q1 2026 in Review
NewEdge Advisors reduced its Exelon (EXC) stake by 0.25% in Q1 2026, selling an estimated $9.16K and leaving 80,181 shares worth $3.93M. The position accounts for 0.01% of the portfolio, ranked #791.
NewEdge Advisors first reported a position in EXC in Q2 2017 and has held it in 35 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- NewEdge Advisors held 80,181 shares of Exelon worth $3.93M as of Q1 2026.
- NewEdge Advisors sold 197 Exelon shares in Q1 2026, an estimated $9.16K.
- Exelon made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #791 holding.
- NewEdge Advisors first reported a position in Exelon in Q2 2017 and has held it in 35 quarters since.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.