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Patriot Financial Group Insurance Agency’s Exelon EXC Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-5,964
Closed -$292K – 552
2026
Q1 		$292K Buy
+5,964
New +$277K 0.02% 570
2022
Q3 		– Sell
-966
Closed -$44K – 887
2022
Q2 		$44K Buy
966
+108
+13% +$5.08K 0.01% 775
2022
Q1 		$41K Sell
858
-342
-29% -$14.5K 0.01% 839
2021
Q4 		$49K Buy
1,200
+1
+0.1% +$38 0.01% 866
2021
Q3 		$41K Buy
1,199
+191
+19% +$6.53K 0.01% 928
2021
Q2 		$32K Buy
1,008
+1
+0.1% +$32 0.01% 996
2021
Q1 		$31K Sell
1,007
-779
-44% -$23.4K 0.01% 941
2020
Q4 		$54K Hold
1,786
– – 0.01% 666
2020
Q3 		$46K Sell
1,786
-70
-4% -$1.86K 0.02% 555
2020
Q2 		$48K Sell
1,856
-324
-15% -$8.6K 0.02% 524
2020
Q1 		$57K Sell
2,180
-618
-22% -$19.4K 0.03% 426
2019
Q4 		$91K Buy
2,798
+110
+4% +$3.56K 0.03% 359
2019
Q3 		$93K Buy
2,688
+387
+17% +$13K 0.04% 325
2019
Q2 		$80K Sell
2,301
-43
-2% -$1.52K 0.03% 354
2019
Q1 		$84K Buy
2,344
+985
+72% +$33.5K 0.04% 303
2018
Q4 		$44K Buy
1,359
+624
+85% +$20K 0.03% 345
2018
Q3 		$23K Buy
735
+455
+163% +$14K 0.01% 455
2018
Q2 		$9K Sell
280
-619
-69% -$17.7K 0.01% 408
2018
Q1 		$25K Buy
899
+132
+17% +$3.56K 0.02% 429
2017
Q4 		$21K Buy
767
+282
+58% +$8.1K 0.02% 442
2017
Q3 		$13K Sell
485
-405
-46% -$10.8K 0.01% 498
2017
Q2 		$23K Buy
890
+3
+0.3% +$76 0.02% 358
2017
Q1 		$23K Sell
887
-944
-52% -$24.1K 0.02% 330
2016
Q4 		$47K Buy
+1,831
New +$43.4K 0.06% 228

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EXC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Exelon (EXC) in Q2 2026, closing a stake of 5,964 shares — an estimated $292K sold.

Patriot Financial Group Insurance Agency first reported a position in EXC in Q4 2016 and held it in 24 quarters. The position peaked at $292K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,964 Exelon shares in Q2 2026, an estimated $292K.
  • Patriot Financial Group Insurance Agency first reported a position in Exelon in Q4 2016 and held it in 24 quarters.
  • Patriot Financial Group Insurance Agency's Exelon position peaked at $292K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.