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Phoenix Wealth Advisors’s Exelon EXC Stock Holding History

Phoenix Wealth Advisors’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 		$274K Sell
5,587
-186
-3% -$8.65K 0.11% 109
2025
Q4 		$252K Sell
5,773
-67
-1% -$3.06K 0.1% 114
2025
Q3 		$263K Buy
5,840
+118
+2% +$5.18K 0.1% 116
2025
Q2 		$248K Buy
5,722
+51
+0.9% +$2.27K 0.1% 110
2025
Q1 		$261K Sell
5,671
-1
-0% -$42 0.11% 104
2024
Q4 		$213K Sell
5,672
-218
-4% -$8.46K 0.09% 116
2024
Q3 		$239K Sell
5,890
-114
-2% -$4.29K 0.11% 113
2024
Q2 		$208K Buy
6,004
+158
+3% +$5.83K 0.1% 118
2024
Q1 		$220K Sell
5,846
-168
-3% -$6K 0.13% 108
2023
Q4 		$219K Sell
6,014
-14
-0.2% -$539 0.15% 106
2023
Q3 		$228K Buy
6,028
+14
+0.2% +$570 0.13% 103
2023
Q2 		$245K Sell
6,014
-64
-1% -$2.65K 0.14% 97
2023
Q1 		$255K Buy
6,078
+683
+13% +$28.5K 0.16% 89
2022
Q4 		$233K Buy
+5,395
New +$213K 0.14% 98
2022
Q3 		– Sell
-5,156
Closed -$234K – 114
2022
Q2 		$234K Buy
+5,156
New +$242K 0.23% 99
2022
Q1 		– Sell
-6,253
Closed -$258K – 104
2021
Q4 		$258K Sell
6,253
-1,431
-19% -$53.9K 0.19% 99
2021
Q3 		$265K Buy
7,684
+46
+0.6% +$1.57K 0.2% 97
2021
Q2 		$245K Buy
7,638
+695
+10% +$22.4K 0.18% 103
2021
Q1 		$217K Buy
6,943
+1,627
+31% +$48.9K 0.17% 110
2020
Q4 		$160K Buy
+5,316
New +$157K 0.12% 123

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

Phoenix Wealth Advisors's EXC Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Exelon (EXC) stake by 3.2% in Q1 2026, selling an estimated $8.65K and leaving 5,587 shares worth $274K. The position accounts for 0.11% of the portfolio, ranked #109.

Phoenix Wealth Advisors first reported a position in EXC in Q4 2020 and has held it in 20 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Phoenix Wealth Advisors held 5,587 shares of Exelon worth $274K as of Q1 2026.
  • Phoenix Wealth Advisors sold 186 Exelon shares in Q1 2026, an estimated $8.65K.
  • Exelon made up 0.11% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #109 holding.
  • Phoenix Wealth Advisors first reported a position in Exelon in Q4 2020 and has held it in 20 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.