Private Advisor Group’s Exelon EXC Stock Holding History

Private Advisor Group’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	$3.86M	Sell	78,723 -5,447	-6%	-$253K	0.02%	746
2025 Q4	$3.67M	Buy	84,170 +5,926	+8%	+$270K	0.02%	761
2025 Q3	$3.52M	Sell	78,244 -2,345	-3%	-$103K	0.02%	763
2025 Q2	$3.5M	Buy	80,589 +6,849	+9%	+$305K	0.02%	718
2025 Q1	$3.4M	Buy	73,740 +9,179	+14%	+$384K	0.02%	677
2024 Q4	$2.43M	Buy	64,561 +6,900	+12%	+$268K	0.01%	798
2024 Q3	$2.34M	Buy	57,661 +2,271	+4%	+$85.4K	0.01%	805
2024 Q2	$1.92M	Buy	55,390 +33	+0.1%	+$1.22K	0.01%	855
2024 Q1	$2.08M	Buy	55,357 +1,050	+2%	+$37.5K	0.01%	786
2023 Q4	$1.95M	Sell	54,307 -24,003	-31%	-$925K	0.02%	773
2023 Q3	$2.96M	Buy	78,310 +15,267	+24%	+$622K	0.03%	572
2023 Q2	$2.6M	Sell	63,043 -650	-1%	-$26.9K	0.02%	613
2023 Q1	$2.67M	Sell	63,693 -5,239	-8%	-$218K	0.03%	575
2022 Q4	$1.14M	Sell	68,932 -307	-0.4%	-$12.1K	0.06%	329
2022 Q3	$2.59M	Sell	69,239 -9,694	-12%	-$429K	0.03%	535
2022 Q2	$3.58M	Sell	78,933 -59	-0.1%	-$2.77K	0.03%	510
2022 Q1	$3.76M	Sell	78,992 -19,622	-20%	-$831K	0.03%	550
2021 Q4	$4.06M	Sell	98,614 -42,834	-30%	-$1.61M	0.03%	531
2021 Q3	$4.88M	Buy	141,448 +55,322	+64%	+$1.89M	0.03%	524
2021 Q2	$2.72M	Sell	86,126 -626	-0.7%	-$20.2K	0.02%	642
2021 Q1	$2.71M	Sell	86,752 -14,338	-14%	-$431K	0.03%	592
2020 Q4	$3.04M	Buy	101,090 +21,088	+26%	+$622K	0.03%	501
2020 Q3	$2.05M	Sell	80,002 -232	-0.3%	-$6.15K	0.03%	540
2020 Q2	$2.08M	Buy	80,234 +1,010	+1%	+$26.8K	0.03%	523
2020 Q1	$2.08M	Sell	79,224 -3,786	-5%	-$119K	0.04%	427
2019 Q4	$2.7M	Sell	83,010 -8,517	-9%	-$276K	0.04%	440
2019 Q3	$3.13M	Sell	91,527 -50,215	-35%	-$1.69M	0.05%	394
2019 Q2	$4.85M	Buy	141,742 +75,877	+115%	+$2.68M	0.09%	248
2019 Q1	$2.35M	Sell	65,865 -171	-0.3%	-$5.82K	0.05%	392
2018 Q4	$2.12M	Sell	66,036 -185	-0.3%	-$5.92K	0.05%	364
2018 Q3	$2.06M	Buy	66,221 +18,247	+38%	+$561K	0.04%	423
2018 Q2	$1.47M	Buy	47,974 +13,396	+39%	+$384K	0.02%	369
2018 Q1	$962K	Sell	34,578 -15,687	-31%	-$424K	0.04%	417
2017 Q4	$1.39M	Sell	50,265 -38,504	-43%	-$1.11M	0.06%	330
2017 Q3	$2.41M	Sell	88,769 -10,022	-10%	-$268K	0.06%	316
2017 Q2	$2.52M	Buy	98,791 +8,875	+10%	+$226K	0.07%	289
2017 Q1	$2.31M	Sell	89,916 -23,868	-21%	-$608K	0.06%	308
2016 Q4	$2.87M	Buy	113,784 +8,718	+8%	+$207K	0.09%	222
2016 Q3	$2.39M	Buy	105,066 +3,469	+3%	+$87.2K	0.1%	217
2016 Q2	$2.65M	Buy	101,597 +16,843	+20%	+$417K	0.11%	195
2016 Q1	$2.17M	Buy	84,754 +11,907	+16%	+$267K	0.1%	200
2015 Q4	$1.44M	Buy	72,847 +16,785	+30%	+$340K	0.07%	304
2015 Q3	$1.19M	Buy	56,062 +18,648	+50%	+$419K	0.07%	324
2015 Q2	$838K	Sell	37,414 -7,293	-16%	-$175K	0.04%	429
2015 Q1	$1.07M	Sell	44,707 -4,820	-10%	-$119K	0.06%	331
2014 Q4	$1.31M	Sell	49,527 -3,884	-7%	-$99.7K	0.08%	284
2014 Q3	$1.3M	Buy	53,411 +321	+0.6%	+$7.52K	0.09%	256
2014 Q2	$1.38M	Buy	53,090 +4,376	+9%	+$112K	0.12%	193
2014 Q1	$1.17M	Sell	48,714 -28,340	-37%	-$597K	0.12%	199
2013 Q4	$1.5M	Buy	+77,054	New	+$1.55M	0.17%	145

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Private Advisor Group's EXC Position: Q1 2026 in Review

Private Advisor Group reduced its Exelon (EXC) stake by 6.5% in Q1 2026, selling an estimated $253K and leaving 78,723 shares worth $3.86M. The position accounts for 0.02% of the portfolio, ranked #746.

Private Advisor Group first reported a position in EXC in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.88M in Q3 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Private Advisor Group held 78,723 shares of Exelon worth $3.86M as of Q1 2026.
Private Advisor Group sold 5,447 Exelon shares in Q1 2026, an estimated $253K.
Exelon made up 0.02% of Private Advisor Group's portfolio in Q1 2026, its #746 holding.
Private Advisor Group first reported a position in Exelon in Q4 2013 and has held it in 50 quarters since.
Private Advisor Group's Exelon position peaked at $4.88M in Q3 2021.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.