Prospera Financial Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $692K | Sell |
14,840
-605
| -4% | -$28K | 0.01% | 913 |
|
|
2026
Q1 | $758K | Buy |
15,445
+729
| +5% | +$33.9K | 0.01% | 836 |
|
|
2025
Q4 | $642K | Sell |
14,716
-1,061
| -7% | -$48.4K | 0.01% | 839 |
|
|
2025
Q3 | $711K | Sell |
15,777
-228
| -1% | -$10K | 0.01% | 812 |
|
|
2025
Q2 | $695K | Buy |
16,005
+5,299
| +49% | +$236K | 0.01% | 788 |
|
|
2025
Q1 | $493K | Sell |
10,706
-2,610
| -20% | -$109K | 0.01% | 784 |
|
|
2024
Q4 | $501K | Buy |
13,316
+1,805
| +16% | +$70K | 0.01% | 745 |
|
|
2024
Q3 | $467K | Buy |
11,511
+1,661
| +17% | +$62.5K | 0.01% | 748 |
|
|
2024
Q2 | $341K | Buy |
9,850
+1,310
| +15% | +$48.4K | 0.01% | 865 |
|
|
2024
Q1 | $321K | Buy |
8,540
+1,752
| +26% | +$62.6K | 0.01% | 878 |
|
|
2023
Q4 | $244K | Buy |
+6,788
| New | +$261K | 0.01% | 923 |
|
|
2023
Q2 | – | Sell |
-5,159
| Closed | -$216K | – | 1028 |
|
|
2023
Q1 | $216K | Buy |
+5,159
| New | +$215K | 0.01% | 884 |
|
|
2022
Q4 | – | Sell |
-44,949
| Closed | -$1.68M | – | 915 |
|
|
2022
Q3 | $1.68M | Buy |
44,949
+4,071
| +10% | +$180K | 0.09% | 259 |
|
|
2022
Q2 | $1.85M | Buy |
40,878
+5,750
| +16% | +$270K | 0.09% | 252 |
|
|
2022
Q1 | $1.67M | Buy |
+35,128
| New | +$1.49M | 0.07% | 309 |
|
|
2020
Q4 | – | Sell |
-2,811
| Closed | -$72K | – | 934 |
|
|
2020
Q3 | $72K | Buy |
+2,811
| New | +$74.5K | 0.03% | 502 |
|
|
2019
Q4 | – | Sell |
-6,414
| Closed | -$221K | – | 609 |
|
|
2019
Q3 | $221K | Buy |
6,414
+3
| +0% | +$101 | 0.02% | 500 |
|
|
2019
Q2 | $222K | Sell |
6,411
-4,666
| -42% | -$165K | 0.02% | 474 |
|
|
2019
Q1 | $392K | Buy |
11,077
+4,747
| +75% | +$162K | 0.13% | 205 |
|
|
2018
Q4 | $202K | Sell |
6,330
-369
| -6% | -$11.8K | 0.04% | 366 |
|
|
2018
Q3 | $206K | Sell |
6,699
-5,821
| -46% | -$179K | 0.04% | 394 |
|
|
2018
Q2 | $383K | Buy |
12,520
+2,005
| +19% | +$57.4K | 0.05% | 291 |
|
|
2018
Q1 | $291K | Buy |
10,515
+824
| +9% | +$22.3K | 0.04% | 346 |
|
|
2017
Q4 | $267K | Buy |
9,691
+860
| +10% | +$24.7K | 0.04% | 332 |
|
|
2017
Q3 | $240K | Buy |
+8,831
| New | +$236K | 0.04% | 367 |
|
|
2016
Q3 | – | Sell |
-9,842
| Closed | -$255K | – | 394 |
|
|
2016
Q2 | $255K | Buy |
+9,842
| New | +$243K | 0.05% | 276 |
|
Other funds holding EXC
Prospera Financial Services's EXC Position: Q2 2026 in Review
Prospera Financial Services reduced its Exelon (EXC) stake by 3.9% in Q2 2026, selling an estimated $28K and leaving 14,840 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #913.
Prospera Financial Services first reported a position in EXC in Q2 2016 and has held it in 26 quarters since. The position peaked at $1.85M in Q2 2022. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Prospera Financial Services held 14,840 shares of Exelon worth $692K as of Q2 2026.
- Prospera Financial Services sold 605 Exelon shares in Q2 2026, an estimated $28K.
- Exelon made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #913 holding.
- Prospera Financial Services first reported a position in Exelon in Q2 2016 and has held it in 26 quarters since.
- Prospera Financial Services's Exelon position peaked at $1.85M in Q2 2022.
- 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.