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Regal Investment Advisors’s Exelon EXC Stock Holding History

Regal Investment 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 		$276K Buy
+5,621
New +$261K 0.02% 549
2025
Q2 		– Sell
-6,058
Closed -$279K – 491
2025
Q1 		$279K Sell
6,058
-6,672
-52% -$279K 0.02% 417
2024
Q4 		$479K Sell
12,730
-3,655
-22% -$142K 0.04% 332
2024
Q3 		$664K Buy
16,385
+571
+4% +$21.5K 0.05% 300
2024
Q2 		$547K Sell
15,814
-594
-4% -$21.9K 0.04% 338
2024
Q1 		$616K Sell
16,408
-522
-3% -$18.7K 0.04% 318
2023
Q4 		$608K Sell
16,930
-769
-4% -$29.6K 0.05% 291
2023
Q3 		$669K Buy
17,699
+23
+0.1% +$937 0.06% 252
2023
Q2 		$720K Sell
17,676
-598
-3% -$24.7K 0.06% 240
2023
Q1 		$765K Sell
18,274
-95
-0.5% -$3.96K 0.07% 226
2022
Q4 		$794K Buy
18,369
+1,386
+8% +$54.8K 0.08% 211
2022
Q3 		$636K Buy
16,983
+1,558
+10% +$68.9K 0.07% 230
2022
Q2 		$699K Sell
15,425
-2,820
-15% -$133K 0.07% 235
2022
Q1 		$869K Sell
18,245
-7,827
-30% -$332K 0.08% 232
2021
Q4 		$1.07M Buy
26,072
+78
+0.3% +$2.94K 0.1% 226
2021
Q3 		$896K Buy
25,994
+3,301
+15% +$113K 0.09% 248
2021
Q2 		$717K Buy
+22,693
New +$730K 0.07% 276
2021
Q1 		– Sell
-28,549
Closed -$860K – 145
2020
Q4 		$860K Buy
+28,549
New +$843K 0.1% 198
2020
Q3 		– Sell
-25,546
Closed -$661K – 57
2020
Q2 		$661K Buy
+25,546
New +$678K 0.12% 159
2020
Q1 		– Sell
-24,720
Closed -$804K – 102
2019
Q4 		$804K Buy
24,720
+6
+0% +$194 0.14% 150
2019
Q3 		$852K Sell
24,714
-1,817
-7% -$61K 0.17% 146
2019
Q2 		$907K Sell
26,531
-1,890
-7% -$66.7K 0.18% 139
2019
Q1 		$1.02M Buy
28,421
+1,602
+6% +$54.5K 0.21% 129
2018
Q4 		$863K Sell
26,819
-14
-0.1% -$448 0.19% 139
2018
Q3 		$836K Buy
26,833
+6,055
+29% +$186K 0.18% 143
2018
Q2 		$631K Sell
20,778
-11,096
-35% -$318K 0.19% 140
2018
Q1 		$887K Buy
31,874
+1,990
+7% +$53.7K 0.2% 134
2017
Q4 		$840K Buy
29,884
+2,251
+8% +$64.7K 0.19% 136
2017
Q3 		$742K Sell
27,633
-607
-2% -$16.2K 0.17% 143
2017
Q2 		$727K Buy
28,240
+730
+3% +$18.6K 0.18% 132
2017
Q1 		$706K Buy
27,510
+3,216
+13% +$82K 0.18% 135
2016
Q4 		$615K Buy
24,294
+2,534
+12% +$60.1K 0.17% 145
2016
Q3 		$517K Buy
21,760
+5,094
+31% +$128K 0.15% 157
2016
Q2 		$432K Sell
16,666
-1,421
-8% -$35.2K 0.12% 168
2016
Q1 		$463K Sell
18,087
-1,276
-7% -$28.6K 0.13% 156
2015
Q4 		$383K Buy
19,363
+13,427
+226% +$272K 0.1% 178
2015
Q3 		$125K Hold
5,936
– – 0.03% 314
2015
Q2 		$133K Hold
5,936
– – 0.04% 296
2015
Q1 		$142K Buy
5,936
+918
+18% +$22.7K 0.04% 290
2014
Q4 		$133K Sell
5,018
-1,270
-20% -$32.6K 0.04% 267
2014
Q3 		$153K Sell
6,288
-42
-0.7% -$984 0.05% 250
2014
Q2 		$165K Buy
6,330
+666
+12% +$17K 0.06% 218
2014
Q1 		$136K Sell
5,664
-38,894
-87% -$819K 0.06% 229
2013
Q4 		$871K Sell
44,558
-6,581
-13% -$132K 0.5% 70
2013
Q3 		$1.08M Buy
51,139
+4,078
+9% +$89.2K 0.63% 60
2013
Q2 		$1.04M Buy
+47,061
New +$1.14M 0.57% 53

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

Regal Investment Advisors's EXC Position: Q1 2026 in Review

Regal Investment Advisors opened a new position in Exelon (EXC) in Q1 2026: 5,621 shares worth $276K. The stake represents 0.02% of the portfolio and ranks #549 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in EXC as recently as Q1 2025.

Regal Investment Advisors first reported a position in EXC in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.08M in Q3 2013. 1,278 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Regal Investment Advisors held 5,621 shares of Exelon worth $276K as of Q1 2026.
  • Exelon was a new Regal Investment Advisors position in Q1 2026.
  • Exelon made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #549 holding.
  • Regal Investment Advisors first reported a position in Exelon in Q2 2013 and has held it in 46 quarters since.
  • Regal Investment Advisors's Exelon position peaked at $1.08M in Q3 2013.
  • 1,278 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.