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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
2019
Q2 		– Sell
-1,262
Closed -$45K – 334
2019
Q1 		$45K Buy
+1,262
New +$43K 0.01% 324

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

Regal Investment Advisors's EXC Position: Q2 2026 in Review

Regal Investment Advisors increased its Exelon (EXC) stake by 0.93% in Q2 2026, buying an estimated $2.4K and bringing the position to 5,673 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #600.

Regal Investment Advisors first reported a position in EXC in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.08M in Q3 2013. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Regal Investment Advisors held 5,673 shares of Exelon worth $264K as of Q2 2026.
  • Regal Investment Advisors bought 52 Exelon shares in Q2 2026, an estimated $2.4K.
  • Exelon made up 0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #600 holding.
  • Regal Investment Advisors first reported a position in Exelon in Q2 2013 and has held it in 47 quarters since.
  • Regal Investment Advisors's Exelon position peaked at $1.08M in Q3 2013.
  • 1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.