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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 $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.