RAG
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RIA Advisory Group’s Exelon EXC Stock Holding History

RIA Advisory 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 		$1.83M Sell
37,296
-2,094
-5% -$97.4K 0.43% 34
2025
Q4 		$1.72M Buy
39,390
+3,206
+9% +$146K 0.41% 38
2025
Q3 		$1.63M Buy
36,184
+12,144
+51% +$533K 0.42% 43
2025
Q2 		$1.04M Buy
24,040
+9,994
+71% +$445K 0.31% 52
2025
Q1 		$647K Buy
14,046
+2,759
+24% +$115K 0.21% 75
2024
Q4 		$425K Buy
11,287
+4,478
+66% +$174K 0.14% 85
2024
Q3 		$276K Buy
+6,809
New +$256K 0.1% 108
2024
Q1 		$247K Buy
+6,572
New +$235K 0.1% 120
2023
Q1 		– Sell
-10,441
Closed -$432K – 130
2022
Q4 		$432K Buy
+10,441
New +$413K 0.25% 60

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

RIA Advisory Group's EXC Position: Q1 2026 in Review

RIA Advisory Group reduced its Exelon (EXC) stake by 5.3% in Q1 2026, selling an estimated $97.4K and leaving 37,296 shares worth $1.83M. The position accounts for 0.43% of the portfolio, ranked #34.

RIA Advisory Group first reported a position in EXC in Q4 2022 and has held it in 9 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • RIA Advisory Group held 37,296 shares of Exelon worth $1.83M as of Q1 2026.
  • RIA Advisory Group sold 2,094 Exelon shares in Q1 2026, an estimated $97.4K.
  • Exelon made up 0.43% of RIA Advisory Group's portfolio in Q1 2026, its #34 holding.
  • RIA Advisory Group first reported a position in Exelon in Q4 2022 and has held it in 9 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.