RWA Wealth Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.25M | Buy |
25,487
+1,880
| +8% | +$87.5K | 0.01% | 318 |
|
|
2025
Q4 | $1.03M | Buy |
23,607
+925
| +4% | +$42.2K | 0.01% | 345 |
|
|
2025
Q3 | $1.02M | Sell |
22,682
-641
| -3% | -$28.2K | 0.01% | 346 |
|
|
2025
Q2 | $1.01M | Sell |
23,323
-255
| -1% | -$11.4K | 0.01% | 328 |
|
|
2025
Q1 | $1.09M | Sell |
23,578
-660
| -3% | -$27.6K | 0.01% | 312 |
|
|
2024
Q4 | $912K | Buy |
24,238
+9
| +0% | +$349 | 0.01% | 342 |
|
|
2024
Q3 | $982K | Buy |
24,229
+1,702
| +8% | +$64K | 0.01% | 326 |
|
|
2024
Q2 | $780K | Hold |
22,527
| – | – | 0.01% | 340 |
|
|
2024
Q1 | $846K | Sell |
22,527
-234
| -1% | -$8.36K | 0.01% | 328 |
|
|
2023
Q4 | $817K | Sell |
22,761
-50
| -0.2% | -$1.93K | 0.01% | 314 |
|
|
2023
Q3 | $862K | Buy |
22,811
+5,687
| +33% | +$232K | 0.02% | 205 |
|
|
2023
Q2 | $698K | Buy |
17,124
+8,774
| +105% | +$363K | 0.02% | 196 |
|
|
2023
Q1 | $350K | Buy |
8,350
+1,092
| +15% | +$45.5K | 0.01% | 201 |
|
|
2022
Q4 | $320K | Sell |
7,258
-2,452
| -25% | -$96.9K | 0.01% | 212 |
|
|
2022
Q3 | $364K | Buy |
9,710
+175
| +2% | +$7.74K | 0.03% | 183 |
|
|
2022
Q2 | $432K | Buy |
9,535
+3,586
| +60% | +$169K | 0.03% | 169 |
|
|
2022
Q1 | $283K | Sell |
5,949
-2,391
| -29% | -$101K | 0.02% | 214 |
|
|
2021
Q4 | $344K | Sell |
8,340
-92
| -1% | -$3.46K | 0.02% | 198 |
|
|
2021
Q3 | $291K | Buy |
8,432
+92
| +1% | +$3.14K | 0.02% | 207 |
|
|
2021
Q2 | $264K | Hold |
8,340
| – | – | 0.02% | 217 |
|
|
2021
Q1 | $260K | Hold |
8,340
| – | – | 0.02% | 214 |
|
|
2020
Q4 | $251K | Sell |
8,340
-52
| -0.6% | -$1.53K | 0.02% | 207 |
|
|
2020
Q3 | $214K | Buy |
8,392
+52
| +0.6% | +$1.38K | 0.02% | 201 |
|
|
2020
Q2 | $216K | Sell |
8,340
-281
| -3% | -$7.46K | 0.03% | 203 |
|
|
2020
Q1 | $226K | Hold |
8,621
| – | – | 0.03% | 184 |
|
|
2019
Q4 | $280K | Hold |
8,621
| – | – | 0.03% | 201 |
|
|
2019
Q3 | $297K | Hold |
8,621
| – | – | 0.03% | 194 |
|
|
2019
Q2 | $295K | Buy |
8,621
+281
| +3% | +$9.92K | 0.03% | 187 |
|
|
2019
Q1 | $298K | Hold |
8,340
| – | – | 0.03% | 187 |
|
|
2018
Q4 | $268K | Hold |
8,340
| – | – | 0.04% | 187 |
|
|
2018
Q3 | $260K | Hold |
8,340
| – | – | 0.03% | 192 |
|
|
2018
Q2 | $253K | Buy |
8,340
+8,280
| +13,800% | +$237K | 0.03% | 213 |
|
|
2018
Q1 | $2K | Buy |
+60
| New | +$1.62K | ﹤0.01% | 547 |
|
Other funds holding EXC
VCM
VPM
RWA Wealth Partners's EXC Position: Q1 2026 in Review
RWA Wealth Partners increased its Exelon (EXC) stake by 8% in Q1 2026, buying an estimated $87.5K and bringing the position to 25,487 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #318.
RWA Wealth Partners first reported a position in EXC in Q1 2018 and has held it in 33 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- RWA Wealth Partners held 25,487 shares of Exelon worth $1.25M as of Q1 2026.
- RWA Wealth Partners bought 1,880 Exelon shares in Q1 2026, an estimated $87.5K.
- Exelon made up 0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #318 holding.
- RWA Wealth Partners first reported a position in Exelon in Q1 2018 and has held it in 33 quarters since.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.