SLWA
EXC icon

San Luis Wealth Advisors’s Exelon EXC Stock Holding History

San Luis Wealth 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 		– Sell
-19,015
Closed -$829K – 181
2025
Q4 		$829K Buy
19,015
+1,984
+12% +$90.5K 0.14% 104
2025
Q3 		$767K Buy
17,031
+2,974
+21% +$131K 0.14% 99
2025
Q2 		$610K Sell
14,057
-2,084
-13% -$92.8K 0.13% 92
2025
Q1 		$744K Buy
+16,141
New +$675K 0.17% 63
2022
Q2 		– Sell
-2,638
Closed -$152K – 192
2022
Q1 		$152K Buy
+2,638
New +$112K 0.07% 173

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

San Luis Wealth Advisors's EXC Position: Q1 2026 in Review

San Luis Wealth Advisors sold out of Exelon (EXC) in Q1 2026, closing a stake of 19,015 shares — an estimated $829K sold.

San Luis Wealth Advisors first reported a position in EXC in Q1 2022 and held it in 5 quarters. The position peaked at $829K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • San Luis Wealth Advisors reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
  • San Luis Wealth Advisors sold 19,015 Exelon shares in Q1 2026, an estimated $829K.
  • San Luis Wealth Advisors first reported a position in Exelon in Q1 2022 and held it in 5 quarters.
  • San Luis Wealth Advisors's Exelon position peaked at $829K in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on San Luis Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.