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Sanctuary Advisors’s Exelon EXC Stock Holding History

Sanctuary 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 		$1.49M Sell
30,295
-10,449
-26% -$486K 0.01% 1108
2025
Q4 		$1.78M Sell
40,744
-862
-2% -$39.3K 0.01% 998
2025
Q3 		$1.87M Sell
41,606
-2,634
-6% -$116K 0.01% 939
2025
Q2 		$1.92M Buy
44,240
+2,588
+6% +$115K 0.01% 865
2025
Q1 		$1.92M Buy
41,652
+2,227
+6% +$93.1K 0.01% 791
2024
Q4 		$1.58M Sell
39,425
-1,013
-3% -$39.3K 0.01% 1000
2024
Q3 		$1.57M Buy
40,438
+7,894
+24% +$297K 0.01% 1015
2024
Q2 		$1.21M Buy
+32,544
New +$1.2M 0.01% 1092

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

Sanctuary Advisors's EXC Position: Q1 2026 in Review

Sanctuary Advisors reduced its Exelon (EXC) stake by 26% in Q1 2026, selling an estimated $486K and leaving 30,295 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #1108.

Sanctuary Advisors first reported a position in EXC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.92M in Q2 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Sanctuary Advisors held 30,295 shares of Exelon worth $1.49M as of Q1 2026.
  • Sanctuary Advisors sold 10,449 Exelon shares in Q1 2026, an estimated $486K.
  • Exelon made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1108 holding.
  • Sanctuary Advisors first reported a position in Exelon in Q2 2024 and has held it in 8 quarters since.
  • Sanctuary Advisors's Exelon position peaked at $1.92M in Q2 2025.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.