SAI
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Savvy Advisors Inc’s Exelon EXC Stock Holding History

Savvy Advisors Inc’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 		$852K Sell
17,375
-1,409
-8% -$65.5K 0.02% 478
2025
Q4 		$819K Buy
18,784
+3,112
+20% +$142K 0.03% 410
2025
Q3 		$705K Sell
15,672
-661
-4% -$29K 0.03% 340
2025
Q2 		$709K Sell
16,333
-223
-1% -$9.93K 0.05% 280
2025
Q1 		$763K Buy
16,556
+891
+6% +$37.2K 0.08% 209
2024
Q4 		$590K Buy
15,665
+6,485
+71% +$252K 0.07% 224
2024
Q3 		$372K Buy
9,180
+715
+8% +$26.9K 0.08% 221
2024
Q2 		$293K Sell
8,465
-92
-1% -$3.4K 0.1% 214
2024
Q1 		$321K Buy
8,557
+454
+6% +$16.2K 0.19% 154
2023
Q4 		$291K Buy
+8,103
New +$312K 0.28% 114

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

Savvy Advisors Inc's EXC Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Exelon (EXC) stake by 7.5% in Q1 2026, selling an estimated $65.5K and leaving 17,375 shares worth $852K. The position accounts for 0.02% of the portfolio, ranked #478.

Savvy Advisors Inc first reported a position in EXC in Q4 2023 and has held it in 10 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Savvy Advisors Inc held 17,375 shares of Exelon worth $852K as of Q1 2026.
  • Savvy Advisors Inc sold 1,409 Exelon shares in Q1 2026, an estimated $65.5K.
  • Exelon made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #478 holding.
  • Savvy Advisors Inc first reported a position in Exelon in Q4 2023 and has held it in 10 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.