Sequoia Financial Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.76M | Buy |
59,118
+3,462
| +6% | +$160K | 0.01% | 505 |
|
|
2026
Q1 | $2.73M | Buy |
55,656
+12,940
| +30% | +$602K | 0.02% | 490 |
|
|
2025
Q4 | $1.86M | Buy |
42,716
+15,201
| +55% | +$694K | 0.01% | 602 |
|
|
2025
Q3 | $1.24M | Buy |
27,515
+4,208
| +18% | +$185K | 0.01% | 691 |
|
|
2025
Q2 | $1.01M | Sell |
23,307
-143
| -0.6% | -$6.37K | 0.01% | 682 |
|
|
2025
Q1 | $1.08M | Sell |
23,450
-1,367
| -6% | -$57.1K | 0.01% | 597 |
|
|
2024
Q4 | $934K | Sell |
24,817
-23
| -0.1% | -$892 | 0.01% | 596 |
|
|
2024
Q3 | $1.01M | Buy |
24,840
+1,462
| +6% | +$55K | 0.01% | 542 |
|
|
2024
Q2 | $809K | Buy |
23,378
+2,208
| +10% | +$81.5K | 0.01% | 540 |
|
|
2024
Q1 | $795K | Sell |
21,170
-4,173
| -16% | -$149K | 0.01% | 535 |
|
|
2023
Q4 | $910K | Buy |
25,343
+10,332
| +69% | +$398K | 0.01% | 551 |
|
|
2023
Q3 | $567K | Buy |
15,011
+552
| +4% | +$22.5K | 0.01% | 485 |
|
|
2023
Q2 | $589K | Buy |
14,459
+373
| +3% | +$15.4K | 0.01% | 476 |
|
|
2023
Q1 | $590K | Buy |
14,086
+1,407
| +11% | +$58.6K | 0.01% | 420 |
|
|
2022
Q4 | $548K | Buy |
12,679
+6,635
| +110% | +$262K | 0.01% | 405 |
|
|
2022
Q3 | $226K | Sell |
6,044
-3,426
| -36% | -$151K | 0.01% | 459 |
|
|
2022
Q2 | $430K | Buy |
9,470
+597
| +7% | +$28.1K | 0.01% | 353 |
|
|
2022
Q1 | $422K | Sell |
8,873
-680
| -7% | -$28.8K | 0.01% | 399 |
|
|
2021
Q4 | $394K | Buy |
+9,553
| New | +$360K | 0.01% | 379 |
|
|
2020
Q1 | – | Sell |
-7,097
| Closed | -$231K | – | 380 |
|
|
2019
Q4 | $231K | Buy |
7,097
+39
| +0.6% | +$1.26K | 0.01% | 342 |
|
|
2019
Q3 | $243K | Buy |
7,058
+33
| +0.5% | +$1.11K | 0.02% | 312 |
|
|
2019
Q2 | $240K | Hold |
7,025
| – | – | 0.02% | 315 |
|
|
2019
Q1 | $251K | Buy |
+7,025
| New | +$239K | 0.02% | 305 |
|
|
2018
Q3 | – | Sell |
-7,980
| Closed | -$242K | – | 326 |
|
|
2018
Q2 | $242K | Sell |
7,980
-316
| -4% | -$9.05K | 0.03% | 264 |
|
|
2018
Q1 | $231K | Sell |
8,296
-183
| -2% | -$4.94K | 0.02% | 263 |
|
|
2017
Q4 | $238K | Sell |
8,479
-1,680
| -17% | -$48.3K | 0.03% | 255 |
|
|
2017
Q3 | $273K | Buy |
10,159
+7
| +0.1% | +$187 | 0.03% | 223 |
|
|
2017
Q2 | $261K | Sell |
10,152
-362
| -3% | -$9.21K | 0.03% | 227 |
|
|
2017
Q1 | $270K | Sell |
10,514
-206
| -2% | -$5.25K | 0.03% | 219 |
|
|
2016
Q4 | $271K | Sell |
10,720
-818
| -7% | -$19.4K | 0.04% | 215 |
|
|
2016
Q3 | $274K | Sell |
11,538
-1,473
| -11% | -$37K | 0.05% | 181 |
|
|
2016
Q2 | $337K | Buy |
13,011
+3,264
| +33% | +$80.7K | 0.09% | 157 |
|
|
2016
Q1 | $249K | Buy |
+9,747
| New | +$218K | 0.08% | 158 |
|
Other funds holding EXC
Sequoia Financial Advisors's EXC Position: Q2 2026 in Review
Sequoia Financial Advisors increased its Exelon (EXC) stake by 6.2% in Q2 2026, buying an estimated $160K and bringing the position to 59,118 shares worth $2.76M. The position accounts for 0.01% of the portfolio, ranked #505.
Sequoia Financial Advisors first reported a position in EXC in Q1 2016 and has held it in 33 quarters since. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Sequoia Financial Advisors held 59,118 shares of Exelon worth $2.76M as of Q2 2026.
- Sequoia Financial Advisors bought 3,462 Exelon shares in Q2 2026, an estimated $160K.
- Exelon made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #505 holding.
- Sequoia Financial Advisors first reported a position in Exelon in Q1 2016 and has held it in 33 quarters since.
- 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.