Sigma Planning Corp’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 | $884K | Buy |
18,039
+751
| +4% | +$34.9K | 0.02% | 617 |
|
|
2025
Q4 | $754K | Buy |
17,288
+998
| +6% | +$45.5K | 0.02% | 637 |
|
|
2025
Q3 | $733K | Sell |
16,290
-66
| -0.4% | -$2.9K | 0.02% | 652 |
|
|
2025
Q2 | $710K | Buy |
16,356
+350
| +2% | +$15.6K | 0.02% | 638 |
|
|
2025
Q1 | $738K | Buy |
16,006
+508
| +3% | +$21.2K | 0.02% | 589 |
|
|
2024
Q4 | $583K | Sell |
15,498
-1,537
| -9% | -$59.6K | 0.02% | 680 |
|
|
2024
Q3 | $691K | Buy |
17,035
+121
| +0.7% | +$4.55K | 0.02% | 629 |
|
|
2024
Q2 | $585K | Buy |
16,914
+1,385
| +9% | +$51.1K | 0.02% | 667 |
|
|
2024
Q1 | $583K | Buy |
15,529
+7,535
| +94% | +$269K | 0.02% | 701 |
|
|
2023
Q4 | $287K | Sell |
7,994
-8,546
| -52% | -$329K | 0.02% | 636 |
|
|
2023
Q3 | $625K | Buy |
16,540
+385
| +2% | +$15.7K | 0.02% | 614 |
|
|
2023
Q2 | $658K | Sell |
16,155
-4,715
| -23% | -$195K | 0.02% | 625 |
|
|
2023
Q1 | $874K | Sell |
20,870
-965
| -4% | -$40.2K | 0.03% | 565 |
|
|
2022
Q4 | $944K | Buy |
21,835
+281
| +1% | +$11.1K | 0.03% | 500 |
|
|
2022
Q3 | $807K | Buy |
21,554
+1,276
| +6% | +$56.4K | 0.03% | 536 |
|
|
2022
Q2 | $919K | Sell |
20,278
-56
| -0.3% | -$2.63K | 0.03% | 499 |
|
|
2022
Q1 | $969K | Sell |
20,334
-8,079
| -28% | -$342K | 0.03% | 555 |
|
|
2021
Q4 | $1.17M | Sell |
28,413
-213
| -0.7% | -$8.02K | 0.03% | 482 |
|
|
2021
Q3 | $987K | Sell |
28,626
-272
| -0.9% | -$9.29K | 0.03% | 547 |
|
|
2021
Q2 | $913K | Sell |
28,898
-13
| -0% | -$418 | 0.03% | 586 |
|
|
2021
Q1 | $902K | Buy |
28,911
+3,455
| +14% | +$104K | 0.03% | 542 |
|
|
2020
Q4 | $767K | Sell |
25,456
-1,031
| -4% | -$30.4K | 0.03% | 525 |
|
|
2020
Q3 | $676K | Sell |
26,487
-2,147
| -7% | -$56.9K | 0.03% | 507 |
|
|
2020
Q2 | $741K | Sell |
28,634
-113
| -0.4% | -$3K | 0.03% | 466 |
|
|
2020
Q1 | $755K | Buy |
28,747
+2,896
| +11% | +$91.1K | 0.04% | 382 |
|
|
2019
Q4 | $841K | Sell |
25,851
-826
| -3% | -$26.7K | 0.04% | 452 |
|
|
2019
Q3 | $919K | Sell |
26,677
-613
| -2% | -$20.6K | 0.04% | 392 |
|
|
2019
Q2 | $933K | Sell |
27,290
-478
| -2% | -$16.9K | 0.05% | 354 |
|
|
2019
Q1 | $993K | Buy |
27,768
+6,630
| +31% | +$226K | 0.06% | 318 |
|
|
2018
Q4 | $680K | Buy |
21,138
+72
| +0.3% | +$2.3K | 0.05% | 347 |
|
|
2018
Q3 | $656K | Buy |
21,066
+755
| +4% | +$23.2K | 0.04% | 396 |
|
|
2018
Q2 | $617K | Sell |
20,311
-26
| -0.1% | -$744 | 0.04% | 398 |
|
|
2018
Q1 | $566K | Sell |
20,337
-348
| -2% | -$9.4K | 0.04% | 409 |
|
|
2017
Q4 | $581K | Sell |
20,685
-739
| -3% | -$21.2K | 0.04% | 397 |
|
|
2017
Q3 | $576K | Buy |
21,424
+707
| +3% | +$18.9K | 0.05% | 381 |
|
|
2017
Q2 | $533K | Sell |
20,717
-380
| -2% | -$9.67K | 0.05% | 389 |
|
|
2017
Q1 | $541K | Sell |
21,097
-579
| -3% | -$14.8K | 0.05% | 371 |
|
|
2016
Q4 | $549K | Sell |
21,676
-1,206
| -5% | -$28.6K | 0.06% | 326 |
|
|
2016
Q3 | $543K | Buy |
22,882
+1,018
| +5% | +$25.6K | 0.06% | 321 |
|
|
2016
Q2 | $567K | Sell |
21,864
-3,131
| -13% | -$77.5K | 0.07% | 291 |
|
|
2016
Q1 | $639K | Buy |
24,995
+5,300
| +27% | +$119K | 0.09% | 255 |
|
|
2015
Q4 | $390K | Sell |
19,695
-6,060
| -24% | -$123K | 0.05% | 386 |
|
|
2015
Q3 | $546K | Buy |
25,755
+3,075
| +14% | +$69.1K | 0.09% | 273 |
|
|
2015
Q2 | $508K | Sell |
22,680
-14,623
| -39% | -$350K | 0.07% | 332 |
|
|
2015
Q1 | $894K | Buy |
37,303
+69
| +0.2% | +$1.71K | 0.12% | 211 |
|
|
2014
Q4 | $985K | Buy |
+37,234
| New | +$955K | 0.13% | 186 |
|
Other funds holding EXC
VCM
VPM
Sigma Planning Corp's EXC Position: Q1 2026 in Review
Sigma Planning Corp increased its Exelon (EXC) stake by 4.3% in Q1 2026, buying an estimated $34.9K and bringing the position to 18,039 shares worth $884K. The position accounts for 0.02% of the portfolio, ranked #617.
Sigma Planning Corp first reported a position in EXC in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.17M in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- Sigma Planning Corp held 18,039 shares of Exelon worth $884K as of Q1 2026.
- Sigma Planning Corp bought 751 Exelon shares in Q1 2026, an estimated $34.9K.
- Exelon made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #617 holding.
- Sigma Planning Corp first reported a position in Exelon in Q4 2014 and has held it in 46 quarters since.
- Sigma Planning Corp's Exelon position peaked at $1.17M in Q4 2021.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.