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Snowden Capital Advisors’s Exelon EXC Stock Holding History

Snowden Capital 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 		$305K Sell
6,217
-1,484
-19% -$69K 0.01% 1023
2025
Q4 		$336K Buy
7,701
+181
+2% +$8.26K 0.01% 1005
2025
Q3 		$338K Sell
7,520
-80
-1% -$3.51K 0.01% 966
2025
Q2 		$330K Sell
7,600
-228
-3% -$10.2K 0.01% 952
2025
Q1 		$361K Buy
7,828
+726
+10% +$30.3K 0.01% 895
2024
Q4 		$267K Buy
7,102
+78
+1% +$3.03K 0.01% 1040
2024
Q3 		$285K Sell
7,024
-3,587
-34% -$135K 0.01% 1018
2024
Q2 		$367K Sell
10,611
-546
-5% -$20.2K 0.01% 886
2024
Q1 		$419K Buy
11,157
+4,002
+56% +$143K 0.01% 836
2023
Q4 		$257K Buy
7,155
+353
+5% +$13.6K 0.01% 977
2023
Q3 		$257K Sell
6,802
-76
-1% -$3.1K 0.01% 907
2023
Q2 		$280K Sell
6,878
-1,027
-13% -$42.5K 0.01% 979
2023
Q1 		$331K Buy
7,905
+346
+5% +$14.4K 0.01% 906
2022
Q4 		$327K Buy
7,559
+874
+13% +$34.5K 0.01% 884
2022
Q3 		$250K Buy
6,685
+268
+4% +$11.8K 0.01% 961
2022
Q2 		$290K Buy
6,417
+849
+15% +$39.9K 0.01% 881
2022
Q1 		$265K Sell
5,568
-90
-2% -$3.81K 0.01% 878
2021
Q4 		$233K Sell
5,658
-4,194
-43% -$158K 0.01% 631
2021
Q3 		$340K Buy
9,852
+576
+6% +$19.7K 0.02% 647
2021
Q2 		$293K Buy
+9,276
New +$299K 0.01% 712
2016
Q4 		– Sell
-61,604
Closed -$1.46M – 299
2016
Q3 		$1.46M Buy
61,604
+5,768
+10% +$145K 0.4% 87
2016
Q2 		$1.45M Buy
55,836
+7,676
+16% +$190K 0.44% 77
2016
Q1 		$1.23M Buy
+48,160
New +$1.08M 0.42% 84

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

Snowden Capital Advisors's EXC Position: Q1 2026 in Review

Snowden Capital Advisors reduced its Exelon (EXC) stake by 19% in Q1 2026, selling an estimated $69K and leaving 6,217 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #1023.

Snowden Capital Advisors first reported a position in EXC in Q1 2016 and has held it in 23 quarters since. The position peaked at $1.46M in Q3 2016. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Snowden Capital Advisors held 6,217 shares of Exelon worth $305K as of Q1 2026.
  • Snowden Capital Advisors sold 1,484 Exelon shares in Q1 2026, an estimated $69K.
  • Exelon made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #1023 holding.
  • Snowden Capital Advisors first reported a position in Exelon in Q1 2016 and has held it in 23 quarters since.
  • Snowden Capital Advisors's Exelon position peaked at $1.46M in Q3 2016.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.