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SOA Wealth Advisors’s Exelon EXC Stock Holding History

SOA Wealth 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 		$24K Buy
489
+3
+0.6% +$140 ﹤0.01% 468
2025
Q4 		$21.2K Buy
486
+4
+0.8% +$183 ﹤0.01% 496
2025
Q3 		$21.7K Sell
482
-164
-25% -$7.2K ﹤0.01% 507
2025
Q2 		$28K Buy
646
+4
+0.6% +$178 0.01% 450
2025
Q1 		$29.6K Sell
642
-163
-20% -$6.81K 0.01% 408
2024
Q4 		$30.3K Buy
805
+4
+0.5% +$155 0.01% 393
2024
Q3 		$32.5K Buy
801
+4
+0.5% +$150 0.01% 382
2024
Q2 		$27.6K Buy
797
+4
+0.5% +$148 0.01% 388
2024
Q1 		$29.8K Sell
793
-177
-18% -$6.33K 0.01% 379
2023
Q4 		$34.8K Buy
970
+3
+0.3% +$116 0.01% 341
2023
Q3 		$36.5K Sell
967
-1,071
-53% -$43.6K 0.01% 327
2023
Q2 		$83K Buy
2,038
+18
+0.9% +$744 0.02% 247
2023
Q1 		$84.6K Sell
2,020
-484
-19% -$20.2K 0.02% 236
2022
Q4 		$108K Buy
2,504
+1,564
+166% +$61.8K 0.03% 211
2022
Q3 		$35K Buy
940
+2
+0.2% +$88 0.01% 302
2022
Q2 		$42K Buy
938
+2
+0.2% +$94 0.01% 283
2022
Q1 		$44K Buy
936
+329
+54% +$13.9K 0.01% 327
2021
Q4 		$24K Sell
607
-698
-53% -$26.3K 0.01% 417
2021
Q3 		$45K Buy
1,305
+4
+0.3% +$137 0.01% 322
2021
Q2 		$41K Buy
1,301
+533
+69% +$17.2K 0.01% 331
2021
Q1 		$24K Hold
768
– – 0.01% 373
2020
Q4 		$23K Buy
+768
New +$22.7K 0.01% 376

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

SOA Wealth Advisors's EXC Position: Q1 2026 in Review

SOA Wealth Advisors increased its Exelon (EXC) stake by 0.62% in Q1 2026, buying an estimated $140 and bringing the position to 489 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

SOA Wealth Advisors first reported a position in EXC in Q4 2020 and has held it in 22 quarters since. The position peaked at $108K in Q4 2022. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • SOA Wealth Advisors held 489 shares of Exelon worth $24K as of Q1 2026.
  • SOA Wealth Advisors bought 3 Exelon shares in Q1 2026, an estimated $140.
  • Exelon made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #468 holding.
  • SOA Wealth Advisors first reported a position in Exelon in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's Exelon position peaked at $108K in Q4 2022.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.