Sound Income Strategies’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 | – | Sell |
-2,118
| Closed | -$104K | – | 1064 |
|
|
2026
Q1 | $104K | Sell |
2,118
-260
| -11% | -$12.1K | 0.01% | 589 |
|
|
2025
Q4 | $106K | Buy |
2,378
+1,093
| +85% | +$49.9K | 0.01% | 564 |
|
|
2025
Q3 | $59.9K | Buy |
1,285
+96
| +8% | +$4.22K | ﹤0.01% | 514 |
|
|
2025
Q2 | $51.6K | Buy |
1,189
+810
| +214% | +$36.1K | ﹤0.01% | 512 |
|
|
2025
Q1 | $17.5K | Buy |
379
+118
| +45% | +$4.93K | ﹤0.01% | 749 |
|
|
2024
Q4 | $9.81K | Buy |
261
+124
| +91% | +$4.81K | ﹤0.01% | 846 |
|
|
2024
Q3 | $5.55K | Hold |
137
| – | – | ﹤0.01% | 936 |
|
|
2024
Q2 | $4.74K | Sell |
137
-345
| -72% | -$12.7K | ﹤0.01% | 954 |
|
|
2024
Q1 | $18.1K | Sell |
482
-1,357
| -74% | -$48.5K | ﹤0.01% | 615 |
|
|
2023
Q4 | $66K | Buy |
1,839
+1,702
| +1,242% | +$65.6K | 0.01% | 354 |
|
|
2023
Q3 | $5.18K | Hold |
137
| – | – | ﹤0.01% | 741 |
|
|
2023
Q2 | $5.58K | Hold |
137
| – | – | ﹤0.01% | 718 |
|
|
2023
Q1 | $5.74K | Sell |
137
-75
| -35% | -$3.13K | ﹤0.01% | 680 |
|
|
2022
Q4 | $9.16K | Hold |
212
| – | – | ﹤0.01% | 536 |
|
|
2022
Q3 | $8K | Buy |
212
+10
| +5% | +$442 | ﹤0.01% | 503 |
|
|
2022
Q2 | $9K | Hold |
202
| – | – | ﹤0.01% | 482 |
|
|
2022
Q1 | $10K | Sell |
202
-59
| -23% | -$2.5K | ﹤0.01% | 473 |
|
|
2021
Q4 | $11K | Buy |
261
+161
| +161% | +$6.06K | ﹤0.01% | 461 |
|
|
2021
Q3 | $3K | Sell |
100
-30
| -23% | -$1.02K | ﹤0.01% | 637 |
|
|
2021
Q2 | $4K | Buy |
130
+70
| +117% | +$2.25K | ﹤0.01% | 625 |
|
|
2021
Q1 | $1.88K | Hold |
60
| – | – | ﹤0.01% | 781 |
|
|
2020
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 708 |
|
|
2020
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 659 |
|
|
2020
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 633 |
|
|
2020
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 583 |
|
|
2019
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 570 |
|
|
2019
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 534 |
|
|
2019
Q2 | $2K | Sell |
60
-72
| -55% | -$2.54K | ﹤0.01% | 550 |
|
|
2019
Q1 | $5K | Buy |
132
+72
| +120% | +$2.45K | ﹤0.01% | 432 |
|
|
2018
Q4 | $2K | Sell |
60
-72
| -55% | -$2.3K | ﹤0.01% | 531 |
|
|
2018
Q3 | $4K | Sell |
132
-85
| -39% | -$2.62K | ﹤0.01% | 468 |
|
|
2018
Q2 | $7K | Buy |
217
+7
| +3% | +$200 | ﹤0.01% | 373 |
|
|
2018
Q1 | $6K | Hold |
210
| – | – | ﹤0.01% | 353 |
|
|
2017
Q4 | $6K | Buy |
+210
| New | +$6.04K | ﹤0.01% | 296 |
|
Other funds holding EXC
N
AP
Sound Income Strategies's EXC Position: Q2 2026 in Review
Sound Income Strategies sold out of Exelon (EXC) in Q2 2026, closing a stake of 2,118 shares — an estimated $104K sold.
Sound Income Strategies first reported a position in EXC in Q4 2017 and held it in 34 quarters. The position peaked at $106K in Q4 2025. 889 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Sound Income Strategies reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
- Sound Income Strategies sold 2,118 Exelon shares in Q2 2026, an estimated $104K.
- Sound Income Strategies first reported a position in Exelon in Q4 2017 and held it in 34 quarters.
- Sound Income Strategies's Exelon position peaked at $106K in Q4 2025.
- 889 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.