Sowell Financial Services’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 | $883K | Sell |
18,943
-1,356
| -7% | -$62.7K | 0.03% | 492 |
|
|
2026
Q1 | $995K | Buy |
20,299
+322
| +2% | +$15K | 0.04% | 437 |
|
|
2025
Q4 | $871K | Sell |
19,977
-522
| -3% | -$23.8K | 0.03% | 465 |
|
|
2025
Q3 | $923K | Buy |
20,499
+215
| +1% | +$9.44K | 0.04% | 447 |
|
|
2025
Q2 | $881K | Sell |
20,284
-867
| -4% | -$38.6K | 0.04% | 450 |
|
|
2025
Q1 | $975K | Buy |
21,151
+177
| +0.8% | +$7.4K | 0.04% | 394 |
|
|
2024
Q4 | $789K | Buy |
20,974
+2,006
| +11% | +$77.8K | 0.04% | 348 |
|
|
2024
Q3 | $769K | Sell |
18,968
-232
| -1% | -$8.72K | 0.04% | 385 |
|
|
2024
Q2 | $665K | Sell |
19,200
-560
| -3% | -$20.7K | 0.03% | 396 |
|
|
2024
Q1 | $742K | Buy |
19,760
+571
| +3% | +$20.4K | 0.04% | 394 |
|
|
2023
Q4 | $689K | Sell |
19,189
-5,604
| -23% | -$216K | 0.04% | 389 |
|
|
2023
Q3 | $937K | Sell |
24,793
-477
| -2% | -$19.4K | 0.06% | 314 |
|
|
2023
Q2 | $1.03M | Buy |
25,270
+3,724
| +17% | +$154K | 0.06% | 351 |
|
|
2023
Q1 | $903K | Sell |
21,546
-8,017
| -27% | -$334K | 0.07% | 313 |
|
|
2022
Q4 | $1.28M | Buy |
29,563
+4,498
| +18% | +$178K | 0.08% | 273 |
|
|
2022
Q3 | $939K | Sell |
25,065
-243
| -1% | -$10.7K | 0.09% | 244 |
|
|
2022
Q2 | $1.15M | Buy |
25,308
+12,807
| +102% | +$602K | 0.11% | 156 |
|
|
2022
Q1 | $595K | Sell |
12,501
-18,539
| -60% | -$785K | 0.1% | 125 |
|
|
2021
Q4 | $1.28M | Sell |
31,040
-2,417
| -7% | -$91K | 0.07% | 283 |
|
|
2021
Q3 | $1.15M | Sell |
33,457
-13,363
| -29% | -$457K | 0.08% | 272 |
|
|
2021
Q2 | $1.48M | Sell |
46,820
-57
| -0.1% | -$1.83K | 0.1% | 235 |
|
|
2021
Q1 | $1.49M | Buy |
46,877
+12,419
| +36% | +$373K | 0.05% | 304 |
|
|
2020
Q4 | $1.04M | Buy |
34,458
+8,797
| +34% | +$260K | 0.04% | 322 |
|
|
2020
Q3 | $655K | Sell |
25,661
-22,744
| -47% | -$603K | 0.03% | 397 |
|
|
2020
Q2 | $1.25M | Sell |
48,405
-505
| -1% | -$13.4K | 0.07% | 235 |
|
|
2020
Q1 | $1.28M | Sell |
48,910
-2,281
| -4% | -$71.7K | 0.1% | 214 |
|
|
2019
Q4 | $1.67M | Sell |
51,191
-8,980
| -15% | -$291K | 0.13% | 178 |
|
|
2019
Q3 | $2.08M | Buy |
+60,171
| New | +$2.02M | 0.17% | 124 |
|
|
2019
Q1 | $1.76M | Buy |
49,348
+264
| +0.5% | +$8.99K | 0.2% | 116 |
|
|
2018
Q4 | $1.58M | Buy |
49,084
+29,706
| +153% | +$950K | 0.22% | 96 |
|
|
2018
Q3 | $603K | Buy |
19,378
+322
| +2% | +$9.91K | 0.09% | 174 |
|
|
2018
Q2 | $589K | Buy |
19,056
+348
| +2% | +$9.96K | 0.13% | 158 |
|
|
2018
Q1 | $539K | Buy |
18,708
+9,751
| +109% | +$263K | 0.13% | 147 |
|
|
2017
Q4 | $247K | Buy |
+8,957
| New | +$257K | 0.06% | 225 |
|
|
2017
Q1 | – | Sell |
-3,895
| Closed | -$98K | – | 346 |
|
|
2016
Q4 | $98K | Buy |
+3,895
| New | +$92.4K | 0.03% | 273 |
|
Other funds holding EXC
Sowell Financial Services's EXC Position: Q2 2026 in Review
Sowell Financial Services reduced its Exelon (EXC) stake by 6.7% in Q2 2026, selling an estimated $62.7K and leaving 18,943 shares worth $883K. The position accounts for 0.03% of the portfolio, ranked #492.
Sowell Financial Services first reported a position in EXC in Q4 2016 and has held it in 35 quarters since. The position peaked at $2.08M in Q3 2019. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Sowell Financial Services held 18,943 shares of Exelon worth $883K as of Q2 2026.
- Sowell Financial Services sold 1,356 Exelon shares in Q2 2026, an estimated $62.7K.
- Exelon made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #492 holding.
- Sowell Financial Services first reported a position in Exelon in Q4 2016 and has held it in 35 quarters since.
- Sowell Financial Services's Exelon position peaked at $2.08M in Q3 2019.
- 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.