Steward Partners Investment Advisory’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 | $1.47M | Sell |
30,024
-422
| -1% | -$19.6K | 0.01% | 981 |
|
|
2025
Q4 | $1.33M | Sell |
30,446
-13
| -0% | -$593 | 0.01% | 940 |
|
|
2025
Q3 | $1.37M | Sell |
30,459
-328
| -1% | -$14.4K | 0.01% | 916 |
|
|
2025
Q2 | $1.34M | Sell |
30,787
-575
| -2% | -$25.6K | 0.01% | 871 |
|
|
2025
Q1 | $1.45M | Sell |
31,362
-77
| -0.2% | -$3.22K | 0.01% | 778 |
|
|
2024
Q4 | $1.18M | Sell |
31,439
-314
| -1% | -$12.2K | 0.01% | 814 |
|
|
2024
Q3 | $1.29M | Buy |
31,753
+774
| +2% | +$29.1K | 0.01% | 771 |
|
|
2024
Q2 | $1.07M | Buy |
30,979
+849
| +3% | +$31.3K | 0.01% | 790 |
|
|
2024
Q1 | $1.13M | Sell |
30,130
-825
| -3% | -$29.5K | 0.01% | 747 |
|
|
2023
Q4 | $1.11M | Sell |
30,955
-155
| -0.5% | -$5.97K | 0.02% | 688 |
|
|
2023
Q3 | $1.18M | Buy |
31,110
+1,294
| +4% | +$52.7K | 0.02% | 625 |
|
|
2023
Q2 | $1.21M | Sell |
29,816
-307
| -1% | -$12.7K | 0.02% | 630 |
|
|
2023
Q1 | $1.26M | Buy |
30,123
+466
| +2% | +$19.4K | 0.02% | 615 |
|
|
2022
Q4 | $1.28M | Buy |
29,657
+499
| +2% | +$19.7K | 0.02% | 586 |
|
|
2022
Q3 | $1.09M | Sell |
29,158
-935
| -3% | -$41.3K | 0.02% | 600 |
|
|
2022
Q2 | $1.36M | Sell |
30,093
-3,845
| -11% | -$181K | 0.03% | 550 |
|
|
2022
Q1 | $1.62M | Sell |
33,938
-24,726
| -42% | -$1.05M | 0.03% | 542 |
|
|
2021
Q4 | $2.42M | Sell |
58,664
-743
| -1% | -$28K | 0.04% | 439 |
|
|
2021
Q3 | $2.05M | Sell |
59,407
-1,796
| -3% | -$61.4K | 0.04% | 452 |
|
|
2021
Q2 | $1.93M | Sell |
61,203
-1,131
| -2% | -$36.4K | 0.03% | 453 |
|
|
2021
Q1 | $1.94M | Buy |
62,334
+11,743
| +23% | +$353K | 0.03% | 443 |
|
|
2020
Q4 | $1.52M | Sell |
50,591
-18,640
| -27% | -$550K | 0.03% | 435 |
|
|
2020
Q3 | $1.77M | Sell |
69,231
-3,766
| -5% | -$99.8K | 0.04% | 347 |
|
|
2020
Q2 | $1.89M | Buy |
72,997
+32,134
| +79% | +$853K | 0.05% | 312 |
|
|
2020
Q1 | $1.07M | Sell |
40,863
-5,312
| -12% | -$167K | 0.04% | 372 |
|
|
2019
Q4 | $1.5M | Sell |
46,175
-12,645
| -21% | -$409K | 0.04% | 355 |
|
|
2019
Q3 | $2.03M | Sell |
58,820
-109
| -0.2% | -$3.66K | 0.07% | 274 |
|
|
2019
Q2 | $2.02M | Buy |
58,929
+224
| +0.4% | +$7.91K | 0.07% | 257 |
|
|
2019
Q1 | $2.1M | Sell |
58,705
-4,478
| -7% | -$152K | 0.09% | 225 |
|
|
2018
Q4 | $2.03M | Sell |
63,183
-3,990
| -6% | -$128K | 0.1% | 219 |
|
|
2018
Q3 | $2.09M | Sell |
67,173
-5,535
| -8% | -$170K | 0.1% | 217 |
|
|
2018
Q2 | $2.21M | Buy |
72,708
+1,503
| +2% | +$43K | 0.13% | 179 |
|
|
2018
Q1 | $1.98M | Buy |
71,205
+7,900
| +12% | +$213K | 0.14% | 170 |
|
|
2017
Q4 | $1.78M | Buy |
63,305
+23,265
| +58% | +$669K | 0.14% | 166 |
|
|
2017
Q3 | $1.07M | Buy |
40,040
+2,068
| +5% | +$55.3K | 0.11% | 180 |
|
|
2017
Q2 | $976K | Sell |
37,972
-15,555
| -29% | -$396K | 0.11% | 179 |
|
|
2017
Q1 | $1.37M | Buy |
53,527
+15,328
| +40% | +$391K | 0.21% | 103 |
|
|
2016
Q4 | $966K | Buy |
+38,199
| New | +$906K | 0.44% | 48 |
|
Other funds holding EXC
VCM
VPM
Steward Partners Investment Advisory's EXC Position: Q1 2026 in Review
Steward Partners Investment Advisory reduced its Exelon (EXC) stake by 1.4% in Q1 2026, selling an estimated $19.6K and leaving 30,024 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #981.
Steward Partners Investment Advisory first reported a position in EXC in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.42M in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- Steward Partners Investment Advisory held 30,024 shares of Exelon worth $1.47M as of Q1 2026.
- Steward Partners Investment Advisory sold 422 Exelon shares in Q1 2026, an estimated $19.6K.
- Exelon made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #981 holding.
- Steward Partners Investment Advisory first reported a position in Exelon in Q4 2016 and has held it in 38 quarters since.
- Steward Partners Investment Advisory's Exelon position peaked at $2.42M in Q4 2021.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.