Stifel Financial’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 | $6.34M | Buy |
129,425
+3,540
| +3% | +$165K | 0.01% | 1211 |
|
|
2025
Q4 | $5.49M | Buy |
125,885
+18,059
| +17% | +$824K | ﹤0.01% | 1274 |
|
|
2025
Q3 | $4.85M | Sell |
107,826
-4,444
| -4% | -$195K | ﹤0.01% | 1330 |
|
|
2025
Q2 | $4.87M | Sell |
112,270
-5,291
| -5% | -$236K | ﹤0.01% | 1264 |
|
|
2025
Q1 | $5.42M | Sell |
117,561
-5,462
| -4% | -$228K | 0.01% | 1148 |
|
|
2024
Q4 | $4.63M | Buy |
123,023
+2,854
| +2% | +$111K | ﹤0.01% | 1248 |
|
|
2024
Q3 | $4.87M | Buy |
120,169
+2,827
| +2% | +$106K | 0.01% | 1223 |
|
|
2024
Q2 | $4.06M | Sell |
117,342
-29,963
| -20% | -$1.11M | ﹤0.01% | 1261 |
|
|
2024
Q1 | $5.53M | Sell |
147,305
-29,330
| -17% | -$1.05M | 0.01% | 1083 |
|
|
2023
Q4 | $6.34M | Sell |
176,635
-43
| -0% | -$1.66K | 0.01% | 981 |
|
|
2023
Q3 | $6.68M | Sell |
176,678
-26,362
| -13% | -$1.07M | 0.01% | 895 |
|
|
2023
Q2 | $8.27M | Sell |
203,040
-3,229
| -2% | -$133K | 0.01% | 794 |
|
|
2023
Q1 | $8.64M | Buy |
206,269
+41,205
| +25% | +$1.72M | 0.01% | 744 |
|
|
2022
Q4 | $7.14M | Sell |
165,064
-272
| -0.2% | -$10.7K | 0.01% | 811 |
|
|
2022
Q3 | $6.19M | Sell |
165,336
-80,510
| -33% | -$3.56M | 0.01% | 840 |
|
|
2022
Q2 | $11.1M | Buy |
245,846
+10,458
| +4% | +$492K | 0.02% | 620 |
|
|
2022
Q1 | $11.2M | Sell |
235,388
-13,724
| -6% | -$581K | 0.02% | 672 |
|
|
2021
Q4 | $10.3M | Buy |
249,112
+5,803
| +2% | +$219K | 0.01% | 732 |
|
|
2021
Q3 | $8.39M | Sell |
243,309
-2,527
| -1% | -$86.3K | 0.01% | 782 |
|
|
2021
Q2 | $7.77M | Buy |
245,836
+66,910
| +37% | +$2.15M | 0.01% | 803 |
|
|
2021
Q1 | $5.58M | Buy |
178,926
+2,595
| +1% | +$78K | 0.01% | 895 |
|
|
2020
Q4 | $5.31M | Sell |
176,331
-21,655
| -11% | -$639K | 0.01% | 859 |
|
|
2020
Q3 | $5.05M | Sell |
197,986
-62,601
| -24% | -$1.66M | 0.01% | 757 |
|
|
2020
Q2 | $6.75M | Buy |
260,587
+65,985
| +34% | +$1.75M | 0.02% | 636 |
|
|
2020
Q1 | $5.13M | Sell |
194,602
-244,249
| -56% | -$7.68M | 0.01% | 652 |
|
|
2019
Q4 | $14.3M | Sell |
438,851
-200,572
| -31% | -$6.49M | 0.03% | 465 |
|
|
2019
Q3 | $22M | Buy |
639,423
+68,878
| +12% | +$2.31M | 0.06% | 299 |
|
|
2019
Q2 | $19.5M | Buy |
570,545
+159,788
| +39% | +$5.64M | 0.05% | 327 |
|
|
2019
Q1 | $14.7M | Sell |
410,757
-42,961
| -9% | -$1.46M | 0.04% | 404 |
|
|
2018
Q4 | $14.6M | Buy |
453,718
+30,587
| +7% | +$978K | 0.05% | 363 |
|
|
2018
Q3 | $13.2M | Sell |
423,131
-2,840
| -0.7% | -$87.4K | 0.04% | 428 |
|
|
2018
Q2 | $12.9M | Sell |
425,971
-50,566
| -11% | -$1.45M | 0.04% | 449 |
|
|
2018
Q1 | $13.3M | Buy |
476,537
+183,347
| +63% | +$4.95M | 0.04% | 428 |
|
|
2017
Q4 | $8.23M | Sell |
293,190
-15,202
| -5% | -$437K | 0.03% | 599 |
|
|
2017
Q3 | $8.3M | Buy |
308,392
+9,379
| +3% | +$251K | 0.03% | 569 |
|
|
2017
Q2 | $7.69M | Sell |
299,013
-24,484
| -8% | -$623K | 0.03% | 573 |
|
|
2017
Q1 | $8.3M | Buy |
323,497
+46,668
| +17% | +$1.19M | 0.03% | 523 |
|
|
2016
Q4 | $7.01M | Buy |
276,829
+11,564
| +4% | +$274K | 0.03% | 535 |
|
|
2016
Q3 | $6.3M | Sell |
265,265
-29,712
| -10% | -$746K | 0.03% | 553 |
|
|
2016
Q2 | $7.65M | Buy |
294,977
+3,483
| +1% | +$86.2K | 0.04% | 447 |
|
|
2016
Q1 | $7.45M | Sell |
291,494
-10,101
| -3% | -$226K | 0.04% | 399 |
|
|
2015
Q4 | $5.97M | Buy |
301,595
+11,346
| +4% | +$230K | 0.03% | 490 |
|
|
2015
Q3 | $6.15M | Sell |
290,249
-6,296
| -2% | -$142K | 0.03% | 452 |
|
|
2015
Q2 | $6.54M | Buy |
296,545
+66,911
| +29% | +$1.6M | 0.03% | 477 |
|
|
2015
Q1 | $5.5M | Buy |
229,634
+77,971
| +51% | +$1.93M | 0.03% | 582 |
|
|
2014
Q4 | $4.01M | Buy |
151,663
+11,558
| +8% | +$297K | 0.02% | 650 |
|
|
2014
Q3 | $3.41M | Buy |
140,105
+8,313
| +6% | +$195K | 0.03% | 599 |
|
|
2014
Q2 | $3.43M | Sell |
131,792
-55,306
| -30% | -$1.41M | 0.03% | 593 |
|
|
2014
Q1 | $4.48M | Buy |
+187,098
| New | +$3.94M | 0.04% | 474 |
|
Other funds holding EXC
VCM
VPM
Stifel Financial's EXC Position: Q1 2026 in Review
Stifel Financial increased its Exelon (EXC) stake by 2.8% in Q1 2026, buying an estimated $165K and bringing the position to 129,425 shares worth $6.34M. The position accounts for 0.01% of the portfolio, ranked #1211.
Stifel Financial first reported a position in EXC in Q1 2014 and has held it in 49 quarters since. The position peaked at $22M in Q3 2019. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- Stifel Financial held 129,425 shares of Exelon worth $6.34M as of Q1 2026.
- Stifel Financial bought 3,540 Exelon shares in Q1 2026, an estimated $165K.
- Exelon made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1211 holding.
- Stifel Financial first reported a position in Exelon in Q1 2014 and has held it in 49 quarters since.
- Stifel Financial's Exelon position peaked at $22M in Q3 2019.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.