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Strategic Advisors’s Exelon EXC Stock Holding History

Strategic 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
Q2 		$394K Sell
8,457
-2,786
-25% -$129K 0.09% 128
2026
Q1 		$551K Sell
11,243
-214
-2% -$9.96K 0.09% 130
2025
Q4 		$499K Buy
11,457
+4
+0% +$183 0.08% 134
2025
Q3 		$516K Buy
11,453
+4
+0% +$176 0.08% 132
2025
Q2 		$497K Sell
11,449
-602
-5% -$26.8K 0.1% 118
2025
Q1 		$555K Buy
12,051
+3
+0% +$125 0.11% 126
2024
Q4 		$453K Buy
12,048
+3,640
+43% +$141K 0.08% 139
2024
Q3 		$341K Buy
8,408
+4
+0% +$150 0.06% 166
2024
Q2 		$291K Buy
8,404
+4
+0% +$148 0.06% 168
2024
Q1 		$316K Sell
8,400
-22
-0.3% -$786 0.06% 170
2023
Q4 		$302K Sell
8,422
-24,923
-75% -$960K 0.06% 170
2023
Q3 		$1.26M Buy
33,345
+3,457
+12% +$141K 0.25% 84
2023
Q2 		$1.22M Buy
29,888
+3,907
+15% +$162K 0.23% 84
2023
Q1 		$1.09M Buy
25,981
+1,418
+6% +$59.1K 0.22% 91
2022
Q4 		$1.06M Buy
24,563
+13,936
+131% +$551K 0.24% 86
2022
Q3 		$398K Buy
10,627
+3
+0% +$133 0.09% 134
2022
Q2 		$481K Buy
10,624
+25
+0.2% +$1.18K 0.1% 132
2022
Q1 		$504K Sell
10,599
-4,257
-29% -$180K 0.09% 142
2021
Q4 		$612K Sell
14,856
-22
-0.1% -$829 0.09% 137
2021
Q3 		$513K Buy
14,878
+4
+0% +$137 0.11% 133
2021
Q2 		$470K Buy
14,874
+1,747
+13% +$56.2K 0.12% 119
2021
Q1 		$409K Buy
13,127
+398
+3% +$12K 0.12% 116
2020
Q4 		$381K Buy
12,729
+575
+5% +$17K 0.11% 117
2020
Q3 		$318K Buy
12,154
+4,112
+51% +$109K 0.11% 121
2020
Q2 		$223K Buy
+8,042
New +$214K 0.08% 133
2019
Q4 		– Sell
-26,171
Closed -$902K – 169
2019
Q3 		$902K Buy
26,171
+5,381
+26% +$181K 0.34% 71
2019
Q2 		$710K Buy
+20,790
New +$734K 0.27% 80

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Strategic Advisors's EXC Position: Q2 2026 in Review

Strategic Advisors reduced its Exelon (EXC) stake by 25% in Q2 2026, selling an estimated $129K and leaving 8,457 shares worth $394K. The position accounts for 0.09% of the portfolio, ranked #128.

Strategic Advisors first reported a position in EXC in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.26M in Q3 2023. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Strategic Advisors held 8,457 shares of Exelon worth $394K as of Q2 2026.
  • Strategic Advisors sold 2,786 Exelon shares in Q2 2026, an estimated $129K.
  • Exelon made up 0.09% of Strategic Advisors's portfolio in Q2 2026, its #128 holding.
  • Strategic Advisors first reported a position in Exelon in Q2 2019 and has held it in 27 quarters since.
  • Strategic Advisors's Exelon position peaked at $1.26M in Q3 2023.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.