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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Strategic Advisors's EXC Position: Q1 2026 in Review

Strategic Advisors reduced its Exelon (EXC) stake by 1.9% in Q1 2026, selling an estimated $9.96K and leaving 11,243 shares worth $551K. The position accounts for 0.09% of the portfolio, ranked #130.

Strategic Advisors first reported a position in EXC in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.26M in Q3 2023. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Strategic Advisors held 11,243 shares of Exelon worth $551K as of Q1 2026.
  • Strategic Advisors sold 214 Exelon shares in Q1 2026, an estimated $9.96K.
  • Exelon made up 0.09% of Strategic Advisors's portfolio in Q1 2026, its #130 holding.
  • Strategic Advisors first reported a position in Exelon in Q2 2019 and has held it in 26 quarters since.
  • Strategic Advisors's Exelon position peaked at $1.26M in Q3 2023.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.