Stratos Wealth Partners’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 | $921K | Buy |
18,783
+630
| +3% | +$29.3K | 0.01% | 822 |
|
|
2025
Q4 | $791K | Buy |
18,153
+690
| +4% | +$31.5K | 0.01% | 858 |
|
|
2025
Q3 | $786K | Sell |
17,463
-364
| -2% | -$16K | 0.01% | 847 |
|
|
2025
Q2 | $774K | Sell |
17,827
-264
| -1% | -$11.8K | 0.01% | 782 |
|
|
2025
Q1 | $834K | Sell |
18,091
-414
| -2% | -$17.3K | 0.01% | 727 |
|
|
2024
Q4 | $697K | Buy |
18,505
+311
| +2% | +$12.1K | 0.01% | 816 |
|
|
2024
Q3 | $738K | Buy |
18,194
+7,280
| +67% | +$274K | 0.01% | 791 |
|
|
2024
Q2 | $378K | Sell |
10,914
-3,481
| -24% | -$128K | 0.01% | 1011 |
|
|
2024
Q1 | $541K | Sell |
14,395
-77
| -0.5% | -$2.75K | 0.01% | 859 |
|
|
2023
Q4 | $520K | Buy |
14,472
+198
| +1% | +$7.63K | 0.01% | 867 |
|
|
2023
Q3 | $539K | Buy |
14,274
+2,652
| +23% | +$108K | 0.01% | 796 |
|
|
2023
Q2 | $473K | Buy |
11,622
+339
| +3% | +$14K | 0.01% | 783 |
|
|
2023
Q1 | $473K | Buy |
11,283
+248
| +2% | +$10.3K | 0.01% | 723 |
|
|
2022
Q4 | $477K | Buy |
11,035
+121
| +1% | +$4.78K | 0.01% | 752 |
|
|
2022
Q3 | $409K | Sell |
10,914
-5,504
| -34% | -$243K | 0.01% | 764 |
|
|
2022
Q2 | $744K | Sell |
16,418
-206
| -1% | -$9.69K | 0.02% | 586 |
|
|
2022
Q1 | $792K | Buy |
16,624
+878
| +6% | +$37.2K | 0.02% | 636 |
|
|
2021
Q4 | $649K | Buy |
15,746
+356
| +2% | +$13.4K | 0.01% | 719 |
|
|
2021
Q3 | $531K | Sell |
15,390
-1,027
| -6% | -$35.1K | 0.01% | 721 |
|
|
2021
Q2 | $519K | Buy |
16,417
+1,024
| +7% | +$33K | 0.01% | 754 |
|
|
2021
Q1 | $480K | Buy |
15,393
+830
| +6% | +$24.9K | 0.01% | 727 |
|
|
2020
Q4 | $439K | Sell |
14,563
-2,011
| -12% | -$59.4K | 0.01% | 718 |
|
|
2020
Q3 | $423K | Sell |
16,574
-2
| -0% | -$53 | 0.01% | 670 |
|
|
2020
Q2 | $429K | Buy |
16,576
+1,625
| +11% | +$43.1K | 0.02% | 652 |
|
|
2020
Q1 | $393K | Buy |
14,951
+254
| +2% | +$7.99K | 0.02% | 598 |
|
|
2019
Q4 | $478K | Sell |
14,697
-1,185
| -7% | -$38.4K | 0.02% | 610 |
|
|
2019
Q3 | $547K | Sell |
15,882
-2,650
| -14% | -$89K | 0.02% | 535 |
|
|
2019
Q2 | $634K | Sell |
18,532
-1,688
| -8% | -$59.6K | 0.03% | 493 |
|
|
2019
Q1 | $723K | Sell |
20,220
-288
| -1% | -$9.81K | 0.03% | 446 |
|
|
2018
Q4 | $660K | Sell |
20,508
-195
| -0.9% | -$6.24K | 0.03% | 429 |
|
|
2018
Q3 | $645K | Buy |
20,703
+221
| +1% | +$6.8K | 0.03% | 454 |
|
|
2018
Q2 | $622K | Buy |
20,482
+2,374
| +13% | +$68K | 0.03% | 496 |
|
|
2018
Q1 | $504K | Buy |
18,108
+6,762
| +60% | +$183K | 0.02% | 549 |
|
|
2017
Q4 | $319K | Sell |
11,346
-1,872
| -14% | -$53.8K | 0.01% | 688 |
|
|
2017
Q3 | $355K | Sell |
13,218
-3,044
| -19% | -$81.4K | 0.02% | 614 |
|
|
2017
Q2 | $418K | Buy |
16,262
+1,284
| +9% | +$32.7K | 0.02% | 514 |
|
|
2017
Q1 | $384K | Buy |
14,978
+491
| +3% | +$12.5K | 0.02% | 496 |
|
|
2016
Q4 | $367K | Buy |
+14,487
| New | +$344K | 0.02% | 465 |
|
|
2015
Q2 | – | Sell |
-15,733
| Closed | -$376K | – | 554 |
|
|
2015
Q1 | $376K | Sell |
15,733
-1,817
| -10% | -$45K | 0.04% | 365 |
|
|
2014
Q4 | $464K | Buy |
17,550
+398
| +2% | +$10.2K | 0.08% | 261 |
|
|
2014
Q3 | $417K | Buy |
17,152
+774
| +5% | +$18.1K | 0.1% | 176 |
|
|
2014
Q2 | $426K | Buy |
+16,378
| New | +$418K | 0.14% | 177 |
|
Other funds holding EXC
VCM
VPM
Stratos Wealth Partners's EXC Position: Q1 2026 in Review
Stratos Wealth Partners increased its Exelon (EXC) stake by 3.5% in Q1 2026, buying an estimated $29.3K and bringing the position to 18,783 shares worth $921K. The position accounts for 0.01% of the portfolio, ranked #822.
Stratos Wealth Partners first reported a position in EXC in Q2 2014 and has held it in 42 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- Stratos Wealth Partners held 18,783 shares of Exelon worth $921K as of Q1 2026.
- Stratos Wealth Partners bought 630 Exelon shares in Q1 2026, an estimated $29.3K.
- Exelon made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #822 holding.
- Stratos Wealth Partners first reported a position in Exelon in Q2 2014 and has held it in 42 quarters since.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.