Successful Portfolios’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $244K | Buy |
5,243
+1
| +0% | +$46 | 0.11% | 165 |
|
|
2026
Q1 | $257K | Sell |
5,242
-246
| -4% | -$11.4K | 0.14% | 144 |
|
|
2025
Q4 | $238K | Buy |
5,488
+10
| +0.2% | +$456 | 0.12% | 158 |
|
|
2025
Q3 | $247K | Sell |
5,478
-363
| -6% | -$15.9K | 0.14% | 140 |
|
|
2025
Q2 | $254K | Sell |
5,841
-14
| -0.2% | -$623 | 0.16% | 134 |
|
|
2025
Q1 | $270K | Hold |
5,855
| – | – | 0.18% | 122 |
|
|
2024
Q4 | $220K | Sell |
5,855
-158
| -3% | -$6.13K | 0.15% | 140 |
|
|
2024
Q3 | $244K | Sell |
6,013
-123
| -2% | -$4.63K | 0.16% | 131 |
|
|
2024
Q2 | $212K | Sell |
6,136
-409
| -6% | -$15.1K | 0.15% | 143 |
|
|
2024
Q1 | $246K | Sell |
6,545
-211
| -3% | -$7.54K | 0.17% | 131 |
|
|
2023
Q4 | $243K | Sell |
6,756
-13
| -0.2% | -$501 | 0.18% | 130 |
|
|
2023
Q3 | $256K | Sell |
6,769
-13
| -0.2% | -$530 | 0.23% | 104 |
|
|
2023
Q2 | $276K | Sell |
6,782
-133
| -2% | -$5.5K | 0.24% | 97 |
|
|
2023
Q1 | $290K | Sell |
6,915
-110
| -2% | -$4.58K | 0.18% | 141 |
|
|
2022
Q4 | $304K | Sell |
7,025
-14
| -0.2% | -$553 | 0.2% | 132 |
|
|
2022
Q3 | $264K | Sell |
7,039
-8
| -0.1% | -$354 | 0.19% | 140 |
|
|
2022
Q2 | $319K | Sell |
7,047
-9
| -0.1% | -$423 | 0.21% | 120 |
|
|
2022
Q1 | $336K | Sell |
7,056
-2,837
| -29% | -$120K | 0.19% | 133 |
|
|
2021
Q4 | $408K | Hold |
9,893
| – | – | 0.22% | 115 |
|
|
2021
Q3 | $341K | Hold |
9,893
| – | – | 0.2% | 124 |
|
|
2021
Q2 | $313K | Hold |
9,893
| – | – | 0.19% | 136 |
|
|
2021
Q1 | $309K | Buy |
9,893
+141
| +1% | +$4.24K | 0.2% | 127 |
|
|
2020
Q4 | $294K | Hold |
9,752
| – | – | 0.21% | 125 |
|
|
2020
Q3 | $249K | Hold |
9,752
| – | – | 0.2% | 132 |
|
|
2020
Q2 | $252K | Sell |
9,752
-79
| -0.8% | -$2.1K | 0.22% | 126 |
|
|
2020
Q1 | $258K | Buy |
9,831
+219
| +2% | +$6.89K | 0.26% | 103 |
|
|
2019
Q4 | $313K | Sell |
9,612
-334
| -3% | -$10.8K | 0.28% | 102 |
|
|
2019
Q3 | $343K | Buy |
9,946
+140
| +1% | +$4.7K | 0.32% | 87 |
|
|
2019
Q2 | $335K | Sell |
9,806
-140
| -1% | -$4.94K | 0.36% | 85 |
|
|
2019
Q1 | $356K | Buy |
9,946
+98
| +1% | +$3.34K | 0.39% | 81 |
|
|
2018
Q4 | $317K | Sell |
9,848
-140
| -1% | -$4.48K | 0.41% | 76 |
|
|
2018
Q3 | $311K | Buy |
9,988
+132
| +1% | +$4.06K | 0.34% | 95 |
|
|
2018
Q2 | $299K | Sell |
9,856
-156
| -2% | -$4.47K | 0.35% | 91 |
|
|
2018
Q1 | $279K | Sell |
10,012
-7
| -0.1% | -$189 | 0.34% | 94 |
|
|
2017
Q4 | $282K | Buy |
+10,019
| New | +$288K | 0.35% | 96 |
|
Other funds holding EXC
Successful Portfolios's EXC Position: Q2 2026 in Review
Successful Portfolios increased its Exelon (EXC) stake by 0.02% in Q2 2026, buying an estimated $46 and bringing the position to 5,243 shares worth $244K. The position accounts for 0.11% of the portfolio, ranked #165.
Successful Portfolios first reported a position in EXC in Q4 2017 and has held it in 35 quarters since. The position peaked at $408K in Q4 2021. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Successful Portfolios held 5,243 shares of Exelon worth $244K as of Q2 2026.
- Successful Portfolios bought 1 Exelon share in Q2 2026, an estimated $46.
- Exelon made up 0.11% of Successful Portfolios's portfolio in Q2 2026, its #165 holding.
- Successful Portfolios first reported a position in Exelon in Q4 2017 and has held it in 35 quarters since.
- Successful Portfolios's Exelon position peaked at $408K in Q4 2021.
- 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.