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Sunbelt Securities’s Exelon EXC Stock Holding History

Sunbelt Securities’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 		$22.2K Buy
453
+251
+124% +$11.7K ﹤0.01% 1263
2025
Q4 		$8.8K Hold
202
– – ﹤0.01% 1474
2025
Q3 		$9.09K Sell
202
-52
-20% -$2.28K ﹤0.01% 1470
2025
Q2 		$9.56K Buy
254
+52
+26% +$2.31K ﹤0.01% 1316
2025
Q1 		$9.31K Sell
202
-52
-20% -$2.17K ﹤0.01% 1292
2024
Q4 		$9.56K Hold
254
– – ﹤0.01% 1320
2024
Q3 		$10.3K Sell
254
-49
-16% -$1.84K ﹤0.01% 1286
2024
Q2 		$10.5K Hold
303
– – ﹤0.01% 1258
2024
Q1 		$11.4K Buy
303
+203
+203% +$7.25K ﹤0.01% 1216
2023
Q4 		$3.59K Hold
100
– – ﹤0.01% 1370
2023
Q3 		$3.78K Sell
100
-117
-54% -$4.77K ﹤0.01% 1361
2023
Q2 		$8.84K Buy
217
+1
+0.5% +$41 ﹤0.01% 1203
2023
Q1 		$8.95K Buy
+216
New +$9K ﹤0.01% 1162
2020
Q1 		– Sell
-9,599
Closed -$312K – 460
2019
Q4 		$312K Sell
9,599
-221
-2% -$7.16K 0.03% 432
2019
Q3 		$338K Buy
+9,820
New +$330K 0.04% 391

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

Sunbelt Securities's EXC Position: Q1 2026 in Review

Sunbelt Securities increased its Exelon (EXC) stake by 124% in Q1 2026, buying an estimated $11.7K and bringing the position to 453 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Sunbelt Securities first reported a position in EXC in Q3 2019 and has held it in 15 quarters since. The position peaked at $338K in Q3 2019. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Sunbelt Securities held 453 shares of Exelon worth $22.2K as of Q1 2026.
  • Sunbelt Securities bought 251 Exelon shares in Q1 2026, an estimated $11.7K.
  • Exelon made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1263 holding.
  • Sunbelt Securities first reported a position in Exelon in Q3 2019 and has held it in 15 quarters since.
  • Sunbelt Securities's Exelon position peaked at $338K in Q3 2019.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.