Tiemann Investment Advisors’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 | $279K | Sell |
5,975
-900
| -13% | -$41.6K | 0.1% | 152 |
|
|
2026
Q1 | $337K | Buy |
6,875
+200
| +3% | +$9.3K | 0.13% | 130 |
|
|
2025
Q4 | $291K | Sell |
6,675
-300
| -4% | -$13.7K | 0.11% | 138 |
|
|
2025
Q3 | $314K | Sell |
6,975
-300
| -4% | -$13.2K | 0.12% | 137 |
|
|
2025
Q2 | $316K | Buy |
7,275
+550
| +8% | +$24.5K | 0.13% | 133 |
|
|
2025
Q1 | $310K | Hold |
6,725
| – | – | 0.14% | 129 |
|
|
2024
Q4 | $253K | Hold |
6,725
| – | – | 0.11% | 157 |
|
|
2024
Q3 | $273K | Sell |
6,725
-200
| -3% | -$7.52K | 0.12% | 154 |
|
|
2024
Q2 | $240K | Buy |
6,925
+10
| +0.1% | +$369 | 0.11% | 160 |
|
|
2024
Q1 | $260K | Sell |
6,915
-650
| -9% | -$23.2K | 0.12% | 159 |
|
|
2023
Q4 | $272K | Sell |
7,565
-210
| -3% | -$8.09K | 0.13% | 150 |
|
|
2023
Q3 | $294K | Sell |
7,775
-300
| -4% | -$12.2K | 0.16% | 130 |
|
|
2023
Q2 | $329K | Hold |
8,075
| – | – | 0.17% | 128 |
|
|
2023
Q1 | $338K | Buy |
8,075
+60
| +0.7% | +$2.5K | 0.18% | 124 |
|
|
2022
Q4 | $346K | Hold |
8,015
| – | – | 0.2% | 118 |
|
|
2022
Q3 | $300K | Buy |
8,015
+500
| +7% | +$22.1K | 0.19% | 119 |
|
|
2022
Q2 | $341K | Hold |
7,515
| – | – | 0.18% | 126 |
|
|
2022
Q1 | $358K | Sell |
7,515
-2,685
| -26% | -$114K | 0.17% | 135 |
|
|
2021
Q4 | $420K | Buy |
10,200
+526
| +5% | +$19.8K | 0.18% | 132 |
|
|
2021
Q3 | $334K | Sell |
9,674
-561
| -5% | -$19.2K | 0.16% | 141 |
|
|
2021
Q2 | $323K | Hold |
10,235
| – | – | 0.15% | 148 |
|
|
2021
Q1 | $319K | Sell |
10,235
-42
| -0.4% | -$1.26K | 0.16% | 148 |
|
|
2020
Q4 | $309K | Sell |
10,277
-1,577
| -13% | -$46.5K | 0.16% | 142 |
|
|
2020
Q3 | $302K | Sell |
11,854
-631
| -5% | -$16.7K | 0.19% | 128 |
|
|
2020
Q2 | $323K | Sell |
12,485
-2,103
| -14% | -$55.8K | 0.22% | 118 |
|
|
2020
Q1 | $383K | Buy |
14,588
+631
| +5% | +$19.8K | 0.33% | 77 |
|
|
2019
Q4 | $454K | Sell |
13,957
-729
| -5% | -$23.6K | 0.31% | 86 |
|
|
2019
Q3 | $506K | Sell |
14,686
-491
| -3% | -$16.5K | 0.37% | 71 |
|
|
2019
Q2 | $519K | Hold |
15,177
| – | – | 0.38% | 74 |
|
|
2019
Q1 | $543K | Buy |
15,177
+2,559
| +20% | +$87.1K | 0.41% | 66 |
|
|
2018
Q4 | $406K | Buy |
12,618
+3,610
| +40% | +$115K | 0.36% | 76 |
|
|
2018
Q3 | $281K | Hold |
9,008
| – | – | 0.21% | 133 |
|
|
2018
Q2 | $274K | Buy |
9,008
+911
| +11% | +$26.1K | 0.22% | 133 |
|
|
2018
Q1 | $225K | Buy |
+8,097
| New | +$219K | 0.18% | 152 |
|
Other funds holding EXC
Tiemann Investment Advisors's EXC Position: Q2 2026 in Review
Tiemann Investment Advisors reduced its Exelon (EXC) stake by 13% in Q2 2026, selling an estimated $41.6K and leaving 5,975 shares worth $279K. The position accounts for 0.1% of the portfolio, ranked #152.
Tiemann Investment Advisors first reported a position in EXC in Q1 2018 and has held it in 34 quarters since. The position peaked at $543K in Q1 2019. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Tiemann Investment Advisors held 5,975 shares of Exelon worth $279K as of Q2 2026.
- Tiemann Investment Advisors sold 900 Exelon shares in Q2 2026, an estimated $41.6K.
- Exelon made up 0.1% of Tiemann Investment Advisors's portfolio in Q2 2026, its #152 holding.
- Tiemann Investment Advisors first reported a position in Exelon in Q1 2018 and has held it in 34 quarters since.
- Tiemann Investment Advisors's Exelon position peaked at $543K in Q1 2019.
- 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Tiemann Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.