Transamerica Financial 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 | $23.2K | Buy |
497
+244
| +96% | +$11.3K | ﹤0.01% | 838 |
|
|
2026
Q1 | $12.4K | Sell |
253
-32
| -11% | -$1.49K | ﹤0.01% | 875 |
|
|
2025
Q4 | $12.4K | Buy |
285
+157
| +123% | +$7.17K | ﹤0.01% | 813 |
|
|
2025
Q3 | $5.75K | Buy |
128
+124
| +3,100% | +$5.45K | ﹤0.01% | 839 |
|
|
2025
Q2 | $161 | Hold |
4
| – | – | ﹤0.01% | 510 |
|
|
2025
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 459 |
|
|
2024
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 451 |
|
|
2024
Q3 | $1K | Sell |
4
-545
| -99% | -$20.5K | ﹤0.01% | 461 |
|
|
2024
Q2 | $19K | Hold |
549
| – | – | ﹤0.01% | 300 |
|
|
2024
Q1 | $21K | Sell |
549
-2,060
| -79% | -$73.6K | ﹤0.01% | 325 |
|
|
2023
Q4 | $94K | Sell |
2,609
-641
| -20% | -$24.7K | 0.01% | 272 |
|
|
2023
Q3 | $123K | Sell |
3,250
-433
| -12% | -$17.6K | 0.02% | 241 |
|
|
2023
Q2 | $151K | Sell |
3,683
-70
| -2% | -$2.89K | 0.02% | 236 |
|
|
2023
Q1 | $158K | Sell |
3,753
-3,322
| -47% | -$138K | 0.02% | 238 |
|
|
2022
Q4 | $306K | Sell |
7,075
-153
| -2% | -$6.04K | 0.04% | 194 |
|
|
2022
Q3 | $271K | Buy |
7,228
+142
| +2% | +$6.28K | 0.04% | 194 |
|
|
2022
Q2 | $322K | Buy |
+7,086
| New | +$333K | 0.05% | 185 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 272 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$27 | ﹤0.01% | 381 |
|
|
2016
Q2 | – | Sell |
-482
| Closed | -$13K | – | 488 |
|
|
2016
Q1 | $13K | Sell |
482
-2
| -0.4% | -$45 | ﹤0.01% | 518 |
|
|
2015
Q4 | $10K | Hold |
484
| – | – | ﹤0.01% | 598 |
|
|
2015
Q3 | $11K | Sell |
484
-32
| -6% | -$719 | ﹤0.01% | 567 |
|
|
2015
Q2 | $12K | Sell |
516
-482
| -48% | -$11.5K | ﹤0.01% | 608 |
|
|
2015
Q1 | $24K | Sell |
998
-36,134
| -97% | -$895K | ﹤0.01% | 515 |
|
|
2014
Q4 | $983K | Sell |
37,132
-6,746
| -15% | -$173K | 0.08% | 130 |
|
|
2014
Q3 | $1.07M | Buy |
43,878
+488
| +1% | +$11.4K | 0.1% | 112 |
|
|
2014
Q2 | $1.13M | Buy |
43,390
+2,823
| +7% | +$72K | 0.1% | 115 |
|
|
2014
Q1 | $972K | Buy |
40,567
+37,338
| +1,156% | +$786K | 0.1% | 106 |
|
|
2013
Q4 | $64K | Buy |
3,229
+2,747
| +570% | +$55.3K | 0.01% | 326 |
|
|
2013
Q3 | $11K | Hold |
482
| – | – | ﹤0.01% | 430 |
|
|
2013
Q2 | $11K | Buy |
+482
| New | +$11.7K | ﹤0.01% | 415 |
|
Other funds holding EXC
Transamerica Financial Advisors's EXC Position: Q2 2026 in Review
Transamerica Financial Advisors increased its Exelon (EXC) stake by 96% in Q2 2026, buying an estimated $11.3K and bringing the position to 497 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #838.
Transamerica Financial Advisors first reported a position in EXC in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.13M in Q2 2014. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Transamerica Financial Advisors held 497 shares of Exelon worth $23.2K as of Q2 2026.
- Transamerica Financial Advisors bought 244 Exelon shares in Q2 2026, an estimated $11.3K.
- Exelon made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #838 holding.
- Transamerica Financial Advisors first reported a position in Exelon in Q2 2013 and has held it in 30 quarters since.
- Transamerica Financial Advisors's Exelon position peaked at $1.13M in Q2 2014.
- 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.