U.S. Capital Wealth Advisors’s Exelon EXC Stock Holding History

U.S. Capital Wealth Advisors’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	$273K	Buy	5,579 +18	+0.3%	+$837	0.01%	852
2025 Q4	$242K	Sell	5,561 -25	-0.4%	-$1.14K	0.01%	869
2025 Q3	$251K	Sell	5,586 -747	-12%	-$32.8K	0.01%	821
2025 Q2	$275K	Buy	6,333 +1,923	+44%	+$85.6K	0.01%	745
2025 Q1	$203K	Sell	4,410 -1,839	-29%	-$76.9K	0.01%	798
2024 Q4	$235K	Buy	+6,249	New	+$242K	0.01%	740
2023 Q1	–	Sell	-3,961	Closed	-$171K	–	920
2022 Q4	$171K	Buy	+3,961	New	+$156K	0.01%	639
2022 Q2	–	Sell	-5,670	Closed	-$270K	–	687
2022 Q1	$270K	Buy	+5,670	New	+$240K	0.01%	622
2021 Q4	–	Sell	-93,990	Closed	-$3.24M	–	729
2021 Q3	$3.24M	Buy	+93,990	New	+$3.21M	0.14%	171

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

U.S. Capital Wealth Advisors's EXC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Exelon (EXC) stake by 0.32% in Q1 2026, buying an estimated $837 and bringing the position to 5,579 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #852.

U.S. Capital Wealth Advisors first reported a position in EXC in Q3 2021 and has held it in 9 quarters since. The position peaked at $3.24M in Q3 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

U.S. Capital Wealth Advisors held 5,579 shares of Exelon worth $273K as of Q1 2026.
U.S. Capital Wealth Advisors bought 18 Exelon shares in Q1 2026, an estimated $837.
Exelon made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #852 holding.
U.S. Capital Wealth Advisors first reported a position in Exelon in Q3 2021 and has held it in 9 quarters since.
U.S. Capital Wealth Advisors's Exelon position peaked at $3.24M in Q3 2021.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.