United Capital 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 | $1.71M | Buy |
36,715
+6,593
| +22% | +$305K | 0.01% | 620 |
|
|
2026
Q1 | $1.48M | Buy |
30,122
+2,754
| +10% | +$128K | 0.01% | 639 |
|
|
2025
Q4 | $1.19M | Buy |
27,368
+2,300
| +9% | +$105K | 0.01% | 678 |
|
|
2025
Q3 | $1.13M | Sell |
25,068
-2,022
| -7% | -$88.8K | 0.01% | 606 |
|
|
2025
Q2 | $1.18M | Sell |
27,090
-976
| -3% | -$43.5K | 0.01% | 550 |
|
|
2025
Q1 | $1.29M | Buy |
28,066
+5,619
| +25% | +$235K | 0.01% | 515 |
|
|
2024
Q4 | $845K | Buy |
22,447
+1,490
| +7% | +$57.8K | 0.01% | 597 |
|
|
2024
Q3 | $850K | Sell |
20,957
-2,053
| -9% | -$77.2K | 0.01% | 585 |
|
|
2024
Q2 | $796K | Buy |
23,010
+649
| +3% | +$24K | 0.01% | 583 |
|
|
2024
Q1 | $840K | Buy |
22,361
+814
| +4% | +$29.1K | 0.01% | 604 |
|
|
2023
Q4 | $774K | Buy |
21,547
+9,828
| +84% | +$379K | 0.01% | 616 |
|
|
2023
Q3 | $443K | Sell |
11,719
-7,160
| -38% | -$292K | ﹤0.01% | 657 |
|
|
2023
Q2 | $769K | Sell |
18,879
-5,503
| -23% | -$227K | ﹤0.01% | 604 |
|
|
2023
Q1 | $1.02M | Sell |
24,382
-5,060
| -17% | -$211K | 0.01% | 567 |
|
|
2022
Q4 | $1.27M | Buy |
29,442
+10,410
| +55% | +$411K | 0.01% | 567 |
|
|
2022
Q3 | $713K | Sell |
19,032
-834
| -4% | -$36.9K | ﹤0.01% | 682 |
|
|
2022
Q2 | $900K | Buy |
19,866
+2,113
| +12% | +$99.3K | ﹤0.01% | 650 |
|
|
2022
Q1 | $846K | Sell |
17,753
-3,810
| -18% | -$161K | ﹤0.01% | 705 |
|
|
2021
Q4 | $888K | Buy |
21,563
+382
| +2% | +$14.4K | ﹤0.01% | 704 |
|
|
2021
Q3 | $730K | Buy |
21,181
+4,508
| +27% | +$154K | ﹤0.01% | 754 |
|
|
2021
Q2 | $527K | Sell |
16,673
-3,894
| -19% | -$125K | ﹤0.01% | 847 |
|
|
2021
Q1 | $642K | Buy |
20,567
+1,726
| +9% | +$51.9K | ﹤0.01% | 783 |
|
|
2020
Q4 | $567K | Sell |
18,841
-1,913
| -9% | -$56.5K | ﹤0.01% | 821 |
|
|
2020
Q3 | $529K | Sell |
20,754
-3,833
| -16% | -$102K | ﹤0.01% | 820 |
|
|
2020
Q2 | $636K | Buy |
24,587
+3,194
| +15% | +$84.8K | ﹤0.01% | 784 |
|
|
2020
Q1 | $562K | Sell |
21,393
-15,313
| -42% | -$482K | ﹤0.01% | 776 |
|
|
2019
Q4 | $1.19M | Buy |
36,706
+13,614
| +59% | +$441K | 0.01% | 720 |
|
|
2019
Q3 | $796K | Sell |
23,092
-21,148
| -48% | -$710K | 0.01% | 810 |
|
|
2019
Q2 | $1.51M | Sell |
44,240
-763
| -2% | -$26.9K | 0.01% | 694 |
|
|
2019
Q1 | $1.61M | Buy |
45,003
+2,291
| +5% | +$78K | 0.01% | 647 |
|
|
2018
Q4 | $1.37M | Buy |
42,712
+5,886
| +16% | +$188K | 0.01% | 638 |
|
|
2018
Q3 | $1.15M | Buy |
36,826
+176
| +0.5% | +$5.42K | 0.01% | 740 |
|
|
2018
Q2 | $1.11M | Buy |
36,650
+2,859
| +8% | +$81.9K | 0.01% | 741 |
|
|
2018
Q1 | $940K | Sell |
33,791
-8,015
| -19% | -$216K | 0.01% | 789 |
|
|
2017
Q4 | $1.18M | Buy |
41,806
+1,908
| +5% | +$54.8K | 0.01% | 743 |
|
|
2017
Q3 | $1.07M | Buy |
39,898
+24,636
| +161% | +$659K | 0.01% | 763 |
|
|
2017
Q2 | $393K | Sell |
15,262
-1,190
| -7% | -$30.3K | ﹤0.01% | 992 |
|
|
2017
Q1 | $422K | Buy |
16,452
+1,781
| +12% | +$45.4K | ﹤0.01% | 952 |
|
|
2016
Q4 | $371K | Sell |
14,671
-5,794
| -28% | -$137K | ﹤0.01% | 1000 |
|
|
2016
Q3 | $486K | Buy |
20,465
+1,171
| +6% | +$29.4K | ﹤0.01% | 978 |
|
|
2016
Q2 | $495K | Sell |
19,294
-8,369
| -30% | -$207K | 0.01% | 921 |
|
|
2016
Q1 | $708K | Sell |
27,663
-4,190
| -13% | -$93.9K | 0.01% | 788 |
|
|
2015
Q4 | $631K | Sell |
31,853
-5,705
| -15% | -$116K | 0.01% | 825 |
|
|
2015
Q3 | $796K | Sell |
37,558
-17,274
| -32% | -$388K | 0.01% | 753 |
|
|
2015
Q2 | $1.23M | Buy |
54,832
+8,431
| +18% | +$202K | 0.01% | 689 |
|
|
2015
Q1 | $1.13M | Buy |
46,401
+34,806
| +300% | +$862K | 0.01% | 696 |
|
|
2014
Q4 | $307K | Sell |
11,595
-20,934
| -64% | -$537K | ﹤0.01% | 950 |
|
|
2014
Q3 | $791K | Buy |
32,529
+7,328
| +29% | +$172K | 0.01% | 675 |
|
|
2014
Q2 | $656K | Buy |
25,201
+15,415
| +158% | +$393K | 0.01% | 643 |
|
|
2014
Q1 | $234K | Buy |
+9,786
| New | +$206K | 0.01% | 841 |
|
Other funds holding EXC
United Capital Financial Advisors's EXC Position: Q2 2026 in Review
United Capital Financial Advisors increased its Exelon (EXC) stake by 22% in Q2 2026, buying an estimated $305K and bringing the position to 36,715 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #620.
United Capital Financial Advisors first reported a position in EXC in Q1 2014 and has held it in 50 quarters since. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- United Capital Financial Advisors held 36,715 shares of Exelon worth $1.71M as of Q2 2026.
- United Capital Financial Advisors bought 6,593 Exelon shares in Q2 2026, an estimated $305K.
- Exelon made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #620 holding.
- United Capital Financial Advisors first reported a position in Exelon in Q1 2014 and has held it in 50 quarters since.
- 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.