Univest Financial’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $451K | Buy |
9,209
+4,364
| +90% | +$203K | 0.03% | 199 |
|
|
2025
Q4 | $211K | Hold |
4,845
| – | – | 0.01% | 249 |
|
|
2025
Q3 | $218K | Hold |
4,845
| – | – | 0.01% | 246 |
|
|
2025
Q2 | $210K | Sell |
4,845
-4,355
| -47% | -$194K | 0.01% | 255 |
|
|
2025
Q1 | $424K | Buy |
+9,200
| New | +$385K | 0.03% | 213 |
|
|
2024
Q3 | – | Sell |
-7,345
| Closed | -$254K | – | 282 |
|
|
2024
Q2 | $254K | Hold |
7,345
| – | – | 0.07% | 116 |
|
|
2024
Q1 | $276K | Sell |
7,345
-30
| -0.4% | -$1.07K | 0.08% | 99 |
|
|
2023
Q4 | $265K | Buy |
7,375
+374
| +5% | +$14.4K | 0.08% | 102 |
|
|
2023
Q3 | $265K | Buy |
7,001
+30
| +0.4% | +$1.22K | 0.09% | 87 |
|
|
2023
Q2 | $284K | Hold |
6,971
| – | – | 0.09% | 85 |
|
|
2023
Q1 | $292K | Hold |
6,971
| – | – | 0.09% | 78 |
|
|
2022
Q4 | $301K | Hold |
6,971
| – | – | 0.09% | 82 |
|
|
2022
Q3 | $261K | Hold |
6,971
| – | – | 0.09% | 87 |
|
|
2022
Q2 | $316K | Sell |
6,971
-54
| -0.8% | -$2.54K | 0.1% | 77 |
|
|
2022
Q1 | $335K | Sell |
7,025
-2,748
| -28% | -$116K | 0.09% | 84 |
|
|
2021
Q4 | $403K | Hold |
9,773
| – | – | 0.1% | 75 |
|
|
2021
Q3 | $337K | Hold |
9,773
| – | – | 0.09% | 81 |
|
|
2021
Q2 | $308K | Hold |
9,773
| – | – | 0.08% | 92 |
|
|
2021
Q1 | $305K | Hold |
9,773
| – | – | 0.09% | 90 |
|
|
2020
Q4 | $294K | Hold |
9,773
| – | – | 0.09% | 92 |
|
|
2020
Q3 | $249K | Hold |
9,773
| – | – | 0.08% | 93 |
|
|
2020
Q2 | $253K | Sell |
9,773
-135
| -1% | -$3.58K | 0.08% | 91 |
|
|
2020
Q1 | $260K | Sell |
9,908
-3,773
| -28% | -$119K | 0.1% | 96 |
|
|
2019
Q4 | $346K | Buy |
13,681
+2,506
| +22% | +$81.1K | 0.15% | 83 |
|
|
2019
Q3 | $385K | Hold |
11,175
| – | – | 0.12% | 84 |
|
|
2019
Q2 | $382K | Sell |
11,175
-823
| -7% | -$29K | 0.12% | 87 |
|
|
2019
Q1 | $429K | Buy |
11,998
+591
| +5% | +$20.1K | 0.14% | 84 |
|
|
2018
Q4 | $367K | Hold |
11,407
| – | – | 0.14% | 89 |
|
|
2018
Q3 | $355K | Hold |
11,407
| – | – | 0.11% | 87 |
|
|
2018
Q2 | $347K | Sell |
11,407
-356
| -3% | -$10.2K | 0.14% | 78 |
|
|
2018
Q1 | $327K | Sell |
11,763
-619
| -5% | -$16.7K | 0.14% | 77 |
|
|
2017
Q4 | $348K | Hold |
12,382
| – | – | 0.14% | 77 |
|
|
2017
Q3 | $333K | Hold |
12,382
| – | – | 0.14% | 77 |
|
|
2017
Q2 | $319K | Sell |
12,382
-800
| -6% | -$20.4K | 0.13% | 77 |
|
|
2017
Q1 | $338K | Sell |
13,182
-499
| -4% | -$12.7K | 0.15% | 76 |
|
|
2016
Q4 | $346K | Sell |
13,681
-280
| -2% | -$6.64K | 0.15% | 83 |
|
|
2016
Q3 | $332K | Buy |
13,961
+202
| +1% | +$5.08K | 0.15% | 74 |
|
|
2016
Q2 | $357K | Sell |
13,759
-185
| -1% | -$4.58K | 0.16% | 75 |
|
|
2016
Q1 | $357K | Buy |
13,944
+3,209
| +30% | +$71.9K | 0.16% | 73 |
|
|
2015
Q4 | $213K | Sell |
10,735
-9,750
| -48% | -$198K | 0.1% | 92 |
|
|
2015
Q3 | $434K | Buy |
20,485
+5,119
| +33% | +$115K | 0.21% | 64 |
|
|
2015
Q2 | $344K | Buy |
15,366
+317
| +2% | +$7.59K | 0.16% | 69 |
|
|
2015
Q1 | $361K | Sell |
15,049
-470
| -3% | -$11.6K | 0.16% | 71 |
|
|
2014
Q4 | $410K | Sell |
15,519
-783
| -5% | -$20.1K | 0.18% | 69 |
|
|
2014
Q3 | $396K | Sell |
16,302
-2,032
| -11% | -$47.6K | 0.19% | 66 |
|
|
2014
Q2 | $477K | Buy |
18,334
+217
| +1% | +$5.53K | 0.22% | 66 |
|
|
2014
Q1 | $434K | Buy |
18,117
+2,830
| +19% | +$59.6K | 0.22% | 64 |
|
|
2013
Q4 | $299K | Buy |
15,287
+1,769
| +13% | +$35.6K | 0.15% | 69 |
|
|
2013
Q3 | $286K | Buy |
13,518
+3,077
| +29% | +$67.3K | 0.15% | 68 |
|
|
2013
Q2 | $230K | Buy |
+10,441
| New | +$253K | 0.13% | 65 |
|
Other funds holding EXC
VCM
VPM
Univest Financial's EXC Position: Q1 2026 in Review
Univest Financial increased its Exelon (EXC) stake by 90% in Q1 2026, buying an estimated $203K and bringing the position to 9,209 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #199.
Univest Financial first reported a position in EXC in Q2 2013 and has held it in 50 quarters since. The position peaked at $477K in Q2 2014. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- Univest Financial held 9,209 shares of Exelon worth $451K as of Q1 2026.
- Univest Financial bought 4,364 Exelon shares in Q1 2026, an estimated $203K.
- Exelon made up 0.03% of Univest Financial's portfolio in Q1 2026, its #199 holding.
- Univest Financial first reported a position in Exelon in Q2 2013 and has held it in 50 quarters since.
- Univest Financial's Exelon position peaked at $477K in Q2 2014.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.