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Valeo Financial Advisors’s Exelon EXC Stock Holding History

Valeo Financial 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 		– Sell
-7,560
Closed -$330K – 800
2025
Q4 		$330K Buy
7,560
+760
+11% +$34.7K 0.01% 584
2025
Q3 		$306K Buy
6,800
+444
+7% +$19.5K 0.01% 603
2025
Q2 		$276K Sell
6,356
-263
-4% -$11.7K 0.01% 605
2025
Q1 		$305K Buy
6,619
+127
+2% +$5.31K 0.01% 529
2024
Q4 		$244K Buy
6,492
+823
+15% +$31.9K 0.01% 607
2024
Q3 		$230K Buy
+5,669
New +$213K 0.01% 616
2024
Q2 		– Sell
-6,453
Closed -$244K – 695
2024
Q1 		$244K Buy
+6,453
New +$231K 0.01% 563
2023
Q4 		– Sell
-7,046
Closed -$266K – 683
2023
Q3 		$266K Buy
+7,046
New +$287K 0.01% 496
2023
Q2 		– Sell
-6,238
Closed -$261K – 629
2023
Q1 		$261K Buy
+6,238
New +$260K 0.01% 480
2021
Q2 		– Sell
-1,228
Closed -$38K – 934
2021
Q1 		$38K Hold
1,228
– – ﹤0.01% 970
2020
Q4 		$37K Hold
1,228
– – ﹤0.01% 875
2020
Q3 		$31K Sell
1,228
-1,434
-54% -$38K ﹤0.01% 803
2020
Q2 		$69K Sell
2,662
-2,436
-48% -$64.7K 0.01% 614
2020
Q1 		$141K Buy
5,098
+893
+21% +$28.1K 0.02% 353
2019
Q4 		$137K Sell
4,205
-504
-11% -$16.3K 0.01% 396
2019
Q3 		$162K Sell
4,709
-701
-13% -$23.5K 0.02% 337
2019
Q2 		$185K Sell
5,410
-35
-0.6% -$1.24K 0.02% 303
2019
Q1 		$195K Hold
5,445
– – 0.02% 283
2018
Q4 		$175K Sell
5,445
-2,166
-28% -$69.3K 0.02% 277
2018
Q3 		$238K Buy
7,611
+35
+0.5% +$1.08K 0.03% 254
2018
Q2 		$234K Buy
7,576
+207
+3% +$5.93K 0.03% 260
2018
Q1 		$205K Hold
7,369
– – 0.03% 253
2017
Q4 		$207K Buy
7,369
+63
+0.9% +$1.81K 0.03% 239
2017
Q3 		$196K Buy
+7,306
New +$195K 0.04% 202

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Valeo Financial Advisors's EXC Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Exelon (EXC) in Q1 2026, closing a stake of 7,560 shares — an estimated $330K sold.

Valeo Financial Advisors first reported a position in EXC in Q3 2017 and held it in 24 quarters. The position peaked at $330K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 7,560 Exelon shares in Q1 2026, an estimated $330K.
  • Valeo Financial Advisors first reported a position in Exelon in Q3 2017 and held it in 24 quarters.
  • Valeo Financial Advisors's Exelon position peaked at $330K in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.