Verdence Capital 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 | $401K | Buy |
8,605
+214
| +3% | +$9.9K | 0.02% | 483 |
|
|
2026
Q1 | $411K | Sell |
8,391
-243
| -3% | -$11.3K | 0.02% | 465 |
|
|
2025
Q4 | $376K | Buy |
8,634
+233
| +3% | +$10.6K | 0.02% | 496 |
|
|
2025
Q3 | $404K | Sell |
8,401
-1,947
| -19% | -$85.5K | 0.02% | 511 |
|
|
2025
Q2 | $449K | Sell |
10,348
-419
| -4% | -$18.7K | 0.03% | 450 |
|
|
2025
Q1 | $496K | Buy |
10,767
+3,971
| +58% | +$166K | 0.04% | 390 |
|
|
2024
Q4 | $256K | Sell |
6,796
-1,452
| -18% | -$56.3K | 0.02% | 554 |
|
|
2024
Q3 | $334K | Buy |
8,248
+1,426
| +21% | +$53.6K | 0.03% | 489 |
|
|
2024
Q2 | $236K | Sell |
6,822
-59
| -0.9% | -$2.18K | 0.02% | 539 |
|
|
2024
Q1 | $259K | Sell |
6,881
-457
| -6% | -$16.3K | 0.02% | 522 |
|
|
2023
Q4 | $263K | Buy |
7,338
+250
| +4% | +$9.63K | 0.03% | 497 |
|
|
2023
Q3 | $268K | Buy |
7,088
+309
| +5% | +$12.6K | 0.03% | 471 |
|
|
2023
Q2 | $276K | Buy |
6,779
+31
| +0.5% | +$1.28K | 0.03% | 441 |
|
|
2023
Q1 | $283K | Sell |
6,748
-194
| -3% | -$8.09K | 0.03% | 436 |
|
|
2022
Q4 | $300K | Buy |
6,942
+63
| +0.9% | +$2.49K | 0.04% | 390 |
|
|
2022
Q3 | $258K | Buy |
6,879
+126
| +2% | +$5.57K | 0.04% | 421 |
|
|
2022
Q2 | $306K | Sell |
6,753
-227
| -3% | -$10.7K | 0.04% | 375 |
|
|
2022
Q1 | $332K | Sell |
6,980
-585
| -8% | -$24.8K | 0.04% | 400 |
|
|
2021
Q4 | $312K | Sell |
7,565
-1,695
| -18% | -$63.8K | 0.04% | 407 |
|
|
2021
Q3 | $319K | Buy |
9,260
+1,953
| +27% | +$66.7K | 0.04% | 368 |
|
|
2021
Q2 | $231K | Buy |
7,307
+26
| +0.4% | +$837 | 0.03% | 431 |
|
|
2021
Q1 | $227K | Buy |
7,281
+145
| +2% | +$4.36K | 0.04% | 402 |
|
|
2020
Q4 | $215K | Buy |
+7,136
| New | +$211K | 0.04% | 374 |
|
|
2020
Q3 | – | Sell |
-7,819
| Closed | -$202K | – | 376 |
|
|
2020
Q2 | $202K | Buy |
+7,819
| New | +$208K | 0.05% | 319 |
|
|
2020
Q1 | – | Sell |
-7,236
| Closed | -$235K | – | 328 |
|
|
2019
Q4 | $235K | Sell |
7,236
-329
| -4% | -$10.7K | 0.06% | 274 |
|
|
2019
Q3 | $261K | Buy |
7,565
+216
| +3% | +$7.25K | 0.07% | 244 |
|
|
2019
Q2 | $251K | Sell |
7,349
-834
| -10% | -$29.4K | 0.07% | 245 |
|
|
2019
Q1 | $293K | Buy |
8,183
+26
| +0.3% | +$885 | 0.08% | 206 |
|
|
2018
Q4 | $262K | Buy |
8,157
+1,109
| +16% | +$35.5K | 0.07% | 199 |
|
|
2018
Q3 | $219K | Sell |
7,048
-52
| -0.7% | -$1.6K | 0.05% | 240 |
|
|
2018
Q2 | $216K | Buy |
+7,100
| New | +$203K | 0.05% | 259 |
|
|
2018
Q1 | – | Sell |
-7,121
| Closed | -$200K | – | 306 |
|
|
2017
Q4 | $200K | Buy |
+7,121
| New | +$205K | 0.05% | 270 |
|
Other funds holding EXC
COPPSERS
MHI
RAM
JSSH
Verdence Capital Advisors's EXC Position: Q2 2026 in Review
Verdence Capital Advisors increased its Exelon (EXC) stake by 2.6% in Q2 2026, buying an estimated $9.9K and bringing the position to 8,605 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #483.
Verdence Capital Advisors first reported a position in EXC in Q4 2017 and has held it in 32 quarters since. The position peaked at $496K in Q1 2025. 569 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Verdence Capital Advisors held 8,605 shares of Exelon worth $401K as of Q2 2026.
- Verdence Capital Advisors bought 214 Exelon shares in Q2 2026, an estimated $9.9K.
- Exelon made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #483 holding.
- Verdence Capital Advisors first reported a position in Exelon in Q4 2017 and has held it in 32 quarters since.
- Verdence Capital Advisors's Exelon position peaked at $496K in Q1 2025.
- 569 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.