Wealthcare Advisory Partners’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 | $1.48M | Sell |
31,766
-575
| -2% | -$26.6K | 0.03% | 421 |
|
|
2026
Q1 | $1.59M | Sell |
32,341
-797
| -2% | -$37.1K | 0.03% | 404 |
|
|
2025
Q4 | $1.44M | Buy |
33,138
+7,140
| +27% | +$326K | 0.03% | 424 |
|
|
2025
Q3 | $1.17M | Buy |
25,998
+452
| +2% | +$19.9K | 0.02% | 458 |
|
|
2025
Q2 | $1.11M | Buy |
25,546
+362
| +1% | +$16.1K | 0.03% | 455 |
|
|
2025
Q1 | $1.16M | Buy |
25,184
+1,948
| +8% | +$81.4K | 0.03% | 415 |
|
|
2024
Q4 | $875K | Buy |
23,236
+525
| +2% | +$20.4K | 0.02% | 452 |
|
|
2024
Q3 | $921K | Sell |
22,711
-117
| -0.5% | -$4.4K | 0.03% | 439 |
|
|
2024
Q2 | $790K | Buy |
22,828
+3,655
| +19% | +$135K | 0.02% | 446 |
|
|
2024
Q1 | $720K | Buy |
19,173
+80
| +0.4% | +$2.86K | 0.02% | 467 |
|
|
2023
Q4 | $685K | Buy |
19,093
+28
| +0.1% | +$1.08K | 0.03% | 411 |
|
|
2023
Q3 | $720K | Sell |
19,065
-1,781
| -9% | -$72.6K | 0.03% | 346 |
|
|
2023
Q2 | $849K | Buy |
20,846
+893
| +4% | +$36.9K | 0.04% | 321 |
|
|
2023
Q1 | $836K | Buy |
19,953
+13
| +0.1% | +$542 | 0.04% | 325 |
|
|
2022
Q4 | $862K | Buy |
19,940
+1,330
| +7% | +$52.5K | 0.04% | 303 |
|
|
2022
Q3 | $697K | Buy |
18,610
+310
| +2% | +$13.7K | 0.04% | 287 |
|
|
2022
Q2 | $829K | Buy |
18,300
+1,492
| +9% | +$70.1K | 0.05% | 233 |
|
|
2022
Q1 | $801K | Sell |
16,808
-6,353
| -27% | -$269K | 0.05% | 226 |
|
|
2021
Q4 | $954K | Buy |
23,161
+5,012
| +28% | +$189K | 0.06% | 204 |
|
|
2021
Q3 | $626K | Sell |
18,149
-346
| -2% | -$11.8K | 0.04% | 277 |
|
|
2021
Q2 | $585K | Sell |
18,495
-410
| -2% | -$13.2K | 0.04% | 286 |
|
|
2021
Q1 | $590K | Buy |
18,905
+93
| +0.5% | +$2.79K | 0.04% | 260 |
|
|
2020
Q4 | $566K | Buy |
18,812
+109
| +0.6% | +$3.22K | 0.05% | 217 |
|
|
2020
Q3 | $477K | Buy |
18,703
+55
| +0.3% | +$1.46K | 0.05% | 205 |
|
|
2020
Q2 | $483K | Buy |
18,648
+1,982
| +12% | +$52.6K | 0.06% | 178 |
|
|
2020
Q1 | $438K | Buy |
16,666
+2,569
| +18% | +$80.8K | 0.06% | 168 |
|
|
2019
Q4 | $458K | Sell |
14,097
-1,136
| -7% | -$36.8K | 0.06% | 181 |
|
|
2019
Q3 | $525K | Buy |
15,233
+2,961
| +24% | +$99.4K | 0.08% | 145 |
|
|
2019
Q2 | $420K | Sell |
12,272
-1,333
| -10% | -$47K | 0.07% | 158 |
|
|
2019
Q1 | $486K | Sell |
13,605
-73
| -0.5% | -$2.49K | 0.08% | 138 |
|
|
2018
Q4 | $440K | Buy |
13,678
+23
| +0.2% | +$736 | 0.09% | 127 |
|
|
2018
Q3 | $425K | Sell |
13,655
-2,594
| -16% | -$79.8K | 0.08% | 137 |
|
|
2018
Q2 | $494K | Buy |
16,249
+71
| +0.4% | +$2.03K | 0.1% | 121 |
|
|
2018
Q1 | $450K | Buy |
16,178
+27
| +0.2% | +$729 | 0.1% | 113 |
|
|
2017
Q4 | $454K | Buy |
16,151
+744
| +5% | +$21.4K | 0.12% | 103 |
|
|
2017
Q3 | $414K | Buy |
+15,407
| New | +$412K | 0.12% | 92 |
|
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Wealthcare Advisory Partners's EXC Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its Exelon (EXC) stake by 1.8% in Q2 2026, selling an estimated $26.6K and leaving 31,766 shares worth $1.48M. The position accounts for 0.03% of the portfolio, ranked #421.
Wealthcare Advisory Partners first reported a position in EXC in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.59M in Q1 2026. 282 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Wealthcare Advisory Partners held 31,766 shares of Exelon worth $1.48M as of Q2 2026.
- Wealthcare Advisory Partners sold 575 Exelon shares in Q2 2026, an estimated $26.6K.
- Exelon made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #421 holding.
- Wealthcare Advisory Partners first reported a position in Exelon in Q3 2017 and has held it in 36 quarters since.
- Wealthcare Advisory Partners's Exelon position peaked at $1.59M in Q1 2026.
- 282 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.