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Wealthspire Advisors (New York)’s Exelon EXC Stock Holding History

Wealthspire Advisors (New York)’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 		$1.29M Sell
26,312
-13,491
-34% -$628K 0.01% 360
2025
Q4 		$1.74M Buy
39,803
+7,865
+25% +$359K 0.01% 317
2025
Q3 		$1.44M Buy
31,938
+1,435
+5% +$63K 0.01% 327
2025
Q2 		$1.32M Buy
30,503
+1,498
+5% +$66.7K 0.01% 336
2025
Q1 		$1.34M Sell
29,005
-104
-0.4% -$4.35K 0.01% 334
2024
Q4 		$1.1M Sell
29,109
-679
-2% -$26.3K 0.01% 355
2024
Q3 		$1.21M Buy
29,788
+2,746
+10% +$103K 0.01% 337
2024
Q2 		$936K Buy
27,042
+7,968
+42% +$294K 0.01% 323
2024
Q1 		$717K Sell
19,074
-500
-3% -$17.9K 0.01% 362
2023
Q4 		$703K Sell
19,574
-1,661
-8% -$64K 0.01% 367
2023
Q3 		$802K Sell
21,235
-1,370
-6% -$55.8K 0.01% 314
2023
Q2 		$921K Sell
22,605
-165
-0.7% -$6.82K 0.02% 260
2023
Q1 		$954K Sell
22,770
-2,749
-11% -$115K 0.02% 248
2022
Q4 		$1.1M Sell
25,519
-15,885
-38% -$628K 0.02% 244
2022
Q3 		$1.55M Buy
41,404
+29,290
+242% +$1.3M 0.03% 173
2022
Q2 		$549K Buy
12,114
+2,393
+25% +$113K 0.01% 300
2022
Q1 		$463K Sell
9,721
-18,644
-66% -$790K 0.01% 283
2021
Q4 		$1.17M Buy
28,365
+13,005
+85% +$490K 0.03% 210
2021
Q3 		$530K Buy
15,360
+6,597
+75% +$225K 0.01% 344
2021
Q2 		$277K Sell
8,763
-21,376
-71% -$688K 0.01% 306
2021
Q1 		$940K Buy
30,139
+8,122
+37% +$244K 0.02% 276
2020
Q4 		$663K Buy
22,017
+11,796
+115% +$348K 0.02% 260
2020
Q3 		$261K Buy
10,221
+1,813
+22% +$48.1K 0.02% 248
2020
Q2 		$218K Sell
8,408
-14,011
-62% -$372K 0.02% 251
2020
Q1 		$589K Buy
+22,419
New +$705K 0.02% 271
2019
Q1 		– Sell
-758
Closed -$24K – 292
2018
Q4 		$24K Buy
+758
New +$24.2K ﹤0.01% 301

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Wealthspire Advisors (New York)'s EXC Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Exelon (EXC) stake by 34% in Q1 2026, selling an estimated $628K and leaving 26,312 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #360.

Wealthspire Advisors (New York) first reported a position in EXC in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.74M in Q4 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Wealthspire Advisors (New York) held 26,312 shares of Exelon worth $1.29M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 13,491 Exelon shares in Q1 2026, an estimated $628K.
  • Exelon made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #360 holding.
  • Wealthspire Advisors (New York) first reported a position in Exelon in Q4 2018 and has held it in 26 quarters since.
  • Wealthspire Advisors (New York)'s Exelon position peaked at $1.74M in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.