West Family Investments’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 | – | Sell |
-5,510
| Closed | -$240K | – | 295 |
|
|
2025
Q4 | $240K | Sell |
5,510
-320
| -5% | -$14.6K | 0.06% | 302 |
|
|
2025
Q3 | $262K | Buy |
5,830
+41
| +0.7% | +$1.8K | 0.06% | 307 |
|
|
2025
Q2 | $251K | Buy |
+5,789
| New | +$258K | 0.07% | 295 |
|
|
2020
Q3 | – | Sell |
-25,236
| Closed | -$821K | – | 96 |
|
|
2020
Q2 | $821K | Hold |
25,236
| – | – | 0.2% | 66 |
|
|
2020
Q1 | $663K | Hold |
25,236
| – | – | 0.26% | 57 |
|
|
2019
Q4 | $821K | Hold |
25,236
| – | – | 0.2% | 66 |
|
|
2019
Q3 | $870K | Hold |
25,236
| – | – | 0.22% | 60 |
|
|
2019
Q2 | $863K | Hold |
25,236
| – | – | 0.22% | 62 |
|
|
2019
Q1 | $902K | Hold |
25,236
| – | – | 0.23% | 64 |
|
|
2018
Q4 | $812K | Hold |
25,236
| – | – | 0.21% | 67 |
|
|
2018
Q3 | $786K | Hold |
25,236
| – | – | 0.19% | 68 |
|
|
2018
Q2 | $767K | Hold |
25,236
| – | – | 0.19% | 65 |
|
|
2018
Q1 | $702K | Hold |
25,236
| – | – | 0.19% | 65 |
|
|
2017
Q4 | $709K | Hold |
25,236
| – | – | 0.18% | 68 |
|
|
2017
Q3 | $678 | Sell |
25,236
-72,904
| -74% | -$1.95M | 0.08% | 71 |
|
|
2017
Q2 | $2.53M | Hold |
98,140
| – | – | 0.55% | 36 |
|
|
2017
Q1 | $2.52M | Hold |
98,140
| – | – | 0.48% | 41 |
|
|
2016
Q4 | $2.48M | Hold |
98,140
| – | – | 0.44% | 43 |
|
|
2016
Q3 | $2.33M | Hold |
98,140
| – | – | 0.43% | 46 |
|
|
2016
Q2 | $2.54M | Hold |
98,140
| – | – | 0.46% | 42 |
|
|
2016
Q1 | $2.51M | Hold |
98,140
| – | – | 0.41% | 43 |
|
|
2015
Q4 | $1.94M | Hold |
98,140
| – | – | 0.5% | 45 |
|
|
2015
Q3 | $2.08M | Hold |
98,140
| – | – | 0.43% | 38 |
|
|
2015
Q2 | $2.2M | Hold |
98,140
| – | – | 0.47% | 38 |
|
|
2015
Q1 | $2.35M | Hold |
98,140
| – | – | 0.48% | 40 |
|
|
2014
Q4 | $2.6M | Hold |
98,140
| – | – | 0.51% | 37 |
|
|
2014
Q3 | $2.39M | Hold |
98,140
| – | – | 0.5% | 37 |
|
|
2014
Q2 | $2.55M | Hold |
98,140
| – | – | 0.53% | 34 |
|
|
2014
Q1 | $2.35M | Hold |
98,140
| – | – | 0.51% | 35 |
|
|
2013
Q4 | $1.92M | Hold |
98,140
| – | – | 0.44% | 37 |
|
|
2013
Q3 | $2.08M | Hold |
98,140
| – | – | 0.53% | 36 |
|
|
2013
Q2 | $2.16M | Buy |
+98,140
| New | +$2.38M | 0.57% | 37 |
|
Other funds holding EXC
VCM
VPM
West Family Investments's EXC Position: Q1 2026 in Review
West Family Investments sold out of Exelon (EXC) in Q1 2026, closing a stake of 5,510 shares — an estimated $240K sold.
West Family Investments first reported a position in EXC in Q2 2013 and held it in 32 quarters. The position peaked at $2.6M in Q4 2014. 1,278 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- West Family Investments reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
- West Family Investments sold 5,510 Exelon shares in Q1 2026, an estimated $240K.
- West Family Investments first reported a position in Exelon in Q2 2013 and held it in 32 quarters.
- West Family Investments's Exelon position peaked at $2.6M in Q4 2014.
- 1,278 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.