Westover 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
Q1 | $221K | Sell |
4,508
-738
| -14% | -$34.3K | 0.04% | 222 |
|
|
2025
Q4 | $229K | Sell |
5,246
-11
| -0.2% | -$502 | 0.04% | 218 |
|
|
2025
Q3 | $237K | Sell |
5,257
-83
| -2% | -$3.65K | 0.04% | 207 |
|
|
2025
Q2 | $232K | Sell |
5,340
-22
| -0.4% | -$980 | 0.05% | 209 |
|
|
2025
Q1 | $247K | Sell |
5,362
-307
| -5% | -$12.8K | 0.05% | 208 |
|
|
2024
Q4 | $213K | Sell |
5,669
-39
| -0.7% | -$1.51K | 0.05% | 226 |
|
|
2024
Q3 | $231K | Buy |
+5,708
| New | +$215K | 0.04% | 226 |
|
|
2024
Q2 | – | Sell |
-6,806
| Closed | -$256K | – | 218 |
|
|
2024
Q1 | $256K | Sell |
6,806
-2,269
| -25% | -$81.1K | 0.07% | 160 |
|
|
2023
Q4 | $326K | Sell |
9,075
-644
| -7% | -$24.8K | 0.11% | 133 |
|
|
2023
Q3 | $367K | Sell |
9,719
-587
| -6% | -$23.9K | 0.13% | 118 |
|
|
2023
Q2 | $420K | Sell |
10,306
-364
| -3% | -$15K | 0.15% | 111 |
|
|
2023
Q1 | $447K | Sell |
10,670
-6
| -0.1% | -$250 | 0.17% | 104 |
|
|
2022
Q4 | $462K | Sell |
10,676
-40
| -0.4% | -$1.58K | 0.18% | 94 |
|
|
2022
Q3 | $401K | Sell |
10,716
-237
| -2% | -$10.5K | 0.15% | 101 |
|
|
2022
Q2 | $496K | Sell |
10,953
-64
| -0.6% | -$3.01K | 0.18% | 97 |
|
|
2022
Q1 | $525K | Sell |
11,017
-5,015
| -31% | -$212K | 0.16% | 102 |
|
|
2021
Q4 | $660K | Sell |
16,032
-1,790
| -10% | -$67.4K | 0.19% | 94 |
|
|
2021
Q3 | $614K | Sell |
17,822
-2,587
| -13% | -$88.4K | 0.19% | 90 |
|
|
2021
Q2 | $645K | Sell |
20,409
-514
| -2% | -$16.5K | 0.21% | 87 |
|
|
2021
Q1 | $653K | Sell |
20,923
-793
| -4% | -$23.8K | 0.22% | 86 |
|
|
2020
Q4 | $654K | Sell |
21,716
-380
| -2% | -$11.2K | 0.24% | 83 |
|
|
2020
Q3 | $564K | Sell |
22,096
-2,052
| -8% | -$54.4K | 0.23% | 84 |
|
|
2020
Q2 | $625K | Sell |
24,148
-1,563
| -6% | -$41.5K | 0.29% | 76 |
|
|
2020
Q1 | $675K | Buy |
25,711
+136
| +0.5% | +$4.28K | 0.37% | 62 |
|
|
2019
Q4 | $832K | Sell |
25,575
-67,502
| -73% | -$2.19M | 0.37% | 64 |
|
|
2019
Q3 | $3.21M | Sell |
93,077
-2,204
| -2% | -$74K | 1.51% | 21 |
|
|
2019
Q2 | $3.26M | Buy |
95,281
+29,864
| +46% | +$1.05M | 1.61% | 22 |
|
|
2019
Q1 | $2.34M | Sell |
65,417
-434
| -0.7% | -$14.8K | 1.21% | 32 |
|
|
2018
Q4 | $2.12M | Sell |
65,851
-4,828
| -7% | -$154K | 1.33% | 30 |
|
|
2018
Q3 | $2.2M | Sell |
70,679
-16,021
| -18% | -$493K | 1.11% | 32 |
|
|
2018
Q2 | $2.63M | Sell |
86,700
-16,538
| -16% | -$473K | 1.42% | 25 |
|
|
2018
Q1 | $2.87M | Sell |
103,238
-2,331
| -2% | -$62.9K | 1.56% | 22 |
|
|
2017
Q4 | $2.97M | Sell |
105,569
-9,566
| -8% | -$275K | 1.63% | 18 |
|
|
2017
Q3 | $3.09M | Sell |
115,135
-14,190
| -11% | -$380K | 1.82% | 14 |
|
|
2017
Q2 | $3.33M | Buy |
129,325
+72
| +0.1% | +$1.83K | 2.19% | 13 |
|
|
2017
Q1 | $3.32M | Buy |
129,253
+17,666
| +16% | +$450K | 2.21% | 12 |
|
|
2016
Q4 | $2.83M | Sell |
111,587
-16,997
| -13% | -$403K | 2.02% | 19 |
|
|
2016
Q3 | $3.05M | Sell |
128,584
-9,105
| -7% | -$229K | 2.27% | 15 |
|
|
2016
Q2 | $3.57M | Buy |
137,689
+16,588
| +14% | +$410K | 2.93% | 9 |
|
|
2016
Q1 | $3.1M | Buy |
+121,101
| New | +$2.71M | 2.61% | 11 |
|
Other funds holding EXC
VCM
VPM
Westover Capital Advisors's EXC Position: Q1 2026 in Review
Westover Capital Advisors reduced its Exelon (EXC) stake by 14% in Q1 2026, selling an estimated $34.3K and leaving 4,508 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #222.
Westover Capital Advisors first reported a position in EXC in Q1 2016 and has held it in 40 quarters since. The position peaked at $3.57M in Q2 2016. 1,278 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- Westover Capital Advisors held 4,508 shares of Exelon worth $221K as of Q1 2026.
- Westover Capital Advisors sold 738 Exelon shares in Q1 2026, an estimated $34.3K.
- Exelon made up 0.04% of Westover Capital Advisors's portfolio in Q1 2026, its #222 holding.
- Westover Capital Advisors first reported a position in Exelon in Q1 2016 and has held it in 40 quarters since.
- Westover Capital Advisors's Exelon position peaked at $3.57M in Q2 2016.
- 1,278 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.