Exelon Corporation
AT ˙ WBAG ˙ US30161N1019
38,12 € ↓ -0,55 (-1,42%)
2026-06-04
DEL PRIS
SecurityAT:EXEC / Exelon Corporation
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership32,341 shares
Latest Disclosed Value $ 1,585,378
Wealthcare Advisory Partners LLC reports 2.41% decrease in ownership of EXEC / Exelon Corporation

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 32,341 shares of Exelon Corporation (AT:EXEC) valued at $1,362,688 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 33,138 shares of Exelon Corporation. This represents a change in shares of -2.41% during the quarter. The current value of the position is $1,233,001 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F EXELON COM 30161N101 32,341 -797 -2.41 1,585 9.76 0.0308
2026-01-14 2025-12-31 13F EXELON COM 30161N101 33,138 7,140 27.46 1,444 23.42 0.0284
2025-11-07 2025-09-30 13F EXELON COM 30161N101 25,998 452 1.77 1,170 5.50 0.0244
2025-07-22 2025-06-30 13F EXELON COM 30161N101 25,546 362 1.44 1,109 -4.40 0.0253
2025-04-15 2025-03-31 13F EXELON COM 30161N101 25,184 1,948 8.38 1,160 32.72 0.0311
2025-01-15 2024-12-31 13F EXELON COM 30161N101 23,236 525 2.31 875 -5.00 0.0243
2024-11-04 2024-09-30 13F EXELON COM 30161N101 22,711 -117 -0.51 921 16.46 0.0262
2024-08-12 2024-06-30 13F EXELON COM 30161N101 22,828 3,655 19.06 790 9.72 0.0247
2024-04-15 2024-03-31 13F EXELON COM 30161N101 19,173 80 0.42 720 5.11 0.0236
2024-02-06 2023-12-31 13F EXELON COM 30161N101 19,093 28 0.15 685 -4.86 0.0273
2023-10-12 2023-09-30 13F EXELON COM 30161N101 19,065 -1,781 -8.54 720 -15.19 0.0331
2023-07-17 2023-06-30 13F EXELON COM 30161N101 20,846 893 4.48 849 1.68 0.0380
2023-05-04 2023-03-31 13F EXELON COM 30161N101 19,953 13 0.07 836 -3.02 0.0359
2023-02-13 2022-12-31 13F EXELON COMMON 30161N101 19,940 1,330 7.15 862 23.53 0.0412
2022-11-14 2022-09-30 13F EXELON COMMON 30161N101 18,610 310 1.69 697 -15.92 0.0398
2022-08-15 2022-06-30 13F EXELON COMMON 30161N101 18,300 1,492 8.88 829 3.50 0.0502
2022-04-15 2022-03-31 13F EXELON COMMON 30161N101 16,808 288 1.74 801 -16.04 0.0486
2022-02-11 2021-12-31 13F EXELON COMMON 30161N101 16,520 3,575 27.62 954 52.40 0.0571
2021-11-15 2021-09-30 13F EXELON Equity 30161N101 12,945 -247 -1.87 626 7.01 0.0409
2021-08-16 2021-06-30 13F EXELON COMMON 30161N101 13,192 -292 -2.17 585 -0.85 0.0392
2021-04-30 2021-03-31 13F EXELON COMMON 30161N101 13,484 66 0.49 590 4.24 0.0427
2021-02-12 2020-12-31 13F EXELON COMMON 30161N101 13,418 78 0.58 566 18.66 0.0503
2020-10-29 2020-09-30 13F EXELON COMMON 30161N101 13,340 39 0.29 477 -1.24 0.0523
2020-07-29 2020-06-30 13F EXELON COMMON 30161N101 13,301 1,414 11.90 483 10.27 0.0602
2020-04-29 2020-03-31 13F EXELON COMMON 30161N101 11,887 1,832 18.22 438 -4.37 0.0642
2020-01-29 2019-12-31 13F EXELON COMMON 30161N101 10,055 -810 -7.46 458 -12.76 0.0582
2019-10-16 2019-09-30 13F EXELON COMMON 30161N101 10,865 2,112 24.13 525 25.00 0.0762
2019-07-30 2019-06-30 13F EXELON COMMON 30161N101 8,753 -951 -9.80 420 -13.58 0.0665
2019-05-13 2019-03-31 13F EXELON COMMON 30161N101 9,704 -52 -0.53 486 10.45 0.0829
2019-02-14 2018-12-31 13F EXELON COMMON 30161N101 9,756 16 0.16 440 3.53 0.0854
2018-11-14 2018-09-30 13F EXELON COMMON 30161N101 9,740 -1,850 -15.96 425 -13.97 0.0780
2018-08-13 2018-06-30 13F EXELON COMMON 30161N101 11,590 51 0.44 494 9.78 0.0968
2018-05-14 2018-03-31 13F EXELON COMMON 30161N101 11,539 19 0.16 450 -0.88 0.1017
2018-02-14 2017-12-31 13F EXELON COMMON 30161N101 11,520 531 4.83 454 9.66 0.1168
2017-11-15 2017-09-30 13F EXELON COMMON 30161N101 10,989 10,989 414 0.1230
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.