EXC

LQAI · Weight decrease · 2d

Exelon (EXC) exhibits a PER of 17.22 and PBR of 1.53, coupled with 4.58% revenue growth and a 9.76% return on equity. These figures suggest a fundamentally sound company, fitting LQAI's mandate as a core large-cap, AI-driven fund that selects names without a heavy factor tilt. Following an earlier increase in exposure, LQAI’s Qraft AI engine initiated a sequence of weekly weight decreases for EXC from July 13 to July 15. This move occurred as EXC, a Utilities sector stock, had rebounded to $45.74, currently trading at 91% of its 52-week high, despite experiencing a -7.3% return over the prior 90 days. The sequential reduction in weighting suggests the AI, balancing its selection between broad market exposure and momentum considerations, may have identified diminished relative value or increased risk at this elevated price point within the stock's annual range, prompting the rebalancing action.

weight 1.440% → 1.400% (-0.040 pp)·stock down 1.0% in the 30 days before

Jul 15·entry $45.74·now $45.96

LQAI · Sudden change · 1d

LQAI’s Qraft AI ranking engine, which manages a portfolio of approximately 100 US large-cap core holdings with weekly rebalances, initiated a notable upward adjustment in Exelon Corp’s weight. This AI-driven name selection, tailored for a core large-cap style without heavy factor tilts, likely identified a fresh set of positive signals in the Utilities company, prompting the allocation to increase from 1.00% to 1.45% on July 7th. Even as Exelon trades close to 95% of its 52-week high, the Qraft algorithm may be valuing its consistent performance, such as a 1-year return of +10.4%, within the broader market context. The system’s objective to find high-ranking names suggests it detected intrinsic value or future stability in EXC’s profile, despite current valuation metrics like a PER of 17.57.

weight 1.000% → 1.450% (+0.450 pp)·stock up 6.6% in the 30 days before

Jul 7·entry $47.57·now $45.96

LQAI · Weight decrease · 2d

EXC's fundamental profile, characterized by a PER of 17.27, PBR of 1.53, 9.76% ROE, and 4.58% revenue growth, established it as a core large-cap utility within LQAI's US large-cap universe, aligning with the Qraft AI's balanced selection criteria that avoids heavy factor tilts. However, the Qraft AI ranking process appears to be responding to EXC's recent price action; its 6.0% gain over 30 days has pushed the stock to 93% of its 52-week high, occurring just before the observed weight adjustments. This suggests the AI engine, which rebalances weekly, detected a diminishing relative appeal for EXC by June 29th, leading to its consecutive weight reduction from 0.98% to 0.95% by June 30th, potentially valuing other opportunities more highly given EXC's current price relative to its moderate growth and profitability.

weight 1.000% → 0.950% (-0.050 pp)·stock up 2.1% in the 30 days before

Jun 30·entry $46.62·now $45.96

LQAI · Weight decrease · 3d

Currently trading at $45.94, Exelon is positioned at 91% of its 52-week high, having delivered a 4.6% return over the past 30 days and 8.9% over the last year. This elevated price level and recent appreciation likely triggered a re-evaluation by Qraft's AI ranking engine, which guides LQAI's weekly rebalances for its large-cap core portfolio. The AI's ranking algorithm, tasked with selecting roughly 100 US large-cap names, has shown a pattern of gradually decreasing EXC's weight from 0.96% to 0.94% during recent rebalance periods. Despite the company's 4.58% revenue growth and a 9.76% ROE, the AI may perceive limited additional upside compared to other large-cap opportunities, influencing its strategic reduction in allocation. This specific fund, designed as an AI-driven core large-cap vehicle positioned between broad and concentrated momentum strategies, prioritizes such granular adjustments based on its proprietary ranking.

weight 0.980% → 0.940% (-0.040 pp)·stock up 2.4% in the 30 days before

Jun 22·entry $45.94·now $45.96

LQAI · Weight decrease · 2d

LQAI, an AI-driven ETF employing Qraft's ranking across approximately 100 US large-cap names and rebalancing weekly, has registered a consecutive weight decrease for Exelon Corp. This move suggests the Qraft AI model has recently lowered its assessment of the utility company, even as EXC currently trades at $45.81 with a 30-day return of +3.2%. The AI’s algorithm, which focuses on name selection without a heavy factor tilt, likely determined other core large-cap opportunities offer more compelling risk-adjusted profiles, overriding EXC's moderate revenue growth of 4.58%. This specific rebalancing action reflects the AI's continuous evaluation, leading to reduced allocation despite recent positive price action.

weight 0.980% → 0.950% (-0.030 pp)·stock up 2.7% in the 30 days before

Jun 18·entry $45.81·now $45.96

LQAI · Sudden change · 1d

The pattern for Exelon (EXC) in LQAI shows a sequence of minor weekly adjustments around 0.2% followed by an abrupt rebalancing, propelling its weight to 0.98% on June 9th. This nearly five-fold increase suggests a specific catalyst identified by Qraft’s AI ranking engine rather than a gradual accumulation. Given LQAI’s mandate as an AI-driven, US large-cap core fund rebalancing weekly without heavy factor tilts, the AI likely re-evaluated EXC's stable utility characteristics—a PER of 16.6 and 9.76% ROE—as more compelling for its portfolio at the current $45.33 price level. The AI's decisive move to boost exposure to this stock, which experienced a 3.6% 30-day return and sits at 90% of its 52-week high, indicates a renewed conviction in its fundamental stability and 4.58% revenue growth, shifting it from a minor allocation to a more significant position within the ~100-stock portfolio.

weight 0.210% → 0.980% (+0.770 pp)·stock up 3.2% in the 30 days before

Jun 9·entry $45.33·now $45.96

LQAI · Sudden change · 1d

The AI fund likely initiated this sudden, significant weight reduction in EXC due to a detected material negative shift in the company's short-term outlook or an increased risk profile, possibly triggered by specific news or regulatory changes not immediately reflected in static financial summaries. This swift rebalancing suggests the AI identified compelling reasons to divest rapidly. For retail investors, this action highlights the need to monitor dynamic company-specific information and market developments, as even stable utility stocks can be subject to quick re-evaluations beyond static financial metrics.

weight 0.570% → 0.210% (-0.360 pp)·stock down 6.6% in the 30 days before

May 12·entry $44.98·now $45.96

LQAI · Weight decrease · 2d

The AI ETF's consecutive weight decrease in EXC likely reflects the system's detection of evolving macro headwinds, such as anticipated rising interest rates or shifts in market preference away from defensive utilities, rather than immediate poor fundamental health. For retail investors, this highlights the importance of monitoring dynamic market signals and sector-specific catalysts, like interest rate movements, beyond static financial summaries, to understand why even seemingly stable stocks might be de-weighted.

weight 0.640% → 0.600% (-0.040 pp)·stock down 8.2% in the 30 days before

May 6·entry $45.02·now $45.96

AIVL · Weight decrease · 4d

The AI ETF's consecutive weight decrease in Exelon (EXC) likely signals its sophisticated algorithms are identifying a declining relative attractiveness for this utility, potentially due to macroeconomic shifts like rising interest rates impacting the sector, or emerging company-specific risks beyond its moderate financial metrics. Retail investors should interpret this persistent AI divestment as a yellow flag, prompting them to conduct deeper due diligence on EXC and the broader utilities sector, focusing on dynamic market conditions and alternative investment opportunities. This proactive research is crucial before making any investment decisions.

weight 0.245% → 0.228% (-0.017 pp)·stock down 11.2% in the 30 days before

May 8·entry $43.91·now $45.96

AIVL · Weight decrease · 3d

The AI's consecutive weight decrease for EXC likely indicates a perceived lack of relative attractiveness, possibly due to moderate valuation compared to peers or a shift in market sentiment away from defensive utilities. Retail investors should consider this a prompt to conduct their own due diligence on EXC's current fundamentals and comparative appeal within the sector, recognizing that AI models continuously seek optimal risk-adjusted returns.

weight 0.245% → 0.232% (-0.013 pp)·stock down 9.7% in the 30 days before

May 7·entry $44.41·now $45.96

AIVL · Weight decrease · 2d

The AI ETF likely initiated a consecutive weight decrease for EXC because its PER of 17.07 appears moderately high given its 5.34% revenue growth and 9.87% ROE for a utility, suggesting the AI found better risk-adjusted value elsewhere. A practical takeaway for retail investors is to examine if a stock's current valuation, even for a stable utility, justifies its growth profile, especially when an AI-driven fund signals caution.

weight 0.245% → 0.233% (-0.012 pp)·stock down 8.2% in the 30 days before

May 6·entry $45.02·now $45.96

AIEQ · Exit · 1d

The AIEQ fund executed a swift, complete removal of EXC from its portfolio, reducing its 0.0500% allocation to zero on 2026-05-30. This decisive action aligns with AIEQ's characteristic high-turnover and daily rebalancing, driven by IBM Watson NLP's continuous analysis of market data. At a current price of $45.64, holding 91% of its 52-week high and with a negative 2.9% 30-day return, the AI's models likely detected a shift in sentiment or perceived a diminishing upside for the Utilities sector company, EXC. While the company reported a 9.76% ROE and 4.58% revenue growth, these financial metrics may not have been sufficient to counteract the signals detected by the IBM Watson NLP system, especially considering AIEQ’s broad market, sentiment-hybrid style and its position relative to the 52-week high. This prompted its immediate exclusion from AIEQ’s 140-180 stock portfolio, rather than a gradual reduction, consistent with a strong negative sentiment or risk signal identified by the fund's sophisticated analytics.

weight 0.050% → 0 (exited)·stock down 2.9% in the 30 days before

May 30·entry $44.71·now $45.96