BHWM
EXC icon

Beaird Harris Wealth Management’s Exelon EXC Stock Holding History

Beaird Harris Wealth Management’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
2025
Q4 		– Sell
-4
Closed -$160 – 728
2025
Q3 		$160 Sell
4
-11
-73% -$483 ﹤0.01% 683
2025
Q2 		$652 Buy
+15
New +$668 ﹤0.01% 589
2024
Q2 		– Sell
-19
Closed -$714 – 740
2024
Q1 		$714 Sell
19
-145
-88% -$5.18K ﹤0.01% 571
2023
Q4 		$5.89K Buy
+164
New +$6.32K ﹤0.01% 365
2022
Q2 		– Sell
-50
Closed -$2K – 472
2022
Q1 		$2K Buy
+50
New +$2.12K ﹤0.01% 516

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beaird Harris Wealth Management's EXC Position: Q4 2025 in Review

Beaird Harris Wealth Management sold out of Exelon (EXC) in Q4 2025, closing a stake of 4 shares — an estimated $160 sold.

Beaird Harris Wealth Management first reported a position in EXC in Q1 2022 and held it in 5 quarters. The position peaked at $5.89K in Q4 2023. 1,248 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

  • Beaird Harris Wealth Management reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 4 Exelon shares in Q4 2025, an estimated $160.
  • Beaird Harris Wealth Management first reported a position in Exelon in Q1 2022 and held it in 5 quarters.
  • Beaird Harris Wealth Management's Exelon position peaked at $5.89K in Q4 2023.
  • 1,248 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2025, filed 23 Feb 2026.