Beech Hill Advisors’s Exelon EXC Stock Holding History

Beech Hill Advisors’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
2026 Q1	$1.2M	Sell	24,411 -670	-3%	-$31.2K	0.6%	63
2025 Q4	$1.09M	Buy	25,081 +130	+0.5%	+$5.93K	0.52%	65
2025 Q3	$1.12M	Buy	24,951 +1,983	+9%	+$87.1K	0.52%	66
2025 Q2	$997K	Sell	22,968 -2,521	-10%	-$112K	0.45%	70
2025 Q1	$1.17M	Sell	25,489 -755	-3%	-$31.6K	0.47%	65
2024 Q4	$988K	Buy	26,244 +410	+2%	+$15.9K	0.37%	67
2024 Q3	$1.05M	Buy	25,834 +1,569	+6%	+$59K	0.4%	63
2024 Q2	$840K	Buy	+24,265	New	+$896K	0.35%	66
2022 Q1	–	Sell	-33,115	Closed	-$1.36M	–	89
2021 Q4	$1.36M	Sell	33,115 -3,435	-9%	-$129K	0.52%	52
2021 Q3	$1.26M	Sell	36,550 -806	-2%	-$27.5K	0.52%	54
2021 Q2	$1.18M	Sell	37,356 -64,138	-63%	-$2.06M	0.48%	58
2021 Q1	$3.17M	Sell	101,494 -2,366	-2%	-$71.1K	1.31%	35
2020 Q4	$3.13M	Sell	103,860 -3,926	-4%	-$116K	1.39%	31
2020 Q3	$2.75M	Sell	107,786 -1,044	-1%	-$27.7K	1.36%	32
2020 Q2	$2.82M	Buy	108,830 +9,744	+10%	+$259K	1.43%	32
2020 Q1	$2.6M	Buy	99,086 +1,528	+2%	+$48.1K	1.78%	26
2019 Q4	$3.17M	Buy	97,558 +32,155	+49%	+$1.04M	1.48%	34
2019 Q3	$2.25M	Buy	+65,403	New	+$2.2M	1.2%	33

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Beech Hill Advisors's EXC Position: Q1 2026 in Review

Beech Hill Advisors reduced its Exelon (EXC) stake by 2.7% in Q1 2026, selling an estimated $31.2K and leaving 24,411 shares worth $1.2M. The position accounts for 0.6% of the portfolio, ranked #63.

Beech Hill Advisors first reported a position in EXC in Q3 2019 and has held it in 18 quarters since. The position peaked at $3.17M in Q4 2019. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Beech Hill Advisors held 24,411 shares of Exelon worth $1.2M as of Q1 2026.
Beech Hill Advisors sold 670 Exelon shares in Q1 2026, an estimated $31.2K.
Exelon made up 0.6% of Beech Hill Advisors's portfolio in Q1 2026, its #63 holding.
Beech Hill Advisors first reported a position in Exelon in Q3 2019 and has held it in 18 quarters since.
Beech Hill Advisors's Exelon position peaked at $3.17M in Q4 2019.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Beech Hill Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.