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 Q2	$1.15M	Buy	24,641 +230	+0.9%	+$10.6K	0.51%	64
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Beech Hill Advisors's EXC Position: Q2 2026 in Review

Beech Hill Advisors increased its Exelon (EXC) stake by 0.94% in Q2 2026, buying an estimated $10.6K and bringing the position to 24,641 shares worth $1.15M. The position accounts for 0.51% of the portfolio, ranked #64.

Beech Hill Advisors first reported a position in EXC in Q3 2019 and has held it in 19 quarters since. The position peaked at $3.17M in Q4 2019. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Beech Hill Advisors held 24,641 shares of Exelon worth $1.15M as of Q2 2026.
Beech Hill Advisors bought 230 Exelon shares in Q2 2026, an estimated $10.6K.
Exelon made up 0.51% of Beech Hill Advisors's portfolio in Q2 2026, its #64 holding.
Beech Hill Advisors first reported a position in Exelon in Q3 2019 and has held it in 19 quarters since.
Beech Hill Advisors's Exelon position peaked at $3.17M in Q4 2019.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Beech Hill Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.