DHJJ Financial Advisors’s Exelon EXC Stock Holding History

DHJJ Financial 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	$197	Hold	4	–	–	﹤0.01%	996
2025 Q4	$175	Hold	4	–	–	﹤0.01%	960
2025 Q3	$181	Hold	4	–	–	﹤0.01%	924
2025 Q2	$174	Hold	4	–	–	﹤0.01%	902
2025 Q1	$185	Hold	4	–	–	﹤0.01%	851
2024 Q4	$151	Hold	4	–	–	﹤0.01%	830
2024 Q3	$163	Hold	4	–	–	﹤0.01%	812
2024 Q2	$139	Hold	4	–	–	﹤0.01%	771
2024 Q1	$151	Hold	4	–	–	﹤0.01%	752
2023 Q4	$144	Hold	4	–	–	﹤0.01%	743
2023 Q3	$152	Buy	+4	New	+$163	﹤0.01%	741

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

DHJJ Financial Advisors's EXC Position: Q1 2026 in Review

DHJJ Financial Advisors held its Exelon (EXC) position steady in Q1 2026 at 4 shares worth $197. The position accounts for ﹤0.01% of the portfolio, ranked #996.

DHJJ Financial Advisors first reported a position in EXC in Q3 2023 and has held it in 11 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

DHJJ Financial Advisors held 4 shares of Exelon worth $197 as of Q1 2026.
DHJJ Financial Advisors left its Exelon share count unchanged in Q1 2026.
Exelon made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #996 holding.
DHJJ Financial Advisors first reported a position in Exelon in Q3 2023 and has held it in 11 quarters since.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

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