GHP Investment Advisors’s Exelon EXC Stock Holding History

GHP Investment 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	$7.97K	Hold	171	–	–	﹤0.01%	838
2026 Q1	$8.38K	Buy	171 +84	+97%	+$3.91K	﹤0.01%	838
2025 Q4	$3.79K	Hold	87	–	–	﹤0.01%	855
2025 Q3	$3.92K	Hold	87	–	–	﹤0.01%	814
2025 Q2	$3.78K	Hold	87	–	–	﹤0.01%	824
2025 Q1	$4.01K	Hold	87	–	–	﹤0.01%	798
2024 Q4	$3.27K	Hold	87	–	–	﹤0.01%	858
2024 Q3	$3.53K	Buy	+87	New	+$3.27K	﹤0.01%	845
2023 Q4	–	Sell	-347	Closed	-$13.9K	–	880
2023 Q3	$13.9K	Hold	347	–	–	﹤0.01%	652
2023 Q2	$14.1K	Sell	347 -480	-58%	-$19.8K	﹤0.01%	642
2023 Q1	$34.6K	Sell	827 -17	-2%	-$709	﹤0.01%	534
2022 Q4	$36.5K	Buy	844 +612	+264%	+$24.2K	﹤0.01%	522
2022 Q3	$9K	Hold	232	–	–	﹤0.01%	696
2022 Q2	$11K	Buy	232 +17	+8%	+$799	﹤0.01%	663
2022 Q1	$10K	Buy	+215	New	+$9.11K	﹤0.01%	717

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

GHP Investment Advisors's EXC Position: Q2 2026 in Review

GHP Investment Advisors held its Exelon (EXC) position steady in Q2 2026 at 171 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

GHP Investment Advisors first reported a position in EXC in Q1 2022 and has held it in 15 quarters since. The position peaked at $36.5K in Q4 2022. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

GHP Investment Advisors held 171 shares of Exelon worth $7.97K as of Q2 2026.
GHP Investment Advisors left its Exelon share count unchanged in Q2 2026.
Exelon made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #838 holding.
GHP Investment Advisors first reported a position in Exelon in Q1 2022 and has held it in 15 quarters since.
GHP Investment Advisors's Exelon position peaked at $36.5K in Q4 2022.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.