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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
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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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