Hager Investment Management Services’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.9K Sell
320
-405
-56% -$18.7K 0.01% 228
2026
Q1
$35.5K Buy
725
+70
+11% +$3.26K 0.02% 160
2025
Q4
$28.6K Hold
655
0.02% 166
2025
Q3
$29.5K Sell
655
-15
-2% -$659 0.02% 168
2025
Q2
$29.1K Buy
670
+335
+100% +$14.9K 0.02% 165
2025
Q1
$15.4K Hold
335
0.01% 199
2024
Q4
$12.6K Buy
+335
New +$13K 0.01% 196

Other funds holding EXC

Hager Investment Management Services's EXC Position: Q2 2026 in Review

Hager Investment Management Services reduced its Exelon (EXC) stake by 56% in Q2 2026, selling an estimated $18.7K and leaving 320 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #228.

Hager Investment Management Services first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.5K in Q1 2026. 363 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Hager Investment Management Services held 320 shares of Exelon worth $14.9K as of Q2 2026.
  • Hager Investment Management Services sold 405 Exelon shares in Q2 2026, an estimated $18.7K.
  • Exelon made up 0.01% of Hager Investment Management Services's portfolio in Q2 2026, its #228 holding.
  • Hager Investment Management Services first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's Exelon position peaked at $35.5K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.