HHGA
EXC icon

Halbert Hargrove Global Advisors’s Exelon EXC Stock Holding History

Halbert Hargrove Global 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 		$476 Buy
+10
New +$463 ﹤0.01% 539
2025
Q4 		– Sell
-47
Closed -$2.12K – 497
2025
Q3 		$2.12K Buy
+47
New +$2.06K ﹤0.01% 553
2025
Q2 		– Sell
-10
Closed -$461 – 425
2025
Q1 		$461 Buy
+10
New +$418 ﹤0.01% 513

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Halbert Hargrove Global Advisors's EXC Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Exelon (EXC) in Q2 2026: 10 shares worth $476. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in EXC as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in EXC in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.12K in Q3 2025. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Halbert Hargrove Global Advisors held 10 shares of Exelon worth $476 as of Q2 2026.
  • Exelon was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Exelon made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #539 holding.
  • Halbert Hargrove Global Advisors first reported a position in Exelon in Q1 2025 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's Exelon position peaked at $2.12K in Q3 2025.
  • 1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.