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Hantz Financial Services’s Exelon EXC Stock Holding History

Hantz Financial Services’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 		$224K Buy
4,575
+1,038
+29% +$48.3K ﹤0.01% 952
2025
Q4 		$154K Buy
3,537
+320
+10% +$14.6K ﹤0.01% 972
2025
Q3 		$145K Buy
3,217
+1,273
+65% +$55.9K ﹤0.01% 853
2025
Q2 		$84K Buy
+1,944
New +$86.6K ﹤0.01% 807
2024
Q1 		– Sell
-1,516
Closed -$54K – 1220
2023
Q4 		$54K Buy
+1,516
New +$58.4K ﹤0.01% 642
2020
Q4 		– Sell
-1,987
Closed -$51K – 624
2020
Q3 		$51K Buy
+1,987
New +$52.7K ﹤0.01% 465

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

Hantz Financial Services's EXC Position: Q1 2026 in Review

Hantz Financial Services increased its Exelon (EXC) stake by 29% in Q1 2026, buying an estimated $48.3K and bringing the position to 4,575 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Hantz Financial Services first reported a position in EXC in Q3 2020 and has held it in 6 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Hantz Financial Services held 4,575 shares of Exelon worth $224K as of Q1 2026.
  • Hantz Financial Services bought 1,038 Exelon shares in Q1 2026, an estimated $48.3K.
  • Exelon made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #952 holding.
  • Hantz Financial Services first reported a position in Exelon in Q3 2020 and has held it in 6 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.