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Harbor Investment Advisory’s Exelon EXC Stock Holding History

Harbor Investment Advisory’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 		$388K Hold
8,314
– – 0.03% 331
2026
Q1 		$408K Buy
8,314
+11
+0.1% +$512 0.03% 314
2025
Q4 		$362K Hold
8,303
– – 0.03% 324
2025
Q3 		$374K Hold
8,303
– – 0.03% 314
2025
Q2 		$361K Sell
8,303
-140
-2% -$6.23K 0.03% 306
2025
Q1 		$389K Sell
8,443
-941
-10% -$39.3K 0.04% 280
2024
Q4 		$353K Buy
9,384
+476
+5% +$18.5K 0.03% 278
2024
Q3 		$361K Sell
8,908
-512
-5% -$19.3K 0.04% 270
2024
Q2 		$326K Sell
9,420
-859
-8% -$31.7K 0.03% 272
2024
Q1 		$386K Sell
10,279
-1,498
-13% -$53.5K 0.04% 254
2023
Q4 		$423K Sell
11,777
-2,246
-16% -$86.5K 0.05% 236
2023
Q3 		$530K Buy
14,023
+1,256
+10% +$51.2K 0.07% 199
2023
Q2 		$520K Buy
12,767
+1,037
+9% +$42.9K 0.07% 210
2023
Q1 		$491K Buy
11,730
+1,794
+18% +$74.8K 0.07% 210
2022
Q4 		$430K Buy
9,936
+951
+11% +$37.6K 0.07% 221
2022
Q3 		$337K Buy
8,985
+44
+0.5% +$1.95K 0.06% 247
2022
Q2 		$405K Buy
8,941
+16
+0.2% +$752 0.06% 227
2022
Q1 		$425K Sell
8,925
-3,490
-28% -$148K 0.06% 244
2021
Q4 		$511K Sell
12,415
-347
-3% -$13.1K 0.06% 222
2021
Q3 		$440K Buy
12,762
+3,803
+42% +$130K 0.06% 242
2021
Q2 		$283K Hold
8,959
– – 0.04% 301
2021
Q1 		$279K Buy
8,959
+168
+2% +$5.05K 0.04% 283
2020
Q4 		$265K Sell
8,791
-266
-3% -$7.85K 0.04% 260
2020
Q3 		$231K Sell
9,057
-938
-9% -$24.9K 0.04% 255
2020
Q2 		$259K Buy
9,995
+2,806
+39% +$74.5K 0.06% 228
2020
Q1 		$189K Buy
7,189
+5,263
+273% +$166K 0.05% 238
2019
Q4 		$63K Buy
+1,926
New +$62.4K 0.01% 383

Other funds holding EXC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Harbor Investment Advisory's EXC Position: Q2 2026 in Review

Harbor Investment Advisory held its Exelon (EXC) position steady in Q2 2026 at 8,314 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #331.

Harbor Investment Advisory first reported a position in EXC in Q4 2019 and has held it in 27 quarters since. The position peaked at $530K in Q3 2023. 368 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Harbor Investment Advisory held 8,314 shares of Exelon worth $388K as of Q2 2026.
  • Harbor Investment Advisory left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.03% of Harbor Investment Advisory's portfolio in Q2 2026, its #331 holding.
  • Harbor Investment Advisory first reported a position in Exelon in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Exelon position peaked at $530K in Q3 2023.
  • 368 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.