HI
EXC icon

Harbour Investments’s Exelon EXC Stock Holding History

Harbour Investments’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 		$1.03M Buy
21,005
+9,824
+88% +$457K 0.02% 749
2025
Q4 		$487K Buy
11,181
+5,010
+81% +$229K 0.01% 857
2025
Q3 		$278K Sell
6,171
-779
-11% -$34.2K 0.01% 1097
2025
Q2 		$302K Buy
6,950
+80
+1% +$3.56K 0.01% 992
2025
Q1 		$317K Buy
6,870
+779
+13% +$32.6K 0.01% 897
2024
Q4 		$229K Sell
6,091
-279
-4% -$10.8K 0.01% 980
2024
Q3 		$258K Sell
6,370
-953
-13% -$35.8K 0.01% 910
2024
Q2 		$253K Buy
7,323
+556
+8% +$20.5K 0.01% 855
2024
Q1 		$254K Buy
6,767
+8
+0.1% +$286 0.01% 828
2023
Q4 		$243K Buy
6,759
+2,189
+48% +$84.3K 0.01% 789
2023
Q3 		$173K Buy
4,570
+23
+0.5% +$937 0.01% 840
2023
Q2 		$185K Sell
4,547
-125
-3% -$5.17K 0.01% 824
2023
Q1 		$196K Sell
4,672
-161
-3% -$6.71K 0.01% 784
2022
Q4 		$209K Buy
4,833
+486
+11% +$19.2K 0.01% 732
2022
Q3 		$197K Hold
4,347
– – 0.01% 696
2022
Q2 		$197K Buy
+4,347
New +$204K 0.01% 696
2021
Q4 		$232K Sell
5,639
-16,881
-75% -$636K 0.01% 660
2021
Q3 		$776K Buy
22,520
+396
+2% +$13.5K 0.02% 505
2021
Q2 		$699K Buy
22,124
+54
+0.2% +$1.74K 0.02% 546
2021
Q1 		$689K Buy
+22,070
New +$663K 0.02% 494

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

Harbour Investments's EXC Position: Q1 2026 in Review

Harbour Investments increased its Exelon (EXC) stake by 88% in Q1 2026, buying an estimated $457K and bringing the position to 21,005 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #749.

Harbour Investments first reported a position in EXC in Q1 2021 and has held it in 20 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Harbour Investments held 21,005 shares of Exelon worth $1.03M as of Q1 2026.
  • Harbour Investments bought 9,824 Exelon shares in Q1 2026, an estimated $457K.
  • Exelon made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #749 holding.
  • Harbour Investments first reported a position in Exelon in Q1 2021 and has held it in 20 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.