Hartford Financial Management’s Exelon EXC Stock Holding History

Hartford Financial Management’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
2025 Q2	–	Sell	-20,500	Closed	-$945K	–	358
2025 Q1	$945K	Hold	20,500	–	–	0.2%	108
2024 Q4	$772K	Hold	20,500	–	–	0.16%	114
2024 Q3	$831K	Hold	20,500	–	–	0.17%	117
2024 Q2	$710K	Hold	20,500	–	–	0.15%	119
2024 Q1	$770K	Hold	20,500	–	–	0.16%	118
2023 Q4	$736K	Hold	20,500	–	–	0.17%	119
2023 Q3	$775K	Hold	20,500	–	–	0.2%	119
2023 Q2	$835K	Hold	20,500	–	–	0.21%	117
2023 Q1	$859K	Hold	20,500	–	–	0.22%	118
2022 Q4	$886K	Hold	20,500	–	–	0.23%	114
2022 Q3	$768K	Hold	20,500	–	–	0.23%	116
2022 Q2	$929K	Hold	20,500	–	–	0.26%	108
2022 Q1	$976K	Sell	20,500 -8,241	-29%	-$349K	0.24%	110
2021 Q4	$1.18M	Buy	+28,741	New	+$1.08M	0.28%	106

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Hartford Financial Management's EXC Position: Q2 2025 in Review

Hartford Financial Management sold out of Exelon (EXC) in Q2 2025, closing a stake of 20,500 shares — an estimated $945K sold.

Hartford Financial Management first reported a position in EXC in Q4 2021 and held it in 14 quarters. The position peaked at $1.18M in Q4 2021. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

Hartford Financial Management reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
Hartford Financial Management sold 20,500 Exelon shares in Q2 2025, an estimated $945K.
Hartford Financial Management first reported a position in Exelon in Q4 2021 and held it in 14 quarters.
Hartford Financial Management's Exelon position peaked at $1.18M in Q4 2021.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on Hartford Financial Management's 13F filing for Q2 2025, filed 31 Jul 2025.