HFM
EXC icon

Harvest Fund Management’s Exelon EXC Stock Holding History

Harvest Fund 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
2026
Q2 		$3.55M Buy
76,205
+492
+0.6% +$22.8K 0.12% 106
2026
Q1 		$3.71M Buy
75,713
+121
+0.2% +$5.63K 0.16% 100
2025
Q4 		$3.29M Buy
75,592
+13,445
+22% +$614K 0.12% 118
2025
Q3 		$2.8M Buy
62,147
+4,669
+8% +$205K 0.12% 120
2025
Q2 		$2.5M Sell
57,478
-9,352
-14% -$416K 0.12% 127
2025
Q1 		$3.08M Buy
66,830
+7,693
+13% +$322K 0.15% 107
2024
Q4 		$2.17M Buy
59,137
+13,051
+28% +$506K 0.1% 134
2024
Q3 		$1.87M Buy
46,086
+15,826
+52% +$595K 0.11% 126
2024
Q2 		$1.05M Buy
30,260
+828
+3% +$30.6K 0.08% 159
2024
Q1 		$1.1M Buy
29,432
+20,685
+236% +$739K 0.1% 133
2023
Q4 		$314K Buy
8,747
+816
+10% +$31.4K 0.05% 172
2023
Q3 		$300K Buy
7,931
+2,947
+59% +$120K 0.05% 163
2023
Q2 		$203K Buy
4,984
+2,154
+76% +$89K 0.04% 200
2023
Q1 		$118K Sell
2,830
-3,029
-52% -$126K 0.03% 290
2022
Q4 		$253K Buy
5,859
+1,200
+26% +$47.4K 0.07% 184
2022
Q3 		$175K Sell
4,659
-2,797
-38% -$124K 0.05% 205
2022
Q2 		$338K Hold
7,456
– – 0.09% 103
2022
Q1 		$355K Buy
7,456
+537
+8% +$22.7K 0.07% 126
2021
Q4 		$282K Buy
+6,919
New +$261K 0.05% 187
2019
Q3 		– Sell
-3,679
Closed -$126K – 399
2019
Q2 		$126K Buy
3,679
+1,105
+43% +$39K 0.01% 169
2019
Q1 		$92K Hold
2,574
– – 0.02% 207
2018
Q4 		$83K Buy
+2,574
New +$82.3K 0.02% 201

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

Harvest Fund Management's EXC Position: Q2 2026 in Review

Harvest Fund Management increased its Exelon (EXC) stake by 0.65% in Q2 2026, buying an estimated $22.8K and bringing the position to 76,205 shares worth $3.55M. The position accounts for 0.12% of the portfolio, ranked #106.

Harvest Fund Management first reported a position in EXC in Q4 2018 and has held it in 22 quarters since. The position peaked at $3.71M in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Harvest Fund Management held 76,205 shares of Exelon worth $3.55M as of Q2 2026.
  • Harvest Fund Management bought 492 Exelon shares in Q2 2026, an estimated $22.8K.
  • Exelon made up 0.12% of Harvest Fund Management's portfolio in Q2 2026, its #106 holding.
  • Harvest Fund Management first reported a position in Exelon in Q4 2018 and has held it in 22 quarters since.
  • Harvest Fund Management's Exelon position peaked at $3.71M in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.