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Harvest Portfolios Group’s Exelon EXC Stock Holding History

Harvest Portfolios Group’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 		$13.9M Buy
+297,546
New +$13.8M 0.2% 86
2024
Q4 		– Sell
-149,024
Closed -$6.04M – 238
2024
Q3 		$6.04M Buy
+149,024
New +$5.6M 0.2% 78

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Portfolios Group's EXC Position: Q2 2026 in Review

Harvest Portfolios Group opened a new position in Exelon (EXC) in Q2 2026: 297,546 shares worth $13.9M. The stake represents 0.2% of the portfolio and ranks #86 among its holdings. This is a return to the name: Harvest Portfolios Group previously reported a position in EXC as recently as Q3 2024.

Harvest Portfolios Group first reported a position in EXC in Q3 2024 and has held it in 2 quarters since. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Harvest Portfolios Group held 297,546 shares of Exelon worth $13.9M as of Q2 2026.
  • Exelon was a new Harvest Portfolios Group position in Q2 2026.
  • Exelon made up 0.2% of Harvest Portfolios Group's portfolio in Q2 2026, its #86 holding.
  • Harvest Portfolios Group first reported a position in Exelon in Q3 2024 and has held it in 2 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.