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Hazlett, Burt & Watson’s Exelon EXC Stock Holding History

Hazlett, Burt & Watson’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 		$22K Sell
474
-220
-32% -$10.2K 0.01% 584
2026
Q1 		$34K Hold
694
– – 0.01% 512
2025
Q4 		$31K Hold
694
– – 0.01% 526
2025
Q3 		$31K Hold
694
– – 0.01% 497
2025
Q2 		$31K Hold
694
– – 0.01% 440
2025
Q1 		$32K Buy
694
+220
+46% +$9.2K 0.01% 424
2024
Q4 		$18K Hold
474
– – 0.01% 478
2024
Q3 		$19K Hold
474
– – 0.01% 469
2024
Q2 		$16K Hold
474
– – 0.01% 477
2024
Q1 		$18K Hold
474
– – 0.01% 447
2023
Q4 		$17K Hold
474
– – 0.01% 436
2023
Q3 		$18K Sell
474
-2,422
-84% -$98.7K 0.01% 427
2023
Q2 		$118K Buy
2,896
+17
+0.6% +$703 0.09% 190
2023
Q1 		$119K Buy
2,879
+17
+0.6% +$709 0.1% 176
2022
Q4 		$124K Buy
2,862
+14
+0.5% +$553 0.11% 164
2022
Q3 		$106K Buy
2,848
+14
+0.5% +$619 0.1% 174
2022
Q2 		$128K Buy
2,834
+13
+0.5% +$611 0.12% 171
2022
Q1 		$135K Buy
+2,821
New +$120K 0.11% 179

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

Hazlett, Burt & Watson's EXC Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its Exelon (EXC) stake by 32% in Q2 2026, selling an estimated $10.2K and leaving 474 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #584.

Hazlett, Burt & Watson first reported a position in EXC in Q1 2022 and has held it in 18 quarters since. The position peaked at $135K in Q1 2022. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Hazlett, Burt & Watson held 474 shares of Exelon worth $22K as of Q2 2026.
  • Hazlett, Burt & Watson sold 220 Exelon shares in Q2 2026, an estimated $10.2K.
  • Exelon made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #584 holding.
  • Hazlett, Burt & Watson first reported a position in Exelon in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's Exelon position peaked at $135K in Q1 2022.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.