HWM
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HB Wealth Management’s Exelon EXC Stock Holding History

HB Wealth 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 		$2.04M Buy
43,730
+1,864
+4% +$86.2K 0.01% 469
2026
Q1 		$2.05M Buy
41,866
+4,370
+12% +$203K 0.01% 423
2025
Q4 		$1.63M Buy
37,496
+1,411
+4% +$64.4K 0.01% 458
2025
Q3 		$1.62M Buy
36,085
+3,365
+10% +$148K 0.01% 470
2025
Q2 		$1.42M Sell
32,720
-2,814
-8% -$125K 0.01% 457
2025
Q1 		$1.64M Buy
35,534
+11,212
+46% +$469K 0.01% 425
2024
Q4 		$915K Buy
24,322
+6,672
+38% +$259K 0.01% 428
2024
Q3 		$716K Buy
17,650
+1,140
+7% +$42.9K 0.01% 475
2024
Q2 		$571K Buy
16,510
+3,440
+26% +$127K 0.01% 507
2024
Q1 		$491K Buy
13,070
+5,320
+69% +$190K 0.01% 509
2023
Q4 		$278K Sell
7,750
-10,074
-57% -$388K ﹤0.01% 638
2023
Q3 		$674K Buy
17,824
+8,018
+82% +$327K 0.01% 365
2023
Q2 		$399K Sell
9,806
-828
-8% -$34.2K 0.01% 475
2023
Q1 		$445K Buy
10,634
+2,124
+25% +$88.5K 0.01% 440
2022
Q4 		$368K Buy
8,510
+1,602
+23% +$63.3K 0.01% 475
2022
Q3 		$259K Buy
6,908
+667
+11% +$29.5K 0.01% 474
2022
Q2 		$283K Buy
+6,241
New +$293K 0.01% 453

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

HB Wealth Management's EXC Position: Q2 2026 in Review

HB Wealth Management increased its Exelon (EXC) stake by 4.5% in Q2 2026, buying an estimated $86.2K and bringing the position to 43,730 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #469.

HB Wealth Management first reported a position in EXC in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.05M in Q1 2026. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • HB Wealth Management held 43,730 shares of Exelon worth $2.04M as of Q2 2026.
  • HB Wealth Management bought 1,864 Exelon shares in Q2 2026, an estimated $86.2K.
  • Exelon made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #469 holding.
  • HB Wealth Management first reported a position in Exelon in Q2 2022 and has held it in 17 quarters since.
  • HB Wealth Management's Exelon position peaked at $2.05M in Q1 2026.
  • 1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.