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Hemington Wealth Management’s Exelon EXC Stock Holding History

Hemington 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
2025
Q3 		$40K Buy
906
+52
+6% +$2.28K 0.01% 422
2025
Q2 		$37K Buy
854
+2
+0.2% +$89 0.01% 415
2025
Q1 		$39K Buy
852
+154
+22% +$6.44K 0.01% 381
2024
Q4 		$26K Buy
698
+15
+2% +$582 0.01% 474
2024
Q3 		$26K Buy
+683
New +$25.7K 0.01% 443

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hemington Wealth Management's EXC Position: Q3 2025 in Review

Hemington Wealth Management increased its Exelon (EXC) stake by 6.1% in Q3 2025, buying an estimated $2.28K and bringing the position to 906 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #422.

Hemington Wealth Management first reported a position in EXC in Q3 2024 and has held it in 5 quarters since. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

  • Hemington Wealth Management held 906 shares of Exelon worth $40K as of Q3 2025.
  • Hemington Wealth Management bought 52 Exelon shares in Q3 2025, an estimated $2.28K.
  • Exelon made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #422 holding.
  • Hemington Wealth Management first reported a position in Exelon in Q3 2024 and has held it in 5 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.