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HFM Investment Advisors’s Exelon EXC Stock Holding History

HFM Investment Advisors’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 		$143K Sell
3,075
-49
-2% -$2.27K 0.05% 32
2026
Q1 		$153K Hold
3,124
– – 0.06% 28
2025
Q4 		$136K Buy
3,124
+64
+2% +$2.92K 0.05% 33
2025
Q3 		$138K Sell
3,060
-2
-0.1% -$88 0.06% 27
2025
Q2 		$133K Buy
3,062
+293
+11% +$13K 0.06% 27
2025
Q1 		$128K Buy
+2,769
New +$116K 0.06% 25

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

HFM Investment Advisors's EXC Position: Q2 2026 in Review

HFM Investment Advisors reduced its Exelon (EXC) stake by 1.6% in Q2 2026, selling an estimated $2.27K and leaving 3,075 shares worth $143K. The position accounts for 0.05% of the portfolio, ranked #32.

HFM Investment Advisors first reported a position in EXC in Q1 2025 and has held it in 6 quarters since. The position peaked at $153K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • HFM Investment Advisors held 3,075 shares of Exelon worth $143K as of Q2 2026.
  • HFM Investment Advisors sold 49 Exelon shares in Q2 2026, an estimated $2.27K.
  • Exelon made up 0.05% of HFM Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • HFM Investment Advisors first reported a position in Exelon in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Exelon position peaked at $153K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.