HIA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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

HFM Investment Advisors's EXC Position: Q1 2026 in Review

HFM Investment Advisors held its Exelon (EXC) position steady in Q1 2026 at 3,124 shares worth $153K. The position accounts for 0.06% of the portfolio, ranked #28.

HFM Investment Advisors first reported a position in EXC in Q1 2025 and has held it in 5 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • HFM Investment Advisors held 3,124 shares of Exelon worth $153K as of Q1 2026.
  • HFM Investment Advisors left its Exelon share count unchanged in Q1 2026.
  • Exelon made up 0.06% of HFM Investment Advisors's portfolio in Q1 2026, its #28 holding.
  • HFM Investment Advisors first reported a position in Exelon in Q1 2025 and has held it in 5 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.