HHM Wealth Advisors’s Exelon EXC Stock Holding History

HHM Wealth 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
2025 Q2	–	Sell	-20	Closed	-$922	–	888
2025 Q1	$922	Hold	20	–	–	﹤0.01%	843
2024 Q4	$753	Buy	+20	New	+$776	﹤0.01%	881
2022 Q3	–	Sell	-400	Closed	-$18K	–	690
2022 Q2	$18K	Hold	400	–	–	﹤0.01%	444
2022 Q1	$19K	Sell	400 -161	-29%	-$6.82K	﹤0.01%	440
2021 Q4	$23K	Hold	561	–	–	0.01%	409
2021 Q3	$19K	Hold	561	–	–	0.01%	410
2021 Q2	$18K	Hold	561	–	–	﹤0.01%	409
2021 Q1	$17K	Hold	561	–	–	0.01%	394
2020 Q4	$17K	Sell	561 -1,200	-68%	-$35.4K	0.01%	363
2020 Q3	$45K	Sell	1,761 -1,992	-53%	-$52.8K	0.02%	237
2020 Q2	$97K	Hold	3,753	–	–	0.04%	143
2020 Q1	$99K	Buy	+3,753	New	+$118K	0.05%	119

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return