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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

HHM Wealth Advisors's EXC Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Exelon (EXC) in Q2 2025, closing a stake of 20 shares — an estimated $922 sold.

HHM Wealth Advisors first reported a position in EXC in Q1 2020 and held it in 12 quarters. The position peaked at $99K in Q1 2020. 1,176 funds tracked by Wall St. Rank hold EXC as of Q2 2025.

HHM Wealth Advisors reported no remaining Exelon position as of Q2 2025 after selling out during the quarter.
HHM Wealth Advisors sold 20 Exelon shares in Q2 2025, an estimated $922.
HHM Wealth Advisors first reported a position in Exelon in Q1 2020 and held it in 12 quarters.
HHM Wealth Advisors's Exelon position peaked at $99K in Q1 2020.
1,176 funds tracked by Wall St. Rank held Exelon as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.