HPC
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HM Payson & Co’s Exelon EXC Stock Holding History

HM Payson & Co’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 		$102K Hold
2,183
– – ﹤0.01% 565
2026
Q1 		$107K Hold
2,183
– – ﹤0.01% 541
2025
Q4 		$95.2K Sell
2,183
-52
-2% -$2.37K ﹤0.01% 574
2025
Q3 		$101K Buy
2,235
+52
+2% +$2.28K ﹤0.01% 559
2025
Q2 		$94.8K Hold
2,183
– – ﹤0.01% 539
2025
Q1 		$101K Hold
2,183
– – ﹤0.01% 526
2024
Q4 		$82.2K Sell
2,183
-8
-0.4% -$310 ﹤0.01% 564
2024
Q3 		$88.8K Buy
2,191
+81
+4% +$3.05K ﹤0.01% 539
2024
Q2 		$73K Hold
2,110
– – ﹤0.01% 546
2024
Q1 		$79.3K Hold
2,110
– – ﹤0.01% 532
2023
Q4 		$75.7K Sell
2,110
-82
-4% -$3.16K ﹤0.01% 526
2023
Q3 		$82.8K Hold
2,192
– – ﹤0.01% 504
2023
Q2 		$89.3K Buy
2,192
+310
+16% +$12.8K ﹤0.01% 495
2023
Q1 		$78.8K Hold
1,882
– – ﹤0.01% 506
2022
Q4 		$81.4K Buy
1,882
+82
+5% +$3.24K ﹤0.01% 491
2022
Q3 		$67K Hold
1,800
– – ﹤0.01% 525
2022
Q2 		$82K Hold
1,800
– – ﹤0.01% 500
2022
Q1 		$86K Sell
1,800
-724
-29% -$30.7K ﹤0.01% 520
2021
Q4 		$104K Hold
2,524
– – ﹤0.01% 491
2021
Q3 		$87K Hold
2,524
– – ﹤0.01% 505
2021
Q2 		$80K Hold
2,524
– – ﹤0.01% 513
2021
Q1 		$79K Hold
2,524
– – ﹤0.01% 522
2020
Q4 		$76K Sell
2,524
-87
-3% -$2.57K ﹤0.01% 523
2020
Q3 		$67K Sell
2,611
-319
-11% -$8.46K ﹤0.01% 507
2020
Q2 		$76K Sell
2,930
-446
-13% -$11.8K ﹤0.01% 465
2020
Q1 		$89K Hold
3,376
– – ﹤0.01% 416
2019
Q4 		$110K Sell
3,376
-719
-18% -$23.3K ﹤0.01% 459
2019
Q3 		$141K Sell
4,095
-163
-4% -$5.47K 0.01% 439
2019
Q2 		$146K Buy
+4,258
New +$150K 0.01% 438

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

HM Payson & Co's EXC Position: Q2 2026 in Review

HM Payson & Co held its Exelon (EXC) position steady in Q2 2026 at 2,183 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

HM Payson & Co first reported a position in EXC in Q2 2019 and has held it in 29 quarters since. The position peaked at $146K in Q2 2019. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • HM Payson & Co held 2,183 shares of Exelon worth $102K as of Q2 2026.
  • HM Payson & Co left its Exelon share count unchanged in Q2 2026.
  • Exelon made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #565 holding.
  • HM Payson & Co first reported a position in Exelon in Q2 2019 and has held it in 29 quarters since.
  • HM Payson & Co's Exelon position peaked at $146K in Q2 2019.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.