Horizon Investments’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.68M | Buy |
78,899
+457
| +0.6% | +$21.1K | 0.04% | 365 |
|
|
2026
Q1 | $3.85M | Sell |
78,442
-6,352
| -7% | -$295K | 0.04% | 332 |
|
|
2025
Q4 | $3.7M | Sell |
84,794
-23,953
| -22% | -$1.09M | 0.05% | 318 |
|
|
2025
Q3 | $4.85M | Buy |
108,747
+15,079
| +16% | +$662K | 0.06% | 242 |
|
|
2025
Q2 | $4.03M | Buy |
93,668
+73,970
| +376% | +$3.29M | 0.06% | 226 |
|
|
2025
Q1 | $900K | Buy |
19,698
+887
| +5% | +$37.1K | 0.03% | 291 |
|
|
2024
Q4 | $708K | Buy |
18,811
+335
| +2% | +$13K | 0.02% | 314 |
|
|
2024
Q3 | $742K | Buy |
18,476
+280
| +2% | +$10.5K | 0.02% | 299 |
|
|
2024
Q2 | $630K | Buy |
18,196
+192
| +1% | +$7.09K | 0.02% | 329 |
|
|
2024
Q1 | $670K | Buy |
18,004
+158
| +0.9% | +$5.65K | 0.02% | 308 |
|
|
2023
Q4 | $641K | Buy |
17,846
+4,485
| +34% | +$173K | 0.02% | 296 |
|
|
2023
Q3 | $500K | Sell |
13,361
-308
| -2% | -$12.5K | 0.02% | 305 |
|
|
2023
Q2 | $552K | Buy |
13,669
+505
| +4% | +$20.9K | 0.02% | 277 |
|
|
2023
Q1 | $547K | Buy |
13,164
+2,042
| +18% | +$85.1K | 0.02% | 271 |
|
|
2022
Q4 | $481K | Buy |
11,122
+1,654
| +17% | +$65.3K | 0.01% | 379 |
|
|
2022
Q3 | $352K | Sell |
9,468
-9,609
| -50% | -$425K | 0.01% | 373 |
|
|
2022
Q2 | $858K | Buy |
19,077
+2,762
| +17% | +$130K | 0.03% | 198 |
|
|
2022
Q1 | $772K | Buy |
16,315
+5,842
| +56% | +$247K | 0.02% | 263 |
|
|
2021
Q4 | $308K | Buy |
10,473
+1,366
| +15% | +$51.4K | 0.01% | 394 |
|
|
2021
Q3 | $312K | Buy |
9,107
+528
| +6% | +$18K | 0.01% | 387 |
|
|
2021
Q2 | $269K | Buy |
8,579
+222
| +3% | +$7.15K | 0.01% | 411 |
|
|
2021
Q1 | $261K | Buy |
+8,357
| New | +$251K | 0.01% | 385 |
|
|
2020
Q4 | – | Sell |
-11,360
| Closed | -$287K | – | 187 |
|
|
2020
Q3 | $287K | Sell |
11,360
-12,020
| -51% | -$319K | 0.01% | 347 |
|
|
2020
Q2 | $599K | Buy |
23,380
+10,741
| +85% | +$285K | 0.01% | 308 |
|
|
2020
Q1 | $328K | Sell |
12,639
-32
| -0.3% | -$1.01K | 0.02% | 228 |
|
|
2019
Q4 | $412K | Buy |
12,671
+5,435
| +75% | +$176K | 0.02% | 331 |
|
|
2019
Q3 | $247K | Buy |
7,236
+51
| +0.7% | +$1.71K | 0.01% | 313 |
|
|
2019
Q2 | $246K | Sell |
7,185
-46,962
| -87% | -$1.66M | 0.01% | 469 |
|
|
2019
Q1 | $1.92M | Buy |
54,147
+10,044
| +23% | +$342K | 0.07% | 132 |
|
|
2018
Q4 | $1.42M | Sell |
44,103
-14,254
| -24% | -$456K | 0.07% | 119 |
|
|
2018
Q3 | $1.8M | Buy |
58,357
+7,736
| +15% | +$238K | 0.06% | 96 |
|
|
2018
Q2 | $1.54M | Sell |
50,621
-19,399
| -28% | -$555K | 0.07% | 97 |
|
|
2018
Q1 | $1.95M | Buy |
70,020
+56,587
| +421% | +$1.53M | 0.08% | 68 |
|
|
2017
Q4 | $378K | Buy |
+13,433
| New | +$386K | 0.02% | 156 |
|
Other funds holding EXC
Horizon Investments's EXC Position: Q2 2026 in Review
Horizon Investments increased its Exelon (EXC) stake by 0.58% in Q2 2026, buying an estimated $21.1K and bringing the position to 78,899 shares worth $3.68M. The position accounts for 0.04% of the portfolio, ranked #365.
Horizon Investments first reported a position in EXC in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.85M in Q3 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Horizon Investments held 78,899 shares of Exelon worth $3.68M as of Q2 2026.
- Horizon Investments bought 457 Exelon shares in Q2 2026, an estimated $21.1K.
- Exelon made up 0.04% of Horizon Investments's portfolio in Q2 2026, its #365 holding.
- Horizon Investments first reported a position in Exelon in Q4 2017 and has held it in 34 quarters since.
- Horizon Investments's Exelon position peaked at $4.85M in Q3 2025.
- 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.