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HUB Investment Partners’s Exelon EXC Stock Holding History

HUB Investment Partners’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 		$859K Buy
18,434
+3,334
+22% +$154K 0.02% 491
2026
Q1 		$740K Sell
15,100
-4,853
-24% -$226K 0.02% 434
2025
Q4 		$870K Buy
19,953
+13,601
+214% +$621K 0.02% 337
2025
Q3 		$286K Buy
6,352
+1,124
+21% +$49.4K 0.01% 562
2025
Q2 		$227K Buy
+5,228
New +$233K 0.01% 590

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

HUB Investment Partners's EXC Position: Q2 2026 in Review

HUB Investment Partners increased its Exelon (EXC) stake by 22% in Q2 2026, buying an estimated $154K and bringing the position to 18,434 shares worth $859K. The position accounts for 0.02% of the portfolio, ranked #491.

HUB Investment Partners first reported a position in EXC in Q2 2025 and has held it in 5 quarters since. The position peaked at $870K in Q4 2025. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • HUB Investment Partners held 18,434 shares of Exelon worth $859K as of Q2 2026.
  • HUB Investment Partners bought 3,334 Exelon shares in Q2 2026, an estimated $154K.
  • Exelon made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #491 holding.
  • HUB Investment Partners first reported a position in Exelon in Q2 2025 and has held it in 5 quarters since.
  • HUB Investment Partners's Exelon position peaked at $870K in Q4 2025.
  • 1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.