MHR
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Matthew Hamilton Rosenberg’s Exelon EXC Stock Holding History

Matthew Hamilton Rosenberg’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 		$214K Buy
4,580
+816
+22% +$37.7K 0.04% 213
2026
Q1 		$185K Sell
3,764
-159
-4% -$7.4K 0.04% 227
2025
Q4 		$171K Buy
3,923
+1,466
+60% +$66.9K 0.04% 234
2025
Q3 		$111K Sell
2,457
-455
-16% -$20K 0.02% 311
2025
Q2 		$126K Buy
2,912
+455
+19% +$20.3K 0.03% 284
2025
Q1 		$113K Hold
2,457
– – 0.03% 288
2024
Q4 		$92.5K Buy
2,457
+275
+13% +$10.7K 0.02% 324
2024
Q3 		$88.5K Hold
2,182
– – 0.02% 340
2024
Q2 		$75.4K Hold
2,182
– – 0.02% 352
2024
Q1 		$81.2K Buy
2,182
+560
+35% +$20K 0.02% 350
2023
Q4 		$58.2K Sell
1,622
-90
-5% -$3.47K 0.02% 403
2023
Q3 		$64.7K Buy
1,712
+48
+3% +$1.96K 0.02% 372
2023
Q2 		$67.8K Buy
1,664
+1
+0.1% +$41 0.02% 377
2023
Q1 		$69.6K Hold
1,663
– – 0.02% 390
2022
Q4 		$71.9K Buy
1,663
+1
+0.1% +$40 0.02% 375
2022
Q3 		$62K Hold
1,662
– – 0.02% 386
2022
Q2 		$77K Buy
1,662
+1
+0.1% +$47 0.03% 355
2022
Q1 		$79K Sell
1,661
-668
-29% -$28.3K 0.03% 351
2021
Q4 		$96K Buy
2,329
+56
+2% +$2.11K 0.03% 306
2021
Q3 		$78K Hold
2,273
– – 0.03% 323
2021
Q2 		$72K Hold
2,273
– – 0.04% 312
2021
Q1 		$71K Hold
2,273
– – 0.04% 299
2020
Q4 		$68K Buy
2,273
+1,402
+161% +$41.4K 0.04% 288
2020
Q3 		$22K Hold
871
– – 0.02% 387
2020
Q2 		$23K Buy
+871
New +$23.1K 0.02% 400

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

Matthew Hamilton Rosenberg's EXC Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Exelon (EXC) stake by 22% in Q2 2026, buying an estimated $37.7K and bringing the position to 4,580 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #213.

Matthew Hamilton Rosenberg first reported a position in EXC in Q2 2020 and has held it in 25 quarters since. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Matthew Hamilton Rosenberg held 4,580 shares of Exelon worth $214K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 816 Exelon shares in Q2 2026, an estimated $37.7K.
  • Exelon made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #213 holding.
  • Matthew Hamilton Rosenberg first reported a position in Exelon in Q2 2020 and has held it in 25 quarters since.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.