SRH Advisors’s Exelon EXC Stock Holding History

SRH 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
2026 Q1	$16.7K	Hold	340	–	–	﹤0.01%	191
2025 Q4	$14.8K	Hold	340	–	–	﹤0.01%	199
2025 Q3	$15.3K	Hold	340	–	–	﹤0.01%	189
2025 Q2	$14.8K	Hold	340	–	–	﹤0.01%	188
2025 Q1	$15.7K	Hold	340	–	–	﹤0.01%	184
2024 Q4	$12.8K	Hold	340	–	–	﹤0.01%	203
2024 Q3	$13.8K	Hold	340	–	–	﹤0.01%	196
2024 Q2	$11.8K	Hold	340	–	–	﹤0.01%	204
2024 Q1	$12.8K	Hold	340	–	–	﹤0.01%	201
2023 Q4	$12.2K	Hold	340	–	–	﹤0.01%	197
2023 Q3	$12.8K	Hold	340	–	–	0.01%	181
2023 Q2	$14.2K	Hold	340	–	–	0.01%	177
2023 Q1	$14K	Hold	340	–	–	0.01%	179
2022 Q4	$15K	Sell	340 -334	-50%	-$13.2K	0.01%	174
2022 Q3	$25K	Hold	674	–	–	0.03%	154
2022 Q2	$31K	Hold	674	–	–	0.04%	140
2022 Q1	$32K	Sell	674 -271	-29%	-$11.5K	0.04%	151
2021 Q4	$39K	Hold	945	–	–	0.04%	142
2021 Q3	$33K	Sell	945 -467	-33%	-$16K	0.04%	146
2021 Q2	$45K	Hold	1,412	–	–	0.06%	133
2021 Q1	$44K	Sell	1,412 -467	-25%	-$14K	0.06%	125
2020 Q4	$57K	Hold	1,879	–	–	0.09%	99
2020 Q3	$48K	Hold	1,879	–	–	0.09%	101
2020 Q2	$49K	Hold	1,879	–	–	0.12%	83
2020 Q1	$49K	Hold	1,879	–	–	0.14%	78
2019 Q4	$61K	Hold	1,879	–	–	0.2%	75
2019 Q3	$65K	Hold	1,879	–	–	0.22%	72
2019 Q2	$64K	Hold	1,879	–	–	0.22%	73
2019 Q1	$67K	Hold	1,879	–	–	0.24%	71
2018 Q4	$60K	Hold	1,879	–	–	0.23%	74
2018 Q3	$59K	Hold	1,879	–	–	0.2%	76
2018 Q2	$57K	Hold	1,879	–	–	0.21%	77
2018 Q1	$52K	Hold	1,879	–	–	0.21%	75
2017 Q4	$53K	Hold	1,879	–	–	0.21%	74
2017 Q3	$50K	Hold	1,879	–	–	0.21%	76
2017 Q2	$48K	Hold	1,879	–	–	0.23%	67
2017 Q1	$48K	Hold	1,879	–	–	0.22%	67
2016 Q4	$48K	Hold	1,879	–	–	0.24%	66
2016 Q3	$45K	Hold	1,879	–	–	0.23%	63
2016 Q2	$49K	Sell	1,879 -140	-7%	-$3.46K	0.26%	59
2016 Q1	$52K	Hold	2,019	–	–	0.29%	56
2015 Q4	$40K	Hold	2,019	–	–	0.24%	66
2015 Q3	$43K	Hold	2,019	–	–	0.25%	58
2015 Q2	$45K	Sell	2,019 -841	-29%	-$20.1K	0.28%	55
2015 Q1	$69K	Hold	2,860	–	–	0.46%	39
2014 Q4	$76K	Hold	2,860	–	–	0.52%	40
2014 Q3	$70K	Hold	2,860	–	–	0.54%	35
2014 Q2	$74K	Hold	2,860	–	–	0.58%	34
2014 Q1	$68K	Sell	2,860 -1,402	-33%	-$29.5K	0.54%	36
2013 Q4	$83K	Buy	+4,262	New	+$85.8K	0.82%	29

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

SRH Advisors's EXC Position: Q1 2026 in Review

SRH Advisors held its Exelon (EXC) position steady in Q1 2026 at 340 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

SRH Advisors first reported a position in EXC in Q4 2013 and has held it in 50 quarters since. The position peaked at $83K in Q4 2013. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

SRH Advisors held 340 shares of Exelon worth $16.7K as of Q1 2026.
SRH Advisors left its Exelon share count unchanged in Q1 2026.
Exelon made up ﹤0.01% of SRH Advisors's portfolio in Q1 2026, its #191 holding.
SRH Advisors first reported a position in Exelon in Q4 2013 and has held it in 50 quarters since.
SRH Advisors's Exelon position peaked at $83K in Q4 2013.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.