Stone House Investment Management’s Exelon EXC Stock Holding History

Stone House Investment Management’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	$12.2K	Buy	262 +91	+53%	+$4.21K	﹤0.01%	397
2026 Q1	$8.38K	Hold	171	–	–	﹤0.01%	378
2025 Q4	$7.45K	Buy	171 +6	+4%	+$274	﹤0.01%	356
2025 Q3	$7.43K	Hold	165	–	–	﹤0.01%	318
2025 Q2	$7.16K	Sell	165 -28	-15%	-$1.25K	﹤0.01%	287
2025 Q1	$8.89K	Buy	+193	New	+$8.07K	﹤0.01%	262
2024 Q4	–	Sell	-193	Closed	-$7.83K	–	160
2024 Q3	$7.83K	Buy	193 +56	+41%	+$2.11K	﹤0.01%	240
2024 Q2	$4.74K	Sell	137 -124	-48%	-$4.58K	﹤0.01%	277
2024 Q1	$9.81K	Buy	261 +124	+91%	+$4.43K	﹤0.01%	234
2023 Q4	$4.92K	Hold	137	–	–	﹤0.01%	209
2023 Q3	$5.18K	Hold	137	–	–	﹤0.01%	200
2023 Q2	$5.58K	Hold	137	–	–	﹤0.01%	198
2023 Q1	$5.74K	Buy	+137	New	+$5.71K	﹤0.01%	196
2019 Q2	–	Sell	-122	Closed	-$4K	–	82
2019 Q1	$4K	Buy	+122	New	+$4.15K	﹤0.01%	189

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Stone House Investment Management's EXC Position: Q2 2026 in Review

Stone House Investment Management increased its Exelon (EXC) stake by 53% in Q2 2026, buying an estimated $4.21K and bringing the position to 262 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Stone House Investment Management first reported a position in EXC in Q1 2019 and has held it in 14 quarters since. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Stone House Investment Management held 262 shares of Exelon worth $12.2K as of Q2 2026.
Stone House Investment Management bought 91 Exelon shares in Q2 2026, an estimated $4.21K.
Exelon made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #397 holding.
Stone House Investment Management first reported a position in Exelon in Q1 2019 and has held it in 14 quarters since.
1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.