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 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 $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

Stone House Investment Management's EXC Position: Q1 2026 in Review

Stone House Investment Management held its Exelon (EXC) position steady in Q1 2026 at 171 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Stone House Investment Management first reported a position in EXC in Q1 2019 and has held it in 13 quarters since. The position peaked at $9.81K in Q1 2024. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Stone House Investment Management held 171 shares of Exelon worth $8.38K as of Q1 2026.
Stone House Investment Management left its Exelon share count unchanged in Q1 2026.
Exelon made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #378 holding.
Stone House Investment Management first reported a position in Exelon in Q1 2019 and has held it in 13 quarters since.
Stone House Investment Management's Exelon position peaked at $9.81K in Q1 2024.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.