VHAM
Van Hulzen Asset Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
274,636
+24,421
| +10% | +$1.06M | 0.99% | 29 |
|
|
2025
Q1 | $11.5M | Sell |
250,215
-103,356
| -29% | -$4.76M | 1.05% | 30 |
|
|
2024
Q4 | $13.3M | Buy |
353,571
+6,132
| +2% | +$231K | 0.97% | 27 |
|
|
2024
Q3 | $14.1M | Sell |
347,439
-91,938
| -21% | -$3.73M | 1.02% | 27 |
|
|
2024
Q2 | $15.2M | Sell |
439,377
-1,267
| -0.3% | -$43.9K | 1.02% | 26 |
|
|
2024
Q1 | $16.6M | Buy |
440,644
+126
| +0% | +$4.73K | 1.09% | 28 |
|
|
2023
Q4 | $15.8M | Sell |
440,518
-7,980
| -2% | -$286K | 1.11% | 26 |
|
|
2023
Q3 | $16.9M | Buy |
448,498
+11,220
| +3% | +$424K | 1.3% | 22 |
|
|
2023
Q2 | $17.8M | Buy |
437,278
+1,214
| +0.3% | +$49.5K | 1.52% | 16 |
|
|
2023
Q1 | $18.2M | Buy |
436,064
+154,014
| +55% | +$6.44M | 1.71% | 17 |
|
|
2022
Q4 | $12.2M | Buy |
+282,050
| New | +$12.2M | 1.4% | 23 |
|
|
2020
Q2 | – | Sell |
-128,300
| Closed | -$4.72M | – | 267 |
|
|
2020
Q1 | $4.72M | Buy |
+128,300
| New | +$4.72M | 1.02% | 33 |
|
|
2017
Q4 | – | Sell |
-5,600
| Closed | -$211K | – | 221 |
|
|
2017
Q3 | $211K | Hold |
5,600
| – | – | 0.07% | 163 |
|
|
2017
Q2 | $202K | Buy |
+5,600
| New | +$202K | 0.08% | 132 |
|