Van Hulzen Asset Management’s Exelon EXC Stock Holding History

Van Hulzen Asset 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	$13.3M	Sell	270,653 -16,760	-6%	-$780K	0.99%	30
2025 Q4	$12.5M	Buy	287,413 +12,791	+5%	+$584K	0.92%	34
2025 Q3	$12.4M	Sell	274,622 -14	-0%	-$615	0.92%	32
2025 Q2	$11.9M	Buy	274,636 +24,421	+10%	+$1.09M	0.99%	29
2025 Q1	$11.5M	Sell	250,215 -103,356	-29%	-$4.32M	1.05%	30
2024 Q4	$13.3M	Buy	353,571 +6,132	+2%	+$238K	0.97%	27
2024 Q3	$14.1M	Sell	347,439 -91,938	-21%	-$3.46M	1.02%	27
2024 Q2	$15.2M	Sell	439,377 -1,267	-0.3%	-$46.8K	1.02%	26
2024 Q1	$16.6M	Buy	440,644 +126	+0%	+$4.5K	1.09%	28
2023 Q4	$15.8M	Sell	440,518 -7,980	-2%	-$307K	1.11%	26
2023 Q3	$16.9M	Buy	448,498 +11,220	+3%	+$457K	1.3%	22
2023 Q2	$17.8M	Buy	437,278 +1,214	+0.3%	+$50.2K	1.52%	16
2023 Q1	$18.2M	Buy	436,064 +154,014	+55%	+$6.42M	1.71%	17
2022 Q4	$12.2M	Buy	+282,050	New	+$11.1M	1.4%	23
2020 Q2	–	Sell	-179,877	Closed	-$4.72M	–	267
2020 Q1	$4.72M	Buy	+179,877	New	+$5.66M	1.02%	33
2017 Q4	–	Sell	-7,851	Closed	-$211K	–	221
2017 Q3	$211K	Hold	7,851	–	–	0.07%	163
2017 Q2	$202K	Buy	+7,851	New	+$200K	0.08%	132

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

Van Hulzen Asset Management's EXC Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its Exelon (EXC) stake by 5.8% in Q1 2026, selling an estimated $780K and leaving 270,653 shares worth $13.3M. The position accounts for 0.99% of the portfolio, ranked #30.

Van Hulzen Asset Management first reported a position in EXC in Q2 2017 and has held it in 17 quarters since. The position peaked at $18.2M in Q1 2023. 1,278 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Van Hulzen Asset Management held 270,653 shares of Exelon worth $13.3M as of Q1 2026.
Van Hulzen Asset Management sold 16,760 Exelon shares in Q1 2026, an estimated $780K.
Exelon made up 0.99% of Van Hulzen Asset Management's portfolio in Q1 2026, its #30 holding.
Van Hulzen Asset Management first reported a position in Exelon in Q2 2017 and has held it in 17 quarters since.
Van Hulzen Asset Management's Exelon position peaked at $18.2M in Q1 2023.
1,278 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.