Bank of New Hampshire EXC — EXELON CORP

Ownership history in Bank of New Hampshire  ·  21 quarters on record

AI Ownership Summary

Bank of New Hampshire reported EXELON CORP (EXC) in 21 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.1% in 2024 Q3. The latest visible filing shows EXC at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EXC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bank of New Hampshire's position in EXELON CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

EXC was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bank of New Hampshire held EXC — position size vs. price
% of Fund (quarterly)    EXC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 5,490 -358 -6.1% 0.05% $222K 2026-10-06 $41.68
2026 Q2 REDUCED 13.3% -12.7% ✅ 5,848 -896 -13.3% 0.06% $273K 2026-07-14 $46.48
2026 Q1 REDUCED — — — 6,744 -35 -0.5% 0.08% $331K 2026-04-13 $47.25
2025 Q4 REDUCED — — — 6,779 -50 -0.7% 0.07% $295K 2026-03-16 $49.35
2025 Q3 REDUCED — — — 6,829 -94 -1.4% 0.07% $307K 2025-10-02 $43.38
2025 Q2 REDUCED 9.2% +2.9% ❌ 6,923 -700 -9.2% 0.07% $301K 2025-07-09 $41.24
2025 Q1 REDUCED 7.6% -5.0% ✅ 7,623 -625 -7.6% 0.09% $351K 2025-04-14 $44.41
2024 Q4 REDUCED 12.8% +23.6% ❌ 8,248 -1,212 -12.8% 0.08% $310K 2025-01-07 $35.24
2024 Q3 REDUCED 6.8% -6.3% ✅ 9,460 -688 -6.8% 0.10% $384K 2024-10-07 $36.75
2024 Q2 REDUCED 17.4% +18.4% ❌ 10,148 -2,142 -17.4% 0.09% $351K 2024-07-01 $31.79
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bank of New Hampshire and EXC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bank of New Hampshire reported owning EXC?

Bank of New Hampshire reported EXC across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported EXC position in Bank of New Hampshire's portfolio?

The largest reported portfolio weight for EXC was 0.10% in 2024 Q3.

What is the latest reported EXC position on this page?

The most recent filing on this page is 2026 Q3, when Bank of New Hampshire reported 5,490 shares, equal to 0.05% of portfolio, with an estimated market value of $222K.

What does the chart on this EXC ownership page compare?

The chart compares Bank of New Hampshire's quarterly EXC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bank of New Hampshire time their EXC position?

Based on 13F filing dates vs. subsequent EXC price moves, Bank of New Hampshire correctly timed 9 out of 18 reported position changes (50%). The annualised alpha on EXC relative to SPY over the holding period was -3.9%.

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