Cypress Point Wealth Management’s Exelon EXC Stock Holding History

Cypress Point Wealth 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	$212K	Buy	+4,553	New	+$211K	0.04%	134

Other funds holding EXC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cypress Point Wealth Management's EXC Position: Q2 2026 in Review

Cypress Point Wealth Management opened a new position in Exelon (EXC) in Q2 2026: 4,553 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #134 among its holdings.

1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Cypress Point Wealth Management held 4,553 shares of Exelon worth $212K as of Q2 2026.
Exelon was a new Cypress Point Wealth Management position in Q2 2026.
Exelon made up 0.04% of Cypress Point Wealth Management's portfolio in Q2 2026, its #134 holding.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.