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Laird Norton Wetherby Trust Company’s Exelon EXC Stock Holding History

Laird Norton Wetherby Trust Company’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 		$1.6M Buy
32,647
+354
+1% +$16.5K 0.03% 363
2025
Q4 		$1.41M Buy
+32,293
New +$1.47M 0.03% 407
2021
Q4 		– Sell
-8,872
Closed -$305K – 199
2021
Q3 		$305K Buy
+8,872
New +$303K 0.03% 139

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Laird Norton Wetherby Trust Company's EXC Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company increased its Exelon (EXC) stake by 1.1% in Q1 2026, buying an estimated $16.5K and bringing the position to 32,647 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #363.

Laird Norton Wetherby Trust Company first reported a position in EXC in Q3 2021 and has held it in 3 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 32,647 shares of Exelon worth $1.6M as of Q1 2026.
  • Laird Norton Wetherby Trust Company bought 354 Exelon shares in Q1 2026, an estimated $16.5K.
  • Exelon made up 0.03% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #363 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Exelon in Q3 2021 and has held it in 3 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.