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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
Q2 		$1.89M Buy
40,490
+7,843
+24% +$363K 0.04% 353
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Laird Norton Wetherby Trust Company's EXC Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its Exelon (EXC) stake by 24% in Q2 2026, buying an estimated $363K and bringing the position to 40,490 shares worth $1.89M. The position accounts for 0.04% of the portfolio, ranked #353.

Laird Norton Wetherby Trust Company first reported a position in EXC in Q3 2021 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 40,490 shares of Exelon worth $1.89M as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 7,843 Exelon shares in Q2 2026, an estimated $363K.
  • Exelon made up 0.04% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #353 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Exelon in Q3 2021 and has held it in 4 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.