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Timothy G. Youngquist 2020 Irrevocable Trust’s Exelon EXC Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-1,499
Closed -$73.5K – 251
2026
Q1 		$73.5K Buy
+1,499
New +$69.7K 0.03% 188

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's EXC Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Exelon (EXC) in Q2 2026, closing a stake of 1,499 shares — an estimated $73.5K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in EXC in Q1 2026 and held it in 1 quarter. The position peaked at $73.5K in Q1 2026. 758 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 1,499 Exelon shares in Q2 2026, an estimated $73.5K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Exelon in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Exelon position peaked at $73.5K in Q1 2026.
  • 758 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.