Missouri Trust & Investment Company’s Exelon EXC Stock Holding History

Missouri Trust & Investment 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	–	Sell	-630	Closed	-$30.9K	–	226
2026 Q1	$30.9K	Hold	630	–	–	0.01%	266
2025 Q4	$27.5K	Hold	630	–	–	0.01%	266
2025 Q3	$28.4K	Hold	630	–	–	0.01%	263
2025 Q2	$27.4K	Hold	630	–	–	0.01%	248
2025 Q1	$29K	Sell	630 -100	-14%	-$4.18K	0.01%	241
2024 Q4	$27.5K	Buy	730 +100	+16%	+$3.88K	0.01%	253
2024 Q3	$25.5K	Hold	630	–	–	0.01%	252
2024 Q2	$21.8K	Hold	630	–	–	0.01%	257
2024 Q1	$23.7K	Hold	630	–	–	0.01%	260
2023 Q4	$22.6K	Hold	630	–	–	0.01%	256
2023 Q3	$23.8K	Hold	630	–	–	0.01%	244
2023 Q2	$25.7K	Hold	630	–	–	0.01%	251
2023 Q1	$26.4K	Hold	630	–	–	0.02%	210
2022 Q4	$27K	Hold	630	–	–	0.02%	205
2022 Q3	$24K	Hold	630	–	–	0.02%	212
2022 Q2	$29K	Hold	630	–	–	0.02%	211
2022 Q1	$30K	Sell	630 -253	-29%	-$10.7K	0.02%	221
2021 Q4	$36K	Buy	+883	New	+$33.3K	0.02%	219

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

Missouri Trust & Investment Company's EXC Position: Q2 2026 in Review

Missouri Trust & Investment Company sold out of Exelon (EXC) in Q2 2026, closing a stake of 630 shares — an estimated $30.9K sold.

Missouri Trust & Investment Company first reported a position in EXC in Q4 2021 and held it in 18 quarters. The position peaked at $36K in Q4 2021. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Missouri Trust & Investment Company reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
Missouri Trust & Investment Company sold 630 Exelon shares in Q2 2026, an estimated $30.9K.
Missouri Trust & Investment Company first reported a position in Exelon in Q4 2021 and held it in 18 quarters.
Missouri Trust & Investment Company's Exelon position peaked at $36K in Q4 2021.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.