MTM Investment Management’s Exelon EXC Stock Holding History

MTM Investment 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 Q1	$252K	Hold	5,148	–	–	0.08%	180
2025 Q4	$224K	Hold	5,148	–	–	0.07%	192
2025 Q3	$232K	Hold	5,148	–	–	0.07%	192
2025 Q2	$224K	Hold	5,148	–	–	0.08%	191
2025 Q1	$236K	Buy	+5,148	New	+$215K	0.09%	182
2024 Q4	–	Sell	-5,568	Closed	-$224K	–	271
2024 Q3	$224K	Buy	+5,568	New	+$209K	0.09%	183
2024 Q2	–	Sell	-5,568	Closed	-$209K	–	267
2024 Q1	$209K	Buy	+5,568	New	+$199K	0.09%	186
2023 Q4	–	Sell	-5,568	Closed	-$210K	–	260
2023 Q3	$210K	Hold	5,568	–	–	0.11%	160
2023 Q2	$227K	Hold	5,568	–	–	0.11%	166
2023 Q1	$233K	Hold	5,568	–	–	0.12%	160
2022 Q4	$241K	Hold	5,568	–	–	0.13%	156
2022 Q3	$209K	Hold	5,568	–	–	0.12%	165
2022 Q2	$257K	Hold	5,568	–	–	0.14%	145
2022 Q1	$265K	Buy	+5,568	New	+$236K	0.13%	149

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return