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 Q2	$240K	Hold	5,148	–	–	0.07%	198
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 $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

MTM Investment Management's EXC Position: Q2 2026 in Review

MTM Investment Management held its Exelon (EXC) position steady in Q2 2026 at 5,148 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #198.

MTM Investment Management first reported a position in EXC in Q1 2022 and has held it in 15 quarters since. The position peaked at $265K in Q1 2022. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

MTM Investment Management held 5,148 shares of Exelon worth $240K as of Q2 2026.
MTM Investment Management left its Exelon share count unchanged in Q2 2026.
Exelon made up 0.07% of MTM Investment Management's portfolio in Q2 2026, its #198 holding.
MTM Investment Management first reported a position in Exelon in Q1 2022 and has held it in 15 quarters since.
MTM Investment Management's Exelon position peaked at $265K in Q1 2022.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.