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Old Point Trust & Financial Services N A’s Exelon EXC Stock Holding History

Old Point Trust & Financial Services N A’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 		$51.3K Hold
1,100
– – 0.02% 185
2026
Q1 		$53.9K Hold
1,100
– – 0.02% 171
2025
Q4 		$47.9K Hold
1,100
– – 0.02% 185
2025
Q3 		$49.5K Hold
1,100
– – 0.02% 185
2025
Q2 		$47.8K Hold
1,100
– – 0.02% 184
2025
Q1 		$50.7K Hold
1,100
– – 0.02% 185
2024
Q4 		$41.4K Hold
1,100
– – 0.01% 191
2024
Q3 		$44.6K Hold
1,100
– – 0.02% 164
2024
Q2 		$38.1K Hold
1,100
– – 0.01% 163
2024
Q1 		$41.3K Hold
1,100
– – 0.02% 160
2023
Q4 		$39.5K Buy
+1,100
New +$42.4K 0.02% 140
2023
Q3 		– Sell
-1,100
Closed -$44.8K – 147
2023
Q2 		$44.8K Buy
+1,100
New +$45.5K 0.02% 122

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
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

Old Point Trust & Financial Services N A's EXC Position: Q2 2026 in Review

Old Point Trust & Financial Services N A held its Exelon (EXC) position steady in Q2 2026 at 1,100 shares worth $51.3K. The position accounts for 0.02% of the portfolio, ranked #185.

Old Point Trust & Financial Services N A first reported a position in EXC in Q2 2023 and has held it in 12 quarters since. The position peaked at $53.9K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Old Point Trust & Financial Services N A held 1,100 shares of Exelon worth $51.3K as of Q2 2026.
  • Old Point Trust & Financial Services N A left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.02% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #185 holding.
  • Old Point Trust & Financial Services N A first reported a position in Exelon in Q2 2023 and has held it in 12 quarters since.
  • Old Point Trust & Financial Services N A's Exelon position peaked at $53.9K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.