PWM
EXC icon

PTM Wealth Management’s Exelon EXC Stock Holding History

PTM Wealth 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 		$664K Buy
13,977
+66
+0.5% +$3.05K 0.3% 24
2026
Q1 		$681K Buy
13,911
+115
+0.8% +$5.35K 0.36% 22
2025
Q4 		$601K Buy
13,796
+125
+0.9% +$5.71K 0.34% 25
2025
Q3 		$625K Buy
13,671
+125
+0.9% +$5.49K 0.37% 24
2025
Q2 		$584K Buy
13,546
+124
+0.9% +$5.52K 0.39% 24
2025
Q1 		$597K Buy
+13,422
New +$561K 0.63% 20

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

PTM Wealth Management's EXC Position: Q2 2026 in Review

PTM Wealth Management increased its Exelon (EXC) stake by 0.47% in Q2 2026, buying an estimated $3.05K and bringing the position to 13,977 shares worth $664K. The position accounts for 0.3% of the portfolio, ranked #24.

PTM Wealth Management first reported a position in EXC in Q1 2025 and has held it in 6 quarters since. The position peaked at $681K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • PTM Wealth Management held 13,977 shares of Exelon worth $664K as of Q2 2026.
  • PTM Wealth Management bought 66 Exelon shares in Q2 2026, an estimated $3.05K.
  • Exelon made up 0.3% of PTM Wealth Management's portfolio in Q2 2026, its #24 holding.
  • PTM Wealth Management first reported a position in Exelon in Q1 2025 and has held it in 6 quarters since.
  • PTM Wealth Management's Exelon position peaked at $681K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on PTM Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.