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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

PTM Wealth Management's EXC Position: Q1 2026 in Review

PTM Wealth Management increased its Exelon (EXC) stake by 0.83% in Q1 2026, buying an estimated $5.35K and bringing the position to 13,911 shares worth $681K. The position accounts for 0.36% of the portfolio, ranked #22.

PTM Wealth Management first reported a position in EXC in Q1 2025 and has held it in 5 quarters since. 1,278 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • PTM Wealth Management held 13,911 shares of Exelon worth $681K as of Q1 2026.
  • PTM Wealth Management bought 115 Exelon shares in Q1 2026, an estimated $5.35K.
  • Exelon made up 0.36% of PTM Wealth Management's portfolio in Q1 2026, its #22 holding.
  • PTM Wealth Management first reported a position in Exelon in Q1 2025 and has held it in 5 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.