TCV Trust & Wealth Management’s Exelon EXC Stock Holding History

TCV Trust & 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	$295K	Buy	6,338 +9	+0.1%	+$416	0.02%	182
2026 Q1	$310K	Hold	6,329	–	–	0.03%	177
2025 Q4	$276K	Hold	6,329	–	–	0.02%	194
2025 Q3	$285K	Buy	6,329 +1,441	+29%	+$63.3K	0.02%	192
2025 Q2	$212K	Hold	4,888	–	–	0.02%	205
2025 Q1	$225K	Buy	+4,888	New	+$204K	0.02%	192
2023 Q3	–	Sell	-5,223	Closed	-$213K	–	189
2023 Q2	$213K	Hold	5,223	–	–	0.02%	180
2023 Q1	$219K	Sell	5,223 -14	-0.3%	-$584	0.02%	181
2022 Q4	$226K	Buy	+5,237	New	+$207K	0.03%	176
2022 Q3	–	Sell	-5,200	Closed	-$235K	–	187
2022 Q2	$235K	Hold	5,200	–	–	0.03%	181
2022 Q1	$248K	Buy	+5,200	New	+$220K	0.03%	181

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

TCV Trust & Wealth Management's EXC Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its Exelon (EXC) stake by 0.14% in Q2 2026, buying an estimated $416 and bringing the position to 6,338 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #182.

TCV Trust & Wealth Management first reported a position in EXC in Q1 2022 and has held it in 11 quarters since. The position peaked at $310K in Q1 2026. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

TCV Trust & Wealth Management held 6,338 shares of Exelon worth $295K as of Q2 2026.
TCV Trust & Wealth Management bought 9 Exelon shares in Q2 2026, an estimated $416.
Exelon made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #182 holding.
TCV Trust & Wealth Management first reported a position in Exelon in Q1 2022 and has held it in 11 quarters since.
TCV Trust & Wealth Management's Exelon position peaked at $310K in Q1 2026.
1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.