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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
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
BlackRock New York $5.7T 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 $60.7B 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