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TD Private Client Wealth’s Exelon EXC Stock Holding History

TD Private Client Wealth’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 		$469K Sell
10,062
-333
-3% -$15.4K 0.01% 514
2026
Q1 		$510K Sell
10,395
-16,612
-62% -$773K 0.01% 488
2025
Q4 		$1.18M Buy
27,007
+2,533
+10% +$116K 0.03% 334
2025
Q3 		$1.1M Sell
24,474
-106
-0.4% -$4.66K 0.02% 346
2025
Q2 		$1.07M Buy
24,580
+2,220
+10% +$98.8K 0.03% 345
2025
Q1 		$1.03M Buy
22,360
+3,087
+16% +$129K 0.03% 342
2024
Q4 		$725K Sell
19,273
-384
-2% -$14.9K 0.02% 402
2024
Q3 		$797K Buy
19,657
+4,717
+32% +$177K 0.02% 395
2024
Q2 		$517K Sell
14,940
-242
-2% -$8.93K 0.02% 431
2024
Q1 		$570K Buy
15,182
+848
+6% +$30.3K 0.02% 431
2023
Q4 		$515K Buy
14,334
+2,284
+19% +$88K 0.02% 432
2023
Q3 		$455K Buy
12,050
+625
+5% +$25.5K 0.02% 427
2023
Q2 		$465K Buy
11,425
+247
+2% +$10.2K 0.02% 449
2023
Q1 		$468K Buy
11,178
+169
+2% +$7.04K 0.02% 438
2022
Q4 		$476K Buy
11,009
+8,231
+296% +$325K 0.02% 430
2022
Q3 		$104K Buy
2,778
+622
+29% +$27.5K 0.01% 607
2022
Q2 		$97.7K Sell
2,156
-27
-1% -$1.27K ﹤0.01% 616
2022
Q1 		$104K Sell
2,183
-7,764
-78% -$329K ﹤0.01% 632
2021
Q4 		$410K Sell
9,947
-345
-3% -$13K 0.02% 449
2021
Q3 		$355K Sell
10,292
-18
-0.2% -$615 0.02% 447
2021
Q2 		$326K Buy
10,310
+235
+2% +$7.57K 0.01% 458
2021
Q1 		$314K Sell
10,075
-1,489
-13% -$44.7K 0.01% 447
2020
Q4 		$348K Buy
11,564
+8,418
+268% +$248K 0.02% 423
2020
Q3 		$80.2K Sell
3,146
-537
-15% -$14.2K ﹤0.01% 551
2020
Q2 		$95.3K Sell
3,683
-220
-6% -$5.84K 0.01% 525
2020
Q1 		$102K Sell
3,903
-1,405
-26% -$44.2K 0.01% 490
2019
Q4 		$173K Buy
+5,308
New +$172K 0.01% 464

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

TD Private Client Wealth's EXC Position: Q2 2026 in Review

TD Private Client Wealth reduced its Exelon (EXC) stake by 3.2% in Q2 2026, selling an estimated $15.4K and leaving 10,062 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #514.

TD Private Client Wealth first reported a position in EXC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.18M in Q4 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • TD Private Client Wealth held 10,062 shares of Exelon worth $469K as of Q2 2026.
  • TD Private Client Wealth sold 333 Exelon shares in Q2 2026, an estimated $15.4K.
  • Exelon made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #514 holding.
  • TD Private Client Wealth first reported a position in Exelon in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Exelon position peaked at $1.18M in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.