TFC Financial Management’s Exelon EXC Stock Holding History

TFC Financial 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	$1.69K	Buy	36 +8	+29%	+$370	﹤0.01%	591
2026 Q1	$1.38K	Hold	28	–	–	﹤0.01%	581
2025 Q4	$1.23K	Hold	28	–	–	﹤0.01%	587
2025 Q3	$1.27K	Hold	28	–	–	﹤0.01%	605
2025 Q2	$1.22K	Hold	28	–	–	﹤0.01%	555
2025 Q1	$1.3K	Sell	28 -130	-82%	-$5.43K	﹤0.01%	531
2024 Q4	$5.95K	Buy	158 +130	+464%	+$5.04K	﹤0.01%	396
2024 Q3	$1.14K	Sell	28 -6	-18%	-$226	﹤0.01%	575
2024 Q2	$1.18K	Buy	34 +5	+17%	+$185	﹤0.01%	545
2024 Q1	$1.1K	Buy	29 +6	+26%	+$214	﹤0.01%	539
2023 Q4	$833	Sell	23 -50	-68%	-$1.93K	﹤0.01%	536
2023 Q3	$2.77K	Buy	73 +29	+66%	+$1.18K	﹤0.01%	433
2023 Q2	$1.8K	Sell	44 -950	-96%	-$39.3K	﹤0.01%	451
2023 Q1	$41.6K	Buy	994 +950	+2,159%	+$39.6K	0.01%	252
2022 Q4	$1.91K	Sell	44 -258	-85%	-$10.2K	﹤0.01%	405
2022 Q3	$11K	Hold	302	–	–	﹤0.01%	308
2022 Q2	$14K	Hold	302	–	–	﹤0.01%	284
2022 Q1	$14K	Sell	302 -121	-29%	-$5.13K	﹤0.01%	285
2021 Q4	$17K	Hold	423	–	–	0.01%	290
2021 Q3	$15K	Hold	423	–	–	0.01%	297
2021 Q2	$13K	Hold	423	–	–	﹤0.01%	298
2021 Q1	$13K	Hold	423	–	–	0.01%	293
2020 Q4	$13K	Hold	423	–	–	0.01%	298
2020 Q3	$11K	Buy	+423	New	+$11.2K	0.01%	286

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

TFC Financial Management's EXC Position: Q2 2026 in Review

TFC Financial Management increased its Exelon (EXC) stake by 29% in Q2 2026, buying an estimated $370 and bringing the position to 36 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

TFC Financial Management first reported a position in EXC in Q3 2020 and has held it in 24 quarters since. The position peaked at $41.6K in Q1 2023. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

TFC Financial Management held 36 shares of Exelon worth $1.69K as of Q2 2026.
TFC Financial Management bought 8 Exelon shares in Q2 2026, an estimated $370.
Exelon made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #591 holding.
TFC Financial Management first reported a position in Exelon in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Exelon position peaked at $41.6K in Q1 2023.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.