Thrive Wealth Management’s Exelon EXC Stock Holding History

Thrive 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	$299K	Sell	6,411 -48	-0.7%	-$2.22K	0.04%	193
2026 Q1	$317K	Buy	6,459 +111	+2%	+$5.16K	0.05%	174
2025 Q4	$277K	Buy	6,348 +1,759	+38%	+$80.3K	0.04%	191
2025 Q3	$207K	Buy	+4,589	New	+$202K	0.03%	229
2025 Q2	–	Sell	-4,541	Closed	-$209K	–	233
2025 Q1	$209K	Buy	+4,541	New	+$190K	0.04%	209
2022 Q1	–	Sell	-5,804	Closed	-$239K	–	158
2021 Q4	$239K	Buy	+5,804	New	+$219K	0.08%	131

Other funds holding EXC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Thrive Wealth Management's EXC Position: Q2 2026 in Review

Thrive Wealth Management reduced its Exelon (EXC) stake by 0.74% in Q2 2026, selling an estimated $2.22K and leaving 6,411 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #193.

Thrive Wealth Management first reported a position in EXC in Q4 2021 and has held it in 6 quarters since. The position peaked at $317K in Q1 2026. 190 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Thrive Wealth Management held 6,411 shares of Exelon worth $299K as of Q2 2026.
Thrive Wealth Management sold 48 Exelon shares in Q2 2026, an estimated $2.22K.
Exelon made up 0.04% of Thrive Wealth Management's portfolio in Q2 2026, its #193 holding.
Thrive Wealth Management first reported a position in Exelon in Q4 2021 and has held it in 6 quarters since.
Thrive Wealth Management's Exelon position peaked at $317K in Q1 2026.
190 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.