Tidemark’s Exelon EXC Stock Holding History

Tidemark’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	$420	Hold	9	–	–	﹤0.01%	825
2026 Q1	$441	Buy	+9	New	+$419	﹤0.01%	772

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

Tidemark's EXC Position: Q2 2026 in Review

Tidemark held its Exelon (EXC) position steady in Q2 2026 at 9 shares worth $420. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Tidemark first reported a position in EXC in Q1 2026 and has held it in 2 quarters since. The position peaked at $441 in Q1 2026. 1,288 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Tidemark held 9 shares of Exelon worth $420 as of Q2 2026.
Tidemark left its Exelon share count unchanged in Q2 2026.
Exelon made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #825 holding.
Tidemark first reported a position in Exelon in Q1 2026 and has held it in 2 quarters since.
Tidemark's Exelon position peaked at $441 in Q1 2026.
1,288 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.