TCWM
EXC icon

Total Clarity Wealth Management’s Exelon EXC Stock Holding History

Total Clarity 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 		$435K Buy
9,324
+1,730
+23% +$80K 0.08% 240
2026
Q1 		$372K Sell
7,594
-3,420
-31% -$159K 0.09% 218
2025
Q4 		$480K Sell
11,014
-3,281
-23% -$150K 0.12% 177
2025
Q3 		$643K Buy
14,295
+369
+3% +$16.2K 0.17% 148
2025
Q2 		$605K Buy
13,926
+4,345
+45% +$193K 0.17% 138
2025
Q1 		$361K Hold
9,581
– – 0.12% 177
2024
Q4 		$361K Buy
9,581
+3,111
+48% +$121K 0.12% 177
2024
Q3 		$262K Sell
6,470
-179
-3% -$6.73K 0.08% 212
2024
Q2 		$230K Sell
6,649
-120
-2% -$4.43K 0.08% 223
2024
Q1 		$254K Sell
6,769
-106
-2% -$3.79K 0.09% 230
2023
Q4 		$247K Buy
6,875
+769
+13% +$29.6K 0.1% 202
2023
Q3 		$231K Sell
6,106
-44
-0.7% -$1.79K 0.11% 192
2023
Q2 		$251K Buy
6,150
+39
+0.6% +$1.61K 0.12% 179
2023
Q1 		$256K Sell
6,111
-2,938
-32% -$122K 0.14% 144
2022
Q4 		$391K Buy
9,049
+4
+0% +$158 0.2% 128
2022
Q3 		$339K Buy
9,045
+2,291
+34% +$101K 0.21% 139
2022
Q2 		$306K Buy
6,754
+91
+1% +$4.28K 0.16% 149
2022
Q1 		$317K Sell
6,663
-2,781
-29% -$118K 0.17% 155
2021
Q4 		$389K Buy
9,444
+4,887
+107% +$184K 0.18% 131
2021
Q3 		$157K Buy
+4,557
New +$156K 0.07% 244
2021
Q2 		– Sell
-6,099
Closed -$190K – 353
2021
Q1 		$190K Buy
+6,099
New +$183K 0.11% 181
2020
Q2 		– Sell
-7,606
Closed -$200K – 127
2020
Q1 		$200K Sell
7,606
-443
-6% -$13.9K 0.31% 90
2019
Q4 		$262K Buy
+8,049
New +$261K 0.2% 103

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

Total Clarity Wealth Management's EXC Position: Q2 2026 in Review

Total Clarity Wealth Management increased its Exelon (EXC) stake by 23% in Q2 2026, buying an estimated $80K and bringing the position to 9,324 shares worth $435K. The position accounts for 0.08% of the portfolio, ranked #240.

Total Clarity Wealth Management first reported a position in EXC in Q4 2019 and has held it in 23 quarters since. The position peaked at $643K in Q3 2025. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Total Clarity Wealth Management held 9,324 shares of Exelon worth $435K as of Q2 2026.
  • Total Clarity Wealth Management bought 1,730 Exelon shares in Q2 2026, an estimated $80K.
  • Exelon made up 0.08% of Total Clarity Wealth Management's portfolio in Q2 2026, its #240 holding.
  • Total Clarity Wealth Management first reported a position in Exelon in Q4 2019 and has held it in 23 quarters since.
  • Total Clarity Wealth Management's Exelon position peaked at $643K in Q3 2025.
  • 1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.