Tower View Wealth Management’s Exelon EXC Stock Holding History

Tower View 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	$6.66K	Buy	143 +1	+0.7%	+$46	﹤0.01%	169
2026 Q1	$6.94K	Buy	142 +2	+1%	+$93	﹤0.01%	160
2025 Q4	$6.12K	Buy	140 +1	+0.7%	+$46	﹤0.01%	150
2025 Q3	$6.26K	Buy	139 +1	+0.7%	+$44	﹤0.01%	146
2025 Q2	$5.99K	Buy	138 +1	+0.7%	+$45	﹤0.01%	161
2025 Q1	$6.3K	Buy	137 +2	+1%	+$84	﹤0.01%	147
2024 Q4	$5.1K	Buy	135 +1	+0.7%	+$39	﹤0.01%	152
2024 Q3	$5.43K	Hold	134	–	–	﹤0.01%	158
2024 Q2	$4.64K	Hold	134	–	–	﹤0.01%	159
2024 Q1	$5.04K	Hold	134	–	–	﹤0.01%	162
2023 Q4	$5K	Hold	134	–	–	﹤0.01%	148
2023 Q3	$5K	Hold	134	–	–	﹤0.01%	140
2023 Q2	$5K	Hold	134	–	–	﹤0.01%	142
2023 Q1	$6K	Hold	134	–	–	﹤0.01%	126
2022 Q4	$6K	Hold	134	–	–	﹤0.01%	132
2022 Q3	$5K	Buy	+134	New	+$5.92K	﹤0.01%	136

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

Tower View Wealth Management's EXC Position: Q2 2026 in Review

Tower View Wealth Management increased its Exelon (EXC) stake by 0.7% in Q2 2026, buying an estimated $46 and bringing the position to 143 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Tower View Wealth Management first reported a position in EXC in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.94K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Tower View Wealth Management held 143 shares of Exelon worth $6.66K as of Q2 2026.
Tower View Wealth Management bought 1 Exelon share in Q2 2026, an estimated $46.
Exelon made up ﹤0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #169 holding.
Tower View Wealth Management first reported a position in Exelon in Q3 2022 and has held it in 16 quarters since.
Tower View Wealth Management's Exelon position peaked at $6.94K in Q1 2026.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.