TWM
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TriaGen Wealth Management’s Exelon EXC Stock Holding History

TriaGen 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
Q1 		$694K Buy
14,150
+327
+2% +$15.2K 0.19% 102
2025
Q4 		$603K Sell
13,823
-37
-0.3% -$1.69K 0.16% 112
2025
Q3 		$624K Sell
13,860
-190
-1% -$8.35K 0.16% 113
2025
Q2 		$610K Buy
14,050
+101
+0.7% +$4.5K 0.18% 105
2025
Q1 		$643K Buy
+13,949
New +$583K 0.23% 89
2022
Q2 		– Sell
-14,919
Closed -$711K – 170
2022
Q1 		$711K Buy
14,919
+5,193
+53% +$220K 0.37% 80
2021
Q4 		$401K Hold
9,726
– – 0.2% 118
2021
Q3 		$335K Hold
9,726
– – 0.18% 133
2021
Q2 		$325K Sell
9,726
-5,226
-35% -$168K 0.17% 138
2021
Q1 		$466K Hold
14,952
– – 0.27% 97
2020
Q4 		$450K Buy
+14,952
New +$441K 0.26% 103

Other funds holding EXC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return