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 Q2	–	Sell	-14,150	Closed	-$694K	–	198
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 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

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

TriaGen Wealth Management sold out of Exelon (EXC) in Q2 2026, closing a stake of 14,150 shares — an estimated $694K sold.

TriaGen Wealth Management first reported a position in EXC in Q4 2020 and held it in 11 quarters. The position peaked at $711K in Q1 2022. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

TriaGen Wealth Management reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
TriaGen Wealth Management sold 14,150 Exelon shares in Q2 2026, an estimated $694K.
TriaGen Wealth Management first reported a position in Exelon in Q4 2020 and held it in 11 quarters.
TriaGen Wealth Management's Exelon position peaked at $711K in Q1 2022.
1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.