TPM
EXC icon

Triasima Portfolio Management’s Exelon EXC Stock Holding History

Triasima Portfolio 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
-46,355
Closed -$2.27M – 135
2026
Q1 		$2.27M Sell
46,355
-5
-0% -$233 0.34% 86
2025
Q4 		$2.02M Buy
+46,360
New +$2.12M 0.3% 84
2023
Q1 		– Sell
-38,195
Closed -$1.65M – 140
2022
Q4 		$1.65M Sell
38,195
-30,845
-45% -$1.22M 0.13% 83
2022
Q3 		$2.59M Buy
69,040
+6,480
+10% +$287K 0.21% 68
2022
Q2 		$2.83M Buy
62,560
+20,805
+50% +$978K 0.2% 59
2022
Q1 		$1.99M Buy
+41,755
New +$1.77M 0.1% 91

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

Triasima Portfolio Management's EXC Position: Q2 2026 in Review

Triasima Portfolio Management sold out of Exelon (EXC) in Q2 2026, closing a stake of 46,355 shares — an estimated $2.27M sold.

Triasima Portfolio Management first reported a position in EXC in Q1 2022 and held it in 6 quarters. The position peaked at $2.83M in Q2 2022. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Triasima Portfolio Management reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • Triasima Portfolio Management sold 46,355 Exelon shares in Q2 2026, an estimated $2.27M.
  • Triasima Portfolio Management first reported a position in Exelon in Q1 2022 and held it in 6 quarters.
  • Triasima Portfolio Management's Exelon position peaked at $2.83M in Q2 2022.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

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