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Trifecta Capital Advisors’s Exelon EXC Stock Holding History

Trifecta Capital Advisors’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 		$1.4K Buy
+30
New +$1.39K ﹤0.01% 333
2024
Q1 		– Sell
-18
Closed -$647 – 421
2023
Q4 		$647 Hold
18
– – ﹤0.01% 425
2023
Q3 		$681 Hold
18
– – ﹤0.01% 399
2023
Q2 		$734 Buy
+18
New +$744 ﹤0.01% 397

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

Trifecta Capital Advisors's EXC Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Exelon (EXC) in Q2 2026: 30 shares worth $1.4K. The stake represents ﹤0.01% of the portfolio and ranks #333 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in EXC as recently as Q4 2023.

Trifecta Capital Advisors first reported a position in EXC in Q2 2023 and has held it in 4 quarters since. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Trifecta Capital Advisors held 30 shares of Exelon worth $1.4K as of Q2 2026.
  • Exelon was a new Trifecta Capital Advisors position in Q2 2026.
  • Exelon made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #333 holding.
  • Trifecta Capital Advisors first reported a position in Exelon in Q2 2023 and has held it in 4 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.