Tripletail Wealth Management’s Exelon EXC Stock Holding History

Tripletail 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
2025 Q4	–	Sell	-57	Closed	-$2.64K	–	287
2025 Q3	$2.64K	Buy	+57	New	+$2.5K	﹤0.01%	311

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tripletail Wealth Management's EXC Position: Q4 2025 in Review

Tripletail Wealth Management sold out of Exelon (EXC) in Q4 2025, closing a stake of 57 shares — an estimated $2.64K sold.

Tripletail Wealth Management first reported a position in EXC in Q3 2025 and held it in 1 quarter. The position peaked at $2.64K in Q3 2025. 1,249 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

Tripletail Wealth Management reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
Tripletail Wealth Management sold 57 Exelon shares in Q4 2025, an estimated $2.64K.
Tripletail Wealth Management first reported a position in Exelon in Q3 2025 and held it in 1 quarter.
Tripletail Wealth Management's Exelon position peaked at $2.64K in Q3 2025.
1,249 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Tripletail Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.