Triumph Capital Management
EXC icon

Triumph Capital Management’s Exelon EXC Stock Holding History

Triumph Capital 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
Q3 		$10.1K Sell
250
-8
-3% -$358 ﹤0.01% 1196
2026
Q2 		$12K Sell
258
-101
-28% -$4.67K ﹤0.01% 1105
2026
Q1 		$17.6K Buy
359
+113
+46% +$5.26K ﹤0.01% 937
2025
Q4 		$10.7K Buy
+246
New +$11.2K ﹤0.01% 1056

Other funds holding EXC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Triumph Capital Management's EXC Position: Q3 2026 in Review

Triumph Capital Management reduced its Exelon (EXC) stake by 3.1% in Q3 2026, selling an estimated $358 and leaving 250 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Triumph Capital Management first reported a position in EXC in Q4 2025 and has held it in 4 quarters since. The position peaked at $17.6K in Q1 2026. 687 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Triumph Capital Management held 250 shares of Exelon worth $10.1K as of Q3 2026.
  • Triumph Capital Management sold 8 Exelon shares in Q3 2026, an estimated $358.
  • Exelon made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1196 holding.
  • Triumph Capital Management first reported a position in Exelon in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Exelon position peaked at $17.6K in Q1 2026.
  • 687 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.