TPA
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Trivium Point Advisory’s Exelon EXC Stock Holding History

Trivium Point Advisory’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
Q1 		$592K Buy
12,086
+1,630
+16% +$75.8K 0.11% 177
2025
Q4 		$456K Buy
10,456
+792
+8% +$36.1K 0.05% 250
2025
Q3 		$435K Buy
9,664
+1,587
+20% +$69.7K 0.04% 252
2025
Q2 		$351K Buy
+8,077
New +$360K 0.04% 275

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Trivium Point Advisory's EXC Position: Q1 2026 in Review

Trivium Point Advisory increased its Exelon (EXC) stake by 16% in Q1 2026, buying an estimated $75.8K and bringing the position to 12,086 shares worth $592K. The position accounts for 0.11% of the portfolio, ranked #177.

Trivium Point Advisory first reported a position in EXC in Q2 2025 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Trivium Point Advisory held 12,086 shares of Exelon worth $592K as of Q1 2026.
  • Trivium Point Advisory bought 1,630 Exelon shares in Q1 2026, an estimated $75.8K.
  • Exelon made up 0.11% of Trivium Point Advisory's portfolio in Q1 2026, its #177 holding.
  • Trivium Point Advisory first reported a position in Exelon in Q2 2025 and has held it in 4 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.