Trivium Point Advisory’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Other funds holding EXC
Trivium Point Advisory's EXC Position: Q2 2026 in Review
Trivium Point Advisory increased its Exelon (EXC) stake by 4.5% in Q2 2026, buying an estimated $25K and bringing the position to 12,626 shares worth $589K. The position accounts for 0.05% of the portfolio, ranked #237.
Trivium Point Advisory first reported a position in EXC in Q2 2025 and has held it in 5 quarters since. The position peaked at $592K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Trivium Point Advisory held 12,626 shares of Exelon worth $589K as of Q2 2026.
- Trivium Point Advisory bought 540 Exelon shares in Q2 2026, an estimated $25K.
- Exelon made up 0.05% of Trivium Point Advisory's portfolio in Q2 2026, its #237 holding.
- Trivium Point Advisory first reported a position in Exelon in Q2 2025 and has held it in 5 quarters since.
- Trivium Point Advisory's Exelon position peaked at $592K in Q1 2026.
- 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.