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True Link Financial Advisors’s Exelon EXC Stock Holding History

True Link Financial 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
Q1 		$177K Buy
+3,620
New +$168K 0.01% 104
2024
Q4 		– Sell
-5,082
Closed -$206K – 76
2024
Q3 		$206K Sell
5,082
-750
-13% -$28.2K 0.02% 66
2024
Q2 		$202K Sell
5,832
-985
-14% -$36.4K 0.02% 64
2024
Q1 		$256K Buy
+6,817
New +$244K 0.02% 59
2021
Q1 		– Sell
-1,775
Closed -$53K – 697
2020
Q4 		$53K Buy
+1,775
New +$52.4K 0.01% 529

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

True Link Financial Advisors's EXC Position: Q1 2026 in Review

True Link Financial Advisors opened a new position in Exelon (EXC) in Q1 2026: 3,620 shares worth $177K. The stake represents 0.01% of the portfolio and ranks #104 among its holdings. This is a return to the name: True Link Financial Advisors previously reported a position in EXC as recently as Q3 2024.

True Link Financial Advisors first reported a position in EXC in Q4 2020 and has held it in 5 quarters since. The position peaked at $256K in Q1 2024. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • True Link Financial Advisors held 3,620 shares of Exelon worth $177K as of Q1 2026.
  • Exelon was a new True Link Financial Advisors position in Q1 2026.
  • Exelon made up 0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #104 holding.
  • True Link Financial Advisors first reported a position in Exelon in Q4 2020 and has held it in 5 quarters since.
  • True Link Financial Advisors's Exelon position peaked at $256K in Q1 2024.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.