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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
Q2 		– Sell
-3,620
Closed -$177K – 205
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

True Link Financial Advisors's EXC Position: Q2 2026 in Review

True Link Financial Advisors sold out of Exelon (EXC) in Q2 2026, closing a stake of 3,620 shares — an estimated $177K sold.

True Link Financial Advisors first reported a position in EXC in Q4 2020 and held it in 5 quarters. The position peaked at $256K in Q1 2024. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • True Link Financial Advisors reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 3,620 Exelon shares in Q2 2026, an estimated $177K.
  • True Link Financial Advisors first reported a position in Exelon in Q4 2020 and held it in 5 quarters.
  • True Link Financial Advisors's Exelon position peaked at $256K in Q1 2024.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.