True Wealth Design’s Exelon EXC Stock Holding History

True Wealth Design’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	$32.8K	Buy	704 +259	+58%	+$12K	0.01%	641
2026 Q1	$21.8K	Buy	445 +24	+6%	+$1.12K	0.01%	678
2025 Q4	$18.4K	Buy	421 +78	+23%	+$3.56K	0.01%	639
2025 Q3	$15.4K	Buy	343 +99	+41%	+$4.35K	﹤0.01%	700
2025 Q2	$10.6K	Buy	244 +61	+33%	+$2.72K	﹤0.01%	559
2025 Q1	$8.41K	Buy	183 +133	+266%	+$5.56K	﹤0.01%	524
2024 Q4	$1.87K	Buy	50 +25	+100%	+$970	﹤0.01%	758
2024 Q3	$1.01K	Buy	25 +3	+14%	+$113	﹤0.01%	971
2024 Q2	$762	Buy	22 +3	+16%	+$111	﹤0.01%	575
2024 Q1	$714	Buy	19 +8	+73%	+$286	﹤0.01%	544
2023 Q4	$395	Hold	11	–	–	﹤0.01%	536
2023 Q3	$416	Hold	11	–	–	﹤0.01%	465
2023 Q2	$449	Hold	11	–	–	﹤0.01%	471
2023 Q1	$461	Hold	11	–	–	﹤0.01%	543
2022 Q4	$476	Buy	+11	New	+$435	﹤0.01%	464

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

True Wealth Design's EXC Position: Q2 2026 in Review

True Wealth Design increased its Exelon (EXC) stake by 58% in Q2 2026, buying an estimated $12K and bringing the position to 704 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #641.

True Wealth Design first reported a position in EXC in Q4 2022 and has held it in 15 quarters since. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

True Wealth Design held 704 shares of Exelon worth $32.8K as of Q2 2026.
True Wealth Design bought 259 Exelon shares in Q2 2026, an estimated $12K.
Exelon made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #641 holding.
True Wealth Design first reported a position in Exelon in Q4 2022 and has held it in 15 quarters since.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.