Trust Point Inc’s Exelon EXC Stock Holding History

Trust Point Inc’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	$407K	Buy	8,721 +532	+6%	+$24.6K	0.03%	270
2026 Q1	$401K	Buy	8,189 +615	+8%	+$28.6K	0.03%	304
2025 Q4	$330K	Buy	7,574 +139	+2%	+$6.34K	0.03%	342
2025 Q3	$335K	Buy	7,435 +1,560	+27%	+$68.5K	0.03%	336
2025 Q2	$255K	Buy	5,875 +438	+8%	+$19.5K	0.02%	337
2025 Q1	$251K	Sell	5,437 -4,855	-47%	-$203K	0.02%	389
2024 Q4	$387K	Buy	10,292 +40	+0.4%	+$1.55K	0.03%	353
2024 Q3	$416K	Sell	10,252 -65	-0.6%	-$2.44K	0.03%	317
2024 Q2	$357K	Sell	10,317 -636	-6%	-$23.5K	0.03%	333
2024 Q1	$412K	Buy	10,953 +547	+5%	+$19.5K	0.03%	328
2023 Q4	$374K	Buy	+10,406	New	+$401K	0.03%	340

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

Trust Point Inc's EXC Position: Q2 2026 in Review

Trust Point Inc increased its Exelon (EXC) stake by 6.5% in Q2 2026, buying an estimated $24.6K and bringing the position to 8,721 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #270.

Trust Point Inc first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $416K in Q3 2024. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Trust Point Inc held 8,721 shares of Exelon worth $407K as of Q2 2026.
Trust Point Inc bought 532 Exelon shares in Q2 2026, an estimated $24.6K.
Exelon made up 0.03% of Trust Point Inc's portfolio in Q2 2026, its #270 holding.
Trust Point Inc first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
Trust Point Inc's Exelon position peaked at $416K in Q3 2024.
1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.