Truvestments Capital’s Exelon EXC Stock Holding History

Truvestments Capital’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	$12.1K	Hold	246	–	–	﹤0.01%	726
2025 Q4	$10.7K	Hold	246	–	–	﹤0.01%	687
2025 Q3	$11.1K	Buy	246 +146	+146%	+$6.41K	﹤0.01%	700
2025 Q2	$4.34K	Sell	100 -312	-76%	-$13.9K	﹤0.01%	748
2025 Q1	$19K	Hold	412	–	–	﹤0.01%	562
2024 Q4	$15.5K	Buy	412 +312	+312%	+$12.1K	﹤0.01%	531
2024 Q3	$4.05K	Buy	+100	New	+$3.76K	﹤0.01%	710
2024 Q2	–	Sell	-100	Closed	-$3.76K	–	386
2024 Q1	$3.76K	Hold	100	–	–	﹤0.01%	572
2023 Q4	$3.59K	Hold	100	–	–	﹤0.01%	634
2023 Q3	$3.78K	Hold	100	–	–	﹤0.01%	534
2023 Q2	$4.07K	Hold	100	–	–	﹤0.01%	545
2023 Q1	$4.19K	Hold	100	–	–	﹤0.01%	526
2022 Q4	$4.32K	Hold	100	–	–	﹤0.01%	565
2022 Q3	$4K	Sell	100 -216	-68%	-$9.55K	﹤0.01%	484
2022 Q2	$14K	Buy	+316	New	+$14.9K	0.01%	374
2022 Q1	–	Sell	-443	Closed	-$18K	–	296
2021 Q4	$18K	Hold	443	–	–	0.01%	352
2021 Q3	$15K	Hold	443	–	–	0.01%	343
2021 Q2	$14K	Sell	443 -443	-50%	-$14.3K	0.01%	355
2021 Q1	$28K	Buy	886 +443	+100%	+$13.3K	0.02%	335
2020 Q4	$13K	Hold	443	–	–	0.01%	402
2020 Q3	$11K	Hold	443	–	–	0.01%	253
2020 Q2	$11K	Hold	443	–	–	0.01%	369
2020 Q1	$11K	Buy	+443	New	+$13.9K	0.01%	334
2019 Q4	–	Sell	-443	Closed	-$15K	–	289
2019 Q3	$15K	Hold	443	–	–	0.01%	446
2019 Q2	$15K	Sell	443 -509	-53%	-$18K	0.01%	469
2019 Q1	$34K	Buy	+952	New	+$32.4K	0.03%	330
2018 Q3	$43K	Buy	+1,368	New	+$42.1K	0.02%	413

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Truvestments Capital's EXC Position: Q1 2026 in Review

Truvestments Capital held its Exelon (EXC) position steady in Q1 2026 at 246 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Truvestments Capital first reported a position in EXC in Q3 2018 and has held it in 27 quarters since. The position peaked at $43K in Q3 2018. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Truvestments Capital held 246 shares of Exelon worth $12.1K as of Q1 2026.
Truvestments Capital left its Exelon share count unchanged in Q1 2026.
Exelon made up ﹤0.01% of Truvestments Capital's portfolio in Q1 2026, its #726 holding.
Truvestments Capital first reported a position in Exelon in Q3 2018 and has held it in 27 quarters since.
Truvestments Capital's Exelon position peaked at $43K in Q3 2018.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.