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Turning Point Benefit Group’s Exelon EXC Stock Holding History

Turning Point Benefit Group’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 		– Sell
-86
Closed -$3.75K – 330
2025
Q4 		$3.75K Buy
86
+75
+682% +$3.42K ﹤0.01% 341
2025
Q3 		$495 Buy
+11
New +$483 ﹤0.01% 496

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Turning Point Benefit Group's EXC Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Exelon (EXC) in Q1 2026, closing a stake of 86 shares — an estimated $3.75K sold.

Turning Point Benefit Group first reported a position in EXC in Q3 2025 and held it in 2 quarters. The position peaked at $3.75K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 86 Exelon shares in Q1 2026, an estimated $3.75K.
  • Turning Point Benefit Group first reported a position in Exelon in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Exelon position peaked at $3.75K in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.