Turtle Creek Wealth Advisors’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$251K Buy
+5,115
New +$238K 0.02% 355
2024
Q1
Sell
-140
Closed -$5.03K 402
2023
Q4
$5.03K Buy
+140
New +$5.39K ﹤0.01% 648

Other funds holding EXC

Turtle Creek Wealth Advisors's EXC Position: Q1 2026 in Review

Turtle Creek Wealth Advisors opened a new position in Exelon (EXC) in Q1 2026: 5,115 shares worth $251K. The stake represents 0.02% of the portfolio and ranks #355 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in EXC as recently as Q4 2023.

Turtle Creek Wealth Advisors first reported a position in EXC in Q4 2023 and has held it in 2 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Turtle Creek Wealth Advisors held 5,115 shares of Exelon worth $251K as of Q1 2026.
  • Exelon was a new Turtle Creek Wealth Advisors position in Q1 2026.
  • Exelon made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #355 holding.
  • Turtle Creek Wealth Advisors first reported a position in Exelon in Q4 2023 and has held it in 2 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.