Turtle Creek Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Other funds holding EXC
Turtle Creek Wealth Advisors's EXC Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its Exelon (EXC) stake by 4.5% in Q2 2026, buying an estimated $10.5K and bringing the position to 5,343 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #407.
Turtle Creek Wealth Advisors first reported a position in EXC in Q4 2023 and has held it in 3 quarters since. The position peaked at $251K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Turtle Creek Wealth Advisors held 5,343 shares of Exelon worth $249K as of Q2 2026.
- Turtle Creek Wealth Advisors bought 228 Exelon shares in Q2 2026, an estimated $10.5K.
- Exelon made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #407 holding.
- Turtle Creek Wealth Advisors first reported a position in Exelon in Q4 2023 and has held it in 3 quarters since.
- Turtle Creek Wealth Advisors's Exelon position peaked at $251K in Q1 2026.
- 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.