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WhitTier Trust Company’s Exelon EXC Stock Holding History

WhitTier Trust Company’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 		$62.1K Buy
1,268
+520
+70% +$24.2K ﹤0.01% 677
2025
Q4 		$32.8K Hold
748
– – ﹤0.01% 795
2025
Q3 		$33.9K Hold
748
– – ﹤0.01% 773
2025
Q2 		$32.5K Hold
748
– – ﹤0.01% 884
2025
Q1 		$34.5K Sell
748
-551
-42% -$23K ﹤0.01% 850
2024
Q4 		$48.9K Sell
1,299
-949
-42% -$36.8K ﹤0.01% 760
2024
Q3 		$91.1K Hold
2,248
– – ﹤0.01% 612
2024
Q2 		$77.8K Hold
2,248
– – ﹤0.01% 607
2024
Q1 		$84.4K Hold
2,248
– – ﹤0.01% 585
2023
Q4 		$80.7K Buy
2,248
+13
+0.6% +$501 ﹤0.01% 597
2023
Q3 		$84.5K Hold
2,235
– – ﹤0.01% 571
2023
Q2 		$91K Buy
2,235
+9
+0.4% +$372 ﹤0.01% 578
2023
Q1 		$93.2K Sell
2,226
-77
-3% -$3.21K ﹤0.01% 568
2022
Q4 		$99.5K Sell
2,303
-889
-28% -$35.1K ﹤0.01% 564
2022
Q3 		$120K Buy
3,192
+1,951
+157% +$86.3K 0.01% 527
2022
Q2 		$56K Sell
1,241
-41
-3% -$1.93K ﹤0.01% 654
2022
Q1 		$61K Sell
1,282
-428
-25% -$18.1K ﹤0.01% 636
2021
Q4 		$70K Buy
1,710
+433
+34% +$16.3K ﹤0.01% 622
2021
Q3 		$44K Buy
1,277
+228
+22% +$7.79K ﹤0.01% 695
2021
Q2 		$33K Sell
1,049
-185
-15% -$5.96K ﹤0.01% 727
2021
Q1 		$38K Hold
1,234
– – ﹤0.01% 681
2020
Q4 		$37K Hold
1,234
– – ﹤0.01% 667
2020
Q3 		$31K Hold
1,234
– – ﹤0.01% 674
2020
Q2 		$32K Sell
1,234
-168
-12% -$4.46K ﹤0.01% 650
2020
Q1 		$37K Hold
1,402
– – ﹤0.01% 599
2019
Q4 		$46K Hold
1,402
– – ﹤0.01% 612
2019
Q3 		$48K Hold
1,402
– – ﹤0.01% 599
2019
Q2 		$48K Hold
1,402
– – ﹤0.01% 592
2019
Q1 		$50K Hold
1,402
– – ﹤0.01% 586
2018
Q4 		$45K Buy
1,402
+168
+14% +$5.37K ﹤0.01% 592
2018
Q3 		$38K Hold
1,234
– – ﹤0.01% 652
2018
Q2 		$37K Hold
1,234
– – ﹤0.01% 657
2018
Q1 		$34K Sell
1,234
-297
-19% -$8.02K ﹤0.01% 679
2017
Q4 		$43K Hold
1,531
– – ﹤0.01% 594
2017
Q3 		$41K Sell
1,531
-210
-12% -$5.62K ﹤0.01% 573
2017
Q2 		$45K Hold
1,741
– – ﹤0.01% 549
2017
Q1 		$45K Hold
1,741
– – ﹤0.01% 544
2016
Q4 		$44K Sell
1,741
-288
-14% -$6.83K ﹤0.01% 554
2016
Q3 		$48K Sell
2,029
-322
-14% -$8.09K 0.01% 531
2016
Q2 		$61K Hold
2,351
– – 0.01% 492
2016
Q1 		$60K Hold
2,351
– – 0.01% 498
2015
Q4 		$47K Buy
2,351
+457
+24% +$9.26K 0.01% 526
2015
Q3 		$40K Hold
1,894
– – ﹤0.01% 555
2015
Q2 		$42K Hold
1,894
– – ﹤0.01% 572
2015
Q1 		$45K Hold
1,894
– – 0.01% 557
2014
Q4 		$50K Hold
1,894
– – 0.01% 530
2014
Q3 		$46K Sell
1,894
-1,052
-36% -$24.6K 0.01% 549
2014
Q2 		$77K Sell
2,946
-2,523
-46% -$64.3K 0.01% 480
2014
Q1 		$131K Sell
5,469
-1,683
-24% -$35.4K 0.02% 398
2013
Q4 		$140K Sell
7,152
-5,538
-44% -$111K 0.02% 381
2013
Q3 		$269K Sell
12,690
-1,402
-10% -$30.7K 0.04% 284
2013
Q2 		$311K Buy
+14,092
New +$342K 0.04% 259

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

WhitTier Trust Company's EXC Position: Q1 2026 in Review

WhitTier Trust Company increased its Exelon (EXC) stake by 70% in Q1 2026, buying an estimated $24.2K and bringing the position to 1,268 shares worth $62.1K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

WhitTier Trust Company first reported a position in EXC in Q2 2013 and has held it in 52 quarters since. The position peaked at $311K in Q2 2013. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • WhitTier Trust Company held 1,268 shares of Exelon worth $62.1K as of Q1 2026.
  • WhitTier Trust Company bought 520 Exelon shares in Q1 2026, an estimated $24.2K.
  • Exelon made up ﹤0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #677 holding.
  • WhitTier Trust Company first reported a position in Exelon in Q2 2013 and has held it in 52 quarters since.
  • WhitTier Trust Company's Exelon position peaked at $311K in Q2 2013.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.