TCV Trust & Wealth Management, Inc.

Position in EXC — Exelon Corp

CIK 1135439 RICHMOND, VA

Position in EXC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$295,476

-$14,770 QoQ

Shares Held

6,338

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#811

of 1,279 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

TCV Trust & Wealth Management, Inc. holds $7,047,860 across 8 Utilities - Regulated Electric names. EXC ranks #7 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	41,820	$2,855,886
2	DUK	Duke Energy CORP	9,740	$1,232,889
3	AEP	American Electric Power Co Inc	5,640	$771,608
4	NEE	Nextera Energy Inc	7,890	$692,504
5	SO	Southern Co	6,411	$613,596
6	OGE	Oge Energy Corp.	7,114	$346,167
7	EXC	Exelon Corp This page	6,338	$295,476
8	ED	Consolidated Edison Inc	2,167	$239,734

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,476	6,338	+0.1%	Shares	Sole	2026-07-24
2026-03-31	$310,246	6,329	0.0%	Shares	Sole	2026-04-21
2025-12-31	$275,880	6,329	0.0%	Shares	Sole	2026-01-23
2025-09-30	$284,867	6,329	+29.5%	Shares	Sole	2025-10-23
2025-06-30	$212,236	4,888	0.0%	Shares	Sole	2025-07-11
2025-03-31	$225,238	4,888	-6.4%	Shares	Sole	2025-04-24
2023-06-30	$212,784	5,223	0.0%	Shares	Sole	2023-07-31
2023-03-31	$218,791	5,223	-0.3%	Shares	Sole	2023-04-21
2022-12-31	$226,394	5,237	+0.7%	Shares	Sole	2023-02-01
2022-06-30	$235,663	5,200	0.0%	Shares	Sole	2022-07-22
2022-03-31	$247,675	5,200	—	Shares	Sole	2022-04-21
No filing history on record for this holder in this stock.