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Ashton Thomas Securities’s Exelon EXC Stock Holding History

Ashton Thomas Securities’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 		$571K Sell
11,643
-541
-4% -$25.2K 0.07% 231
2025
Q4 		$531K Buy
12,184
+41
+0.3% +$1.87K 0.1% 174
2025
Q3 		$547K Sell
12,143
-798
-6% -$35K 0.08% 216
2025
Q2 		$562K Buy
+12,941
New +$576K 0.14% 159
2024
Q4 		– Sell
-797
Closed -$32.3K – 546
2024
Q3 		$32.3K Buy
+797
New +$30K 0.01% 513

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