Centennial Wealth Advisory’s Exelon EXC Stock Holding History

Centennial Wealth Advisory’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 Q3	$735K	Buy	18,202 +1,013	+6%	+$45.3K	0.15%	99
2026 Q2	$801K	Buy	17,189 +1,667	+11%	+$77.1K	0.17%	86
2026 Q1	$761K	Buy	15,522 +2,025	+15%	+$94.2K	0.18%	74
2025 Q4	$588K	Buy	13,497 +2,305	+21%	+$105K	0.16%	91
2025 Q3	$504K	Buy	11,192 +711	+7%	+$31.2K	0.14%	105
2025 Q2	$455K	Buy	+10,481	New	+$467K	0.14%	100
2024 Q2	–	Sell	-8,368	Closed	-$314K	–	143
2024 Q1	$314K	Buy	8,368 +9	+0.1%	+$322	0.15%	97
2023 Q4	$300K	Buy	8,359 +138	+2%	+$5.32K	0.15%	101
2023 Q3	$311K	Sell	8,221 -235	-3%	-$9.6K	0.17%	93
2023 Q2	$344K	Sell	8,456 -159	-2%	-$6.57K	0.18%	85
2023 Q1	$361K	Buy	8,615 +251	+3%	+$10.5K	0.19%	75
2022 Q4	$362K	Buy	8,364 +1,185	+17%	+$46.8K	0.2%	72
2022 Q3	$269K	Buy	7,179 +2,119	+42%	+$93.7K	0.16%	74
2022 Q2	$229K	Buy	+5,060	New	+$238K	0.13%	103

Other funds holding EXC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Centennial Wealth Advisory's EXC Position: Q3 2026 in Review

Centennial Wealth Advisory increased its Exelon (EXC) stake by 5.9% in Q3 2026, buying an estimated $45.3K and bringing the position to 18,202 shares worth $735K. The position accounts for 0.15% of the portfolio, ranked #99.

Centennial Wealth Advisory first reported a position in EXC in Q2 2022 and has held it in 14 quarters since. The position peaked at $801K in Q2 2026. 208 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Centennial Wealth Advisory held 18,202 shares of Exelon worth $735K as of Q3 2026.
Centennial Wealth Advisory bought 1,013 Exelon shares in Q3 2026, an estimated $45.3K.
Exelon made up 0.15% of Centennial Wealth Advisory's portfolio in Q3 2026, its #99 holding.
Centennial Wealth Advisory first reported a position in Exelon in Q2 2022 and has held it in 14 quarters since.
Centennial Wealth Advisory's Exelon position peaked at $801K in Q2 2026.
208 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.