Dogwood Wealth Management’s Exelon EXC Stock Holding History

Dogwood Wealth Management’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 Q2	$11K	Buy	236 +62	+36%	+$2.87K	﹤0.01%	370
2026 Q1	$8.53K	Buy	174 +42	+32%	+$1.95K	﹤0.01%	373
2025 Q4	$5.75K	Sell	132 -2	-1%	-$91	﹤0.01%	396
2025 Q3	$6.03K	Buy	134 +4	+3%	+$176	﹤0.01%	363
2025 Q2	$5.59K	Buy	130 +92	+242%	+$4.1K	﹤0.01%	410
2025 Q1	$1.75K	Buy	+38	New	+$1.59K	﹤0.01%	361
2024 Q3	–	Hold	0	–	–	–	323
2024 Q2	–	Hold	0	–	–	–	385
2024 Q1	–	Hold	0	–	–	–	387
2023 Q4	–	Hold	0	–	–	–	332

Other funds holding EXC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return