Financial Management Professionals’s Exelon EXC Stock Holding History

Financial Management Professionals’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	$4.94K	Buy	106 +53	+100%	+$2.45K	﹤0.01%	692
2026 Q1	$2.6K	Hold	53	–	–	﹤0.01%	691
2025 Q4	$2.31K	Sell	53 -11	-17%	-$502	﹤0.01%	702
2025 Q3	$2.88K	Hold	64	–	–	﹤0.01%	664
2025 Q2	$2.78K	Sell	64 -196	-75%	-$8.73K	﹤0.01%	704
2025 Q1	$12K	Buy	260 +108	+71%	+$4.51K	﹤0.01%	496
2024 Q4	$5.72K	Buy	152 +45	+42%	+$1.75K	﹤0.01%	595
2024 Q3	$4K	Hold	107	–	–	﹤0.01%	650
2024 Q2	$4K	Hold	107	–	–	﹤0.01%	612
2024 Q1	$4K	Sell	107 -55	-34%	-$1.97K	﹤0.01%	665
2023 Q4	$6K	Sell	162 -220	-58%	-$8.47K	﹤0.01%	629
2023 Q3	$14K	Buy	382 +77	+25%	+$3.14K	﹤0.01%	438
2023 Q2	$12K	Buy	305 +97	+47%	+$4.01K	﹤0.01%	498
2023 Q1	$9K	Sell	208 -71	-25%	-$2.96K	﹤0.01%	582
2022 Q4	$12K	Buy	279 +26	+10%	+$1.03K	﹤0.01%	462
2022 Q3	$9K	Hold	253	–	–	﹤0.01%	503
2022 Q2	$11K	Buy	253 +53	+27%	+$2.49K	﹤0.01%	479
2022 Q1	$10K	Buy	200 +2	+1%	+$85	﹤0.01%	523
2021 Q4	$8K	Hold	198	–	–	﹤0.01%	519
2021 Q3	$7K	Sell	198 -136	-41%	-$4.65K	﹤0.01%	536
2021 Q2	$11K	Hold	334	–	–	﹤0.01%	385
2021 Q1	$10K	Buy	334 +35	+12%	+$1.05K	﹤0.01%	369
2020 Q4	$9K	Hold	299	–	–	﹤0.01%	371
2020 Q3	$8K	Buy	299 +13	+5%	+$345	﹤0.01%	341
2020 Q2	$7K	Buy	286 +146	+104%	+$3.88K	﹤0.01%	345
2020 Q1	$4K	Hold	140	–	–	﹤0.01%	214
2019 Q4	$5K	Hold	140	–	–	﹤0.01%	226
2019 Q3	$5K	Buy	+140	New	+$4.7K	﹤0.01%	215

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