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Legacy Solutions LLC’s Exelon EXC Stock Holding History

Legacy Solutions LLC’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 		$572K Buy
12,278
+4
+0% +$185 0.46% 39
2026
Q1 		$602K Sell
12,274
-47
-0.4% -$2.19K 0.56% 33
2025
Q4 		$537K Hold
12,321
– – 0.47% 35
2025
Q3 		$555K Buy
12,321
+21
+0.2% +$922 0.5% 34
2025
Q2 		$534K Sell
12,300
-14
-0.1% -$623 0.51% 33
2025
Q1 		$567K Sell
12,314
-62
-0.5% -$2.59K 0.63% 29
2024
Q4 		$466K Buy
+12,376
New +$480K 0.51% 32

Other funds holding EXC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM