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Significant Wealth Partners’s Exelon EXC Stock Holding History

Significant Wealth Partners’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 		$465K Hold
9,968
– – 0.5% 61
2026
Q1 		$489K Hold
9,968
– – 0.6% 46
2025
Q4 		$435K Sell
9,968
-913
-8% -$41.7K 0.48% 27
2025
Q3 		$490K Sell
10,881
-20
-0.2% -$878 0.24% 44
2025
Q2 		$473K Buy
10,901
+522
+5% +$23.2K 0.23% 33
2025
Q1 		$478K Sell
10,379
-70
-0.7% -$2.93K 0.25% 34
2024
Q4 		$393K Buy
10,449
+49
+0.5% +$1.9K 0.2% 34
2024
Q3 		$422K Sell
10,400
-123
-1% -$4.63K 0.22% 36
2024
Q2 		$364K Buy
10,523
+2,288
+28% +$84.4K 0.2% 35
2024
Q1 		$309K Sell
8,235
-2,227
-21% -$79.6K 0.2% 124
2023
Q4 		$376K Buy
+10,462
New +$403K 0.27% 100

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 $59.6B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
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
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return