Toth Financial Advisory’s Exelon EXC Stock Holding History

Toth Financial 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 Q2	–	Sell	-2	Closed	-$99	–	913
2026 Q1	$99	Hold	2	–	–	﹤0.01%	901
2025 Q4	$88	Buy	+2	New	+$91	﹤0.01%	900
2020 Q3	–	Sell	-662	Closed	-$17K	–	566
2020 Q2	$17K	Buy	662 +7	+1%	+$186	﹤0.01%	296
2020 Q1	$17K	Sell	655 -63	-9%	-$1.98K	﹤0.01%	238
2019 Q4	$23K	Buy	718 +6	+0.8%	+$194	﹤0.01%	247
2019 Q3	$25K	Buy	712 +5	+0.7%	+$168	0.01%	258
2019 Q2	$24K	Buy	707 +5	+0.7%	+$176	0.01%	266
2019 Q1	$25K	Buy	702 +5	+0.7%	+$170	0.01%	250
2018 Q4	$22K	Buy	697 +6	+0.9%	+$192	0.01%	231
2018 Q3	$22K	Buy	691 +4	+0.6%	+$123	﹤0.01%	264
2018 Q2	$21K	Buy	687 +7	+1%	+$200	﹤0.01%	263
2018 Q1	$19K	Buy	680 +6	+0.9%	+$162	﹤0.01%	271
2017 Q4	$19K	Buy	+674	New	+$19.4K	﹤0.01%	278

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Toth Financial Advisory's EXC Position: Q2 2026 in Review

Toth Financial Advisory sold out of Exelon (EXC) in Q2 2026, closing a stake of 2 shares — an estimated $99 sold.

Toth Financial Advisory first reported a position in EXC in Q4 2017 and held it in 13 quarters. The position peaked at $25K in Q3 2019. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Toth Financial Advisory reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
Toth Financial Advisory sold 2 Exelon shares in Q2 2026, an estimated $99.
Toth Financial Advisory first reported a position in Exelon in Q4 2017 and held it in 13 quarters.
Toth Financial Advisory's Exelon position peaked at $25K in Q3 2019.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.