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

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