AE Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $43.1M | Buy |
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|
2025
Q2 | $39.6M | Buy |
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|
2025
Q1 | $27.5M | Sell |
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|
2024
Q4 | $22.7M | Buy |
|
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|
2024
Q3 | $23.1M | Buy |
|
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|
2024
Q2 | $18.8M | Sell |
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|
2024
Q1 | $29.1M | Buy |
|
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|
2023
Q4 | $26.5M | Buy |
|
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|
2023
Q3 | $26M | Buy |
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|
2023
Q2 | $27M | Buy |
|
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|
2023
Q1 | $23.9M | Buy |
|
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|
2022
Q4 | $21M | Buy |
|
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|
2022
Q3 | $12.3M | Buy |
|
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|
2022
Q2 | $9.73M | Buy |
|
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|
2022
Q1 | $7.33M | Sell |
|
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|
2021
Q4 | $6.55M | Buy |
|
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|
2021
Q3 | $4.73M | Buy |
|
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|
2021
Q2 | $3.8M | Buy |
|
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|
2021
Q1 | $2.71M | Buy |
|
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|
2020
Q4 | $2.31M | Buy |
|
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|
2020
Q3 | $1.23M | Buy |
|
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|
2020
Q2 | $1.1M | Sell |
|
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|
2020
Q1 | $2.12M | Buy |
|
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|
2019
Q4 | $2.25M | Buy |
|
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|
2019
Q3 | $2.08M | Buy |
|
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|
2019
Q2 | $1.92M | Buy |
|
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|
2019
Q1 | $830K | Buy |
|
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|
2018
Q4 | $464K | Sell |
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|
2018
Q3 | $588K | Buy |
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|
2018
Q2 | $270K | Buy |
|