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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.6M | Buy |
501,219
+78,899
| +19% | +$3.67M | 0.13% | 169 |
|
|
2025
Q4 | $18.4M | Sell |
422,320
-534,535
| -56% | -$24.4M | 0.11% | 198 |
|
|
2025
Q3 | $43.1M | Buy |
956,855
+43,997
| +5% | +$1.93M | 0.27% | 93 |
|
|
2025
Q2 | $39.6M | Buy |
912,858
+315,599
| +53% | +$14.1M | 0.29% | 89 |
|
|
2025
Q1 | $27.5M | Sell |
597,259
-5,647
| -0.9% | -$236K | 0.23% | 100 |
|
|
2024
Q4 | $22.7M | Buy |
602,906
+33,982
| +6% | +$1.32M | 0.19% | 120 |
|
|
2024
Q3 | $23.1M | Buy |
568,924
+26,557
| +5% | +$999K | 0.21% | 115 |
|
|
2024
Q2 | $18.8M | Sell |
542,367
-233,266
| -30% | -$8.61M | 0.19% | 133 |
|
|
2024
Q1 | $29.1M | Buy |
775,633
+18,208
| +2% | +$651K | 0.33% | 72 |
|
|
2023
Q4 | $26.5M | Buy |
757,425
+68,479
| +10% | +$2.64M | 0.14% | 166 |
|
|
2023
Q3 | $26M | Buy |
688,946
+25,803
| +4% | +$1.05M | 0.16% | 146 |
|
|
2023
Q2 | $27M | Buy |
663,143
+93,386
| +16% | +$3.86M | 0.16% | 140 |
|
|
2023
Q1 | $23.9M | Buy |
569,757
+83,821
| +17% | +$3.49M | 0.15% | 150 |
|
|
2022
Q4 | $21M | Buy |
485,936
+156,833
| +48% | +$6.2M | 0.15% | 163 |
|
|
2022
Q3 | $12.3M | Buy |
329,103
+114,445
| +53% | +$5.06M | 0.1% | 221 |
|
|
2022
Q2 | $9.73M | Buy |
214,658
+60,677
| +39% | +$2.85M | 0.08% | 276 |
|
|
2022
Q1 | $7.33M | Sell |
153,981
-5,074
| -3% | -$215K | 0.05% | 349 |
|
|
2021
Q4 | $6.55M | Buy |
159,055
+21,875
| +16% | +$824K | 0.05% | 368 |
|
|
2021
Q3 | $4.73M | Buy |
137,180
+16,978
| +14% | +$580K | 0.04% | 395 |
|
|
2021
Q2 | $3.8M | Buy |
120,202
+33,371
| +38% | +$1.07M | 0.03% | 449 |
|
|
2021
Q1 | $2.71M | Buy |
86,831
+10,060
| +13% | +$302K | 0.03% | 487 |
|
|
2020
Q4 | $2.31M | Buy |
76,771
+28,729
| +60% | +$848K | 0.03% | 452 |
|
|
2020
Q3 | $1.23M | Buy |
48,042
+5,386
| +13% | +$143K | 0.02% | 577 |
|
|
2020
Q2 | $1.1M | Sell |
42,656
-37,960
| -47% | -$1.01M | 0.02% | 591 |
|
|
2020
Q1 | $2.12M | Buy |
80,616
+11,434
| +17% | +$360K | 0.05% | 297 |
|
|
2019
Q4 | $2.25M | Buy |
69,182
+8,767
| +15% | +$284K | 0.05% | 318 |
|
|
2019
Q3 | $2.08M | Buy |
60,415
+4,359
| +8% | +$146K | 0.06% | 269 |
|
|
2019
Q2 | $1.92M | Buy |
56,056
+32,836
| +141% | +$1.16M | 0.06% | 252 |
|
|
2019
Q1 | $830K | Buy |
23,220
+8,786
| +61% | +$299K | 0.06% | 235 |
|
|
2018
Q4 | $464K | Sell |
14,434
-4,444
| -24% | -$142K | 0.08% | 259 |
|
|
2018
Q3 | $588K | Buy |
18,878
+9,982
| +112% | +$307K | 0.03% | 291 |
|
|
2018
Q2 | $270K | Buy |
+8,896
| New | +$255K | 0.02% | 357 |
|
Other funds holding EXC
VCM
VPM
AE Wealth Management's EXC Position: Q1 2026 in Review
AE Wealth Management increased its Exelon (EXC) stake by 19% in Q1 2026, buying an estimated $3.67M and bringing the position to 501,219 shares worth $24.6M. The position accounts for 0.13% of the portfolio, ranked #169.
AE Wealth Management first reported a position in EXC in Q2 2018 and has held it in 32 quarters since. The position peaked at $43.1M in Q3 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- AE Wealth Management held 501,219 shares of Exelon worth $24.6M as of Q1 2026.
- AE Wealth Management bought 78,899 Exelon shares in Q1 2026, an estimated $3.67M.
- Exelon made up 0.13% of AE Wealth Management's portfolio in Q1 2026, its #169 holding.
- AE Wealth Management first reported a position in Exelon in Q2 2018 and has held it in 32 quarters since.
- AE Wealth Management's Exelon position peaked at $43.1M in Q3 2025.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.