AE Wealth Management’s Exelon EXC Stock Holding History

AE Wealth Management’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$39.6M	Buy	912,858 +315,599	+53%	+$13.7M	0.29%	89
2025 Q1	$27.5M	Sell	597,259 -5,647	-0.9%	-$260K	0.23%	100
2024 Q4	$22.7M	Buy	602,906 +33,982	+6%	+$1.28M	0.19%	120
2024 Q3	$23.1M	Buy	568,924 +26,557	+5%	+$1.08M	0.21%	115
2024 Q2	$18.8M	Sell	542,367 -233,266	-30%	-$8.07M	0.19%	133
2024 Q1	$29.1M	Buy	775,633 +18,208	+2%	+$684K	0.33%	72
2023 Q4	$26.5M	Buy	757,425 +68,479	+10%	+$2.4M	0.14%	166
2023 Q3	$26M	Buy	688,946 +25,803	+4%	+$975K	0.16%	146
2023 Q2	$27M	Buy	663,143 +93,386	+16%	+$3.8M	0.16%	140
2023 Q1	$23.9M	Buy	569,757 +83,821	+17%	+$3.51M	0.15%	150
2022 Q4	$21M	Buy	485,936 +156,833	+48%	+$6.78M	0.15%	163
2022 Q3	$12.3M	Buy	329,103 +114,445	+53%	+$4.29M	0.1%	221
2022 Q2	$9.73M	Buy	214,658 +60,677	+39%	+$2.75M	0.08%	276
2022 Q1	$7.33M	Sell	153,981 -5,074	-3%	-$242K	0.05%	348
2021 Q4	$6.55M	Buy	159,055 +21,875	+16%	+$901K	0.05%	368
2021 Q3	$4.73M	Buy	137,180 +16,978	+14%	+$585K	0.04%	394
2021 Q2	$3.8M	Buy	120,202 +33,371	+38%	+$1.05M	0.03%	448
2021 Q1	$2.71M	Buy	86,831 +10,060	+13%	+$314K	0.03%	486
2020 Q4	$2.31M	Buy	76,771 +28,729	+60%	+$865K	0.03%	451
2020 Q3	$1.23M	Buy	48,042 +5,386	+13%	+$137K	0.02%	575
2020 Q2	$1.1M	Sell	42,656 -37,960	-47%	-$982K	0.02%	588
2020 Q1	$2.12M	Buy	80,616 +11,434	+17%	+$300K	0.05%	295
2019 Q4	$2.25M	Buy	69,182 +8,767	+15%	+$285K	0.05%	317
2019 Q3	$2.08M	Buy	60,415 +4,359	+8%	+$150K	0.06%	269
2019 Q2	$1.92M	Buy	56,056 +32,836	+141%	+$1.12M	0.06%	252
2019 Q1	$830K	Buy	23,220 +8,786	+61%	+$314K	0.06%	235
2018 Q4	$464K	Sell	14,434 -4,444	-24%	-$143K	0.08%	259
2018 Q3	$588K	Buy	18,878 +9,982	+112%	+$311K	0.03%	291
2018 Q2	$270K	Buy	+8,896	New	+$270K	0.02%	357