Ameritas Advisory Services’s Exelon EXC Stock Holding History

Ameritas Advisory Services’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 Q1	$685K	Sell	13,965 -766	-5%	-$35.6K	0.03%	483
2025 Q4	$642K	Buy	14,731 +3,559	+32%	+$162K	0.02%	481
2025 Q3	$503K	Buy	11,172 +7,943	+246%	+$349K	0.03%	389
2025 Q2	$140K	Sell	3,229 -14,105	-81%	-$628K	0.01%	854
2025 Q1	$706K	Hold	17,334	–	–	0.03%	483
2024 Q4	$652K	Buy	17,334 +8,418	+94%	+$327K	0.02%	511
2024 Q3	$362K	Sell	8,916 -8,251	-48%	-$310K	0.02%	632
2024 Q2	$594K	Sell	17,167 -225	-1%	-$8.3K	0.02%	539
2024 Q1	$657K	Buy	+17,392	New	+$621K	0.03%	479
2023 Q4	–	Sell	-16,838	Closed	-$659K	–	736
2023 Q3	$659K	Buy	16,838 +6,817	+68%	+$278K	0.03%	436
2023 Q2	$410K	Sell	10,021 -6,248	-38%	-$258K	0.05%	336
2023 Q1	$691K	Buy	16,269 +7,193	+79%	+$300K	0.03%	398
2022 Q4	$392K	Buy	9,076 +1,020	+13%	+$40.3K	0.02%	612
2022 Q3	$302K	Sell	8,056 -499	-6%	-$22.1K	0.02%	581
2022 Q2	$388K	Sell	8,555 -85	-1%	-$4K	0.02%	529
2022 Q1	$412K	Sell	8,640 -4,292	-33%	-$182K	0.02%	558
2021 Q4	$533K	Buy	+12,932	New	+$487K	0.02%	487

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameritas Advisory Services's EXC Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Exelon (EXC) stake by 5.2% in Q1 2026, selling an estimated $35.6K and leaving 13,965 shares worth $685K. The position accounts for 0.03% of the portfolio, ranked #483.

Ameritas Advisory Services first reported a position in EXC in Q4 2021 and has held it in 17 quarters since. The position peaked at $706K in Q1 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Ameritas Advisory Services held 13,965 shares of Exelon worth $685K as of Q1 2026.
Ameritas Advisory Services sold 766 Exelon shares in Q1 2026, an estimated $35.6K.
Exelon made up 0.03% of Ameritas Advisory Services's portfolio in Q1 2026, its #483 holding.
Ameritas Advisory Services first reported a position in Exelon in Q4 2021 and has held it in 17 quarters since.
Ameritas Advisory Services's Exelon position peaked at $706K in Q1 2025.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.