Ameritas Investment Partners’s Exelon EXC Stock Holding History

Ameritas Investment Partners’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	$2.26M	Buy	46,165 +435	+1%	+$20.2K	0.07%	309
2025 Q4	$1.99M	Buy	45,730 +2,840	+7%	+$130K	0.06%	337
2025 Q3	$1.93M	Buy	42,890 +290	+0.7%	+$12.7K	0.06%	343
2025 Q2	$1.85M	Sell	42,600 -62	-0.1%	-$2.76K	0.06%	367
2025 Q1	$1.97M	Buy	42,662 +901	+2%	+$37.7K	0.07%	331
2024 Q4	$1.57M	Buy	41,761 +1,526	+4%	+$59.2K	0.05%	449
2024 Q3	$1.63M	Buy	40,235 +669	+2%	+$25.2K	0.05%	430
2024 Q2	$1.37M	Sell	39,566 -368	-0.9%	-$13.6K	0.05%	483
2024 Q1	$1.5M	Hold	39,934	–	–	0.05%	466
2023 Q4	$1.43M	Buy	39,934 +583	+1%	+$22.5K	0.05%	460
2023 Q3	$1.49M	Buy	39,351 +5,970	+18%	+$243K	0.06%	388
2023 Q2	$1.36M	Sell	33,381 -179	-0.5%	-$7.4K	0.05%	465
2023 Q1	$1.41M	Buy	33,560 +172	+0.5%	+$7.17K	0.06%	429
2022 Q4	$1.4M	Sell	33,388 -906	-3%	-$35.8K	0.06%	454
2022 Q3	$1.28M	Buy	34,294 +462	+1%	+$20.4K	0.06%	412
2022 Q2	$1.53M	Sell	33,832 -366	-1%	-$17.2K	0.07%	360
2022 Q1	$1.63M	Sell	34,198 -13,748	-29%	-$582K	0.06%	404
2021 Q4	$1.98M	Buy	47,946 +263	+0.6%	+$9.9K	0.07%	340
2021 Q3	$1.64M	Sell	47,683 -483	-1%	-$16.5K	0.06%	383
2021 Q2	$1.52M	Buy	48,166 +540	+1%	+$17.4K	0.05%	425
2021 Q1	$1.49M	Sell	47,626 -688	-1%	-$20.7K	0.06%	410
2020 Q4	$1.46M	Buy	48,314 +1,229	+3%	+$36.3K	0.07%	376
2020 Q3	$1.2M	Sell	47,085 -1,556	-3%	-$41.3K	0.05%	392
2020 Q2	$1.26M	Sell	48,641 -756	-2%	-$20.1K	0.06%	367
2020 Q1	$1.3M	Sell	49,397 -883	-2%	-$27.8K	0.07%	289
2019 Q4	$1.64M	Buy	50,280 +27,161	+117%	+$879K	0.07%	310
2019 Q3	$797K	Sell	23,119 -475	-2%	-$15.9K	0.04%	588
2019 Q2	$807K	Sell	23,594 -773	-3%	-$27.3K	0.04%	596
2019 Q1	$871K	Buy	24,367 +470	+2%	+$16K	0.04%	566
2018 Q4	$769K	Sell	23,897 -746	-3%	-$23.9K	0.04%	562
2018 Q3	$767K	Sell	24,643 -1,112	-4%	-$34.2K	0.04%	622
2018 Q2	$783K	Sell	25,755 -2,080	-7%	-$59.6K	0.04%	624
2018 Q1	$775K	Sell	27,835 -1,303	-4%	-$35.2K	0.04%	615
2017 Q4	$819K	Sell	29,138 -146	-0.5%	-$4.2K	0.04%	615
2017 Q3	$790K	Hold	29,284	–	–	0.04%	621
2017 Q2	$753K	Sell	29,284 -600	-2%	-$15.3K	0.04%	636
2017 Q1	$767K	Sell	29,884 -1,048	-3%	-$26.7K	0.04%	621
2016 Q4	$783K	Hold	30,932	–	–	0.04%	610
2016 Q3	$734K	Buy	30,932 +5,382	+21%	+$135K	0.04%	621
2016 Q2	$663K	Buy	25,550 +1,457	+6%	+$36K	0.04%	468
2016 Q1	$616K	Hold	24,093	–	–	0.04%	479
2015 Q4	$477K	Buy	24,093 +1,486	+7%	+$30.1K	0.03%	574
2015 Q3	$479K	Hold	22,607	–	–	0.03%	552
2015 Q2	$507K	Buy	22,607 +398	+2%	+$9.53K	0.03%	585
2015 Q1	$532K	Hold	22,209	–	–	0.03%	572
2014 Q4	$587K	Hold	22,209	–	–	0.04%	507
2014 Q3	$540K	Sell	22,209 -1,545	-7%	-$36.2K	0.04%	526
2014 Q2	$618K	Hold	23,754	–	–	0.04%	491
2014 Q1	$569K	Sell	23,754 -1,758	-7%	-$37K	0.04%	511
2013 Q4	$498K	Hold	25,512	–	–	0.04%	576
2013 Q3	$539K	Buy	+25,512	New	+$558K	0.05%	476

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 Investment Partners's EXC Position: Q1 2026 in Review

Ameritas Investment Partners increased its Exelon (EXC) stake by 0.95% in Q1 2026, buying an estimated $20.2K and bringing the position to 46,165 shares worth $2.26M. The position accounts for 0.07% of the portfolio, ranked #309.

Ameritas Investment Partners first reported a position in EXC in Q3 2013 and has held it in 51 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Ameritas Investment Partners held 46,165 shares of Exelon worth $2.26M as of Q1 2026.
Ameritas Investment Partners bought 435 Exelon shares in Q1 2026, an estimated $20.2K.
Exelon made up 0.07% of Ameritas Investment Partners's portfolio in Q1 2026, its #309 holding.
Ameritas Investment Partners first reported a position in Exelon in Q3 2013 and has held it in 51 quarters since.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.