Ellevest, Inc.

SEC CIK: 0001644128
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

EXC holding history

Exelon Corp in every 13F filed by Ellevest, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXC overview All 13F holders of EXC Full Q2 2026 holdings

Shares (Q2 2026): 14,465
Value: $673.8K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of EXC by Ellevest, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,465	$673.8K	0.1%	−658−4.4%	Reduced	Holders
Q1 2026	15,123	$741.3K	0.1%	+3,604+31.3%	Added	Holders
Q4 2025	11,519	$502.1K	0.1%	−217−1.8%	Reduced	Holders
Q3 2025	11,736	$528.2K	0.1%	+11,736	New	Holders