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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

EXC holding history

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

EXC overviewAll 13F holders of EXCFull Q2 2026 holdings

Shares (Q2 2026)
581,581
Value
$27.1M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of EXC by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026581,581$27.1M0.1%+80,362+16.0%AddedHolders
Q1 2026501,219$24.6M0.1%+78,899+18.7%AddedHolders
Q4 2025422,320$18.4M0.1%−534,535−55.9%ReducedHolders
Q3 2025956,855$43.1M0.3%+43,997+4.8%AddedHolders
Q2 2025912,858$39.6M0.3%+315,599+52.8%AddedHolders
Q1 2025597,259$27.5M0.2%−5,647−0.9%ReducedHolders
Q4 2024602,906$22.7M0.2%+33,982+6.0%AddedHolders
Q3 2024568,924$23.1M0.2%+26,557+4.9%AddedHolders
Q2 2024542,367$18.8M0.2%−233,266−30.1%ReducedHolders
Q1 2024775,633$29.1M0.3%+18,208+2.4%AddedHolders
Q4 2023757,425$26.5M0.1%+68,479+9.9%AddedHolders
Q3 2023688,946$26.0M0.2%+25,803+3.9%AddedHolders
Q2 2023663,143$27.0M0.2%+93,386+16.4%AddedHolders
Q1 2023569,757$23.9M0.2%+83,821+17.2%AddedHolders
Q4 2022485,936$21.0M0.2%+156,833+47.7%AddedHolders
Q3 2022329,103$12.3M0.1%+114,445+53.3%AddedHolders
Q2 2022214,658$9.73M0.1%+60,677+39.4%AddedHolders
Q1 2022153,981$7.33M0.1%+40,532+35.7%AddedHolders
Q4 2021113,449$6.55M<0.1%+15,603+15.9%AddedHolders
Q3 202197,846$4.73M<0.1%+12,110+14.1%AddedHolders
Q2 202185,736$3.80M<0.1%+23,802+38.4%AddedHolders
Q1 202161,934$2.71M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.