Skip to main content

SFG Wealth Management, LLC.

SEC CIK
0001908914
Latest filing
Jul 22, 2026

EXC holding history

Exelon Corp in every 13F filed by SFG 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2021
Holdings of EXC by SFG Wealth Management, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−7,156−100.0%Sold outHolders
Q2 20257,156$310.7K0.2%+20.0%AddedHolders
Q1 20257,154$329.6K0.2%+20.0%AddedHolders
Q4 20247,152$269.2K0.1%+7,152NewHolders
Q1 20230$00.0%−4,900−100.0%Sold outHolders
Q4 20224,900$211.8K0.3%+4,900NewHolders
Q3 20220$00.0%−5,194−100.0%Sold outHolders
Q2 20225,194$235.0K0.3%+295+6.0%AddedHolders
Q1 20224,899$233.0K0.2%+5+0.1%AddedHolders
Q4 20214,894$283.0K0.3%–No prior filingHolders