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Livermore
Livermore
ZHEN

Partnership Wealth Management, LLC

SEC CIK
0002010656
Latest filing
Jul 10, 2026

EXC holding history

Exelon Corp in every 13F filed by Partnership 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)
13,467
Value
$627.8K
% of portfolio
0.4%
Quarters held
11
Since Q4 2023
Holdings of EXC by Partnership Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,467$627.8K0.4%00.0%UnchangedHolders
Q1 202613,467$660.2K0.5%00.0%UnchangedHolders
Q4 202513,467$587.0K0.4%00.0%UnchangedHolders
Q3 202513,467$606.1K0.5%00.0%UnchangedHolders
Q2 202513,467$584.7K0.5%00.0%UnchangedHolders
Q1 202513,467$620.6K0.5%00.0%UnchangedHolders
Q4 202413,467$506.9K0.4%00.0%UnchangedHolders
Q3 202413,467$546.1K0.4%00.0%UnchangedHolders
Q2 202413,467$466.1K0.3%00.0%UnchangedHolders
Q1 202413,467$506.0K0.4%00.0%UnchangedHolders
Q4 202313,467$468.8K0.4%–No prior filingHolders