EXC β€” EXELON CORP

Ownership history in Significant Wealth Partners LLC  Β·  10 quarters on record

AI Ownership Summary

Significant Wealth Partners LLC reported EXELON CORP (EXC) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.6% in 2026 Q1. The latest visible filing shows EXC at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EXC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Significant Wealth Partners LLC's position in EXELON CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EXC was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Significant Wealth Partners LLC held EXC β€” position size vs. price
% of Fund (quarterly)    EXC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 9,968 β€” 0% 0.60% $489K 2026-04-08 $49.17
2025 Q4 REDUCED 9,968 -913 -8.4% 0.48% $435K 2026-01-07 $42.63
2025 Q3 REDUCED 10,881 -20 -0.2% 0.24% $490K 2025-11-04 $45.59
2025 Q2 ADDED 10,901 +522 +5.0% 0.23% $473K 2025-07-15 $41.84
2025 Q1 REDUCED 10,379 -70 -0.7% 0.25% $478K 2025-04-30 $45.29
2024 Q4 ADDED 10,449 +49 +0.5% 0.20% $393K 2025-02-11 $40.53
2024 Q3 REDUCED 10,400 -123 -1.2% 0.22% $422K 2024-11-12 $36.51
2024 Q2 ADDED 10,523 +2,288 +27.8% 0.20% $364K 2024-07-26 $34.46
2024 Q1 REDUCED 8,235 -2,227 -21.3% 0.20% $309K 2024-05-07 $35.19
2023 Q4 INITIATED 10,462 β€” β€” 0.27% $376K 2024-02-01 $32.16

FAQ About Significant Wealth Partners LLC and EXC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Significant Wealth Partners LLC reported owning EXC?

Significant Wealth Partners LLC reported EXC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EXC position in Significant Wealth Partners LLC's portfolio?

The largest reported portfolio weight for EXC was 0.60% in 2026 Q1.

What is the latest reported EXC position on this page?

The most recent filing on this page is 2026 Q1, when Significant Wealth Partners LLC reported 9,968 shares, equal to 0.60% of portfolio, with an estimated market value of $489K.

What does the chart on this EXC ownership page compare?

The chart compares Significant Wealth Partners LLC's quarterly EXC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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