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Disclosery

Financial Engines Advisors L.L.C.: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Engines Advisors L.L.C. on EXC, newest first. How the timeline and the estimate are built.

Financial Engines Advisors L.L.C. held 7,781 EXC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,781 shares
    Change vs previous 13F -158 shares

    <0.01% of the 13F portfolio, value $362,772.

    13F-HR 0001214659-26-010131 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,939 shares
    Change vs previous 13F -579 shares

    <0.01% of the 13F portfolio, value $389,175.

    13F-HR 0001214659-26-006143 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,518 shares
    Change vs previous 13F +4,047 shares

    <0.01% of the 13F portfolio, value $371,303.

    13F-HR 0001214659-26-001606 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,471 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $201,240.

    13F-HR 0001214659-25-016774 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).