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SCEC
4 quarters

Position history for AE Wealth Management LLC's holdings in CAPITOL SER TR

AE Wealth Management LLC holds 5.5M shares of SCEC (CAPITOL SER TR), worth $137.8M as of 2026-Q1. The position was increased (+4.0% shares). SCEC represents 0.7% of AE Wealth Management LLC's portfolio.

Current Value

$137.8M

Current Shares

5.5M

Total Value Change

+$5.1M

Total Shares Change

+244,296

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
5.5M
+4.0%
$137.8M0.7%$25.44
44
2025-Q4
Increased
5.3M
+2.3%
$133.9M0.8%$25.29
44
2025-Q3
Decreased
5.2M
-1.6%
$131.5M0.8%$24.97
0
2025-Q2
New
5.2M
-
$132.7M1.0%$24.40
59

Other major holders of SCEC: GOLDMAN SACHS GROUP INC, CITADEL ADVISORS LLC, TRUIST FINANCIAL CORP

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