Superior Planning, LLC’s Exelon EXC Stock Holding History

Superior Planning, LLC’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.14K	Buy	+152	New	+$6.79K	﹤0.01%	1122

Other funds holding EXC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Superior Planning, LLC's EXC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Exelon (EXC) in Q3 2026: 152 shares worth $6.14K. The stake represents ﹤0.01% of the portfolio and ranks #1122 among its holdings.

917 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Superior Planning, LLC held 152 shares of Exelon worth $6.14K as of Q3 2026.
Exelon was a new Superior Planning, LLC position in Q3 2026.
Exelon made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1122 holding.
917 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.