APFP
EXC icon

Action Point Financial Planning’s Exelon EXC Stock Holding History

Action Point Financial Planning’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
Q2 		$13.2K Buy
+286
New +$13.2K ﹤0.01% 1330

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Action Point Financial Planning's EXC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Exelon (EXC) in Q2 2026: 286 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #1330 among its holdings.

1,284 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Action Point Financial Planning held 286 shares of Exelon worth $13.2K as of Q2 2026.
  • Exelon was a new Action Point Financial Planning position in Q2 2026.
  • Exelon made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1330 holding.
  • 1,284 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.