Center for Financial Planning’s Exelon EXC Stock Holding History

Center for 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	$30.4K	Hold	653	–	–	﹤0.01%	382
2026 Q1	$32K	Sell	653 -143	-18%	-$6.65K	﹤0.01%	363
2025 Q4	$34.7K	Sell	796 -143	-15%	-$6.53K	﹤0.01%	345
2025 Q3	$42.3K	Hold	939	–	–	﹤0.01%	325
2025 Q2	$40.8K	Sell	939 -326	-26%	-$14.5K	﹤0.01%	318
2025 Q1	$58.3K	Hold	1,265	–	–	0.01%	262
2024 Q4	$47.6K	Hold	1,265	–	–	0.01%	274
2024 Q3	$51.3K	Hold	1,265	–	–	0.01%	249
2024 Q2	$43.8K	Hold	1,265	–	–	0.01%	253
2024 Q1	$47.5K	Hold	1,265	–	–	0.01%	245
2023 Q4	$45.4K	Hold	1,265	–	–	0.01%	229
2023 Q3	$47.8K	Hold	1,265	–	–	0.01%	221
2023 Q2	$51.5K	Hold	1,265	–	–	0.01%	225
2023 Q1	$53K	Hold	1,265	–	–	0.01%	213
2022 Q4	$54.7K	Buy	1,265 +279	+28%	+$11K	0.01%	211
2022 Q3	$37K	Hold	986	–	–	0.01%	234
2022 Q2	$45K	Hold	986	–	–	0.01%	228
2022 Q1	$47K	Buy	986 +61	+7%	+$2.58K	0.01%	232
2021 Q4	$38K	Hold	925	–	–	0.01%	260
2021 Q3	$32K	Hold	925	–	–	0.01%	261
2021 Q2	$29K	Buy	925 +99	+12%	+$3.19K	0.01%	273
2021 Q1	$26K	Hold	826	–	–	0.01%	275
2020 Q4	$25K	Hold	826	–	–	0.01%	259
2020 Q3	$21K	Hold	826	–	–	0.01%	252
2020 Q2	$21K	Hold	826	–	–	0.01%	254
2020 Q1	$22K	Hold	826	–	–	0.01%	244
2019 Q4	$27K	Buy	+826	New	+$26.7K	0.01%	233

Other funds holding EXC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Center for Financial Planning's EXC Position: Q2 2026 in Review

Center for Financial Planning held its Exelon (EXC) position steady in Q2 2026 at 653 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Center for Financial Planning first reported a position in EXC in Q4 2019 and has held it in 27 quarters since. The position peaked at $58.3K in Q1 2025. 363 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Center for Financial Planning held 653 shares of Exelon worth $30.4K as of Q2 2026.
Center for Financial Planning left its Exelon share count unchanged in Q2 2026.
Exelon made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #382 holding.
Center for Financial Planning first reported a position in Exelon in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Exelon position peaked at $58.3K in Q1 2025.
363 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.