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Cornerstone Planning Group’s Exelon EXC Stock Holding History

Cornerstone Planning Group’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 		$76.9K Buy
1,646
+66
+4% +$3.05K 0.01% 305
2026
Q1 		$72.9K Buy
1,580
+87
+6% +$4.05K 0.01% 309
2025
Q4 		$66.8K Sell
1,493
-338
-18% -$15.4K 0.01% 283
2025
Q3 		$86.2K Buy
1,831
+51
+3% +$2.24K 0.01% 231
2025
Q2 		$79.5K Buy
1,780
+452
+34% +$20.1K 0.02% 177
2025
Q1 		$62.2K Buy
1,328
+129
+11% +$5.39K 0.01% 200
2024
Q4 		$48.8K Buy
1,199
+36
+3% +$1.4K 0.01% 187
2024
Q3 		$46K Buy
1,163
+9
+0.8% +$338 0.01% 199
2024
Q2 		$43.3K Buy
+1,154
New +$42.6K 0.01% 218
2024
Q1 		– Sell
-16
Closed -$574 – 1130
2023
Q4 		$574 Hold
16
– – ﹤0.01% 763
2023
Q3 		$605 Buy
+16
New +$652 ﹤0.01% 871

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cornerstone Planning Group's EXC Position: Q2 2026 in Review

Cornerstone Planning Group increased its Exelon (EXC) stake by 4.2% in Q2 2026, buying an estimated $3.05K and bringing the position to 1,646 shares worth $76.9K. The position accounts for 0.01% of the portfolio, ranked #305.

Cornerstone Planning Group first reported a position in EXC in Q3 2023 and has held it in 11 quarters since. The position peaked at $86.2K in Q3 2025. 763 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Cornerstone Planning Group held 1,646 shares of Exelon worth $76.9K as of Q2 2026.
  • Cornerstone Planning Group bought 66 Exelon shares in Q2 2026, an estimated $3.05K.
  • Exelon made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #305 holding.
  • Cornerstone Planning Group first reported a position in Exelon in Q3 2023 and has held it in 11 quarters since.
  • Cornerstone Planning Group's Exelon position peaked at $86.2K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.