Cornerstone Planning’s Exelon EXC Stock Holding History

Cornerstone 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 Q1	–	Sell	-18,555	Closed	-$812K	–	143
2025 Q4	$812K	Buy	+18,555	New	+$847K	0.19%	94
2024 Q4	$666K	Buy	+17,706	New	+$687K	0.25%	89

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Cornerstone Planning's EXC Position: Q1 2026 in Review

Cornerstone Planning sold out of Exelon (EXC) in Q1 2026, closing a stake of 18,555 shares — an estimated $812K sold.

Cornerstone Planning first reported a position in EXC in Q4 2024 and held it in 2 quarters. The position peaked at $812K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Cornerstone Planning reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
Cornerstone Planning sold 18,555 Exelon shares in Q1 2026, an estimated $812K.
Cornerstone Planning first reported a position in Exelon in Q4 2024 and held it in 2 quarters.
Cornerstone Planning's Exelon position peaked at $812K in Q4 2025.
1,284 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Cornerstone Planning's 13F filing for Q1 2026, filed 11 May 2026.