Creative Financial Designs’s Exelon EXC Stock Holding History

Creative Financial Designs’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	$55K	Hold	1,121	–	–	﹤0.01%	866
2025 Q4	$48.9K	Buy	1,121 +1,048	+1,436%	+$47.8K	﹤0.01%	870
2025 Q3	$3.29K	Sell	73 -1,821	-96%	-$80K	﹤0.01%	1623
2025 Q2	$82.2K	Sell	1,894 -62	-3%	-$2.76K	0.01%	722
2025 Q1	$90.1K	Buy	+1,956	New	+$81.8K	0.01%	645
2023 Q2	–	Sell	-237	Closed	-$9.8K	–	1484
2023 Q1	$9.94K	Hold	237	–	–	﹤0.01%	957
2022 Q4	$10.2K	Sell	237 -285	-55%	-$11.3K	﹤0.01%	897
2022 Q3	$20K	Sell	522 -542	-51%	-$24K	﹤0.01%	735
2022 Q2	$48K	Buy	1,064 +692	+186%	+$32.5K	0.01%	555
2022 Q1	$18K	Buy	372 +9	+2%	+$381	﹤0.01%	785
2021 Q4	$15K	Buy	363 +1	+0.3%	+$38	﹤0.01%	819
2021 Q3	$12K	Buy	362 +166	+85%	+$5.67K	﹤0.01%	970
2021 Q2	$6K	Hold	196	–	–	﹤0.01%	1123
2021 Q1	$6K	Hold	196	–	–	﹤0.01%	1014
2020 Q4	$6K	Hold	196	–	–	﹤0.01%	943
2020 Q3	$5K	Hold	196	–	–	﹤0.01%	920
2020 Q2	$5K	Buy	+196	New	+$5.2K	﹤0.01%	863
2017 Q1	–	Sell	-8	Closed	–	–	762
2016 Q4	$0	Buy	+8	New	+$190	﹤0.01%	737

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Creative Financial Designs's EXC Position: Q1 2026 in Review

Creative Financial Designs held its Exelon (EXC) position steady in Q1 2026 at 1,121 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Creative Financial Designs first reported a position in EXC in Q4 2016 and has held it in 18 quarters since. The position peaked at $90.1K in Q1 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Creative Financial Designs held 1,121 shares of Exelon worth $55K as of Q1 2026.
Creative Financial Designs left its Exelon share count unchanged in Q1 2026.
Exelon made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #866 holding.
Creative Financial Designs first reported a position in Exelon in Q4 2016 and has held it in 18 quarters since.
Creative Financial Designs's Exelon position peaked at $90.1K in Q1 2025.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.