Creative Planning’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.7M | Buy |
463,334
+181,553
| +64% | +$8.45M | 0.02% | 390 |
|
|
2025
Q4 | $12.3M | Buy |
281,781
+41,170
| +17% | +$1.88M | 0.01% | 540 |
|
|
2025
Q3 | $10.8M | Sell |
240,611
-109,839
| -31% | -$4.82M | 0.01% | 534 |
|
|
2025
Q2 | $15.2M | Buy |
350,450
+130,391
| +59% | +$5.81M | 0.01% | 401 |
|
|
2025
Q1 | $10.1M | Buy |
220,059
+25,110
| +13% | +$1.05M | 0.01% | 478 |
|
|
2024
Q4 | $7.34M | Sell |
194,949
-6,315
| -3% | -$245K | 0.01% | 544 |
|
|
2024
Q3 | $8.16M | Buy |
201,264
+66,287
| +49% | +$2.49M | 0.01% | 502 |
|
|
2024
Q2 | $4.67M | Sell |
134,977
-12,073
| -8% | -$446K | 0.01% | 640 |
|
|
2024
Q1 | $5.52M | Buy |
147,050
+23,679
| +19% | +$846K | 0.01% | 573 |
|
|
2023
Q4 | $4.43M | Sell |
123,371
-7,787
| -6% | -$300K | 0.01% | 597 |
|
|
2023
Q3 | $4.96M | Buy |
131,158
+9,443
| +8% | +$385K | 0.01% | 538 |
|
|
2023
Q2 | $4.96M | Buy |
121,715
+9,262
| +8% | +$383K | 0.01% | 525 |
|
|
2023
Q1 | $4.71M | Buy |
112,453
+1,534
| +1% | +$63.9K | 0.01% | 524 |
|
|
2022
Q4 | $4.8M | Buy |
110,919
+10,818
| +11% | +$427K | 0.01% | 501 |
|
|
2022
Q3 | $3.75M | Sell |
100,101
-12,508
| -11% | -$553K | 0.01% | 507 |
|
|
2022
Q2 | $5.1M | Buy |
112,609
+23,230
| +26% | +$1.09M | 0.01% | 444 |
|
|
2022
Q1 | $4.26M | Sell |
89,379
-30,247
| -25% | -$1.28M | 0.01% | 497 |
|
|
2021
Q4 | $4.93M | Buy |
119,626
+14,620
| +14% | +$551K | 0.01% | 423 |
|
|
2021
Q3 | $3.62M | Buy |
105,006
+2,942
| +3% | +$101K | 0.01% | 503 |
|
|
2021
Q2 | $3.23M | Sell |
102,064
-8,770
| -8% | -$282K | 0.01% | 518 |
|
|
2021
Q1 | $3.46M | Buy |
110,834
+3,953
| +4% | +$119K | 0.01% | 518 |
|
|
2020
Q4 | $3.22M | Sell |
106,881
-13,601
| -11% | -$401K | 0.01% | 489 |
|
|
2020
Q3 | $3.07M | Buy |
120,482
+4,577
| +4% | +$121K | 0.01% | 427 |
|
|
2020
Q2 | $3M | Sell |
115,905
-5,393
| -4% | -$143K | 0.01% | 381 |
|
|
2020
Q1 | $3.19M | Sell |
121,298
-11,805
| -9% | -$371K | 0.01% | 319 |
|
|
2019
Q4 | $4.33M | Buy |
133,103
+2,235
| +2% | +$72.4K | 0.01% | 322 |
|
|
2019
Q3 | $4.51M | Buy |
130,868
+500
| +0.4% | +$16.8K | 0.01% | 302 |
|
|
2019
Q2 | $4.46M | Buy |
130,368
+2,221
| +2% | +$78.4K | 0.02% | 312 |
|
|
2019
Q1 | $4.58M | Buy |
128,147
+492
| +0.4% | +$16.8K | 0.02% | 290 |
|
|
2018
Q4 | $4.11M | Sell |
127,655
-4,803
| -4% | -$154K | 0.02% | 281 |
|
|
2018
Q3 | $4.13M | Buy |
132,458
+20,456
| +18% | +$629K | 0.02% | 312 |
|
|
2018
Q2 | $3.4M | Sell |
112,002
-10,252
| -8% | -$294K | 0.01% | 345 |
|
|
2018
Q1 | $3.4M | Buy |
122,254
+1,326
| +1% | +$35.8K | 0.01% | 331 |
|
|
2017
Q4 | $3.4M | Buy |
120,928
+13,473
| +13% | +$387K | 0.01% | 324 |
|
|
2017
Q3 | $2.89M | Sell |
107,455
-2,951
| -3% | -$78.9K | 0.01% | 362 |
|
|
2017
Q2 | $2.84M | Sell |
110,406
-142
| -0.1% | -$3.61K | 0.01% | 340 |
|
|
2017
Q1 | $2.84M | Sell |
110,548
-2,971
| -3% | -$75.7K | 0.02% | 329 |
|
|
2016
Q4 | $2.87M | Buy |
113,519
+12,813
| +13% | +$304K | 0.02% | 310 |
|
|
2016
Q3 | $2.39M | Buy |
100,706
+7,006
| +7% | +$176K | 0.02% | 341 |
|
|
2016
Q2 | $2.43M | Buy |
93,700
+9,461
| +11% | +$234K | 0.02% | 296 |
|
|
2016
Q1 | $2.15M | Sell |
84,239
-2,839
| -3% | -$63.6K | 0.02% | 301 |
|
|
2015
Q4 | $1.73M | Buy |
87,078
+8,373
| +11% | +$170K | 0.01% | 350 |
|
|
2015
Q3 | $1.67M | Sell |
78,705
-10,844
| -12% | -$244K | 0.01% | 336 |
|
|
2015
Q2 | $2.01M | Buy |
89,549
+9,555
| +12% | +$229K | 0.02% | 294 |
|
|
2015
Q1 | $1.92M | Buy |
79,994
+4,785
| +6% | +$119K | 0.02% | 288 |
|
|
2014
Q4 | $1.99M | Buy |
75,209
+3,779
| +5% | +$97K | 0.02% | 273 |
|
|
2014
Q3 | $1.74M | Sell |
71,430
-3,325
| -4% | -$77.9K | 0.02% | 272 |
|
|
2014
Q2 | $1.95M | Buy |
74,755
+13,479
| +22% | +$344K | 0.03% | 233 |
|
|
2014
Q1 | $1.47M | Sell |
61,276
-8,366
| -12% | -$176K | 0.02% | 266 |
|
|
2013
Q4 | $1.36M | Buy |
69,642
+6,532
| +10% | +$131K | 0.02% | 247 |
|
|
2013
Q3 | $1.33M | Buy |
63,110
+1,149
| +2% | +$25.1K | 0.03% | 216 |
|
|
2013
Q2 | $1.36M | Buy |
+61,961
| New | +$1.5M | 0.03% | 187 |
|
Other funds holding EXC
VCM
VPM
