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Defined Financial Planning’s Exelon EXC Stock Holding History

Defined 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
2025
Q3 		$291K Buy
6,234
+81
+1% +$3.56K 0.24% 47
2025
Q2 		$264K Buy
6,153
+153
+3% +$6.81K 0.23% 56
2025
Q1 		$276K Hold
6,000
– – 0.28% 59
2024
Q4 		$226K Buy
+6,000
New +$233K 0.24% 66

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Defined Financial Planning's EXC Position: Q3 2025 in Review

Defined Financial Planning increased its Exelon (EXC) stake by 1.3% in Q3 2025, buying an estimated $3.56K and bringing the position to 6,234 shares worth $291K. The position accounts for 0.24% of the portfolio, ranked #47.

Defined Financial Planning first reported a position in EXC in Q4 2024 and has held it in 4 quarters since. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

  • Defined Financial Planning held 6,234 shares of Exelon worth $291K as of Q3 2025.
  • Defined Financial Planning bought 81 Exelon shares in Q3 2025, an estimated $3.56K.
  • Exelon made up 0.24% of Defined Financial Planning's portfolio in Q3 2025, its #47 holding.
  • Defined Financial Planning first reported a position in Exelon in Q4 2024 and has held it in 4 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.