DFP
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$264K Buy
6,153
+153
+3% +$6.57K 0.23% 56
2025
Q1 		$276K Hold
6,000
– – 0.28% 59
2024
Q4 		$226K Buy
+6,000
New +$226K 0.24% 66