Essential Planning’s Exelon EXC Stock Holding History

Essential 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 Q1	–	Sell	-6,500	Closed	-$252K	–	149
2024 Q4	$252K	Buy	+6,500	New	+$252K	﹤0.01%	297

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Essential Planning's EXC Position: Q1 2025 in Review

Essential Planning sold out of Exelon (EXC) in Q1 2025, closing a stake of 6,500 shares — an estimated $252K sold.

Essential Planning first reported a position in EXC in Q4 2024 and held it in 1 quarter. The position peaked at $252K in Q4 2024. 1,194 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

Essential Planning reported no remaining Exelon position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 6,500 Exelon shares in Q1 2025, an estimated $252K.
Essential Planning first reported a position in Exelon in Q4 2024 and held it in 1 quarter.
Essential Planning's Exelon position peaked at $252K in Q4 2024.
1,194 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.