BPI
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BFC Planning, Inc.’s Exelon EXC Stock Holding History

BFC Planning, Inc.’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
Q2 		$595K Buy
12,761
+806
+7% +$37.3K 0.02% 551
2026
Q1 		$586K Buy
11,955
+203
+2% +$9.44K 0.03% 512
2025
Q4 		$512K Sell
11,752
-1,299
-10% -$59.3K 0.02% 541
2025
Q3 		$587K Buy
13,051
+1
+0% +$44 0.04% 346
2025
Q2 		$567K Buy
13,050
+1,670
+15% +$74.4K 0.04% 332
2025
Q1 		$524K Buy
11,380
+338
+3% +$14.1K 0.05% 323
2024
Q4 		$416K Buy
+11,042
New +$428K 0.03% 384

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BFC Planning, Inc.'s EXC Position: Q2 2026 in Review

BFC Planning, Inc. increased its Exelon (EXC) stake by 6.7% in Q2 2026, buying an estimated $37.3K and bringing the position to 12,761 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #551.

BFC Planning, Inc. first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. 1,297 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • BFC Planning, Inc. held 12,761 shares of Exelon worth $595K as of Q2 2026.
  • BFC Planning, Inc. bought 806 Exelon shares in Q2 2026, an estimated $37.3K.
  • Exelon made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #551 holding.
  • BFC Planning, Inc. first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • 1,297 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.