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Kerr Financial Planning’s Exelon EXC Stock Holding History

Kerr 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
2026
Q2 		$6.49K Buy
21,990
+2
+0% +$93 0.01% 412
2026
Q1 		$6.47K Buy
21,988
+21,852
+16,068% +$1.02M ﹤0.01% 399
2025
Q4 		$5.99K Buy
136
+1
+0.7% +$46 0.01% 411
2025
Q3 		$6.34K Buy
+135
New +$5.93K 0.01% 402

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kerr Financial Planning's EXC Position: Q2 2026 in Review

Kerr Financial Planning increased its Exelon (EXC) stake by 0.01% in Q2 2026, buying an estimated $93 and bringing the position to 21,990 shares worth $6.49K. The position accounts for 0.01% of the portfolio, ranked #412.

Kerr Financial Planning first reported a position in EXC in Q3 2025 and has held it in 4 quarters since. 1,284 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Kerr Financial Planning held 21,990 shares of Exelon worth $6.49K as of Q2 2026.
  • Kerr Financial Planning bought 2 Exelon shares in Q2 2026, an estimated $93.
  • Exelon made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #412 holding.
  • Kerr Financial Planning first reported a position in Exelon in Q3 2025 and has held it in 4 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.