Mark Sheptoff Financial Planning’s Exelon EXC Stock Holding History

Mark Sheptoff 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 Q1	$13.9K	Hold	300	–	–	0.01%	309
2025 Q4	$13.1K	Hold	300	–	–	0.01%	321
2025 Q3	$13.5K	Hold	300	–	–	0.01%	316
2025 Q2	$13K	Hold	300	–	–	0.01%	313
2025 Q1	$13.8K	Hold	300	–	–	0.01%	286
2024 Q4	$11.3K	Hold	300	–	–	0.01%	307
2024 Q3	$12.2K	Hold	300	–	–	0.01%	290
2024 Q2	$10.4K	Hold	300	–	–	0.01%	312
2024 Q1	$11.3K	Hold	300	–	–	0.01%	286
2023 Q4	$10.8K	Hold	300	–	–	0.01%	283
2023 Q3	$11.3K	Hold	300	–	–	0.01%	260
2023 Q2	$12.2K	Hold	300	–	–	0.01%	260
2023 Q1	$12.6K	Hold	300	–	–	0.01%	251
2022 Q4	$13K	Hold	300	–	–	0.01%	247
2022 Q3	$11K	Hold	300	–	–	0.01%	246
2022 Q2	$14K	Hold	300	–	–	0.01%	239
2022 Q1	$14K	Sell	300 -195	-39%	-$8.26K	0.01%	269
2021 Q4	$20K	Buy	495 +74	+18%	+$2.79K	0.01%	253
2021 Q3	$15K	Hold	421	–	–	0.01%	271
2021 Q2	$13K	Hold	421	–	–	0.01%	306
2021 Q1	$13K	Hold	421	–	–	0.01%	270
2020 Q4	$13K	Hold	421	–	–	0.01%	254
2020 Q3	$11K	Hold	421	–	–	0.01%	231
2020 Q2	$11K	Hold	421	–	–	0.01%	253
2020 Q1	$11K	Hold	421	–	–	0.01%	223
2019 Q4	$14K	Hold	421	–	–	0.01%	252
2019 Q3	$14K	Hold	421	–	–	0.01%	244
2019 Q2	$14K	Hold	421	–	–	0.01%	238
2019 Q1	$15K	Hold	421	–	–	0.01%	229
2018 Q4	$14K	Hold	421	–	–	0.01%	211
2018 Q3	$13K	Hold	421	–	–	0.01%	275
2018 Q2	$13K	Hold	421	–	–	0.01%	255
2018 Q1	$12K	Hold	421	–	–	0.01%	269
2017 Q4	$12K	Hold	421	–	–	0.01%	271
2017 Q3	$11K	Hold	421	–	–	0.01%	279
2017 Q2	$11K	Sell	421 -1	-0.2%	-$25	0.01%	271
2017 Q1	$11K	Buy	422 +1	+0.2%	+$25	0.01%	273
2016 Q4	$11K	Sell	421 -350	-45%	-$8.3K	0.01%	263
2016 Q3	$18K	Hold	771	–	–	0.01%	223
2016 Q2	$20K	Hold	771	–	–	0.01%	206
2016 Q1	$20K	Hold	771	–	–	0.02%	205
2015 Q4	$15K	Sell	771 -4,206	-85%	-$85.2K	0.01%	241
2015 Q3	$105K	Hold	4,977	–	–	0.09%	129
2015 Q2	$112K	Hold	4,977	–	–	0.09%	135
2015 Q1	$119K	Hold	4,977	–	–	0.1%	130
2014 Q4	$132K	Hold	4,977	–	–	0.12%	113
2014 Q3	$121K	Hold	4,977	–	–	0.11%	130
2014 Q2	$130K	Hold	4,977	–	–	0.11%	124
2014 Q1	$119K	Buy	+4,977	New	+$105K	0.11%	136

Other funds holding EXC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Mark Sheptoff Financial Planning's EXC Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Exelon (EXC) position steady in Q1 2026 at 300 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #309.

Mark Sheptoff Financial Planning first reported a position in EXC in Q1 2014 and has held it in 49 quarters since. The position peaked at $132K in Q4 2014. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Mark Sheptoff Financial Planning held 300 shares of Exelon worth $13.9K as of Q1 2026.
Mark Sheptoff Financial Planning left its Exelon share count unchanged in Q1 2026.
Exelon made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #309 holding.
Mark Sheptoff Financial Planning first reported a position in Exelon in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Exelon position peaked at $132K in Q4 2014.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.