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PDS Planning’s Exelon EXC Stock Holding History

PDS 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 		$277K Sell
5,646
-20
-0.4% -$930 0.02% 414
2025
Q4 		$247K Sell
5,666
-684
-11% -$31.2K 0.02% 441
2025
Q3 		$286K Buy
6,350
+706
+13% +$31K 0.02% 395
2025
Q2 		$245K Buy
5,644
+436
+8% +$19.4K 0.02% 413
2025
Q1 		$240K Buy
+5,208
New +$218K 0.02% 381
2023
Q4 		– Sell
-5,468
Closed -$207K – 369
2023
Q3 		$207K Sell
5,468
-62
-1% -$2.53K 0.03% 294
2023
Q2 		$225K Buy
+5,530
New +$229K 0.03% 269

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

PDS Planning's EXC Position: Q1 2026 in Review

PDS Planning reduced its Exelon (EXC) stake by 0.35% in Q1 2026, selling an estimated $930 and leaving 5,646 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #414.

PDS Planning first reported a position in EXC in Q2 2023 and has held it in 7 quarters since. The position peaked at $286K in Q3 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • PDS Planning held 5,646 shares of Exelon worth $277K as of Q1 2026.
  • PDS Planning sold 20 Exelon shares in Q1 2026, an estimated $930.
  • Exelon made up 0.02% of PDS Planning's portfolio in Q1 2026, its #414 holding.
  • PDS Planning first reported a position in Exelon in Q2 2023 and has held it in 7 quarters since.
  • PDS Planning's Exelon position peaked at $286K in Q3 2025.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.