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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
Q2 		$269K Buy
5,763
+117
+2% +$5.41K 0.02% 463
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 $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

PDS Planning's EXC Position: Q2 2026 in Review

PDS Planning increased its Exelon (EXC) stake by 2.1% in Q2 2026, buying an estimated $5.41K and bringing the position to 5,763 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #463.

PDS Planning first reported a position in EXC in Q2 2023 and has held it in 8 quarters since. The position peaked at $286K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • PDS Planning held 5,763 shares of Exelon worth $269K as of Q2 2026.
  • PDS Planning bought 117 Exelon shares in Q2 2026, an estimated $5.41K.
  • Exelon made up 0.02% of PDS Planning's portfolio in Q2 2026, its #463 holding.
  • PDS Planning first reported a position in Exelon in Q2 2023 and has held it in 8 quarters since.
  • PDS Planning's Exelon position peaked at $286K in Q3 2025.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.