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Planned Solutions’s Exelon EXC Stock Holding History

Planned Solutions’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
2025
Q4 		– Sell
-5,001
Closed -$225K – 142
2025
Q3 		$225K Buy
+5,001
New +$220K 0.08% 129
2024
Q4 		– Sell
-1,814
Closed -$73.6K – 273
2024
Q3 		$73.6K Buy
+1,814
New +$68.2K 0.03% 254
2021
Q1 		– Sell
-2,664
Closed -$80K – 171
2020
Q4 		$80K Hold
2,664
– – 0.06% 131
2020
Q3 		$68K Buy
+2,664
New +$70.6K 0.07% 114

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Planned Solutions's EXC Position: Q4 2025 in Review

Planned Solutions sold out of Exelon (EXC) in Q4 2025, closing a stake of 5,001 shares — an estimated $225K sold.

Planned Solutions first reported a position in EXC in Q3 2020 and held it in 4 quarters. The position peaked at $225K in Q3 2025. 1,250 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

  • Planned Solutions reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
  • Planned Solutions sold 5,001 Exelon shares in Q4 2025, an estimated $225K.
  • Planned Solutions first reported a position in Exelon in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Exelon position peaked at $225K in Q3 2025.
  • 1,250 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Planned Solutions's 13F filing for Q4 2025, filed 28 Jan 2026.