Planning Directions’s Exelon EXC Stock Holding History

Planning Directions’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	$206K	Buy	4,422 +2	+0%	+$93	0.1%	105
2026 Q1	$217K	Buy	+4,420	New	+$206K	0.11%	97
2025 Q2	–	Sell	-4,410	Closed	-$203K	–	90
2025 Q1	$203K	Buy	+4,410	New	+$184K	0.09%	115
2023 Q4	–	Sell	-5,318	Closed	-$201K	–	71
2023 Q3	$201K	Buy	5,318 +11	+0.2%	+$448	0.15%	62
2023 Q2	$216K	Buy	5,307 +10	+0.2%	+$413	0.16%	62
2023 Q1	$222K	Buy	5,297 +10	+0.2%	+$417	0.17%	65
2022 Q4	$229K	Buy	+5,287	New	+$209K	0.17%	62
2022 Q3	–	Sell	-5,212	Closed	-$236K	–	67
2022 Q2	$236K	Buy	5,212 +667	+15%	+$31.4K	0.18%	62
2022 Q1	$216K	Sell	4,545 -1,782	-28%	-$75.5K	0.15%	74
2021 Q4	$261K	Buy	6,327 +42	+0.7%	+$1.58K	0.17%	64
2021 Q3	$217K	Buy	+6,285	New	+$215K	0.16%	70
2021 Q2	–	Sell	-6,490	Closed	-$202K	–	70
2021 Q1	$202K	Buy	+6,490	New	+$195K	0.16%	63
2020 Q1	–	Sell	-9,674	Closed	-$315K	–	69
2019 Q4	$315K	Buy	+9,674	New	+$313K	0.29%	40

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Planning Directions's EXC Position: Q2 2026 in Review

Planning Directions increased its Exelon (EXC) stake by 0.05% in Q2 2026, buying an estimated $93 and bringing the position to 4,422 shares worth $206K. The position accounts for 0.1% of the portfolio, ranked #105.

Planning Directions first reported a position in EXC in Q4 2019 and has held it in 13 quarters since. The position peaked at $315K in Q4 2019. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Planning Directions held 4,422 shares of Exelon worth $206K as of Q2 2026.
Planning Directions bought 2 Exelon shares in Q2 2026, an estimated $93.
Exelon made up 0.1% of Planning Directions's portfolio in Q2 2026, its #105 holding.
Planning Directions first reported a position in Exelon in Q4 2019 and has held it in 13 quarters since.
Planning Directions's Exelon position peaked at $315K in Q4 2019.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.