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 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 $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

Planning Directions's EXC Position: Q1 2026 in Review

Planning Directions opened a new position in Exelon (EXC) in Q1 2026: 4,420 shares worth $217K. The stake represents 0.11% of the portfolio and ranks #97 among its holdings. This is a return to the name: Planning Directions previously reported a position in EXC as recently as Q1 2025.

Planning Directions first reported a position in EXC in Q4 2019 and has held it in 12 quarters since. The position peaked at $315K in Q4 2019. 1,278 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Planning Directions held 4,420 shares of Exelon worth $217K as of Q1 2026.
Exelon was a new Planning Directions position in Q1 2026.
Exelon made up 0.11% of Planning Directions's portfolio in Q1 2026, its #97 holding.
Planning Directions first reported a position in Exelon in Q4 2019 and has held it in 12 quarters since.
Planning Directions's Exelon position peaked at $315K in Q4 2019.
1,278 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.