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PlanVest Financial’s Exelon EXC Stock Holding History

PlanVest Financial’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 		$29.5K Buy
633
+2
+0.3% +$93 0.02% 293
2026
Q1 		$30.9K Buy
+631
New +$29.4K 0.02% 267

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

PlanVest Financial's EXC Position: Q2 2026 in Review

PlanVest Financial increased its Exelon (EXC) stake by 0.32% in Q2 2026, buying an estimated $93 and bringing the position to 633 shares worth $29.5K. The position accounts for 0.02% of the portfolio, ranked #293.

PlanVest Financial first reported a position in EXC in Q1 2026 and has held it in 2 quarters since. The position peaked at $30.9K in Q1 2026. 1,264 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • PlanVest Financial held 633 shares of Exelon worth $29.5K as of Q2 2026.
  • PlanVest Financial bought 2 Exelon shares in Q2 2026, an estimated $93.
  • Exelon made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #293 holding.
  • PlanVest Financial first reported a position in Exelon in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Exelon position peaked at $30.9K in Q1 2026.
  • 1,264 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.