Retirement Planning Company of New England’s Exelon EXC Stock Holding History

Retirement Planning Company of New England’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	$228K	Sell	4,881 -550	-10%	-$25.4K	0.08%	240
2026 Q1	$266K	Sell	5,431 -79	-1%	-$3.67K	0.11%	204
2025 Q4	$240K	Sell	5,510 -100	-2%	-$4.56K	0.1%	218
2025 Q3	$253K	Hold	5,610	–	–	0.1%	208
2025 Q2	$244K	Sell	5,610 -375	-6%	-$16.7K	0.11%	207
2025 Q1	$276K	Buy	5,985 +486	+9%	+$20.3K	0.14%	182
2024 Q4	$207K	Buy	5,499 +550	+11%	+$21.3K	0.1%	222
2024 Q3	$201K	Buy	+4,949	New	+$186K	0.1%	221
2023 Q3	–	Sell	-5,289	Closed	-$215K	–	214
2023 Q2	$215K	Hold	5,289	–	–	0.12%	202
2023 Q1	$222K	Hold	5,289	–	–	0.13%	194
2022 Q4	$229K	Sell	5,289 -60	-1%	-$2.37K	0.15%	184
2022 Q3	$200K	Hold	5,349	–	–	0.14%	190
2022 Q2	$242K	Hold	5,349	–	–	0.17%	175
2022 Q1	$254K	Sell	5,349 -2,225	-29%	-$94.3K	0.14%	190
2021 Q4	$312K	Buy	+7,574	New	+$285K	0.15%	156

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Retirement Planning Company of New England's EXC Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Exelon (EXC) stake by 10% in Q2 2026, selling an estimated $25.4K and leaving 4,881 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #240.

Retirement Planning Company of New England first reported a position in EXC in Q4 2021 and has held it in 15 quarters since. The position peaked at $312K in Q4 2021. 870 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Retirement Planning Company of New England held 4,881 shares of Exelon worth $228K as of Q2 2026.
Retirement Planning Company of New England sold 550 Exelon shares in Q2 2026, an estimated $25.4K.
Exelon made up 0.08% of Retirement Planning Company of New England's portfolio in Q2 2026, its #240 holding.
Retirement Planning Company of New England first reported a position in Exelon in Q4 2021 and has held it in 15 quarters since.
Retirement Planning Company of New England's Exelon position peaked at $312K in Q4 2021.
870 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.