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S.E.E.D. Planning Group’s Exelon EXC Stock Holding History

S.E.E.D. Planning Group’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 		– Sell
-4,600
Closed -$225K – 92
2026
Q1 		$225K Hold
4,600
– – 0.07% 87
2025
Q4 		$201K Buy
4,600
+50
+1% +$2.28K 0.06% 86
2025
Q3 		$205K Buy
+4,550
New +$200K 0.06% 83

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

S.E.E.D. Planning Group's EXC Position: Q2 2026 in Review

S.E.E.D. Planning Group sold out of Exelon (EXC) in Q2 2026, closing a stake of 4,600 shares — an estimated $225K sold.

S.E.E.D. Planning Group first reported a position in EXC in Q3 2025 and held it in 3 quarters. The position peaked at $225K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • S.E.E.D. Planning Group reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • S.E.E.D. Planning Group sold 4,600 Exelon shares in Q2 2026, an estimated $225K.
  • S.E.E.D. Planning Group first reported a position in Exelon in Q3 2025 and held it in 3 quarters.
  • S.E.E.D. Planning Group's Exelon position peaked at $225K in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.