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 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 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

S.E.E.D. Planning Group's EXC Position: Q1 2026 in Review

S.E.E.D. Planning Group held its Exelon (EXC) position steady in Q1 2026 at 4,600 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #87.

S.E.E.D. Planning Group first reported a position in EXC in Q3 2025 and has held it in 3 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

S.E.E.D. Planning Group held 4,600 shares of Exelon worth $225K as of Q1 2026.
S.E.E.D. Planning Group left its Exelon share count unchanged in Q1 2026.
Exelon made up 0.07% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #87 holding.
S.E.E.D. Planning Group first reported a position in Exelon in Q3 2025 and has held it in 3 quarters since.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.