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Strategic Planning Inc’s Exelon EXC Stock Holding History

Strategic Planning Inc’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 		$2.44M Buy
49,697
+100
+0.2% +$4.65K 1.22% 23
2025
Q4 		$2.16M Sell
49,597
-1,291
-3% -$58.9K 1.17% 24
2025
Q3 		$2.29M Buy
50,888
+433
+0.9% +$19K 1.33% 24
2025
Q2 		$2.19M Sell
50,455
-1,353
-3% -$60.2K 1.31% 28
2025
Q1 		$2.39M Buy
+51,808
New +$2.17M 1.35% 29

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Strategic Planning Inc's EXC Position: Q1 2026 in Review

Strategic Planning Inc increased its Exelon (EXC) stake by 0.2% in Q1 2026, buying an estimated $4.65K and bringing the position to 49,697 shares worth $2.44M. The position accounts for 1.22% of the portfolio, ranked #23.

Strategic Planning Inc first reported a position in EXC in Q1 2025 and has held it in 5 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Strategic Planning Inc held 49,697 shares of Exelon worth $2.44M as of Q1 2026.
  • Strategic Planning Inc bought 100 Exelon shares in Q1 2026, an estimated $4.65K.
  • Exelon made up 1.22% of Strategic Planning Inc's portfolio in Q1 2026, its #23 holding.
  • Strategic Planning Inc first reported a position in Exelon in Q1 2025 and has held it in 5 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.