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United Financial Planning Group’s Exelon EXC Stock Holding History

United Financial 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 		$138K Buy
2,955
+2,875
+3,594% +$133K 0.07% 63
2026
Q1 		$3.92K Buy
+80
New +$3.72K ﹤0.01% 359

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

United Financial Planning Group's EXC Position: Q2 2026 in Review

United Financial Planning Group increased its Exelon (EXC) stake by 3,594% in Q2 2026, buying an estimated $133K and bringing the position to 2,955 shares worth $138K. The position accounts for 0.07% of the portfolio, ranked #63.

United Financial Planning Group first reported a position in EXC in Q1 2026 and has held it in 2 quarters since. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • United Financial Planning Group held 2,955 shares of Exelon worth $138K as of Q2 2026.
  • United Financial Planning Group bought 2,875 Exelon shares in Q2 2026, an estimated $133K.
  • Exelon made up 0.07% of United Financial Planning Group's portfolio in Q2 2026, its #63 holding.
  • United Financial Planning Group first reported a position in Exelon in Q1 2026 and has held it in 2 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.