Planning Strategies Inc.’s Exelon EXC Stock Holding History

Planning Strategies 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 Q2	$6.81K	Buy	+146	New	+$6.75K	﹤0.01%	383

Other funds holding EXC

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Planning Strategies Inc.'s EXC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Exelon (EXC) in Q2 2026: 146 shares worth $6.81K. The stake represents ﹤0.01% of the portfolio and ranks #383 among its holdings.

477 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Planning Strategies Inc. held 146 shares of Exelon worth $6.81K as of Q2 2026.
Exelon was a new Planning Strategies Inc. position in Q2 2026.
Exelon made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #383 holding.
477 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.