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Exelon Corporation shares owned by Defined Financial Planning

Quarter-by-quarter ownership of Exelon Corporation (EXC) shares owned by Defined Financial Planning from 13F filings

Historical chart of Defined Financial Planning investment in Exelon Corporation

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All positions including Exelon Corporation held by Defined Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exelon Corporation by Defined Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $291k 6.2k 46.62
2025-06-30 $264k 6.2k 42.95
2025-03-31 $276k 6.0k 45.92
2024-12-31 $226k 6.0k 37.64

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J P Morgan Exchange Traded F Us Value Factr (JVAL)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
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View all positions for Defined Financial Planning

Top funds holding Exelon Corporation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
GQG Partners
Lazard Asset Management
Deutsche Bank Aktiengesellschaft
Morgan Stanley
Wellington Management Company
Invesco
Massachusetts Financial Services
Northern Trust
Legal & General Group
Bank of New York Mellon

View all funds holding Exelon Corporation