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Exelon Corporation shares owned by Planned Solutions

Quarter-by-quarter ownership of Exelon Corporation (EXC) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Exelon Corporation

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All positions including Exelon Corporation held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exelon Corporation by Planned Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 5.0k 45.01
2024-09-30 $74k 1.8k 40.55
2020-12-31 $80k 1.9k 42.11
2020-09-30 $68k 1.9k 35.79

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Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Ishares Msci Usa Quality Garp Etf Etf (GARP)
Ishares S&p 500 Growth Etf Etf (IVW)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Ishares Large Cap Deep Quarterly Laddered Etf Etf (IVVB)
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)
Apple Stock (AAPL)

View all positions for Planned Solutions

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