EXC — EXELON CORP COM

Ownership history in Planned Solutions, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in EXELON CORP COM (EXC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.08% (2025 Q3)
Avg. % of fund
0.06%
First filed
2020 Q3
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,001 +3,187 +175.7% 0.08% $225K $44.24
2024 Q3 REDUCED 1,814 -86 -4.5% 0.03% $74K $38.41
2020 Q4 UNCHANGED 1,900 — 0% 0.06% $80K $25.01
2020 Q3 INITIATED 1,900 — — 0.07% $68K $21.00
% of Fund (quarterly)    EXC price (monthly, adj. close)

Other funds also holding EXC

As of 2025 Q4 — sorted by position size

RWC Asset Management LLP 3Y 7Y 3.86% ANTIPODES PARTNERS Ltd 3Y 7Y 3.37% Electron Capital Partners, LLC 3Y 7Y 3.33% Ausbil Investment Management Ltd 3Y 2.81% MILLER HOWARD INVESTMENTS INC /NY 3Y 7Y 1.9% GQG Partners LLC 3Y 7Y 1.79% LAZARD ASSET MANAGEMENT LLC 3Y 7Y 1.71% Econ Financial Services Corp 3Y 7Y 1.71% TOBAM 3Y 7Y 1.71% OPUS INVESTMENT MANAGEMENT INC 3Y 7Y 1.49%
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