EXC β€” EXELON CORP COM

Ownership history in Planned Solutions, Inc.  Β·  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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.08% (2025 Q3)
πŸ“Š Avg. % of fund
0.06%
πŸ“… First filed
2020 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
4

Position Intelligence

Planned Solutions, Inc. Γ— EXC AI Analytics

πŸ“‰ Planned Solutions, Inc. underperformed the S&P 500 by –5.0% annually on this EXC position. Average cost basis: $35.56. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-5.0%
annualised excess return

⚠️ Trailed SPY by 5.0% ann. on this position.
3 quarters analyzed

πŸ’° Entry Quality
$35.56
+24.4% vs current ($44.24)

Best entry: $21.00 (2020 Q3)  Β·  Worst: $44.24 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

2 adds Β· 1 trim. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.08% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    EXC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
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 β€” 0% 0.06% $80K $25.01
2020 Q3 INITIATED 1,900 β€” β€” 0.07% $68K $21.00

🏒 Other funds also holding EXC

As of 2025 Q4 β€” 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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