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Creative Planning EXC Position History
Exelon Corporation • Utilities
Quarters held
17
Latest value
$1.9M
Q3 2026
Peak value
$30.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.6M |
| Q3 2025 | $113K |
| Q3 2025 | $2M |
| Q3 2025 | $10.7M |
| Q3 2025 | $2K |
| Q4 2025 | $5.4M |
| Q4 2025 | $12.3M |
| Q4 2025 | $2.5M |
| Q1 2026 | $309K |
| Q1 2026 | $22.4M |
| Q1 2026 | $1.9M |
| Q2 2026 | $271K |
| Q2 2026 | $30.3M |
| Q2 2026 | $1.8M |
| Q3 2026 | $136K |
| Q3 2026 | $25.2M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 42.4K | — | — |
| Q3 2026 | $25.2M | 624.4K | — | — |
| Q3 2026 | $136K | 3.4K | — | — |
| Q2 2026 | $1.8M | 41.7K | — | — |
| Q2 2026 | $30.3M | 650.7K | — | — |
| Q2 2026 | $271K | 5.8K | — | — |
| Q1 2026 | $1.9M | 49.6K | — | — |
| Q1 2026 | $22.4M | 457.0K | — | — |
| Q1 2026 | $309K | 6.3K | — | — |
| Q4 2025 | $2.5M | 60.7K | — | — |
| Q4 2025 | $12.3M | 281.8K | — | — |
| Q4 2025 | $5.4M | 52.9K | — | — |
| Q3 2025 | $2K | 39 | — | — |
| Q3 2025 | $10.7M | 238.1K | — | — |
| Q3 2025 | $2M | 48.4K | — | — |
| Q3 2025 | $113K | 2.5K | — | — |
| Q3 2025 | $2.6M | 47.7K | — | — |
Other funds holding EXC
$5.6B
$5.4B
$5.4B
$5.2B
$3.3B
$3.1B
$3.1B
$2.9B