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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

EXC holding history

Exelon Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXC overviewAll 13F holders of EXCFull Q2 2026 holdings

Shares (Q2 2026)
656,470
Value
$30.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EXC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026656,470$30.6M<0.1%+193,136+41.7%AddedHolders
Q1 2026463,334$22.7M<0.1%+181,553+64.4%AddedHolders
Q4 2025281,781$12.3M<0.1%+41,170+17.1%AddedHolders
Q3 2025240,611$10.8M<0.1%−109,839−31.3%ReducedHolders
Q2 2025350,450$15.2M<0.1%+130,391+59.3%AddedHolders
Q1 2025220,059$10.1M<0.1%+25,110+12.9%AddedHolders
Q4 2024194,949$7.34M<0.1%−6,315−3.1%ReducedHolders
Q3 2024201,264$8.16M<0.1%+66,287+49.1%AddedHolders
Q2 2024134,977$4.67M<0.1%−12,073−8.2%ReducedHolders
Q1 2024147,050$5.52M<0.1%+23,679+19.2%AddedHolders
Q4 2023123,371$4.43M<0.1%−7,787−5.9%ReducedHolders
Q3 2023131,158$4.96M<0.1%+9,443+7.8%AddedHolders
Q2 2023121,715$4.96M<0.1%+9,262+8.2%AddedHolders
Q1 2023112,453$4.71M<0.1%+1,534+1.4%AddedHolders
Q4 2022110,919$4.80M<0.1%+10,818+10.8%AddedHolders
Q3 2022100,101$3.75M<0.1%−12,508−11.1%ReducedHolders
Q2 2022112,609$5.10M<0.1%+23,230+26.0%AddedHolders
Q1 202289,379$4.26M<0.1%+4,054+4.8%AddedHolders
Q4 202185,325$4.93M<0.1%+10,428+13.9%AddedHolders
Q3 202174,897$3.62M<0.1%+2,098+2.9%AddedHolders
Q2 202172,799$3.23M<0.1%−6,255−7.9%ReducedHolders
Q1 202179,054$3.46M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.