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Cornerstone Planning, LLC

SEC CIK
0001802105
Latest filing
Jul 29, 2026

EXC holding history

Exelon Corp in every 13F filed by Cornerstone Planning, LLC, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2024
Holdings of EXC by Cornerstone Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−18,555−100.0%Sold outHolders
Q4 202518,555$812.3K0.2%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202417,706$666.5K0.3%–No prior filingHolders