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Plotkin Financial Advisors, LLC

SEC CIK
0001826394
Latest filing
Aug 14, 2026

EXC holding history

Exelon Corp in every 13F filed by Plotkin Financial Advisors, 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 (Q2 2026)
6,191
Value
$288.6K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of EXC by Plotkin Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,191$288.6K0.1%00.0%UnchangedHolders
Q1 20266,191$303.5K0.2%00.0%UnchangedHolders
Q4 20256,191$269.9K0.1%00.0%UnchangedHolders
Q3 20256,191$278.7K0.1%00.0%UnchangedHolders
Q2 20256,191$268.8K0.1%00.0%UnchangedHolders
Q1 20256,191$285.3K0.2%00.0%UnchangedHolders
Q4 20246,191$233.0K0.1%00.0%UnchangedHolders
Q3 20246,191$251.0K0.2%00.0%UnchangedHolders
Q2 20246,191$214.3K0.1%00.0%UnchangedHolders
Q1 20246,191$232.6K0.2%+6,191NewHolders