Strategic Planning, Inc.

Position in EXC — Exelon Corp

CIK 1925220 Columbus, OH

Position in EXC

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$2,436,146

+$274,213 QoQ

Shares Held

49,697

+0.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Strategic Planning, Inc. holds $8,023,979 across 3 Utilities - Regulated Electric names. EXC ranks #2 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	77,972	$4,820,229
2	EXC	Exelon Corp This page	49,697	$2,436,146
3	AEP	American Electric Power Co Inc	5,856	$767,604

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,436,146	49,697	+0.2%	Shares	Sole	2026-05-18
2025-12-31	$2,161,933	49,597	-2.5%	Shares	Sole	2026-02-18
2025-09-30	$2,290,468	50,888	+0.9%	Shares	Sole	2025-10-20
2025-06-30	$2,190,756	50,455	-2.6%	Shares	Sole	2025-10-20
2025-03-31	$2,387,312	51,808	—	Shares	Sole	2025-07-14
No filing history on record for this holder in this stock.