SEC 13F Intelligence

Strategic Planning, Inc. / PEO

Strategic Planning, Inc.’s Exelon Corp Position

Does Strategic Planning, Inc. own Exelon Corp (PEO)? Yes — 49.7K shares worth $2M (+1.22% of its 13F portfolio) as of Q1 2026, up from 49.6K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
49.7K
% of Portfolio
+1.22%
Quarters Held
4
currently held

Position History PEO

Reported value by quarter
Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202649.7K$2M+1.22%
Q4 202549.6K$2M+1.17%
Q3 202550.9K$2M+1.33%
Q2 202551.8K$2M+1.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Planning, Inc.’s full portfolio or all institutional holders of PEO.