13F

Position

Creative Planning in Exelon Corp

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $1.53M$43.59$49.02

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025281.8K$12.3M0.0%
Q1 2026463.3K$22.7M$49.02$1.53M$8.9M0.0%