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EXC · D in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

EXCD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • EXC
  • D
0102030202120222023202420252026
Holders and value by quarter
QuarterEXCD
Q3 202020 holders, $6.5bn20 holders, $8.7bn
Q4 202016 holders, $7.0bn28 holders, $7.2bn
Q1 202118 holders, $7.4bn26 holders, $7.4bn
Q2 202114 holders, $7.2bn21 holders, $7.5bn
Q3 202114 holders, $8.2bn16 holders, $7.2bn
Q4 202120 holders, $10.0bn18 holders, $8.2bn
Q1 202219 holders, $9.0bn19 holders, $9.3bn
Q2 202218 holders, $7.6bn20 holders, $9.3bn
Q3 202223 holders, $6.9bn17 holders, $7.5bn
Q4 202220 holders, $7.3bn24 holders, $6.3bn
Q1 202316 holders, $6.9bn19 holders, $6.1bn
Q2 202317 holders, $6.5bn12 holders, $5.7bn
Q3 202315 holders, $5.9bn12 holders, $5.4bn
Q4 202312 holders, $5.3bn15 holders, $6.4bn
Q1 202416 holders, $6.0bn10 holders, $6.5bn
Q2 202410 holders, $4.4bn9 holders, $6.2bn
Q3 202415 holders, $5.7bn14 holders, $7.4bn
Q4 202417 holders, $4.8bn13 holders, $6.5bn
Q1 202516 holders, $4.9bn16 holders, $7.0bn
Q2 202513 holders, $4.1bn10 holders, $8.8bn
Q3 202516 holders, $4.2bn8 holders, $9.8bn
Q4 202512 holders, $5.2bn12 holders, $10.5bn
Q1 202612 holders, $6.4bn11 holders, $10.4bn
Q2 202615 holders, $5.7bn13 holders, $12.4bn
EXC

Exelon Corp

Holders
10
Reported value
$4.4bn
Buyers
4
Sellers
6

Breadth -2 among 94 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
D

Dominion Res Inc Va New

Holders
9
Reported value
$6.2bn
Buyers
5
Sellers
4

Breadth +1 among 94 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q2 2024

Among the 14 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EXC (5)

Baillie Gifford & Co, Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Man Group PLC, Soroban Capital Partners LP

Only D (4)

Dodge & Cox, Quantbot Technologies LP, T. Rowe Price Associates Inc, Verition Fund Management LLC

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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