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EXC in the 13F filings

Exelon Corp · CUSIP 30161N101

Sector · UtilitiesTheme · Electric utilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 1 May 2024
Managers listing it
16
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 9 listed it in both
Shares listed
160,242,450
combined, among listed positions
Reported value
$6.0bn
combined, at the quarter end

Among the 93 comparable managers: 11 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing EXC in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

16 of 16 holders

ActionFiling
Wellington Management Group LLP92,712,558$3.5bn0.62%Trimmed-433,54315 May 2024 (the filing on sec.gov)
MFS Investment Management18,382,911$691m0.21%Trimmed-1,014,99814 May 2024 (the filing on sec.gov)
Fidelity (FMR LLC)11,804,925$444munder 0.1%Addedn.a.5 Nov 2026 (the filing on sec.gov)
Soroban Capital Partners LP9,849,473$370m5.59%Added+1,879,50615 May 2024 (the filing on sec.gov)
Invesco Ltd9,531,149$358m0.08%Added+493,27714 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC6,830,613$257m0.21%Trimmed-3,953,15814 Nov 2024 (the filing on sec.gov)
Capital Research Global Investors3,198,611$120munder 0.1%Added+1,39214 May 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP2,160,364$81m0.62%Trimmed-1,853,45414 May 2024 (the filing on sec.gov)
Balyasny Asset Management LLC2,153,053$81m0.14%Addedn.a.13 May 2024 (the filing on sec.gov)
Verition Fund Management LLC962,803$36m0.25%Addedn.a.14 May 2024 (the filing on sec.gov)
Squarepoint Ops LLC812,294$31m0.05%Addedn.a.15 May 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC740,884$28m0.19%Addedn.a.15 May 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP594,358$22m0.12%Added+335,00015 May 2024 (the filing on sec.gov)
Holocene Advisors LP292,795$11munder 0.1%Newnew15 May 2024 (the filing on sec.gov)
Bridgewater Associates LP120,021$4.5munder 0.1%Addedn.a.14 May 2024 (the filing on sec.gov)
Baillie Gifford & Co95,638$3.6munder 0.1%Held01 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
15 in Q3 2024 to 15 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
EXC by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201311$3.4bnn.a.n.a.
Q3 20138$3.8bnn.a.n.a.
Q4 201314$4.0bnn.a.n.a.
Q1 201411$5.0bnn.a.n.a.
Q2 201416$6.3bnn.a.n.a.
Q3 201413$5.5bnn.a.n.a.
Q4 201414$6.3bnn.a.n.a.
Q1 201517$6.4bnn.a.n.a.
Q2 201516$6.2bnn.a.n.a.
Q3 201523$5.7bnn.a.n.a.
Q4 201524$5.5bnn.a.n.a.
Q1 201615$7.9bnn.a.n.a.
Q2 201622$8.3bnn.a.n.a.
Q3 201617$7.5bnn.a.n.a.
Q4 201621$7.3bnn.a.n.a.
Q1 201720$6.8bnn.a.n.a.
Q2 201722$7.5bnn.a.n.a.
Q3 201723$7.8bnn.a.n.a.
Q4 201723$8.0bnn.a.n.a.
Q1 201824$7.5bnn.a.n.a.
Q2 201822$7.8bnn.a.n.a.
Q3 201824$7.2bnn.a.n.a.
Q4 201824$6.9bnn.a.n.a.
Q1 201924$7.7bnn.a.n.a.
Q2 201923$7.0bnn.a.n.a.
Q3 201926$7.2bnn.a.n.a.
Q4 201924$7.6bnn.a.n.a.
Q1 202023$6.4bnn.a.n.a.
Q2 202020$6.8bnn.a.n.a.
Q3 202020$6.5bnn.a.n.a.
Q4 202016$7.0bnn.a.n.a.
Q1 202118$7.4bnn.a.n.a.
Q2 202114$7.2bnn.a.n.a.
Q3 202114$8.2bnn.a.n.a.
Q4 202120$10.0bnn.a.n.a.
Q1 202219$9.0bnn.a.n.a.
Q2 202218$7.6bnn.a.n.a.
Q3 202223$6.9bnn.a.n.a.
Q4 202220$7.3bnn.a.n.a.
Q1 202316$6.9bnn.a.n.a.
Q2 202317$6.5bnn.a.n.a.
Q3 202315$5.9bnn.a.n.a.
Q4 202312$5.3bn88
Q1 202416$6.0bn116
Q2 202410$4.4bn46
Q3 202415$5.7bn115
Q4 202417$4.8bn125
Q1 202516$4.9bn107
Q2 202513$4.1bn66
Q3 202516$4.2bn133
Q4 202512$5.2bn1323
Q1 202612$6.4bn1120
Q2 202615$5.7bn2215

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

EXC and SO →EXC and D →EXC and NEE →Choose a stock to compare with EXC →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own EXC, latest filings →Back to the 13F Explorer →