Bank of Montreal
EXC icon

Bank of Montreal’s Exelon EXC Stock Holding History

Bank of Montreal’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.03M Buy
+21,000
New +$977K ﹤0.01% 2019
2020
Q1 		– Sell
-272,128
Closed -$8.85M – 4268
2019
Q4 		$8.85M Buy
+272,128
New +$8.81M 0.01% 1047
2017
Q3 		– Sell
-15,422
Closed -$397K – 4206
2017
Q2 		$397K Buy
+15,422
New +$392K ﹤0.01% 2366
2013
Q3 		– Sell
-174,128
Closed -$3.83M – 3822
2013
Q2 		$3.83M Buy
+174,128
New +$4.22M 0.01% 833

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Bank of Montreal's EXC Position: Q1 2026 in Review

Bank of Montreal reduced its Exelon (EXC) stake by 2.7% in Q1 2026, selling an estimated $3.51M and leaving 2,764,918 shares worth $136M. The position accounts for 0.05% of the portfolio, ranked #295.

Bank of Montreal first reported a position in EXC in Q2 2013 and has held it in 52 quarters since. The position peaked at $399M in Q1 2019. 1,279 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Bank of Montreal held 2,764,918 shares of Exelon worth $136M as of Q1 2026.
  • Bank of Montreal sold 75,544 Exelon shares in Q1 2026, an estimated $3.51M.
  • Exelon made up 0.05% of Bank of Montreal's portfolio in Q1 2026, its #295 holding.
  • Bank of Montreal first reported a position in Exelon in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Exelon position peaked at $399M in Q1 2019.
  • 1,279 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.