Dimensional Fund Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $185M | Buy |
3,765,827
+104,403
| +3% | +$4.86M | 0.04% | 645 |
|
|
2025
Q4 | $160M | Buy |
3,661,424
+14,987
| +0.4% | +$684K | 0.03% | 726 |
|
|
2025
Q3 | $164M | Buy |
3,646,437
+19,900
| +0.5% | +$874K | 0.04% | 684 |
|
|
2025
Q2 | $157M | Buy |
3,626,537
+84,504
| +2% | +$3.76M | 0.04% | 669 |
|
|
2025
Q1 | $163M | Buy |
3,542,033
+198,090
| +6% | +$8.28M | 0.04% | 592 |
|
|
2024
Q4 | $126M | Buy |
3,343,943
+34,219
| +1% | +$1.33M | 0.03% | 840 |
|
|
2024
Q3 | $134M | Buy |
3,309,724
+63,224
| +2% | +$2.38M | 0.03% | 790 |
|
|
2024
Q2 | $112M | Buy |
3,246,500
+237,950
| +8% | +$8.78M | 0.03% | 863 |
|
|
2024
Q1 | $113M | Buy |
3,008,550
+128,622
| +4% | +$4.6M | 0.03% | 851 |
|
|
2023
Q4 | $103M | Buy |
2,879,928
+200,476
| +7% | +$7.72M | 0.03% | 880 |
|
|
2023
Q3 | $101M | Buy |
2,679,452
+194,052
| +8% | +$7.91M | 0.03% | 783 |
|
|
2023
Q2 | $101M | Buy |
2,485,400
+186,546
| +8% | +$7.71M | 0.03% | 831 |
|
|
2023
Q1 | $96.3M | Sell |
2,298,854
-41,828
| -2% | -$1.74M | 0.03% | 844 |
|
|
2022
Q4 | $101K | Buy |
2,340,682
+56,968
| +2% | +$2.25M | 0.03% | 771 |
|
|
2022
Q3 | $85.6M | Buy |
2,283,714
+20,161
| +0.9% | +$891K | 0.03% | 815 |
|
|
2022
Q2 | $103M | Buy |
2,263,553
+200,379
| +10% | +$9.42M | 0.04% | 714 |
|
|
2022
Q1 | $98.3M | Sell |
2,063,174
-812,425
| -28% | -$34.4M | 0.03% | 865 |
|
|
2021
Q4 | $118M | Sell |
2,875,599
-118,163
| -4% | -$4.45M | 0.04% | 737 |
|
|
2021
Q3 | $103M | Sell |
2,993,762
-29,779
| -1% | -$1.02M | 0.03% | 802 |
|
|
2021
Q2 | $95.6M | Buy |
3,023,541
+138,354
| +5% | +$4.45M | 0.03% | 893 |
|
|
2021
Q1 | $90M | Buy |
2,885,187
+94,865
| +3% | +$2.85M | 0.03% | 920 |
|
|
2020
Q4 | $84M | Buy |
2,790,322
+28,439
| +1% | +$839K | 0.03% | 916 |
|
|
2020
Q3 | $70.4M | Buy |
2,761,883
+43,190
| +2% | +$1.15M | 0.03% | 876 |
|
|
2020
Q2 | $70.4M | Buy |
2,718,693
+20,930
| +0.8% | +$556K | 0.03% | 864 |
|
|
2020
Q1 | $70.8M | Sell |
2,697,763
-13,231
| -0.5% | -$416K | 0.04% | 688 |
|
|
2019
Q4 | $88.2M | Sell |
2,710,994
-16,404
| -0.6% | -$531K | 0.03% | 840 |
|
|
2019
Q3 | $94M | Buy |
2,727,398
+16,215
| +0.6% | +$544K | 0.04% | 724 |
|
|
2019
Q2 | $92.7M | Buy |
2,711,183
+3,373
| +0.1% | +$119K | 0.04% | 763 |
|
|
2019
Q1 | $96.8M | Buy |
2,707,810
+29,676
| +1% | +$1.01M | 0.04% | 693 |
|
|
2018
Q4 | $86.1M | Buy |
2,678,134
+150,921
| +6% | +$4.83M | 0.04% | 682 |
|
|
2018
Q3 | $78.7M | Buy |
2,527,213
+64,782
| +3% | +$1.99M | 0.03% | 941 |
|
|
2018
Q2 | $74.8M | Buy |
2,462,431
+39,207
| +2% | +$1.12M | 0.03% | 939 |
|
|
2018
Q1 | $67.4M | Buy |
2,423,224
+26,485
| +1% | +$715K | 0.03% | 991 |
|
|
2017
Q4 | $67.4M | Buy |
2,396,739
+20,657
| +0.9% | +$594K | 0.03% | 994 |
|
|
2017
Q3 | $63.8M | Buy |
2,376,082
+20,561
| +0.9% | +$550K | 0.03% | 1012 |
|
|
2017
Q2 | $60.6M | Buy |
2,355,521
+9,911
| +0.4% | +$252K | 0.03% | 1008 |
|
|
2017
Q1 | $60.2M | Buy |
2,345,610
+162,962
| +7% | +$4.15M | 0.03% | 957 |
|
|
2016
Q4 | $55.3M | Buy |
2,182,648
+30,683
| +1% | +$728K | 0.03% | 1025 |
|
|
2016
Q3 | $51.1M | Buy |
2,151,965
+163,412
| +8% | +$4.11M | 0.03% | 1009 |
|
|
2016
Q2 | $51.6M | Buy |
1,988,553
+60,245
| +3% | +$1.49M | 0.03% | 938 |
|
|
2016
Q1 | $49.3M | Buy |
1,928,308
+86,687
| +5% | +$1.94M | 0.03% | 939 |
|
|
2015
Q4 | $36.5M | Buy |
1,841,621
+137,525
| +8% | +$2.79M | 0.02% | 1185 |
|
|
2015
Q3 | $36.1M | Buy |
1,704,096
+54,175
| +3% | +$1.22M | 0.02% | 1149 |
|
|
2015
Q2 | $37M | Buy |
1,649,921
+198,073
| +14% | +$4.74M | 0.02% | 1200 |
|
|
2015
Q1 | $34.8M | Buy |
1,451,848
+57,040
| +4% | +$1.41M | 0.02% | 1222 |
|
|
2014
Q4 | $36.9M | Buy |
1,394,808
+151,956
| +12% | +$3.9M | 0.02% | 1083 |
|
|
2014
Q3 | $30.2M | Sell |
1,242,852
-4,178
| -0.3% | -$97.8K | 0.02% | 1153 |
|
|
2014
Q2 | $32.4M | Buy |
1,247,030
+62,420
| +5% | +$1.59M | 0.02% | 1120 |
|
|
2014
Q1 | $28.3M | Buy |
1,184,610
+8,185
| +0.7% | +$172K | 0.02% | 1187 |
|
|
2013
Q4 | $23M | Sell |
1,176,425
-6,214
| -0.5% | -$125K | 0.02% | 1387 |
|
|
2013
Q3 | $25M | Buy |
1,182,639
+19,847
| +2% | +$434K | 0.02% | 1148 |
|
|
2013
Q2 | $25.6M | Buy |
+1,162,792
| New | +$28.2M | 0.02% | 1002 |
|
Other funds holding EXC
VCM
VPM
