First Manhattan’s Exelon EXC Stock Holding History

First Manhattan’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	$486K	Sell	9,908 -2,240	-18%	-$104K	﹤0.01%	571
2025 Q4	$530K	Sell	12,148 -90	-0.7%	-$4.11K	﹤0.01%	546
2025 Q3	$551K	Buy	12,238 +245	+2%	+$10.8K	﹤0.01%	529
2025 Q2	$521K	Buy	11,993 +4,000	+50%	+$178K	﹤0.01%	525
2025 Q1	$368K	Sell	7,993 -187	-2%	-$7.82K	﹤0.01%	553
2024 Q4	$308K	Sell	8,180 -224	-3%	-$8.69K	﹤0.01%	595
2024 Q3	$341K	Buy	8,404 +224	+3%	+$8.42K	﹤0.01%	565
2024 Q2	$283K	Hold	8,180	–	–	﹤0.01%	581
2024 Q1	$307K	Sell	8,180 -55	-0.7%	-$1.97K	﹤0.01%	583
2023 Q4	$296K	Buy	8,235 +4,055	+97%	+$156K	﹤0.01%	576
2023 Q3	$158K	Hold	4,180	–	–	﹤0.01%	686
2023 Q2	$170K	Hold	4,180	–	–	﹤0.01%	682
2023 Q1	$175K	Sell	4,180 -1,000	-19%	-$41.7K	﹤0.01%	703
2022 Q4	$224K	Hold	5,180	–	–	﹤0.01%	669
2022 Q3	$194K	Hold	5,180	–	–	﹤0.01%	698
2022 Q2	$234K	Hold	5,180	–	–	﹤0.01%	686
2022 Q1	$246K	Sell	5,180 -2,082	-29%	-$88.2K	﹤0.01%	726
2021 Q4	$299K	Hold	7,262	–	–	﹤0.01%	669
2021 Q3	$250K	Hold	7,262	–	–	﹤0.01%	691
2021 Q2	$229K	Buy	7,262 +701	+11%	+$22.6K	﹤0.01%	716
2021 Q1	$204K	Sell	6,561 -195	-3%	-$5.86K	﹤0.01%	702
2020 Q4	$203K	Sell	6,756 -421	-6%	-$12.4K	﹤0.01%	666
2020 Q3	$183K	Sell	7,177 -42	-0.6%	-$1.11K	﹤0.01%	668
2020 Q2	$186K	Sell	7,219 -164	-2%	-$4.35K	﹤0.01%	666
2020 Q1	$193K	Hold	7,383	–	–	﹤0.01%	628
2019 Q4	$240K	Hold	7,383	–	–	﹤0.01%	656
2019 Q3	$254K	Buy	7,383 +2,651	+56%	+$89K	﹤0.01%	644
2019 Q2	$161K	Sell	4,732 -489	-9%	-$17.3K	﹤0.01%	747
2019 Q1	$186K	Buy	5,221 +83	+2%	+$2.83K	﹤0.01%	727
2018 Q4	$165K	Hold	5,138	–	–	﹤0.01%	716
2018 Q3	$160K	Hold	5,138	–	–	﹤0.01%	759
2018 Q2	$156K	Hold	5,138	–	–	﹤0.01%	738
2018 Q1	$142K	Sell	5,138 -176	-3%	-$4.75K	﹤0.01%	739
2017 Q4	$149K	Buy	5,314 +755	+17%	+$21.7K	﹤0.01%	774
2017 Q3	$122K	Buy	4,559 +559	+14%	+$15K	﹤0.01%	770
2017 Q2	$102K	Hold	4,000	–	–	﹤0.01%	796
2017 Q1	$102K	Hold	4,000	–	–	﹤0.01%	802
2016 Q4	$101K	Hold	4,000	–	–	﹤0.01%	794
2016 Q3	$94K	Hold	4,000	–	–	﹤0.01%	811
2016 Q2	$103K	Buy	4,000 +206	+5%	+$5.1K	﹤0.01%	805
2016 Q1	$97K	Sell	3,794 -305	-7%	-$6.83K	﹤0.01%	794
2015 Q4	$81K	Hold	4,099	–	–	﹤0.01%	851
2015 Q3	$86K	Sell	4,099 -701	-15%	-$15.8K	﹤0.01%	836
2015 Q2	$107K	Hold	4,800	–	–	﹤0.01%	809
2015 Q1	$115K	Sell	4,800 -93	-2%	-$2.3K	﹤0.01%	798
2014 Q4	$129K	Buy	4,893 +93	+2%	+$2.39K	﹤0.01%	783
2014 Q3	$116K	Sell	4,800 -2,057	-30%	-$48.2K	﹤0.01%	791
2014 Q2	$178K	Buy	6,857 +94	+1%	+$2.4K	﹤0.01%	700
2014 Q1	$161K	Hold	6,763	–	–	﹤0.01%	713
2013 Q4	$132K	Buy	6,763 +305	+5%	+$6.14K	﹤0.01%	748
2013 Q3	$136K	Buy	6,458 +701	+12%	+$15.3K	﹤0.01%	729
2013 Q2	$130K	Buy	+5,757	New	+$140K	﹤0.01%	733

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

First Manhattan's EXC Position: Q1 2026 in Review

First Manhattan reduced its Exelon (EXC) stake by 18% in Q1 2026, selling an estimated $104K and leaving 9,908 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

First Manhattan first reported a position in EXC in Q2 2013 and has held it in 52 quarters since. The position peaked at $551K in Q3 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

First Manhattan held 9,908 shares of Exelon worth $486K as of Q1 2026.
First Manhattan sold 2,240 Exelon shares in Q1 2026, an estimated $104K.
Exelon made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #571 holding.
First Manhattan first reported a position in Exelon in Q2 2013 and has held it in 52 quarters since.
First Manhattan's Exelon position peaked at $551K in Q3 2025.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.