Grimes & Company
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Grimes & Company’s Exelon EXC Stock Holding History

Grimes & Company’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
Q3 		$265K Buy
6,567
+226
+4% +$10.1K 0.01% 400
2026
Q2 		$296K Buy
6,341
+814
+15% +$37.7K 0.01% 384
2026
Q1 		$271K Buy
5,527
+247
+5% +$11.5K 0.01% 373
2025
Q4 		$230K Buy
5,280
+80
+2% +$3.65K 0.01% 421
2025
Q3 		$234K Buy
5,200
+47
+0.9% +$2.06K 0.01% 416
2025
Q2 		$224K Buy
5,153
+102
+2% +$4.54K 0.01% 391
2025
Q1 		$233K Buy
+5,051
New +$211K 0.01% 327
2023
Q1 		– Sell
-4,724
Closed -$204K – 308
2022
Q4 		$204K Buy
+4,724
New +$187K 0.01% 268
2022
Q3 		– Sell
-4,667
Closed -$212K – 273
2022
Q2 		$212K Hold
4,667
– – 0.01% 254
2022
Q1 		$222K Sell
4,667
-1,652
-26% -$70K 0.01% 274
2021
Q4 		$260K Hold
6,319
– – 0.01% 259
2021
Q3 		$218K Sell
6,319
-3,126
-33% -$107K 0.01% 275
2021
Q2 		$299K Hold
9,445
– – 0.01% 241
2021
Q1 		$295K Sell
9,445
-900
-9% -$27K 0.01% 232
2020
Q4 		$312K Sell
10,345
-31
-0.3% -$915 0.02% 216
2020
Q3 		$265K Hold
10,376
– – 0.02% 214
2020
Q2 		$269K Buy
+10,376
New +$275K 0.02% 208
2020
Q1 		– Sell
-6,871
Closed -$223K – 243
2019
Q4 		$223K Buy
6,871
+701
+11% +$22.7K 0.01% 243
2019
Q3 		$213K Hold
6,170
– – 0.02% 236
2019
Q2 		$211K Hold
6,170
– – 0.02% 232
2019
Q1 		$221K Buy
+6,170
New +$210K 0.02% 227
2014
Q4 		– Sell
-9,778
Closed -$238K – 168
2014
Q3 		$238K Sell
9,778
-1
-0% -$23 0.06% 129
2014
Q2 		$254K Hold
9,779
– – 0.07% 132
2014
Q1 		$234K Buy
+9,779
New +$206K 0.07% 129
2013
Q4 		– Sell
-9,562
Closed -$202K – 144
2013
Q3 		$202K Sell
9,562
-349
-4% -$7.64K 0.07% 126
2013
Q2 		$218K Buy
+9,911
New +$240K 0.08% 109

Other funds holding EXC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Grimes & Company's EXC Position: Q3 2026 in Review

Grimes & Company increased its Exelon (EXC) stake by 3.6% in Q3 2026, buying an estimated $10.1K and bringing the position to 6,567 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #400.

Grimes & Company first reported a position in EXC in Q2 2013 and has held it in 26 quarters since. The position peaked at $312K in Q4 2020. 724 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Grimes & Company held 6,567 shares of Exelon worth $265K as of Q3 2026.
  • Grimes & Company bought 226 Exelon shares in Q3 2026, an estimated $10.1K.
  • Exelon made up 0.01% of Grimes & Company's portfolio in Q3 2026, its #400 holding.
  • Grimes & Company first reported a position in Exelon in Q2 2013 and has held it in 26 quarters since.
  • Grimes & Company's Exelon position peaked at $312K in Q4 2020.
  • 724 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Grimes & Company's 13F filing for Q3 2026, filed 29 Oct 2026.