Mercer Global Advisors
EXC icon

Mercer Global Advisors’s Exelon EXC Stock Holding History

Mercer Global Advisors’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 		$9.94M Sell
202,677
-6,556
-3% -$305K 0.01% 502
2025
Q4 		$9.08M Buy
209,233
+21,307
+11% +$972K 0.01% 519
2025
Q3 		$8.46M Buy
187,926
+8,823
+5% +$388K 0.01% 508
2025
Q2 		$7.78M Buy
179,103
+458
+0.3% +$20.4K 0.02% 453
2025
Q1 		$8.23M Buy
178,645
+24,060
+16% +$1.01M 0.02% 405
2024
Q4 		$5.82M Sell
154,585
-17,630
-10% -$684K 0.01% 506
2024
Q3 		$7.02M Sell
172,215
-33,828
-16% -$1.27M 0.02% 410
2024
Q2 		$7.12M Buy
206,043
+1,653
+0.8% +$61K 0.02% 375
2024
Q1 		$7.7M Sell
204,390
-16,642
-8% -$595K 0.02% 360
2023
Q4 		$7.93M Sell
221,032
-18,118
-8% -$698K 0.02% 357
2023
Q3 		$9.04M Buy
239,150
+8,321
+4% +$339K 0.03% 292
2023
Q2 		$9.4M Buy
230,829
+10,059
+5% +$416K 0.04% 307
2023
Q1 		$9.25M Buy
220,770
+13,049
+6% +$544K 0.04% 286
2022
Q4 		$8.98M Buy
207,721
+18,461
+10% +$729K 0.05% 288
2022
Q3 		$7.09M Buy
189,260
+19,790
+12% +$875K 0.04% 295
2022
Q2 		$7.68M Buy
169,470
+50,348
+42% +$2.37M 0.05% 268
2022
Q1 		$5.67M Sell
119,122
-32,140
-21% -$1.36M 0.03% 352
2021
Q4 		$6.23M Buy
151,262
+12,953
+9% +$488K 0.04% 322
2021
Q3 		$4.77M Buy
138,309
+11,152
+9% +$381K 0.03% 363
2021
Q2 		$4.02M Buy
127,157
+9,221
+8% +$297K 0.03% 374
2021
Q1 		$3.68M Sell
117,936
-3,392
-3% -$102K 0.03% 366
2020
Q4 		$3.65M Sell
121,328
-120
-0.1% -$3.54K 0.05% 280
2020
Q3 		$3.1M Sell
121,448
-9,476
-7% -$251K 0.05% 289
2020
Q2 		$3.39M Sell
130,924
-36,353
-22% -$965K 0.06% 230
2020
Q1 		$4.39M Buy
167,277
+87,207
+109% +$2.74M 0.1% 182
2019
Q4 		$2.6M Buy
80,070
+7,174
+10% +$232K 0.05% 284
2019
Q3 		$2.51M Buy
72,896
+734
+1% +$24.6K 0.06% 252
2019
Q2 		$2.47M Buy
72,162
+3,355
+5% +$118K 0.07% 239
2019
Q1 		$2.46M Buy
+68,807
New +$2.34M 0.09% 206

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

Mercer Global Advisors's EXC Position: Q1 2026 in Review

Mercer Global Advisors reduced its Exelon (EXC) stake by 3.1% in Q1 2026, selling an estimated $305K and leaving 202,677 shares worth $9.94M. The position accounts for 0.01% of the portfolio, ranked #502.

Mercer Global Advisors first reported a position in EXC in Q1 2019 and has held it in 29 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Mercer Global Advisors held 202,677 shares of Exelon worth $9.94M as of Q1 2026.
  • Mercer Global Advisors sold 6,556 Exelon shares in Q1 2026, an estimated $305K.
  • Exelon made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #502 holding.
  • Mercer Global Advisors first reported a position in Exelon in Q1 2019 and has held it in 29 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.