MFIM
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Mesirow Financial Investment Management’s Exelon EXC Stock Holding History

Mesirow Financial Investment Management’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
Q2 		$2.32M Sell
49,683
-450
-0.9% -$20.8K 0.04% 200
2026
Q1 		$2.46M Buy
50,133
+8,100
+19% +$377K 0.04% 190
2025
Q4 		$1.83M Sell
42,033
-7,638
-15% -$349K 0.04% 189
2025
Q3 		$2.24M Sell
49,671
-1,412
-3% -$62K 0.04% 188
2025
Q2 		$2.22M Sell
51,083
-50,667
-50% -$2.26M 0.04% 181
2025
Q1 		$4.69M Buy
101,750
+50,425
+98% +$2.11M 0.09% 135
2024
Q4 		$1.93M Sell
51,325
-1,871
-4% -$72.6K 0.04% 194
2024
Q3 		$2.16M Buy
53,196
+1,057
+2% +$39.7K 0.04% 191
2024
Q2 		$1.8M Buy
52,139
+451
+0.9% +$16.6K 0.04% 193
2024
Q1 		$1.94M Sell
51,688
-1,282
-2% -$45.8K 0.04% 193
2023
Q4 		$1.65M Buy
+52,970
New +$2.04M 0.06% 173

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Mesirow Financial Investment Management's EXC Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its Exelon (EXC) stake by 0.9% in Q2 2026, selling an estimated $20.8K and leaving 49,683 shares worth $2.32M. The position accounts for 0.04% of the portfolio, ranked #200.

Mesirow Financial Investment Management first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.69M in Q1 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Mesirow Financial Investment Management held 49,683 shares of Exelon worth $2.32M as of Q2 2026.
  • Mesirow Financial Investment Management sold 450 Exelon shares in Q2 2026, an estimated $20.8K.
  • Exelon made up 0.04% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #200 holding.
  • Mesirow Financial Investment Management first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's Exelon position peaked at $4.69M in Q1 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.