Morgan Stanley’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 | $781M | Sell |
15,940,072
-985,611
| -6% | -$45.8M | 0.05% | 383 |
|
|
2025
Q4 | $738M | Sell |
16,925,683
-959,654
| -5% | -$43.8M | 0.04% | 393 |
|
|
2025
Q3 | $805M | Sell |
17,885,337
-1,000,611
| -5% | -$43.9M | 0.05% | 363 |
|
|
2025
Q2 | $820M | Buy |
18,885,948
+1,656,649
| +10% | +$73.8M | 0.05% | 340 |
|
|
2025
Q1 | $794M | Buy |
17,229,299
+445,649
| +3% | +$18.6M | 0.06% | 318 |
|
|
2024
Q4 | $632M | Buy |
16,783,650
+1,204,399
| +8% | +$46.7M | 0.04% | 399 |
|
|
2024
Q3 | $632M | Sell |
15,579,251
-397,921
| -2% | -$15M | 0.05% | 382 |
|
|
2024
Q2 | $553M | Buy |
15,977,172
+606,596
| +4% | +$22.4M | 0.04% | 411 |
|
|
2024
Q1 | $577M | Sell |
15,370,576
-16,565,056
| -52% | -$592M | 0.05% | 390 |
|
|
2023
Q4 | $1.15B | Buy |
31,935,632
+14,759,922
| +86% | +$568M | 0.05% | 344 |
|
|
2023
Q3 | $649M | Sell |
17,175,710
-311,703
| -2% | -$12.7M | 0.07% | 275 |
|
|
2023
Q2 | $712M | Buy |
17,487,413
+998,734
| +6% | +$41.3M | 0.07% | 262 |
|
|
2023
Q1 | $691M | Buy |
16,488,679
+274,135
| +2% | +$11.4M | 0.07% | 260 |
|
|
2022
Q4 | $701M | Sell |
16,214,544
-5,887,629
| -27% | -$233M | 0.08% | 248 |
|
|
2022
Q3 | $828M | Sell |
22,102,173
-1,603,015
| -7% | -$70.9M | 0.11% | 185 |
|
|
2022
Q2 | $1.07B | Buy |
23,705,188
+4,962,919
| +26% | +$233M | 0.14% | 148 |
|
|
2022
Q1 | $893M | Sell |
18,742,269
-4,961,974
| -21% | -$210M | 0.12% | 179 |
|
|
2021
Q4 | $977M | Buy |
23,704,243
+556,295
| +2% | +$21M | 0.12% | 176 |
|
|
2021
Q3 | $798M | Buy |
23,147,948
+3,459,143
| +18% | +$118M | 0.11% | 188 |
|
|
2021
Q2 | $622M | Buy |
19,688,805
+1,223,268
| +7% | +$39.4M | 0.08% | 218 |
|
|
2021
Q1 | $576M | Buy |
18,465,537
+1,962,718
| +12% | +$59M | 0.08% | 212 |
|
|
2020
Q4 | $497M | Buy |
16,502,819
+5,643,385
| +52% | +$167M | 0.08% | 232 |
|
|
2020
Q3 | $277M | Buy |
10,859,434
+5,166,692
| +91% | +$137M | 0.05% | 300 |
|
|
2020
Q2 | $147M | Buy |
5,692,742
+929,144
| +20% | +$24.7M | 0.03% | 436 |
|
|
2020
Q1 | $125M | Buy |
4,763,598
+3,965
| +0.1% | +$125K | 0.03% | 433 |
|
|
2019
Q4 | $155M | Buy |
4,759,633
+447,148
| +10% | +$14.5M | 0.04% | 454 |
|
|
2019
Q3 | $149M | Buy |
4,312,485
+367,026
| +9% | +$12.3M | 0.04% | 432 |
|
|
2019
Q2 | $135M | Sell |
3,945,459
-122,605
| -3% | -$4.33M | 0.04% | 460 |
|
|
2019
Q1 | $145M | Sell |
4,068,064
-1,382,341
| -25% | -$47.1M | 0.04% | 420 |
|
|
2018
Q4 | $175M | Sell |
5,450,405
-52,654
| -1% | -$1.68M | 0.05% | 347 |
|
|
2018
Q3 | $171M | Buy |
5,503,059
+1,289,083
| +31% | +$39.7M | 0.04% | 397 |
|
|
2018
Q2 | $128M | Sell |
4,213,976
-6,396,488
| -60% | -$183M | 0.03% | 479 |
|
|
2018
Q1 | $295M | Buy |
10,610,464
+569,086
| +6% | +$15.4M | 0.08% | 249 |
|
|
2017
Q4 | $282M | Buy |
10,041,378
+1,850,870
| +23% | +$53.2M | 0.08% | 270 |
|
|
2017
Q3 | $220M | Sell |
8,190,508
-382,478
| -4% | -$10.2M | 0.07% | 288 |
|
|
2017
Q2 | $221M | Sell |
8,572,986
-1,044,794
| -11% | -$26.6M | 0.07% | 301 |
|
|
2017
Q1 | $247M | Buy |
9,617,780
+1,872,613
| +24% | +$47.7M | 0.08% | 275 |
|
|
2016
Q4 | $196M | Buy |
7,745,167
+2,415,252
| +45% | +$57.3M | 0.06% | 315 |
|
|
2016
Q3 | $127M | Buy |
5,329,915
+549,560
| +11% | +$13.8M | 0.04% | 457 |
|
|
2016
Q2 | $124M | Buy |
4,780,355
+2,169,371
| +83% | +$53.7M | 0.04% | 444 |
|
|
2016
Q1 | $66.8M | Sell |
2,610,984
-152,365
| -6% | -$3.41M | 0.03% | 628 |
|
|
2015
Q4 | $54.7M | Sell |
2,763,349
-4,431,255
| -62% | -$89.8M | 0.02% | 737 |
|
|
2015
Q3 | $152M | Buy |
7,194,604
+4,276,561
| +147% | +$96.1M | 0.06% | 345 |
|
|
2015
Q2 | $65.4M | Sell |
2,918,043
-3,472,612
| -54% | -$83.2M | 0.02% | 725 |
|
|
2015
Q1 | $153M | Sell |
6,390,655
-483,073
| -7% | -$12M | 0.06% | 368 |
|
|
2014
Q4 | $182M | Buy |
6,873,728
+1,074,312
| +19% | +$27.6M | 0.07% | 310 |
|
|
2014
Q3 | $141M | Buy |
5,799,416
+271,508
| +5% | +$6.36M | 0.05% | 386 |
|
|
2014
Q2 | $144M | Buy |
5,527,908
+2,825,682
| +105% | +$72.1M | 0.06% | 377 |
|
|
2014
Q1 | $64.7M | Sell |
2,702,226
-1,181,761
| -30% | -$24.9M | 0.03% | 634 |
|
|
2013
Q4 | $75.9M | Buy |
3,883,987
+584,029
| +18% | +$11.8M | 0.03% | 550 |
|
|
2013
Q3 | $69.8M | Sell |
3,299,958
-447,308
| -12% | -$9.79M | 0.03% | 536 |
|
|
2013
Q2 | $82.5M | Buy |
+3,747,266
| New | +$90.9M | 0.04% | 455 |
|
Other funds holding EXC
VCM
VPM
Morgan Stanley's EXC Position: Q1 2026 in Review
Morgan Stanley reduced its Exelon (EXC) stake by 5.8% in Q1 2026, selling an estimated $45.8M and leaving 15,940,072 shares worth $781M. The position accounts for 0.05% of the portfolio, ranked #383.
Morgan Stanley first reported a position in EXC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.15B in Q4 2023. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- Morgan Stanley held 15,940,072 shares of Exelon worth $781M as of Q1 2026.
- Morgan Stanley sold 985,611 Exelon shares in Q1 2026, an estimated $45.8M.
- Exelon made up 0.05% of Morgan Stanley's portfolio in Q1 2026, its #383 holding.
- Morgan Stanley first reported a position in Exelon in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Exelon position peaked at $1.15B in Q4 2023.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.