Searle & Co
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Searle & Co’s Exelon EXC Stock Holding History

Searle & Co’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 		$342K Buy
+8,465
New +$378K 0.08% 147
2022
Q1 		– Sell
-4,858
Closed -$200K – 155
2021
Q4 		$200K Buy
+4,858
New +$183K 0.07% 153
2015
Q3 		– Sell
-4,858
Closed -$108K – 150
2015
Q2 		$108K Hold
4,858
– – 0.09% 127
2015
Q1 		$116K Hold
4,858
– – 0.1% 125
2014
Q4 		$128K Buy
+4,858
New +$125K 0.11% 131

Other funds holding EXC

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Searle & Co's EXC Position: Q3 2026 in Review

Searle & Co opened a new position in Exelon (EXC) in Q3 2026: 8,465 shares worth $342K. The stake represents 0.08% of the portfolio and ranks #147 among its holdings. This is a return to the name: Searle & Co previously reported a position in EXC as recently as Q4 2021.

Searle & Co first reported a position in EXC in Q4 2014 and has held it in 5 quarters since. 610 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Searle & Co held 8,465 shares of Exelon worth $342K as of Q3 2026.
  • Exelon was a new Searle & Co position in Q3 2026.
  • Exelon made up 0.08% of Searle & Co's portfolio in Q3 2026, its #147 holding.
  • Searle & Co first reported a position in Exelon in Q4 2014 and has held it in 5 quarters since.
  • 610 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Searle & Co's 13F filing for Q3 2026, filed 4 Nov 2026.