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Wasatch Advisors’s Exelon EXC Stock Holding History

Wasatch 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
Q2 		$5.51M Buy
118,286
+7,781
+7% +$360K 0.04% 173
2026
Q1 		$5.42M Buy
110,505
+9,000
+9% +$419K 0.04% 159
2025
Q4 		$4.42M Sell
101,505
-177
-0.2% -$8.08K 0.03% 179
2025
Q3 		$4.58M Buy
101,682
+355
+0.4% +$15.6K 0.02% 188
2025
Q2 		$4.4M Sell
101,327
-16,000
-14% -$712K 0.02% 193
2025
Q1 		$5.41M Sell
117,327
-15,281
-12% -$639K 0.03% 183
2024
Q4 		$4.99M Sell
132,608
-3,500
-3% -$136K 0.02% 186
2024
Q3 		$5.52M Sell
136,108
-20,042
-13% -$754K 0.03% 192
2024
Q2 		$5.4M Buy
156,150
+2,000
+1% +$73.8K 0.03% 189
2024
Q1 		$5.79M Sell
154,150
-200
-0.1% -$7.15K 0.03% 195
2023
Q4 		$5.54M Hold
154,350
– – 0.03% 194
2023
Q3 		$5.83M Buy
154,350
+5,100
+3% +$208K 0.04% 193
2023
Q2 		$6.08M Buy
149,250
+7,160
+5% +$296K 0.04% 195
2023
Q1 		$5.95M Buy
142,090
+32,000
+29% +$1.33M 0.04% 197
2022
Q4 		$4.76M Buy
110,090
+13,150
+14% +$520K 0.03% 202
2022
Q3 		$3.63M Buy
96,940
+9,050
+10% +$400K 0.03% 213
2022
Q2 		$3.98M Buy
87,890
+1,000
+1% +$47K 0.03% 212
2022
Q1 		$4.14M Buy
86,890
+1,733
+2% +$73.4K 0.02% 228
2021
Q4 		$3.51M Sell
85,157
-48,369
-36% -$1.82M 0.01% 239
2021
Q3 		$4.6M Buy
133,526
+3,350
+3% +$114K 0.02% 243
2021
Q2 		$4.11M Hold
130,176
– – 0.02% 252
2021
Q1 		$4.06M Buy
130,176
+7,085
+6% +$213K 0.02% 240
2020
Q4 		$3.71M Sell
123,091
-36,452
-23% -$1.08M 0.02% 222
2020
Q3 		$4.07M Sell
159,543
-6,870
-4% -$182K 0.03% 213
2020
Q2 		$4.31M Sell
166,413
-8,977
-5% -$238K 0.03% 206
2020
Q1 		$4.61M Sell
175,390
-26,077
-13% -$820K 0.05% 177
2019
Q4 		$6.55M Buy
201,467
+394
+0.2% +$12.8K 0.05% 182
2019
Q3 		$6.93M Buy
201,073
+22,533
+13% +$757K 0.07% 160
2019
Q2 		$6.11M Sell
178,540
-28,741
-14% -$1.01M 0.06% 164
2019
Q1 		$7.41M Sell
207,281
-10,515
-5% -$358K 0.08% 138
2018
Q4 		$7.01M Sell
217,796
-62,227
-22% -$1.99M 0.09% 131
2018
Q3 		$8.72M Sell
280,023
-89,309
-24% -$2.75M 0.1% 122
2018
Q2 		$11.2M Sell
369,332
-65,312
-15% -$1.87M 0.14% 108
2018
Q1 		$12.1M Buy
434,644
+27,587
+7% +$745K 0.16% 99
2017
Q4 		$11.4M Buy
407,057
+114,612
+39% +$3.29M 0.15% 111
2017
Q3 		$7.86M Buy
292,445
+17,914
+7% +$479K 0.11% 128
2017
Q2 		$7.06M Sell
274,531
-20,621
-7% -$525K 0.1% 135
2017
Q1 		$7.58M Sell
295,152
-31,709
-10% -$808K 0.11% 134
2016
Q4 		$8.27M Sell
326,861
-17,571
-5% -$417K 0.13% 131
2016
Q3 		$8.18M Buy
344,432
+85,253
+33% +$2.14M 0.12% 143
2016
Q2 		$6.72M Buy
259,179
+23,287
+10% +$576K 0.1% 169
2016
Q1 		$5.96M Buy
235,892
+98,586
+72% +$2.21M 0.09% 181
2015
Q4 		$2.72M Buy
+137,306
New +$2.78M 0.04% 251

Other funds holding EXC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wasatch Advisors's EXC Position: Q2 2026 in Review

Wasatch Advisors increased its Exelon (EXC) stake by 7% in Q2 2026, buying an estimated $360K and bringing the position to 118,286 shares worth $5.51M. The position accounts for 0.04% of the portfolio, ranked #173.

Wasatch Advisors first reported a position in EXC in Q4 2015 and has held it in 43 quarters since. The position peaked at $12.1M in Q1 2018. 477 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Wasatch Advisors held 118,286 shares of Exelon worth $5.51M as of Q2 2026.
  • Wasatch Advisors bought 7,781 Exelon shares in Q2 2026, an estimated $360K.
  • Exelon made up 0.04% of Wasatch Advisors's portfolio in Q2 2026, its #173 holding.
  • Wasatch Advisors first reported a position in Exelon in Q4 2015 and has held it in 43 quarters since.
  • Wasatch Advisors's Exelon position peaked at $12.1M in Q1 2018.
  • 477 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.