Wellington Management Group’s Exelon EXC Stock Holding History

Wellington Management Group’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	$1B	Buy	20,429,165 +2,111,689	+12%	+$98.2M	0.19%	125
2025 Q4	$798M	Sell	18,317,476 -346,005	-2%	-$15.8M	0.14%	157
2025 Q3	$840M	Buy	18,663,481 +393,917	+2%	+$17.3M	0.15%	152
2025 Q2	$793M	Sell	18,269,564 -1,339,937	-7%	-$59.7M	0.14%	149
2025 Q1	$904M	Sell	19,609,501 -14,846,413	-43%	-$621M	0.17%	128
2024 Q4	$1.3B	Sell	34,455,914 -30,570,932	-47%	-$1.19B	0.24%	100
2024 Q3	$2.64B	Sell	65,026,846 -17,039,317	-21%	-$641M	0.46%	53
2024 Q2	$2.84B	Sell	82,066,163 -10,646,395	-11%	-$393M	0.51%	39
2024 Q1	$3.48B	Sell	92,712,558 -433,543	-0.5%	-$15.5M	0.62%	32
2023 Q4	$3.34B	Buy	93,146,101 +2,352,547	+3%	+$90.6M	0.62%	33
2023 Q3	$3.43B	Sell	90,793,554 -50,616	-0.1%	-$2.06M	0.69%	25
2023 Q2	$3.7B	Sell	90,844,170 -2,936,685	-3%	-$121M	0.7%	26
2023 Q1	$3.93B	Sell	93,780,855 -2,548,285	-3%	-$106M	0.78%	26
2022 Q4	$4.16B	Buy	96,329,140 +5,400,721	+6%	+$213M	0.84%	25
2022 Q3	$3.41B	Buy	90,928,419 +632,306	+0.7%	+$28M	0.73%	28
2022 Q2	$4.09B	Sell	90,296,113 -2,913,844	-3%	-$137M	0.82%	23
2022 Q1	$4.44B	Sell	93,209,957 -15,636,680	-14%	-$662M	0.76%	23
2021 Q4	$4.48B	Buy	108,846,637 +7,523,121	+7%	+$283M	0.72%	25
2021 Q3	$3.49B	Buy	101,323,516 +1,016,335	+1%	+$34.7M	0.59%	38
2021 Q2	$3.17B	Sell	100,307,181 -1,583,905	-2%	-$51M	0.53%	42
2021 Q1	$3.18B	Sell	101,891,086 -3,763,138	-4%	-$113M	0.56%	36
2020 Q4	$3.18B	Sell	105,654,224 -3,820,325	-3%	-$113M	0.59%	38
2020 Q3	$2.79B	Sell	109,474,549 -4,025,536	-4%	-$107M	0.58%	40
2020 Q2	$2.94B	Buy	113,500,085 +19,709,082	+21%	+$523M	0.65%	32
2020 Q1	$2.46B	Buy	93,791,003 +24,330,984	+35%	+$765M	0.65%	36
2019 Q4	$2.26B	Buy	69,460,019 +30,171,570	+77%	+$977M	0.47%	51
2019 Q3	$1.35B	Buy	39,288,449 +554,243	+1%	+$18.6M	0.31%	78
2019 Q2	$1.32B	Buy	38,734,206 +534,633	+1%	+$18.9M	0.29%	81
2019 Q1	$1.37B	Sell	38,199,573 -1,943,646	-5%	-$66.2M	0.31%	78
2018 Q4	$1.29B	Sell	40,143,219 -3,689,269	-8%	-$118M	0.32%	74
2018 Q3	$1.36B	Sell	43,832,488 -242,085	-0.5%	-$7.45M	0.29%	85
2018 Q2	$1.34B	Buy	44,074,573 +180,188	+0.4%	+$5.16M	0.3%	90
2018 Q1	$1.22B	Buy	43,894,385 +10,388,272	+31%	+$281M	0.28%	90
2017 Q4	$942M	Buy	33,506,113 +222,693	+0.7%	+$6.4M	0.21%	114
2017 Q3	$894M	Buy	33,283,420 +168,809	+0.5%	+$4.52M	0.21%	117
2017 Q2	$852M	Sell	33,114,611 -338,944	-1%	-$8.63M	0.2%	119
2017 Q1	$859M	Buy	33,453,555 +252,497	+0.8%	+$6.43M	0.21%	123
2016 Q4	$840M	Sell	33,201,058 -945,761	-3%	-$22.4M	0.21%	115
2016 Q3	$811M	Buy	34,146,819 +695,201	+2%	+$17.5M	0.2%	119
2016 Q2	$868M	Buy	33,451,618 +114,495	+0.3%	+$2.83M	0.22%	111
2016 Q1	$853M	Buy	33,337,123 +26,105	+0.1%	+$585K	0.22%	112
2015 Q4	$660M	Buy	33,311,018 +410,500	+1%	+$8.32M	0.17%	123
2015 Q3	$697M	Buy	32,900,518 +9,894,789	+43%	+$222M	0.19%	118
2015 Q2	$516M	Buy	23,005,729 +1,112,532	+5%	+$26.7M	0.13%	162
2015 Q1	$525M	Buy	21,893,197 +2,196,566	+11%	+$54.4M	0.13%	155
2014 Q4	$521M	Buy	19,696,631 +2,750,493	+16%	+$70.6M	0.14%	152
2014 Q3	$412M	Sell	16,946,138 -1,212,316	-7%	-$28.4M	0.11%	195
2014 Q2	$472M	Sell	18,158,454 -2,847,363	-14%	-$72.6M	0.13%	177
2014 Q1	$503M	Sell	21,005,817 -1,745,451	-8%	-$36.7M	0.14%	158
2013 Q4	$444M	Sell	22,751,268 -423,941	-2%	-$8.53M	0.13%	184
2013 Q3	$490M	Buy	23,175,209 +179,083	+0.8%	+$3.92M	0.15%	153
2013 Q2	$507M	Buy	+22,996,126	New	+$558M	0.17%	141

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Wellington Management Group's EXC Position: Q1 2026 in Review

Wellington Management Group increased its Exelon (EXC) stake by 12% in Q1 2026, buying an estimated $98.2M and bringing the position to 20,429,165 shares worth $1B. The position accounts for 0.19% of the portfolio, ranked #125.

Wellington Management Group first reported a position in EXC in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.48B in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Wellington Management Group held 20,429,165 shares of Exelon worth $1B as of Q1 2026.
Wellington Management Group bought 2,111,689 Exelon shares in Q1 2026, an estimated $98.2M.
Exelon made up 0.19% of Wellington Management Group's portfolio in Q1 2026, its #125 holding.
Wellington Management Group first reported a position in Exelon in Q2 2013 and has held it in 52 quarters since.
Wellington Management Group's Exelon position peaked at $4.48B in Q4 2021.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.