Zimmer Partners’s Exelon EXC Stock Holding History

Zimmer Partners’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
2014 Q4	–	Sell	-1,051,500	Closed	-$25.6M	–	55
2014 Q3	$25.6M	Buy	+1,051,500	New	+$24.6M	1.96%	20

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Zimmer Partners's EXC Position: Q1 2025 in Review

Zimmer Partners sold out of Exelon (EXC) in Q1 2025, closing a stake of 250,000 shares — an estimated $9.41M sold.

Zimmer Partners first reported a position in EXC in Q4 2013 and held it in 27 quarters. The position peaked at $246M in Q4 2021. 1,194 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

Zimmer Partners reported no remaining Exelon position as of Q1 2025 after selling out during the quarter.
Zimmer Partners sold 250,000 Exelon shares in Q1 2025, an estimated $9.41M.
Zimmer Partners first reported a position in Exelon in Q4 2013 and held it in 27 quarters.
Zimmer Partners's Exelon position peaked at $246M in Q4 2021.
1,194 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on Zimmer Partners's 13F filing for Q1 2025, filed 15 May 2025.