NASDAQ · Utilities

Exelon Corporation EXC

Exelon Corporation, a utility services holding company, engages in the energy distribution and transmission businesses in the United States. The company is involved in the purchase and regulated retail sale of electricity and natural gas; transmission and distribution of electricity; and distribution of natural gas to retail customers.

Power Generation

Company profile

Business mix

  • The company is involved in the purchase and regulated retail sale of electricity and natural gas; transmission and distribution of electricity; and distribution of natural gas to retail customers.
  • It serves residential, commercial, industrial, and public authorities and electric railroads customers.
  • Exelon Corporation was incorporated in 1999 and is headquartered in Chicago, Illinois.

Current key questions

  • Can rate-base growth, allowed returns, and demand support earnings in utilities - regulated electric?
  • How do regulation, fuel costs, interest rates, and capital spending affect customer bills and returns?
  • Does the balance sheet support required infrastructure investment and dividends?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 16.74 FCF -4.62% Buyback -1.12%
2026-06-07

Current firm holders

Firm Weight Value Filing period
GQG Partners Rajiv Jain 1.7% $1.1B 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 2 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $6.8M Estimated from net added shares
Reduction amount $232.7M Estimated from net reduced shares
Net share change / base shares -16.7% -4,590,531 / 27,504,776
Soros Fund Management George Soros 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 361.3% 13F value change +$21.1M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -83.2% 13F value change -$22.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 135,000 Last 2 periods -30,266 (-22.4%) Total shares 104,734 Value $5.1M
GQG Partners Rajiv Jain 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -7.5% 13F value change -$126.2M
13F 2026-03-31 Filed 2026-05-12
Minor reduction Shares -10.8% 13F value change +$3.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 26,995,275 Last 2 periods -4,717,074 (-17.5%) Total shares 22,278,201 Value $1.1B
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 40.8% 13F value change +$7.5M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 0.8% 13F value change -$571,449
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 374,501 Last 2 periods +156,809 (+41.9%) Total shares 531,310 Value $23.2M

Recent mentions

No public mentions.