EX

EXC EXELON CORP

2026Q2 · CUSIP 30161N101 · Sector: Utilities

Cooling

Net holder growth weakened from last quarter

Funds that own it
1,289
Institutions that reported holding it to the SEC
Net increase in holders
+7
Last quarter 1,282 → now 1,289
How unusual is that
Above average
Stronger buying than 54% of US stocks
What the filings say, in one paragraph

1,289 funds held EXC at the end of 2026Q2, up 7 from the quarter before. Buying has come off its highs, but funds are not exiting. On the business itself, revenue over the last 12 months was $24.8B(YoY +4.6%), the P/E is 16.3x, return on equity is 9.5%. EXC has had 24 buying rushes in its history, and the price moved +6.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Utilities sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=590 2013Q4: holders=629 2014Q1: holders=643 2014Q2: holders=698 2014Q3: holders=666 2014Q4: holders=709 2015Q1: holders=708 2015Q2: holders=707 2015Q3: holders=722 2015Q4: holders=701 2016Q1: holders=740 2016Q2: holders=753 2016Q3: holders=731 2016Q4: holders=782 2017Q1: holders=757 2017Q2: holders=777 2017Q3: holders=760 2017Q4: holders=851 2018Q1: holders=867 2018Q2: holders=882 2018Q3: holders=901 2018Q4: holders=952 2019Q1: holders=991 2019Q2: holders=982 2019Q3: holders=948 2019Q4: holders=950 2020Q1: holders=870 2020Q2: holders=866 2020Q3: holders=843 2020Q4: holders=912 2021Q1: holders=909 2021Q2: holders=912 2021Q3: holders=921 2021Q4: holders=1056 2022Q1: holders=1012 2022Q2: holders=1007 2022Q3: holders=979 2022Q4: holders=1003 2023Q1: holders=997 2023Q2: holders=999 2023Q3: holders=991 2023Q4: holders=1011 2024Q1: holders=1007 2024Q2: holders=987 2024Q3: holders=1047 2024Q4: holders=1098 2025Q1: holders=1188 2025Q2: holders=1176 2025Q3: holders=1199 2025Q4: holders=1248 2026Q1: holders=1282 2026Q2: holders=1289 -135 -67.5 +0 +67.5 +135 5319431354 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 24 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 10% +4.0% —
2025Q4 Top 20% -4.4% -3.1%
2025Q3 Top 20% +1.6% -2.9%
2025Q1 Top 1% in the market +1.7% +6.8%
2024Q4 Top 10% +4.8% +5.5%
2024Q3 Top 5% +10.6% +12.7%
2022Q4 Top 20% -5.7% -3.3%
2021Q4 Top 5% +14.0% +12.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
340
Change in large funds
+34
Total value they hold
$44.2B
Funds buying for the first time
124
Funds that sold out entirely
117
Price change that quarter
+4.6%
Funds holding puts (bearish)
17
Funds holding calls (bullish)
17

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
16.3
EPS (TTM)
$2.73
EPS YoY
+1.5%
Revenue (TTM)
$24.8B
Revenue YoY
+4.6%
Net margin
11.2%
ROE
9.5%
Debt ratio
75.1%
FCF (TTM)
-$2.2B
Dividend (TTM)
$1.62
Quarterly Revenue & EPS
2022-06-30: EPS 0.47 2022-09-30: EPS 0.68 2022-12-31: EPS 0.44 2023-03-31: EPS 0.67 2023-06-30: EPS 0.34 2023-09-30: EPS 0.70 2023-12-31: EPS 0.63 2024-03-31: EPS 0.66 2024-06-30: EPS 0.45 2024-09-30: EPS 0.70 2024-12-31: EPS 0.64 2025-03-31: EPS 0.90 2025-06-30: EPS 0.39 2025-09-30: EPS 0.86 2025-12-31: EPS 0.58 2026-03-31: EPS 0.90 0B 4.9B 9.9B $B 0.00 0.50 0.99 20162017201820192020202120222023202420252026 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 16 12 15 18 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-3.4B-1.1B1.1B 20162017201820192020202120222023202420252026
Latest quarter $-634M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-03-31 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.