Exelon Corporation
AT ˙ WBAG ˙ US30161N1019
39,58 € ↑1,45 (3,80%)
2026-06-05
DEL PRIS
SecurityAT:EXEC / Exelon Corporation
InstitutionWealth Enhancement Advisory Services, Llc
Latest Disclosed Ownership679,650 shares
Latest Disclosed Value $ 21,629,076
Wealth Enhancement Advisory Services, Llc reports 18.80% increase in ownership of EXEC / Exelon Corporation

On April 8, 2026 - Wealth Enhancement Advisory Services, Llc filed a 13F-HR form disclosing ownership of 679,650 shares of Exelon Corporation (AT:EXEC) valued at $28,637,053 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 572,116 shares of Exelon Corporation. This represents a change in shares of 18.80% during the quarter. The current value of the position is $26,897,149 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-08 2026-03-31 13F EXELON COM 30161N101 679,650 107,534 18.80 21,629 -14.16 0.0441
2026-01-08 2025-12-31 13F EXELON COM 30161N101 572,116 -49,603 -7.98 25,198 -13.38 0.0342
2025-10-29 2025-09-30 13F EXELON COM 30161N101 621,719 264,237 73.92 29,090 88.68 0.0440
2025-07-10 2025-06-30 13F EXELON COM 30161N101 357,482 88,381 32.84 15,418 24.34 0.0255
2025-04-16 2025-03-31 13F EXELON COM 30161N101 269,101 157,548 141.23 12,400 195.38 0.0237
2025-03-17 2024-12-31 13F/A-1 EXELON COM 30161N101 111,553 -3,519 -3.06 4,199 -10.03 0.0080
2025-01-10 2024-12-31 13F EXELON COM 30161N101 115,509 437 4,684 0.0095
2024-10-24 2024-09-30 13F EXELON COM 30161N101 115,072 -1,559 -1.34 4,666 15.61 0.0100
2024-07-16 2024-06-30 13F EXELON COM 30161N101 116,631 6,404 5.81 4,037 -2.54 0.0096
2024-04-15 2024-03-31 13F EXELON COM 30161N101 110,227 36,548 49.60 4,141 56.56 0.0107
2024-01-30 2023-12-31 13F EXELON COM 30161N101 73,679 -522 -0.70 2,645 -5.67 0.0077
2023-11-13 2023-09-30 13F EXELON COM 30161N101 74,201 55,092 288.30 2,804 260.41 0.0092
2023-07-21 2023-06-30 13F EXELON COM 30161N101 19,109 -181 -0.94 778 -3.71 0.0084
2023-04-25 2023-03-31 13F EXELON COM 30161N101 19,290 19,290 808 0.0094
2022-10-17 2022-09-30 13F EXELON COM 30161N101 0 -10,408 -100.00 0 -100.00
2022-07-18 2022-06-30 13F EXELON COM 30161N101 10,408 1,179 12.77 461 5.49 0.0064
2022-04-18 2022-03-31 13F EXELON COM 30161N101 9,229 0 0.00 437 -18.32 0.0059
2022-02-08 2021-12-31 13F EXELON COM 30161N101 9,229 397 4.50 535 16.56 0.0077
2021-11-03 2021-09-30 13F EXELON COM 30161N101 8,832 -27 -0.30 459 13.33 0.0068
2021-08-10 2021-06-30 13F EXELON COM 30161N101 8,859 -25,318 -74.08 405 -73.41 0.0065
2021-05-12 2021-03-31 13F EXELON COM 30161N101 34,177 160 0.47 1,523 3.25 0.0277
2021-02-10 2020-12-31 13F EXELON COM 30161N101 34,017 -107,342 -75.94 1,475 -73.90 0.0333
2020-11-12 2020-09-30 13F EXELON COM 30161N101 141,359 132,527 1,500.53 5,652 1,543.02 0.1480
2020-10-13 2020-06-30 13F/A-1 EXELON COM 30161N101 8,832 8,832 344 0.0099
2017-07-26 2017-06-30 13F EXELON COM 30161N101 0 -22,053 -100.00 0 -100.00
2017-04-18 2017-03-31 13F EXELON COM 30161N101 22,053 22,053 787 0.0836
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.