Exelon Corporation
MX ˙ BMV ˙ US30161N1019
SecurityMX:EXC / Exelon Corporation
InstitutionBurney Co/
Latest Disclosed Ownership16,882 shares
Latest Disclosed Value $ 827,540
Burney Co/ reports 42.22% decrease in ownership of EXC / Exelon Corporation

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 16,882 shares of Exelon Corporation (MX:EXC) valued at $827,540 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 29,216 shares of Exelon Corporation. This represents a change in shares of -42.22% during the quarter.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-29 2026-03-31 13F EXELON COM 30161N101 16,882 -12,334 -42.22 828 -35.04 0.0259
2026-01-23 2025-12-31 13F EXELON COM 30161N101 29,216 -918 -3.05 1,274 -6.12 0.0397
2025-10-16 2025-09-30 13F EXELON COM 30161N101 30,134 -174 -0.57 1,356 3.12 0.0431
2025-08-05 2025-06-30 13F EXELON COM 30161N101 30,308 526 1.77 1,316 -4.15 0.0445
2025-05-06 2025-03-31 13F EXELON COM 30161N101 29,782 -4,394 -12.86 1,372 6.69 0.0499
2025-01-14 2024-12-31 13F EXELON COM 30161N101 34,176 8,928 35.36 1,286 25.71 0.0455
2024-10-18 2024-09-30 13F EXELON COM 30161N101 25,248 -8,988 -26.25 1,024 -13.60 0.0364
2024-07-29 2024-06-30 13F EXELON COM 30161N101 34,236 -153,226 -81.74 1,185 -83.19 0.0453
2024-05-22 2024-03-31 13F EXELON COM 30161N101 187,462 -18,741 -9.09 7,043 -4.86 0.2684
2024-02-12 2023-12-31 13F EXELON COM 30161N101 206,203 -6,474 -3.04 7,403 -7.90 0.3116
2023-11-08 2023-09-30 13F EXELON COM 30161N101 212,677 -8,035 -3.64 8,037 -10.61 0.3766
2023-08-09 2023-06-30 13F EXELON COM 30161N101 220,712 -59,191 -21.15 8,992 -23.32 0.4122
2023-05-10 2023-03-31 13F EXELON COM 30161N101 279,903 3,087 1.12 11,725 -2.01 0.5778
2023-02-06 2022-12-31 13F EXELON COM 30161N101 276,816 6,408 2.37 11,967 18.12 0.6061
2022-11-15 2022-09-30 13F EXELON COM 30161N101 270,408 129,619 92.07 10,130 58.78 0.5592
2022-08-12 2022-06-30 13F EXELON COM 30161N101 140,789 -2,028 -1.42 6,380 -6.20 0.3356
2022-05-09 2022-03-31 13F EXELON COM 30161N101 142,817 -3,588 -2.45 6,802 -19.57 0.2791
2022-05-09 2022-03-31 13F EXELON COM 30161N101 3,785 180
2022-02-11 2021-12-31 13F EXELON COM 30161N101 146,405 -2,570 -1.73 8,457 17.43 0.3651
2021-11-12 2021-09-30 13F EXELON COM 30161N101 148,975 -4,060 -2.65 7,202 6.21 0.3381
2021-08-06 2021-06-30 13F EXELON COM 30161N101 153,035 -121 -0.08 6,781 1.22 0.3154
2021-05-13 2021-03-31 13F EXELON COM 30161N101 153,156 -4,055 -2.58 6,699 0.93 0.3304
2021-02-11 2020-12-31 13F EXELON COM 30161N101 157,211 -14,279 -8.33 6,637 8.22 0.3641
2020-12-14 2020-09-30 13F EXELON COM 30161N101 171,490 -21,795 -11.28 6,133 -12.57 0.3800
2020-08-13 2020-06-30 13F EXELON COM 30161N101 193,285 1,513 0.79 7,015 -0.62 0.4551
2020-05-13 2020-03-31 13F EXELON COM 30161N101 191,772 -8,154 -4.08 7,059 -22.55 0.5424
2020-02-14 2019-12-31 13F EXELON COM 30161N101 199,926 1,593 0.80 9,114 -4.87 0.5024
2019-11-12 2019-09-30 13F EXELON COM 30161N101 198,333 15,315 8.37 9,581 9.20 0.5739
2019-08-12 2019-06-30 13F EXELON COM 30161N101 183,018 18,074 10.96 8,774 6.11 0.5322
2019-05-13 2019-03-31 13F EXELON COM 30161N101 164,944 27,546 20.05 8,269 33.44 0.5124
2019-02-12 2018-12-31 13F EXELON COM 30161N101 137,398 1,222 0.90 6,197 4.24 0.4362
2018-11-13 2018-09-30 13F EXELON COM 30161N101 136,176 5,653 4.33 5,945 6.92 0.3539
2018-08-13 2018-06-30 13F EXELON COM 30161N101 130,523 34,178 35.47 5,560 47.95 0.3258
2018-05-08 2018-03-31 13F EXELON COM 30161N101 96,345 89,344 1,276.16 3,758 1,261.59 0.2327
2018-02-13 2017-12-31 13F EXELON COM 30161N101 7,001 942 15.55 276 21.59 0.0156
2017-11-13 2017-09-30 13F/A-1 Exelon COM 30161N101 6,059 6,059 227 0.0147
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.