Exelon Corporation
MX ˙ BMV ˙ US30161N1019
SecurityMX:EXC / Exelon Corporation
InstitutionBragg Financial Advisors, Inc
Latest Disclosed Ownership39,806 shares
Latest Disclosed Value $ 1,951,266
Bragg Financial Advisors, Inc reports 6.64% decrease in ownership of EXC / Exelon Corporation

On May 15, 2026 - Bragg Financial Advisors, Inc filed a 13F-HR form disclosing ownership of 39,806 shares of Exelon Corporation (MX:EXC) valued at $1,951,266 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 42,638 shares of Exelon Corporation. This represents a change in shares of -6.64% 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)
2026-05-15 2026-03-31 13F EXELON COM 30161N101 39,806 -2,832 -6.64 1,951 5.01 0.0617
2026-02-13 2025-12-31 13F EXELON COM 30161N101 42,638 -5,843 -12.05 1,859 -14.85 0.0605
2025-11-13 2025-09-30 13F EXELON COM 30161N101 48,481 -5,918 -10.88 2,182 -7.58 0.0722
2025-08-14 2025-06-30 13F EXELON COM 30161N101 54,399 -2,719 -4.76 2,362 -10.26 0.0844
2025-05-14 2025-03-31 13F EXELON COM 30161N101 57,118 -3,167 -5.25 2,632 15.95 0.1083
2025-02-13 2024-12-31 13F EXELON COM 30161N101 60,285 -8,657 -12.56 2,269 -18.82 0.0919
2024-11-14 2024-09-30 13F EXELON COM 30161N101 68,942 -8,033 -10.44 2,796 4.92 0.1150
2024-08-15 2024-06-30 13F EXELON COM 30161N101 76,975 -40,769 -34.63 2,664 -39.77 0.1189
2024-05-14 2024-03-31 13F/A-1 EXELON COM 30161N101 117,744 -8,969 -7.08 4,424 -2.75 0.1985
2024-05-14 2024-03-31 13F EXELON COM 30161N101 117,744 -8,969 4,424 0.1985
2024-02-14 2023-12-31 13F EXELON COM 30161N101 126,713 -5,935 -4.47 4,549 -9.26 0.2164
2023-11-14 2023-09-30 13F EXELON COM 30161N101 132,648 -6,643 -4.77 5,013 -11.67 0.2647
2023-08-15 2023-06-30 13F EXELON COM 30161N101 139,291 -4,227 -2.95 5,675 -5.61 0.3116
2023-05-15 2023-03-31 13F EXELON COM 30161N101 143,518 -3,669 -2.49 6,012 -5.52 0.3547
2023-02-15 2022-12-31 13F EXELON COM 30161N101 147,187 -2,535 -1.69 6,363 13.42 0.3869
2022-11-14 2022-09-30 13F EXELON COM 30161N101 149,722 -7,832 -4.97 5,609 -21.44 0.3868
2022-08-15 2022-06-30 13F EXELON COM 30161N101 157,554 -7,762 -4.70 7,140 -9.32 0.4744
2022-05-11 2022-03-31 13F EXELON COM 30161N101 165,316 6,850 4.32 7,874 2.79 0.4589
2022-02-14 2021-12-31 13F EXELON COM 30161N101 158,466 0 0.00 7,660 0.00 0.4910
2021-11-15 2021-09-30 13F EXELON COM 30161N101 158,466 3,139 2.02 7,660 11.29 0.4910
2021-08-16 2021-06-30 13F EXELON COM 30161N101 155,327 4,385 2.91 6,883 4.26 0.4396
2021-05-14 2021-03-31 13F EXELON COM 30161N101 150,942 6,919 4.80 6,602 8.57 0.4445
2021-02-11 2020-12-31 13F EXELON COM 30161N101 144,023 7,198 5.26 6,081 24.28 0.5320
2020-11-13 2020-09-30 13F EXELON COM 30161N101 136,825 8,748 6.83 4,893 5.27 0.5015
2020-08-14 2020-06-30 13F EXELON COM 30161N101 128,077 7,498 6.22 4,648 4.71 0.5174
2020-05-15 2020-03-31 13F EXELON COM 30161N101 120,579 6,297 5.51 4,439 -14.80 0.5965
2020-02-14 2019-12-31 13F EXELON COM 30161N101 114,282 3,437 3.10 5,210 -2.71 0.5833
2019-11-14 2019-09-30 13F EXELON COM 30161N101 110,845 832 0.76 5,355 1.54 0.6511
2019-08-14 2019-06-30 13F EXELON COM 30161N101 110,013 1,960 1.81 5,274 -2.64 0.6500
2019-05-13 2019-03-31 13F EXELON COM 30161N101 108,053 1,465 1.37 5,417 12.69 0.7036
2019-02-14 2018-12-31 13F EXELON COM 30161N101 106,588 1,510 1.44 4,807 4.77 0.7226
2018-11-14 2018-09-30 13F EXELON COM 30161N101 105,078 1,035 0.99 4,588 3.52 0.6166
2018-08-14 2018-06-30 13F EXELON COM 30161N101 104,043 2,665 2.63 4,432 12.06 0.6325
2018-05-14 2018-03-31 13F EXELON COM 30161N101 101,378 3,335 3.40 3,955 2.36 0.5786
2018-02-14 2017-12-31 13F EXELON COM 30161N101 98,043 1,770 1.84 3,864 6.53 0.5549
2017-11-14 2017-09-30 13F EXELON COM 30161N101 96,273 1,397 1.47 3,627 5.99 0.5558
2017-08-14 2017-06-30 13F EXELON COM 30161N101 94,876 789 0.84 3,422 1.09 0.5399
2017-05-16 2017-03-31 13F EXELON COM 30161N101 94,087 3,310 3.65 3,385 5.06 0.5428
2017-02-14 2016-12-31 13F EXELON COM 30161N101 90,777 4,803 5.59 3,222 12.58 0.5312
2016-11-14 2016-09-30 13F EXELON COM 30161N101 85,974 2,210 2.64 2,862 -6.04 0.5112
2016-08-15 2016-06-30 13F EXELON COM 30161N101 83,764 5,150 6.55 3,046 8.05 0.5490
2016-05-12 2016-03-31 13F EXELON COM 30161N101 78,614 3,245 4.31 2,819 34.69 0.5420
2016-02-10 2015-12-31 13F EXELON COM 30161N101 75,369 -15,860 -17.38 2,093 -22.74 0.4487
2015-11-12 2015-09-30 13F EXELON COM 30161N101 91,229 4,605 5.32 2,709 -0.48 0.6480
2015-08-14 2015-06-30 13F EXELON COM 30161N101 86,624 6,206 7.72 2,722 0.70 0.6228
2015-05-15 2015-03-31 13F EXELON COM 30161N101 80,418 3,750 4.89 2,703 -4.92 0.6227
2015-02-11 2014-12-31 13F EXELON COM 30161N101 76,668 -3,592 -4.48 2,843 3.91 0.6895
2014-11-14 2014-09-30 13F EXELON COM 30161N101 80,260 3,244 4.21 2,736 -2.63 0.6910
2014-08-13 2014-06-30 13F EXELON COM 30161N101 77,016 4,400 6.06 2,810 15.31 0.6734
2014-05-14 2014-03-31 13F EXELON COM 30161N101 72,616 2,590 3.70 2,437 27.06 0.5956
2014-02-14 2013-12-31 13F EXELON COM 30161N101 70,026 1,604 2.34 1,918 -5.42 0.4652
2013-11-14 2013-09-30 13F Exelon Corp Com COM 30161N101 68,422 4,180 6.51 2,028 2.22 0.5276
2013-08-14 2013-06-30 13F Exelon Corp Com COM 30161N101 64,242 64,242 1,984 0.5438
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.