Exelon Corporation
MX ˙ BMV ˙ US30161N1019
SecurityMX:EXC / Exelon Corporation
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership202,677 shares
Latest Disclosed Value $ 9,935,216
Mercer Global Advisors Inc /adv reports 3.13% decrease in ownership of EXC / Exelon Corporation

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 202,677 shares of Exelon Corporation (MX:EXC) valued at $9,935,216 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 209,233 shares of Exelon Corporation. This represents a change in shares of -3.13% 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 202,677 -6,556 -3.13 9,935 9.39 0.0147
2026-02-17 2025-12-31 13F EXELON COM 30161N101 209,233 21,307 11.34 9,082 7.38 0.0138
2025-11-14 2025-09-30 13F EXELON COM 30161N101 187,926 8,823 4.93 8,459 8.77 0.0141
2025-08-14 2025-06-30 13F EXELON COM 30161N101 179,103 458 0.26 7,776 -5.53 0.0158
2025-05-15 2025-03-31 13F EXELON COM 30161N101 178,645 24,060 15.56 8,232 41.47 0.0189
2025-02-14 2024-12-31 13F EXELON COM 30161N101 154,585 -17,630 -10.24 5,819 -17.12 0.0142
2024-11-14 2024-09-30 13F EXELON COM 30161N101 172,215 -33,828 -16.42 7,021 -1.45 0.0164
2024-08-12 2024-06-30 13F EXELON COM 30161N101 206,043 1,653 0.81 7,123 101,657.14 0.0194
2024-05-15 2024-03-31 13F EXELON COM 30161N101 204,390 -16,642 -7.53 8 0.00 0.0219
2024-02-15 2023-12-31 13F EXELON COM 30161N101 221,032 -18,118 -7.58 8 -22.22 0.0239
2023-11-15 2023-09-30 13F/A-1 EXELON COM 30161N101 239,150 8,321 3.60 9 0.00 0.0343
2023-11-14 2023-09-30 13F EXELON COM 30161N101 239,150 8,321 9 0.0343
2023-08-14 2023-06-30 13F EXELON COM 30161N101 230,829 10,059 4.56 9 0.00 0.0373
2023-05-16 2023-03-31 13F EXELON COM 30161N101 220,770 13,049 6.28 9 12.50 0.0420
2023-02-09 2022-12-31 13F EXELON COM 30161N101 207,721 18,461 9.75 9 -99.89 0.0450
2022-11-15 2022-09-30 13F EXELON COM 30161N101 189,260 19,790 11.68 7,090 -7.68 0.0421
2022-08-10 2022-06-30 13F EXELON COM 30161N101 169,470 50,348 42.27 7,680 35.35 0.0470
2022-05-10 2022-03-31 13F EXELON COM 30161N101 119,122 11,232 10.41 5,674 -8.95 0.0334
2022-02-04 2021-12-31 13F EXELON COM 30161N101 107,890 9,239 9.37 6,232 30.68 0.0385
2021-11-10 2021-09-30 13F EXELON COM 30161N101 98,651 7,954 8.77 4,769 18.66 0.0333
2021-08-10 2021-06-30 13F EXELON COM 30161N101 90,697 6,577 7.82 4,019 9.24 0.0309
2021-08-10 2021-03-31 13F/A-1 EXELON COM 30161N101 84,120 -2,419 -2.80 3,679 0.68 0.0335
2021-05-11 2021-03-31 13F EXELON COM 30161N101 84,120 -2,419 3,679 0.0352
2021-02-12 2020-12-31 13F EXELON COM 30161N101 86,539 -86 -0.10 3,654 17.95 0.0456
2020-12-10 2020-09-30 13F EXELON COM 30161N101 86,625 -6,759 -7.24 3,098 -8.59 0.0466
2020-08-10 2020-06-30 13F EXELON COM 30161N101 93,384 -25,929 -21.73 3,389 -22.84 0.0615
2020-05-18 2020-03-31 13F EXELON COM 30161N101 119,313 62,202 108.91 4,392 68.66 0.0967
2020-02-13 2019-12-31 13F EXELON CORP COM COM 30161N101 57,111 5,117 9.84 2,604 3.70 0.0520
2019-11-12 2019-09-30 13F EXELON CORP COM COM 30161N101 51,994 523 1.02 2,511 1.74 0.0591
2019-08-14 2019-06-30 13F EXELON CORP COM COM 30161N101 51,471 2,393 4.88 2,468 0.33 0.0654
2019-04-23 2019-03-31 13F/A-1 EXELON CORP COM COM 30161N101 49,078 49,078 2,460 0.0885
2019-04-12 2019-03-31 13F EXELON CORP COM COM 30161N101 54,514 2,459 0.1310
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.