Exelon Corporation
US ˙ NasdaqGS ˙ US30161N1019

SecurityEXC / Exelon Corporation
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership17,697 shares
Latest Disclosed Value $ 796,542
Wetherby Asset Management Inc reports 6.58% increase in ownership of EXC / Exelon Corporation

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 17,697 shares of Exelon Corporation (US:EXC) valued at $796,542 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 16,605 shares of Exelon Corporation. This represents a change in shares of 6.58% during the quarter. The current value of the position is $797,781 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)
2025-11-14 2025-09-30 13F EXELON COM 30161N101 17,697 1,092 6.58 797 10.56 0.0325
2025-08-14 2025-06-30 13F EXELON COM 30161N101 16,605 2,251 15.68 721 33.33 0.0321
2025-02-14 2024-12-31 13F EXELON COM 30161N101 14,354 -1,228 -7.88 540 -14.42 0.0259
2024-11-14 2024-09-30 13F EXELON COM 30161N101 15,582 -945 -5.72 632 10.31 0.0289
2024-08-14 2024-06-30 13F EXELON COM 30161N101 16,527 -843 -4.85 572 -12.27 0.0270
2024-05-15 2024-03-31 13F EXELON COM 30161N101 17,370 1,342 8.37 653 13.39 0.0311
2024-02-14 2023-12-31 13F EXELON COM 30161N101 16,028 -5,320 -24.92 575 -28.66 0.0300
2023-11-14 2023-09-30 13F EXELON COM 30161N101 21,348 2,673 14.31 807 6.05 0.0457
2023-08-14 2023-06-30 13F EXELON COM 30161N101 18,675 834 4.67 761 1.74 0.0410
2023-05-12 2023-03-31 13F EXELON COM 30161N101 17,841 -430 -2.35 747 -5.32 0.0437
2023-02-14 2022-12-31 13F EXELON COM 30161N101 18,271 3,165 20.95 790 39.40 0.0507
2022-11-14 2022-09-30 13F EXELON COM 30161N101 15,106 -306 -1.99 566 -18.91 0.0399
2022-08-15 2022-06-30 13F EXELON COM 30161N101 15,412 1,080 7.54 698 2.35 0.0476
2022-05-16 2022-03-31 13F EXELON COM 30161N101 14,332 663 4.85 682 -13.67 0.0391
2022-02-14 2021-12-31 13F EXELON COM 30161N101 13,669 302 2.26 790 22.10 0.0444
2021-11-15 2021-09-30 13F EXELON COM 30161N101 13,367 -147 -1.09 647 8.01 0.0399
2021-08-16 2021-06-30 13F EXELON COM 30161N101 13,514 -114 -0.84 599 0.34 0.0365
2021-05-14 2021-03-31 13F EXELON COM 30161N101 13,628 -622 -4.36 597 -0.83 0.0455
2021-02-11 2020-12-31 13F EXELON COM 30161N101 14,250 -5 -0.04 602 18.27 0.0408
2020-12-16 2020-09-30 13F/A-01 EXELON COM 30161N101 14,255 -634 -4.26 509 -5.74 0.0467
2020-11-13 2020-09-30 13F EXELON COM 30161N101 14,460 -429 517 32,885.7395
2020-08-14 2020-06-30 13F EXELON COM 30161N101 14,889 180 1.22 540 -0.37 0.0512
2020-05-06 2020-03-31 13F EXELON COM 30161N101 14,709 1,268 9.43 542 -11.58 0.0608
2020-01-28 2019-12-31 13F EXELON COM 30161N101 13,441 -823 -5.77 613 -11.03 0.0604
2019-10-31 2019-09-30 13F EXELON COM 30161N101 14,264 289 2.07 689 2.84 0.0719
2019-07-25 2019-06-30 13F EXELON COM 30161N101 13,975 131 0.95 670 -3.46 0.0733
2019-07-25 2019-03-31 13F/A-1 EXELON COM 30161N101 13,844 328 2.43 694 13.77 0.0864
2019-05-09 2019-03-31 13F EXELON COM 30161N101 13,844 328 694
2019-01-30 2018-12-31 13F EXELON COM 30161N101 13,516 271 2.05 610 5.54 0.0863
2018-11-07 2018-09-30 13F EXELON COM 30161N101 13,245 223 1.71 578 4.14 0.0714
2018-07-24 2018-06-30 13F EXELON COM 30161N101 13,022 25 0.19 555 9.47 0.0751
2018-05-04 2018-03-31 13F EXELON COM 30161N101 12,997 -792 -5.74 507 -6.63 0.0700
2018-02-09 2017-12-31 13F EXELON COM 30161N101 13,789 1,512 12.32 543 17.53 0.0753
2017-11-13 2017-09-30 13F EXELON COM 30161N101 12,277 201 1.66 462 5.96 0.0687
2017-08-01 2017-06-30 13F EXELON COM 30161N101 12,076 614 5.36 436 5.83 0.0742
2017-04-27 2017-03-31 13F EXELON COM 30161N101 11,462 637 5.88 412 7.29 0.0741
2017-02-08 2016-12-31 13F EXELON COM 30161N101 10,825 1,419 15.09 384 22.68 0.0752
2016-11-14 2016-09-30 13F EXELON COM 30161N101 9,406 772 8.94 313 -0.32 0.0633
2016-08-10 2016-06-30 13F EXELON COM 30161N101 8,634 1,094 14.51 314 16.30 0.0696
2016-08-10 2016-06-30 13F DELHAIZE GROUP SPONSORED ADR 29759W101 25,120 -24 660 0.1463
2016-05-10 2016-03-31 13F EXELON COM 30161N101 7,540 -19,948 -72.57 270 -59.58 0.0636
2016-05-10 2016-03-31 13F DELHAIZE GROUP SPONSORED ADR 29759W101 25,144 -2,344 653 0.1539
2016-02-08 2015-12-31 13F DELHAIZE GROUP SPONSORED ADR 29759W101 27,488 18,591 208.96 668 153.03 0.1602
2015-11-12 2015-09-30 13F EXELON COM 30161N101 8,897 436 5.15 264 -0.38 0.0676
2015-11-12 2015-09-30 13F DELHAIZE GROUP SPONSORED ADR 29759W101 27,580 1,912 610 0.1563
2015-08-12 2015-06-30 13F EXELON COM 30161N101 8,461 1,155 15.81 265 7.72 0.0637
2015-08-12 2015-06-30 13F DELHAIZE GROUP SPONSORED ADR 29759W101 25,668 624 529 0.1272
2015-05-08 2015-03-31 13F EXELON COM 30161N101 7,306 -180 -2.40 246 -11.19 0.0599
2015-05-08 2015-03-31 13F DELHAIZE GROUP SPONSORED ADR 29759W101 25,044 192 561 0.1366
2015-02-12 2014-12-31 13F EXELON COM 30161N101 7,486 1,226 19.58 277 29.44 0.0697
2015-02-12 2014-12-31 13F DELHAIZE GROUP SPONSORED ADR 29759W101 24,852 -104 450 0.1132
2014-11-03 2014-09-30 13F EXELON COM 30161N101 6,260 587 10.35 214 3.38 0.0597
2014-11-03 2014-09-30 13F DELHAIZE GROUP SPONSORED ADR 29759W101 24,956 2,392 431 0.1202
2014-08-01 2014-06-30 13F EXELON COM 30161N101 5,673 -562 -9.01 207 -1.43 0.0584
2014-08-01 2014-06-30 13F DELHAIZE GROUP SPONSORED ADR 29759W101 22,564 16,771 380 0.1073
2014-05-05 2014-03-31 13F/A-1 EXELON COM 30161N101 6,235 621 11.06 210 -37.13 0.0602
2014-05-05 2014-03-31 13F/A-1 DELHAIZE GROUP SPONSORED ADR 29759W101 5,793 179 421 0.1207
2014-04-30 2014-03-31 13F EXELON COM 30161N101 6,235 210
2014-04-30 2014-03-31 13F DELHAIZE GROUP SPONSORED ADR 29759W101 5,793 421
2014-01-29 2013-12-31 13F DELHAIZE GROUP SPONSORED ADR 29759W101 5,614 -2,761 -32.97 334 34.68 0.0953
2013-10-29 2013-09-30 13F EXELON COM 30161N101 8,375 -1,597 -16.01 248 -19.48 0.0774
2013-10-29 2013-09-30 13F DELHAIZE GROUP SPONSORED ADR 29759W101 5,652 0 356 0.1111
2013-07-24 2013-06-30 13F EXELON COM 30161N101 9,972 9,972 308 0.1073
2013-07-24 2013-06-30 13F ETABLISSEMENTS DELHAIZE FRER SPONSORED ADR 29759W101 5,652 -4,320 350 0.1220
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.