Home › Funds › Charles Schwab Investment Management › EXC
Charles Schwab Investment Management position in EXC
EXELON CORP · Utilities
Latest position (Q2 2026)7.29M sh
Reported value held$339.95M
Portfolio Weight0.05%
First reportedQ3 2021
Last changeAdd
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 5.19M | $250.79M | New |
| Q4 2021 | 5.22M | $301.73M | Add |
| Q1 2022 | 5.37M | $255.71M | Add |
| Q2 2022 | 5.30M | $240.26M | Reduce |
| Q3 2022 | 5.43M | $203.53M | Add |
| Q4 2022 | 5.56M | $240.24M | Add |
| Q1 2023 | 5.60M | $234.46M | Add |
| Q2 2023 | 5.64M | $229.81M | Add |
| Q3 2023 | 5.74M | $217.08M | Add |
| Q4 2023 | 5.85M | $210.14M | Add |
| Q1 2024 | 6.03M | $226.53M | Add |
| Q2 2024 | 6.32M | $218.84M | Add |
| Q3 2024 | 6.45M | $261.40M | Add |
| Q4 2024 | 6.73M | $253.28M | Add |
| Q1 2025 | 6.81M | $313.60M | Add |
| Q2 2025 | 6.87M | $298.28M | Add |
| Q3 2025 | 6.86M | $308.82M | Hold |
| Q4 2025 | 6.89M | $300.14M | Hold |
| Q1 2026 | 7.12M | $348.91M | Add |
| Q2 2026 | 7.29M | $339.95M | Add |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding EXC
- Vanguard Group 131.12M sh · $5.72B · Q4 2025
- BlackRock Inc 119.77M sh · $5.58B · Q2 2026
- Capital World Investors 51.26M sh · $2.39B · Q2 2026
- Invesco Ltd 38.11M sh · $1.78B · Q2 2026
- Geode Capital Management 32.38M sh · $1.50B · Q2 2026
- Lazard Asset Management 32.17M sh · $1.50B · Q2 2026
- Wellington Management Group 20.15M sh · $939.19M · Q2 2026
- Morgan Stanley 16.11M sh · $751.12M · Q2 2026
- Northern Trust Corp 14.70M sh · $685.19M · Q2 2026
- Norges Bank Investment Management 13.10M sh · $610.63M · Q2 2026
- Legal & General Investment Management America 12.93M sh · $602.76M · Q2 2026
- BNY Mellon 12.46M sh · $580.84M · Q2 2026