EXC EXELON CORP

Ownership history in ClearBridge Investments Ltd  ·  35 quarters on record

AI Ownership Summary

ClearBridge Investments Ltd reported EXELON CORP (EXC) in 35 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows EXC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EXC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ClearBridge Investments Ltd's position in EXELON CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

EXC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ClearBridge Investments Ltd held EXC — position size vs. price
% of Fund (quarterly)    EXC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 11,277 +1,130 +11.1% 0.01% $490K 2025-08-14 (Est.) $43.89
2025 Q1 ADDED 10,147 +3,058 +43.1% 0.01% $468K 2025-05-13 $41.86
2024 Q4 REDUCED 7,089 -816 -10.3% 0.01% $267K 2025-02-12 $41.03
2024 Q3 REDUCED 7,905 -1,337 -14.5% 0.01% $321K 2024-11-12 $36.51
2024 Q2 UNCHANGED 9,242 0% 0.01% $320K 2024-08-14 $35.07
2024 Q1 UNCHANGED 9,242 0% 0.01% $347K 2024-05-13 $35.75
2023 Q4 REDUCED 9,242 -881 -8.7% 0.01% $332K 2024-02-09 $31.08
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ClearBridge Investments Ltd and EXC

These are the practical questions this page is built to answer before you even open the full history table.

How long has ClearBridge Investments Ltd reported owning EXC?

ClearBridge Investments Ltd reported EXC across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported EXC position in ClearBridge Investments Ltd's portfolio?

The largest reported portfolio weight for EXC was 0.01% in 2025 Q1.

What is the latest reported EXC position on this page?

The most recent filing on this page is 2025 Q2, when ClearBridge Investments Ltd reported 11,277 shares, equal to 0.01% of portfolio, with an estimated market value of $490K.

What does the chart on this EXC ownership page compare?

The chart compares ClearBridge Investments Ltd's quarterly EXC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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