EXC Exelon Corp COM

Ownership history in COHEN & STEERS, INC.  ·  62 quarters on record

AI Ownership Summary

COHEN & STEERS, INC. reported Exelon Corp COM (EXC) in 62 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.32% in 2023 Q3. The latest visible filing shows EXC at 0.02% 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 COHEN & STEERS, INC.'s position in Exelon Corp COM, 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 Q3

EXC was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q3

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 COHEN & STEERS, INC. held EXC — position size vs. price
% of Fund (quarterly)    EXC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 222,694 -3,677,170 -94.3% 0.02% $10.0M 2025-11-14 $45.55
2025 Q2 ADDED 3,899,864 +198,992 +5.4% 0.31% $169.3M 2025-08-14 $43.89
2025 Q1 ADDED 3,700,872 +811,702 +28.1% 0.32% $170.5M 2025-05-15 $42.31
2024 Q4 REDUCED 2,889,170 -759,759 -20.8% 0.21% $108.7M 2025-02-13 $41.11
2024 Q3 ADDED 3,648,929 +3,640,727 +44388.3% 0.26% $148.0M 2024-11-14 $36.47
2024 Q2 REDUCED 8,202 -153,810 -94.9% 0.00% $284K 2024-08-13 $35.17
2024 Q1 REDUCED 162,012 -97,818 -37.6% 0.01% $6.1M 2024-05-15 $36.31
2023 Q4 REDUCED 259,830 -3,381,764 -92.9% 0.02% $9.3M 2024-02-14 $31.34
2023 Q3 ADDED 3,641,594 +129,506 +3.7% 0.32% $137.6M 2023-11-14 $36.36
53 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About COHEN & STEERS, INC. and EXC

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

How long has COHEN & STEERS, INC. reported owning EXC?

COHEN & STEERS, INC. reported EXC across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported EXC position in COHEN & STEERS, INC.'s portfolio?

The largest reported portfolio weight for EXC was 0.32% in 2023 Q3.

What is the latest reported EXC position on this page?

The most recent filing on this page is 2025 Q3, when COHEN & STEERS, INC. reported 222,694 shares, equal to 0.02% of portfolio, with an estimated market value of $10.0M.

What does the chart on this EXC ownership page compare?

The chart compares COHEN & STEERS, INC.'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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