Mitsubishi UFJ Securities Holdings Co., Ltd. EXC — EXELON CORP

Ownership history in Mitsubishi UFJ Securities Holdings Co., Ltd.  ·  12 quarters on record

AI Ownership Summary

Mitsubishi UFJ Securities Holdings Co., Ltd. reported EXELON CORP (EXC) in 12 quarterly 13F filings .

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 Mitsubishi UFJ Securities Holdings Co., 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
—

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
—

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

Time in book
Holding Window
12 quarters

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.

EXC stock page Mitsubishi UFJ Securities Holdings Co., Ltd. fund profile Mitsubishi UFJ Securities Holdings Co., Ltd. full holdings
How Mitsubishi UFJ Securities Holdings Co., 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 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EXC

As of 2026 Q3 — sorted by position size

Partnership Wealth Management, LLC 0.39% LEGACY SOLUTIONS, LLC 0.38% Gerald Baker Financial Group LLC 0.25% Iowa State Bank 3Y 7Y 0.21% Bank & Trust Co 0.18% STEPH & CO 3Y 0.15% Successful Portfolios LLC 3Y 7Y 0.1% Mn Services Vermogensbeheer B.V. 3Y 7Y 0.09% Veery Capital, LLC 3Y 0.08% Greenfield Savings Bank 3Y 0.08%

FAQ About Mitsubishi UFJ Securities Holdings Co., 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 Mitsubishi UFJ Securities Holdings Co., Ltd. reported owning EXC?

Mitsubishi UFJ Securities Holdings Co., Ltd. reported EXC across 0 quarterly 13F filings.

What was the largest reported EXC position in Mitsubishi UFJ Securities Holdings Co., Ltd.'s portfolio?

This page shows the quarter-by-quarter portfolio weight history for EXC in Mitsubishi UFJ Securities Holdings Co., Ltd..

What is the latest reported EXC position on this page?

The most recent filing on this page is 2020 Q2, when Mitsubishi UFJ Securities Holdings Co., Ltd. reported 2,300 shares, equal to 6.13% of portfolio, with an estimated market value of $83K.

What does the chart on this EXC ownership page compare?

The chart compares Mitsubishi UFJ Securities Holdings Co., 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.

How well did Mitsubishi UFJ Securities Holdings Co., Ltd. time their EXC position?

Based on 13F filing dates vs. subsequent EXC price moves, Mitsubishi UFJ Securities Holdings Co., Ltd. correctly timed 0 out of 8 reported position changes (0%). The annualised alpha on EXC relative to SPY over the holding period was +2.0%.

← Back to Mitsubishi UFJ Securities Holdings Co., Ltd. Holdings