PICTET ASSET MANAGEMENT SA EXC β€” EXELON CORP

Ownership history in PICTET ASSET MANAGEMENT SA  Β·  8 quarters on record

AI Ownership Summary

PICTET ASSET MANAGEMENT SA reported EXELON CORP (EXC) in 8 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 PICTET ASSET MANAGEMENT SA'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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
8 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 PICTET ASSET MANAGEMENT SA fund profile PICTET ASSET MANAGEMENT SA full holdings
How PICTET ASSET MANAGEMENT SA held EXC β€” position size vs. price
% of Fund (quarterly)    EXC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EXC

As of 2026 Q1 β€” sorted by position size

Longboard Asset Management, LP 3.7% RWC Asset Management LLP 3Y 7Y 3.35% MILLER HOWARD INVESTMENTS INC /NY 3Y 7Y 2.26% Board of the Pension Protection Fund 1.63% Ethos Capital Management, Inc. 1.56% Trium Capital LLP 3Y 1.31% Trinity Legacy Partners, LLC 3Y 7Y 1.16% DAVIDSON INVESTMENT ADVISORS 3Y 7Y 0.89% Significant Wealth Partners LLC 0.6% Point Windward Advisors Inc. 3Y 7Y 0.6%

FAQ About PICTET ASSET MANAGEMENT SA and EXC

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

How long has PICTET ASSET MANAGEMENT SA reported owning EXC?

PICTET ASSET MANAGEMENT SA reported EXC across 0 quarterly 13F filings.

What was the largest reported EXC position in PICTET ASSET MANAGEMENT SA's portfolio?

This page shows the quarter-by-quarter portfolio weight history for EXC in PICTET ASSET MANAGEMENT SA.

What is the latest reported EXC position on this page?

The most recent filing on this page is 2023 Q2, when PICTET ASSET MANAGEMENT SA reported 10,861,542 shares, equal to 0.52% of portfolio, with an estimated market value of $442.5M.

What does the chart on this EXC ownership page compare?

The chart compares PICTET ASSET MANAGEMENT SA'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 PICTET ASSET MANAGEMENT SA time their EXC position?

Based on 13F filing dates vs. subsequent EXC price moves, PICTET ASSET MANAGEMENT SA correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on EXC relative to SPY over the holding period was +6.2%.

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