DIMENSIONAL FUND ADVISORS LP

Position in EXC — Exelon Corp

CIK 354204 AUSTIN, TX

Back to EXC Full portfolio

Position in EXC

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$184,600,837

+$24,999,367 QoQ

Shares Held

3,765,827

+2.9% QoQ

Ownership

0.368%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 71.7070115010594.ToString("F0")% Shared 17.988452470068328.ToString("F0")% None 10.304536028872278.ToString("F0")%

Common Shares in EXC Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $4,601,957,409 across 38 Utilities - Regulated Electric names. EXC ranks #6 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,829,027	$448,520,026
2	DUK	Duke Energy CORP	2,092,284	$273,963,665
3	SO	Southern Co	2,655,044	$256,264,844
4	AEP	American Electric Power Co Inc	1,793,510	$235,093,289
5	ETR	Entergy Corp /De/	1,841,587	$206,920,712
6	EXC	Exelon Corp This page	3,765,827	$184,600,837
7	ED	Consolidated Edison Inc	1,447,524	$163,830,764
8	XEL	Xcel Energy Inc	2,052,030	$163,013,262

All Filings in EXC

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$184,600,837	3,765,827	+2.9%	Shares	Sole	2026-05-07
2025-12-31	$159,601,470	3,661,424	+0.4%	Shares	Sole	2026-02-12
2025-09-30	$164,126,128	3,646,437	+0.5%	Shares	Sole	2025-11-12
2025-06-30	$157,464,234	3,626,537	+2.4%	Shares	Sole	2025-08-12
2025-03-31	$163,216,878	3,542,033	+5.9%	Shares	Sole	2025-05-13
2024-12-31	$125,866,012	3,343,943	+1.0%	Shares	Sole	2025-02-13
2024-09-30	$134,209,306	3,309,724	+1.9%	Shares	Sole	2024-11-07
2024-06-30	$112,361,362	3,246,500	+7.9%	Shares	Sole	2024-08-09
2024-03-31	$113,031,220	3,008,550	+4.5%	Shares	Sole	2024-05-10
2023-12-31	$103,389,413	2,879,928	+7.5%	Shares	Sole	2024-02-07
2023-09-30	$101,256,489	2,679,452	+7.8%	Shares	Sole	2023-11-09
2023-06-30	$101,255,194	2,485,400	+8.1%	Shares	Sole	2023-08-09
2023-03-31	$96,298,992	2,298,854	-1.8%	Shares	Sole	2023-05-12
2022-12-31	$101,187,679	2,340,682	+2.5%	Shares	Sole	2023-02-09
2022-09-30	$85,547,924	2,283,714	+0.9%	Shares	Sole	2022-11-10
2022-06-30	$102,584,220	2,263,553	+9.7%	Shares	Sole	2022-08-12
2022-03-31	$98,268,977	2,063,174	+0.6%	Shares	Defined	2022-05-13
2021-12-31	$84,500,555	2,051,069	-3.9%	Shares	Defined	2022-02-09
2021-09-30	$73,625,407	2,135,351	-1.0%	Shares	Defined	2021-11-12
2021-06-30	$68,158,842	2,156,591	+4.8%	Shares	Defined	2021-08-12
2021-03-31	$64,203,231	2,057,908	+3.4%	Shares	Defined	2021-05-14
2020-12-31	$59,934,406	1,990,244	+1.0%	Shares	Defined	2021-03-08
2020-09-30	$50,246,562	1,969,959	+1.6%	Shares	Defined	2020-11-12
2020-06-30	$50,194,005	1,939,153	+0.8%	Shares	Defined	2020-08-13
2020-03-31	$50,521,297	1,924,225	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.