Ray Dalio's EXC Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 19,751 shares of Exelon Corporation (EXC) worth $860,946, representing 0.00% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in EXC, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2015, adding 918,887 shares. Largest reduction occurred in Q1 2016, reducing 1.03 M shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Exelon Corporation (EXC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Exelon Corporation (EXC) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +19,751 | New Buy | 19,751 | $43.59 |
| Q3 2024 | -7,154 | Sold Out | 0 | $0.00 |
| Q2 2024 | -112,867 | Reduce 94.04% | 7,154 | $34.61 |
| Q1 2024 | +73,170 | Add 156.18% | 120,021 | $37.57 |
| Q4 2023 | -178,004 | Reduce 79.16% | 46,851 | $35.90 |
| Q3 2023 | +205,976 | Add 1091.03% | 224,855 | $37.79 |
| Q2 2023 | +18,879 | New Buy | 18,879 | $40.74 |
| Q1 2023 | -342,339 | Sold Out | 0 | $0.00 |
| Q4 2022 | +185,179 | Add 117.83% | 342,339 | $43.23 |
| Q3 2022 | -265,352 | Reduce 62.80% | 157,160 | $37.46 |
| Q2 2022 | +159,754 | Add 60.80% | 422,512 | $45.32 |
| Q1 2022 | +205,203 | Add 356.53% | 262,758 | $47.63 |
| Q4 2021 | +57,555 | New Buy | 57,555 | $41.20 |
| Q3 2020 | -10,715 | Sold Out | 0 | $0.00 |
| Q2 2020 | -12,813 | Reduce 54.46% | 10,715 | $25.85 |
| Q1 2020 | +23,528 | New Buy | 23,528 | $26.27 |
| Q2 2018 | -30,442 | Sold Out | 0 | $0.00 |
| Q1 2018 | +30,442 | New Buy | 30,442 | $27.82 |
| Q2 2017 | -74,438 | Sold Out | 0 | $0.00 |
| Q1 2017 | -246,199 | Reduce 76.78% | 74,438 | $25.66 |
| Q4 2016 | +181,839 | Add 131.01% | 320,637 | $25.32 |
| Q3 2016 | +138,798 | New Buy | 138,798 | $23.75 |
| Q2 2016 | -65,134 | Sold Out | 0 | $0.00 |
| Q1 2016 | -1.03 M | Reduce 94.03% | 65,134 | $25.58 |
| Q4 2015 | +154,468 | Add 16.48% | 1.09 M | $19.81 |
| Q3 2015 | +918,887 | Add 5051.61% | 937,077 | $21.18 |
| Q2 2015 | +18,190 | New Buy | 18,190 | $22.43 |
| Q4 2014 | -15,659 | Sold Out | 0 | $0.00 |
| Q3 2014 | +15,659 | New Buy | 15,659 | $24.33 |
| Q1 2014 | -169,458 | Sold Out | 0 | $0.00 |
| Q4 2013 | +169,458 | New Buy | 169,458 | $19.54 |
Ray Dalio's Exelon Corporation Investment FAQs
Ray Dalio first purchased Exelon Corporation (EXC) in Q4 2013, acquiring 169,458 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Exelon Corporation (EXC) for 31 quarters since Q4 2013.
Ray Dalio's largest addition to Exelon Corporation (EXC) was in Q3 2015, adding 937,077 shares worth $19.85 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 19,751 shares of Exelon Corporation (EXC), valued at approximately $860,946.
As of the Q4 2025 filing, Exelon Corporation (EXC) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Exelon Corporation (EXC) was 1,091,545 shares, as reported at the end of Q4 2015.