Jeremy Grantham's EXC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 203,178 shares of Exelon Corporation (EXC) worth $8.86 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in EXC, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2020, adding 610,292 shares. Largest reduction occurred in Q1 2023, reducing 578,843 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Exelon Corporation (EXC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Exelon Corporation (EXC) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -43,330 | Reduce 17.58% | 203,178 | $43.59 |
| Q3 2025 | -214,899 | Reduce 46.57% | 246,508 | $45.01 |
| Q2 2025 | +231,210 | Add 100.44% | 461,407 | $43.42 |
| Q1 2025 | -17,572 | Reduce 7.09% | 230,197 | $46.08 |
| Q4 2024 | +54,932 | Add 28.49% | 247,769 | $37.64 |
| Q3 2024 | -1,600 | Reduce 0.82% | 192,837 | $40.55 |
| Q2 2024 | -2,737 | Reduce 1.39% | 194,437 | $34.61 |
| Q1 2024 | +11,313 | Add 6.09% | 197,174 | $37.57 |
| Q4 2023 | -6,578 | Reduce 3.42% | 185,861 | $35.90 |
| Q3 2023 | -921 | Reduce 0.48% | 192,439 | $37.79 |
| Q2 2023 | +9,059 | Add 4.92% | 193,360 | $40.74 |
| Q1 2023 | -578,843 | Reduce 75.85% | 184,301 | $41.89 |
| Q4 2022 | +94,900 | Add 14.20% | 763,144 | $43.23 |
| Q3 2022 | +409,164 | Add 157.93% | 668,244 | $37.46 |
| Q2 2022 | -286 | Reduce 0.11% | 259,080 | $45.32 |
| Q1 2022 | +12,150 | Add 4.91% | 259,366 | $47.63 |
| Q4 2021 | -376,631 | Reduce 60.37% | 247,216 | $41.20 |
| Q3 2021 | -385,129 | Reduce 38.17% | 623,847 | $34.48 |
| Q2 2021 | +146,534 | Add 16.99% | 1.01 M | $31.61 |
| Q1 2021 | +133,891 | Add 18.38% | 862,442 | $31.20 |
| Q4 2020 | +610,292 | Add 516.06% | 728,551 | $30.11 |
| Q3 2020 | +13,810 | Add 13.22% | 118,259 | $25.50 |
| Q2 2020 | +36,031 | Add 52.66% | 104,449 | $25.89 |
| Q1 2020 | -10,374 | Reduce 13.17% | 68,418 | $26.25 |
| Q4 2019 | -21,171 | Reduce 21.18% | 78,792 | $32.52 |
| Q3 2019 | -27,759 | Reduce 21.73% | 99,963 | $34.46 |
| Q2 2019 | -323,722 | Reduce 71.71% | 127,722 | $34.19 |
| Q1 2019 | +358,351 | Add 384.94% | 451,444 | $35.76 |
| Q4 2018 | +44,724 | Add 92.46% | 93,093 | $32.17 |
| Q3 2018 | +2,103 | Add 4.55% | 48,369 | $31.14 |
| Q2 2018 | +18,787 | Add 68.37% | 46,266 | $30.39 |
| Q1 2018 | -402,514 | Reduce 93.61% | 27,479 | $27.84 |
| Q4 2017 | -561 | Reduce 0.13% | 429,993 | $28.11 |
| Q3 2017 | +411,627 | Add 2174.81% | 430,554 | $26.87 |
| Q2 2017 | +18,927 | New Buy | 18,927 | $25.73 |
| Q3 2014 | -7,729 | Sold Out | 0 | $0.00 |
| Q2 2014 | -267,960 | Reduce 97.20% | 7,729 | $26.01 |
| Q1 2014 | -240,490 | Reduce 46.59% | 275,689 | $23.94 |
| Q4 2013 | +121,516 | Add 30.79% | 516,179 | $19.54 |
| Q3 2013 | +124,217 | Add 45.93% | 394,663 | $21.14 |
| Q2 2013 | +270,446 | Add 0.00% | 270,446 | $22.03 |
Jeremy Grantham's Exelon Corporation Investment FAQs
Jeremy Grantham first purchased Exelon Corporation (EXC) in Q2 2013, acquiring 270,446 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Exelon Corporation (EXC) for 41 quarters since Q2 2013.
Jeremy Grantham's largest addition to Exelon Corporation (EXC) was in Q4 2020, adding 728,551 shares worth $21.94 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 203,178 shares of Exelon Corporation (EXC), valued at approximately $8.86 M.
As of the Q4 2025 filing, Exelon Corporation (EXC) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Exelon Corporation (EXC) was 1,008,976 shares, as reported at the end of Q2 2021.