Joel Greenblatt's EXC Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 531,310 shares of Exelon Corporation (EXC) worth $23.16 M, representing 0.08% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in EXC, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 373,560 shares. Largest reduction occurred in Q2 2019, reducing 266,761 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Exelon Corporation (EXC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Exelon Corporation (EXC) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +4,066 | Add 0.77% | 531,310 | $43.59 |
| Q3 2025 | +152,743 | Add 40.79% | 527,244 | $45.01 |
| Q2 2025 | +168,154 | Add 81.49% | 374,501 | $43.42 |
| Q1 2025 | +37,166 | Add 21.97% | 206,347 | $46.08 |
| Q4 2024 | +34,669 | Add 25.77% | 169,181 | $37.64 |
| Q3 2024 | -8,284 | Reduce 5.80% | 134,512 | $40.55 |
| Q2 2024 | +35,680 | Add 33.31% | 142,796 | $34.61 |
| Q1 2024 | +90,681 | Add 551.76% | 107,116 | $37.57 |
| Q4 2023 | -75,243 | Reduce 82.07% | 16,435 | $35.90 |
| Q3 2023 | +44,280 | Add 93.42% | 91,678 | $37.79 |
| Q2 2023 | -200,232 | Reduce 80.86% | 47,398 | $40.74 |
| Q1 2023 | +21,589 | Add 9.55% | 247,630 | $41.89 |
| Q4 2022 | -107,657 | Reduce 32.26% | 226,041 | $43.23 |
| Q3 2022 | -100,138 | Reduce 23.08% | 333,698 | $37.46 |
| Q2 2022 | +373,560 | Add 619.75% | 433,836 | $45.32 |
| Q1 2022 | -151,007 | Reduce 71.47% | 60,276 | $47.63 |
| Q4 2021 | -18,268 | Reduce 7.96% | 211,283 | $41.20 |
| Q3 2021 | +60,126 | Add 35.49% | 229,551 | $34.48 |
| Q2 2021 | +32,695 | Add 23.91% | 169,425 | $31.61 |
| Q1 2021 | -51,925 | Reduce 27.52% | 136,730 | $31.20 |
| Q4 2020 | +70,151 | Add 59.20% | 188,655 | $30.11 |
| Q3 2020 | -70,460 | Reduce 37.29% | 118,504 | $25.51 |
| Q2 2020 | +188,964 | New Buy | 188,964 | $25.88 |
| Q1 2020 | -30,168 | Sold Out | 0 | $0.00 |
| Q4 2019 | +30,168 | New Buy | 30,168 | $32.52 |
| Q3 2019 | -9,870 | Sold Out | 0 | $0.00 |
| Q2 2019 | -266,761 | Reduce 96.43% | 9,870 | $34.14 |
| Q1 2019 | -1,255 | Reduce 0.45% | 276,631 | $35.76 |
| Q4 2018 | +236,955 | Add 578.91% | 277,886 | $32.17 |
| Q3 2018 | +40,931 | New Buy | 40,931 | $31.15 |
| Q2 2018 | -26,639 | Sold Out | 0 | $0.00 |
| Q1 2018 | +5,721 | Add 27.35% | 26,639 | $27.82 |
| Q4 2017 | +20,918 | New Buy | 20,918 | $28.11 |
| Q2 2017 | -94,432 | Sold Out | 0 | $0.00 |
| Q1 2017 | +6,372 | Add 7.24% | 94,432 | $25.66 |
| Q4 2016 | +88,060 | New Buy | 88,060 | $25.31 |
Joel Greenblatt's Exelon Corporation Investment FAQs
Joel Greenblatt first purchased Exelon Corporation (EXC) in Q4 2016, acquiring 88,060 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Exelon Corporation (EXC) for 36 quarters since Q4 2016.
Joel Greenblatt's largest addition to Exelon Corporation (EXC) was in Q2 2022, adding 433,836 shares worth $19.66 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 531,310 shares of Exelon Corporation (EXC), valued at approximately $23.16 M.
As of the Q4 2025 filing, Exelon Corporation (EXC) represents approximately 0.08% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Exelon Corporation (EXC) was 531,310 shares, as reported at the end of Q4 2025.