Ken Fisher's EXC Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 4,761 shares of Exelon Corporation (EXC) worth $233,424, representing 0.00% of the portfolio. First purchased in 2019-Q4, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in EXC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 13,965 shares. Largest reduction occurred in Q1 2020, reducing 8,983 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Exelon Corporation (EXC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Exelon Corporation (EXC) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +4,761 | New Buy | 4,761 | $49.03 |
| Q3 2025 | -4,834 | Sold Out | 0 | $0.00 |
| Q2 2025 | +4,834 | New Buy | 4,834 | $43.43 |
| Q1 2024 | -6,255 | Sold Out | 0 | $0.00 |
| Q4 2023 | -2,722 | Reduce 30.32% | 6,255 | $35.90 |
| Q3 2023 | +2,850 | Add 46.52% | 8,977 | $37.79 |
| Q2 2023 | +929 | Add 17.87% | 6,127 | $40.75 |
| Q1 2023 | +12 | Add 0.23% | 5,198 | $41.89 |
| Q4 2022 | -3,777 | Reduce 42.14% | 5,186 | $43.19 |
| Q3 2022 | -379 | Reduce 4.06% | 8,963 | $37.49 |
| Q2 2022 | +165 | Add 1.80% | 9,342 | $45.28 |
| Q1 2022 | -4,270 | Reduce 31.75% | 9,177 | $47.62 |
| Q4 2021 | -232 | Reduce 1.70% | 13,447 | $41.20 |
| Q3 2021 | +701 | Add 5.40% | 13,679 | $34.51 |
| Q2 2021 | -923 | Reduce 6.64% | 12,978 | $31.59 |
| Q1 2021 | -64 | Reduce 0.46% | 13,901 | $31.22 |
| Q4 2020 | +13,965 | New Buy | 13,965 | $30.15 |
| Q1 2020 | -8,983 | Sold Out | 0 | $0.00 |
| Q4 2019 | +8,983 | New Buy | 8,983 | $32.51 |
Ken Fisher's Exelon Corporation Investment FAQs
Ken Fisher first purchased Exelon Corporation (EXC) in Q4 2019, acquiring 8,983 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Exelon Corporation (EXC) for 19 quarters since Q4 2019.
Ken Fisher's largest addition to Exelon Corporation (EXC) was in Q4 2020, adding 13,965 shares worth $421,000.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 4,761 shares of Exelon Corporation (EXC), valued at approximately $233,424.
As of the Q1 2026 filing, Exelon Corporation (EXC) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Exelon Corporation (EXC) was 13,965 shares, as reported at the end of Q4 2020.