Exelon (EXC) reported third-quarter 2026 operating revenue of $7.319 billion and GAAP net income attributable to common shareholders of $729 million. GAAP diluted earnings per share were $0.70, compared with $0.86 in the third quarter of 2025.
The company narrowed its 2026 adjusted operating earnings guidance to $2.85 to $2.91 per share. Exelon also declared a quarterly common-stock dividend of $0.42 per share, payable Dec. 15, 2026.
- Third-quarter operating revenue was $7.319 billion, versus $6.705 billion a year earlier.
- GAAP net income was $729 million, versus $875 million in the prior-year quarter.
- Adjusted non-GAAP operating earnings were $0.87 per diluted share.
- ComEd reported GAAP net income of $406 million; PECO reported $165 million; BGE reported $90 million; and PHI reported $187 million.
- The dividend is payable to shareholders of record on Dec. 4, 2026.
$EXC Hedge Fund Activity
We have seen 623 institutional investors add shares of $EXC stock to their portfolio, and 549 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. added 22,146,127 shares (+138.7%) to their portfolio in Q2 2026, for an estimated $1,032,452,440
- FMR LLC removed 13,172,275 shares (-57.2%) from their portfolio in Q2 2026, for an estimated $614,091,460
- CAPITAL WORLD INVESTORS added 11,187,932 shares (+27.9%) to their portfolio in Q2 2026, for an estimated $521,581,389
- CAPITAL INTERNATIONAL INVESTORS removed 10,001,140 shares (-65.2%) from their portfolio in Q2 2026, for an estimated $466,253,146
- LAZARD ASSET MANAGEMENT LLC added 9,039,449 shares (+39.1%) to their portfolio in Q2 2026, for an estimated $421,419,112
- ATLAS INFRASTRUCTURE PARTNERS (UK) LTD. added 7,750,912 shares (+inf%) to their portfolio in Q2 2026, for an estimated $361,347,517
- DEUTSCHE BANK AG\ removed 7,483,918 shares (-38.1%) from their portfolio in Q2 2026, for an estimated $348,900,257
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
