Ag2R la Mondiale Gestion D'Actifs 13F: Adds $3.9M to EXC Stake

On October 26, 2026, Ag2R la Mondiale Gestion D'Actifs boosted its stake in Exelon Corporation (EXC) by 96,606 shares, bringing its total to 166,811 shares valued at about $6.7 million. This change was reported in the fund's latest Form 13F filing with the SEC.

Ag2R la Mondiale Gestion D'Actifs increased its holdings in Exelon from 70,205 shares to 166,811 shares, a 137.6% increase. The total value of its position now stands at approximately $6.7 million, representing 0.44% of the fund's overall portfolio, which has a reported value of about $1.5 billion.

EXC Exelon Corporation

$44.54 ▲ +4.24% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where Exelon Fits in Ag2R la Mondiale's Portfolio

Exelon ranks 36th among Ag2R la Mondiale's 425 reported positions. The recent boost in shares indicates a notable shift in the fund's investment strategy regarding this utility provider.

Exelon Corporation Stock Up 0.2%

Exelon shares recently traded around $44.54, which is equal to the closing price on the filing date. The stock is currently above its 50-day moving average by about 4% but remains below its 200-day average by approximately 2.2%. Compared to its 52-week high of $50.65, it trades about 12.1% lower.

Recent Earnings

Exelon reported trailing twelve-month revenue of about $25.3 billion and an earnings per share (EPS) of $2.72. The next earnings report is scheduled for October 30, 2026, which may provide further insights into the company's performance and direction.

Dividend

Exelon pays an annual dividend of $1.68 per share, yielding approximately 3.77%. The company's dividend payout ratio is 60.3%, indicating a balanced approach to rewarding shareholders while maintaining capital for growth.

Insider Buying and Selling at Exelon Corporation

There were no reported insider trades at Exelon recently, suggesting no significant changes in insider confidence at this time.

Analysts Set New Price Targets

On October 16, 2026, Truist Securities maintained a "Hold" rating on Exelon with a price target of $46.00, while JP Morgan and Barclays also maintained similar ratings with targets of $46.00 and $44.00, respectively. The consensus recommendation for Exelon is a "Hold" with a mean price target of approximately $47.76 from 17 analysts.

About Exelon

Exelon Corporation is a utility services holding company based in Chicago, Illinois. It engages in energy distribution and transmission across the United States, providing electricity and natural gas to various customers, including residential and commercial clients.

Bottom Line

Investors should watch for Exelon's upcoming earnings report on October 30 for further insights into its financial health. The recent increase in Ag2R la Mondiale's position could indicate growing confidence in Exelon's future prospects, especially as it navigates the utility sector's challenges.