What Makes Exelon Corp. (EXC) a Deep Value Utility Holding?
Heartland Advisors, an investment management company, released its first-quarter 2026 investor letter for “Heartland Mid Cap Value Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Beech Hill Partners Paul Cantor, Joseph Weiss, And Will Wurm | 24,411 | $1,196,627 | -3% | 0.6% |
| 2. | Bayforest Capital Theodoros Tsagaris | 1,822 | $89,314 | -54% | 0.1% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $43.56 | 4,500 | $196,020.00 | 4,500 | 2022-03-22 | Filing | |
| $33.57 | 3,000 | $100,710.00 | 14,374 | 2017-05-11 | Filing | |
| $29.50 | 2,500 | $73,750.00 | 5,000 | 2012-11-14 | Filing | |
| $29.75 | 2,500 | $74,375.00 | 2,500 | 2012-11-14 | Filing | |
| $46.43 | 2,126 | $98,710.18 | 2,126 | 2009-05-26 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $40.57 | 1,463 | $59,353.91 | 2,271 | 2025-02-03 | Filing | |
| $40.57 | 6,051 | $245,489.07 | 56,702 | 2025-02-03 | Filing | |
| $41.65 | 6,000 | $249,900.00 | 4,498 | 2023-03-17 | Filing | |
| $47.49 | 571 | $27,116.79 | 974 | 2022-05-18 | Filing | |
| $47.49 | 3,880 | $184,261.20 | 0 | 2022-05-18 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 575,730 | $28,222,285 | 0.42% | |
| 2. | 679,650 | $21,629,076 | 0.04% | |
| 3. | 278,580 | $13,655,992 | 0.09% | |
| 4. | 241,193 | $11,898,074 | 0.37% | |
| 5. | 109,192 | $5,352,592 | 0.07% |