Tounjian Advisory Partners Trims Exelon Holdings

Institutional investor reduces stake in energy company by over 70%

Mar. 22, 2026 at 11:25am

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Tounjian Advisory Partners LLC, an institutional investor, has trimmed its holdings in Exelon Corporation (NASDAQ:EXC) by 70.9% during the fourth quarter, according to a recent 13F filing with the SEC. The firm now owns 22,566 shares of the energy company's stock, worth $984,000 as of the latest filing.

Why it matters

This transaction provides insight into the investment strategies of Tounjian Advisory Partners, a notable institutional investor. The significant reduction in their Exelon holdings may signal a shift in their outlook on the energy company or broader market trends they are responding to.

The details

According to the 13F filing, Tounjian Advisory Partners sold 54,862 shares of Exelon, leaving them with a remaining stake of 22,566 shares. The firm's total holdings in Exelon were valued at $984,000 as of the end of the fourth quarter.

  • The transactions occurred during the fourth quarter of the year.

The players

Tounjian Advisory Partners LLC

An institutional investor that has reduced its stake in Exelon Corporation by over 70% in the fourth quarter.

Exelon Corporation

An energy company that operates primarily as a regulated electric and natural gas utility holding company, with a focus on reliable service delivery, infrastructure maintenance, and regulatory compliance.

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The takeaway

This transaction highlights the shifting investment strategies of institutional investors like Tounjian Advisory Partners, who may be reevaluating their positions in energy companies like Exelon in response to market conditions or other factors. It underscores the importance of closely monitoring 13F filings to gain insights into the investment decisions of major players in the market.