Middleton & Co Inc

SEC CIK: 0000919497
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

EXC holding history

Exelon Corp in every 13F filed by Middleton & Co Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXC overview All 13F holders of EXC Full Q2 2026 holdings

Shares (Q2 2026): 99,486
Value: $4.64M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of EXC by Middleton & Co Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	99,486	$4.64M	0.5%	+1,055+1.1%	Added	Holders
Q1 2026	98,431	$4.83M	0.6%	+1,495+1.5%	Added	Holders
Q4 2025	96,936	$4.23M	0.4%	+1,784+1.9%	Added	Holders
Q3 2025	95,152	$4.28M	0.5%	−2,525−2.6%	Reduced	Holders
Q2 2025	97,677	$4.24M	0.5%	+3,380+3.6%	Added	Holders
Q1 2025	94,297	$4.35M	0.5%	−1,049−1.1%	Reduced	Holders
Q4 2024	95,346	$3.59M	0.4%	+180+0.2%	Added	Holders
Q3 2024	95,166	$3.86M	0.4%	+4,988+5.5%	Added	Holders
Q2 2024	90,178	$3.12M	0.4%	+3,108+3.6%	Added	Holders
Q1 2024	87,070	$3.27M	0.4%	+3,038+3.6%	Added	Holders
Q4 2023	84,032	$3.02M	0.4%	+8,754+11.6%	Added	Holders
Q3 2023	75,278	$2.84M	0.4%	+1,277+1.7%	Added	Holders
Q2 2023	74,001	$3.01M	0.4%	+13,302+21.9%	Added	Holders
Q1 2023	60,699	$2.54M	0.4%	+200+0.3%	Added	Holders
Q4 2022	60,499	$2.62M	0.4%	−1,620−2.6%	Reduced	Holders
Q3 2022	62,119	$2.33M	0.4%	−15,405−19.9%	Reduced	Holders
Q2 2022	77,524	$3.51M	0.5%	−729−0.9%	Reduced	Holders
Q1 2022	78,253	$3.73M	0.4%	−1,045−1.3%	Reduced	Holders
Q4 2021	79,298	$4.58M	0.4%	−143−0.2%	Reduced	Holders
Q3 2021	79,441	$3.84M	0.4%	−485−0.6%	Reduced	Holders
Q2 2021	79,926	$3.54M	0.4%	−2,470−3.0%	Reduced	Holders
Q1 2021	82,396	$3.60M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.