Skip to main content
Livermore
Livermore
ZHEN

Exelon Corp

EXC
Exchange
Nasdaq
Industry
Electric & Other Services Combined
SEC CIK
0001109357

No open-market purchases or sales by Exelon Corp insiders were filed in the last 90 days; 1,291 institutions reported holding it in 13F filings for Q2 2026, worth $44.2B in total; no superinvestor holds it.

Q1 2023 vs. Q4 2022

How the institutions holding Exelon Corp changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of EXC: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders1,007221,003+18
Shares814.8M3.68M816.4M+5.26M (+0.6%)
Value$35.2B$159.0M$34.2B−$830.2M (−2.4%)

22 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (88)

Institutions that held Exelon Corp at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to EXC in Q1 2023
InstitutionSharesValue% of portfolio
Perpetual Ltd3,787,958$158.7M1.37%
Ceredex Value Advisors LLC1,308,450$54.8M0.85%
Jefferies Financial Group Inc.316,250$13.2M0.28%
Lighthouse Investment Partners, LLC282,977$11.9M1.03%
Crestline Management, LP266,000$11.1M1.36%
Van Eck Associates Corp256,628$10.8M0.02%
Occudo Quantitative Strategies LP212,305$8.89M0.81%
Aventail Capital Group, LP175,132$7.34M0.62%
Aquatic Capital Management LLC125,200$5.25M0.32%
Element Capital Management LLC120,200$5.04M0.38%
Kettle Hill Capital Management, LLC119,505$5.01M1.15%
Duality Advisers, LP67,078$2.81M0.32%
Hudson Bay Capital Management LP66,026$2.77M0.03%
BTG Pactual Global Asset Management Ltd60,301$2.53M3.69%
Empire Financial Management Company, LLC58,311$2.44M1.00%
Dynamic Technology Lab Private Ltd48,674$2.04M0.19%
Nomura Holdings Inc33,466$1.40M0.01%
Vinva Investment Management Ltd33,507$1.39M0.12%
Ostrum Asset Management30,674$1.28M0.11%
Teza Capital Management LLC29,630$1.24M0.27%
Twinbeech Capital LP19,907$833.9K0.02%
Harbor Capital Advisors, Inc.19,696$825.1K0.24%
Wealth Enhancement Advisory Services, LLC19,290$808.0K0.01%
Retireful, LLC18,286$766.0K0.25%
ISAM Funds (UK) Ltd14,563$610.0K0.78%
Citizens Financial Group Inc13,134$550.2K0.02%
Sherbrooke Park Advisers LLC12,900$540.4K0.82%
Y-Intercept (Hong Kong) Ltd12,593$527.5K0.06%
Graham Capital Management, L.P.11,437$479.1K0.02%
Sentinus, LLC10,191$426.9K0.14%
WBH Advisory Inc10,046$420.8K0.05%
Asahi Life Asset Management Co., Ltd.8,720$365.3K0.12%
Connacht Asset Management LP8,267$346.3K0.99%
Quantitative Investment Management, LLC8,153$341.0K0.07%
Thomasville National Bank7,500$314.2K0.03%
Basepoint Wealth LLC6,986$292.6K0.24%
PFG Investments, LLC6,695$280.4K0.06%
V-Square Quantitative Management LLC6,577$275.5K0.25%
Valeo Financial Advisors, LLC6,238$261.3K0.01%
Walleye Trading LLC6,202$259.8K0.01%
CX Institutional6,087$254.6K0.01%
Capstone Investment Advisors, LLC6,058$253.8K0.01%
Wedmont Private Capital5,845$252.9K0.03%
Kapitalo Investimentos Ltda5,987$250.8K0.08%
Summit Trail Advisors, LLC5,888$246.7K0.01%
Chicago Trust Co NA5,766$241.5K0.06%
Atom Investors LP5,365$224.7K0.12%
Change Path, LLC5,239$219.0K0.01%
Prospera Financial Services Inc5,159$216.1K0.01%
Tilt Investment Management Holdings, PBC5,254$212.9K0.16%
Avantax Planning Partners, Inc.4,904$205.4K0.01%
Spirit of America Management Corp4,850$203.2K0.05%
Mission Wealth Management, LP4,832$202.4K0.01%
Qsemble Capital Management, LP4,800$201.1K0.14%
Healthcare of Ontario Pension Plan Trust Fund4,417$185.0K0.00%
Cape Investment Advisory, Inc.2,455$102.8K0.06%
Strategic Investment Solutions, Inc.1,548$64.8K0.01%
WealthPLAN Partners, LLC1,274$53.4K0.01%
Vigilant Capital Management, LLC1,200$50.0K0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,100$46.1K0.00%
WealthPlan Investment Management, LLC593$24.8K0.00%
Ridgewood Investments LLC500$20.9K0.01%
Pointe Capital Management LLC479$20.1K0.01%
TCTC Holdings, LLC393$16.5K0.00%
Venturi Wealth Management, LLC351$14.7K0.00%
China Universal Asset Management Co., Ltd.301$12.6K0.00%
Chesapeake Asset Management LLC250$10.5K0.01%
Caldwell Sutter Capital, Inc.218$9.13K0.01%
Sunbelt Securities, Inc.216$8.95K0.00%
Creative Capital Management Investments LLC200$8.38K0.01%
Stone House Investment Management, LLC137$5.74K0.00%
Syverson Strege & Co120$5.03K0.00%
GPS Wealth Strategies Group, LLC110$4.61K0.00%
Red Tortoise LLC95$3.98K0.00%
Ahrens Investment Partners LLC94$3.94K0.00%
Paladin Advisory Group, LLC87$3.64K0.00%
Jackson, Grant Investment Advisers, Inc.85$3.56K0.00%
DT Investment Partners, LLC53$2.29K0.00%
USA Financial Portformulas Corp54$2.26K0.00%
GeoWealth Management, LLC45$2.00K0.00%
Private Ocean, LLC38$1.59K0.00%
Arlington Partners LLC26$1.09K0.00%
Centerpoint Advisors, LLC12$1.00K0.00%
West Oak Capital, LLC16$6700.00%
25 LLC12$5140.00%
EP Wealth Advisors, LLC26,500$30.00%
GW&K Investment Management, LLC6$00.00%
Avion Wealth17$00.00%

Sold out (70)

Institutions that held Exelon Corp at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of EXC in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Zimmer Partners, LP1,264,300$54.7M
Renaissance Technologies LLC1,059,424$45.8M
Balyasny Asset Management LLC759,520$32.8M
Capital Group Private Client Services, Inc.586,092$25.3M
Voloridge Investment Management, LLC558,969$24.2M
Bridgewater Associates, LP342,339$14.8M
Holocene Advisors, LP114,650$4.96M
Highland Capital Management, LLC109,537$4.74M
Walled Lake Planning & Wealth Management, LLC79,867$3.45M
Baader Bank INC59,562$2.57M
Caption Management, LLC56,700$2.45M
Susquehanna Fundamental Investments, LLC40,009$1.73M
Triasima Portfolio Management inc.38,195$1.65M
Wellington Shields Capital Management, LLC17,000$734.9K
Sabadell Asset Management, S.A S.G.I.I.C14,700$648.9K
Stableford Capital II LLC14,686$648.4K
Strategy Asset Managers LLC14,472$626.0K
World Equity Group, Inc.12,862$556.0K
Money Concepts Capital Corp11,688$505.3K
XTX Topco Ltd10,281$444.4K
RIA Advisory Group LLC10,441$432.0K
Seven Eight Capital, LP8,715$376.7K
SC&H Financial Advisors, Inc.7,626$329.7K
Eagle Rock Investment Company, LLC6,800$300.2K
WSFS Capital Management, LLC6,931$299.6K
Folger Nolan Fleming Douglas Capital Management, Inc6,760$292.0K
Grant/GrossMendelsohn, LLC5,548$242.3K
Segall Bryant & Hamill, LLC5,506$238.0K
Outfitter Financial LLC5,208$225.1K
Ballentine Partners, LLC5,136$222.0K
M Holdings Securities, Inc.5,112$221.0K
We Are One Seven, LLC5,096$220.3K
Girard Partners Ltd.5,074$219.3K
Patton Fund Management, Inc.5,057$219.0K
Lake Street Financial LLC4,971$214.5K
SFG Wealth Management, LLC.4,900$211.8K
American Trust4,839$209.2K
Gateway Investment Advisers LLC4,835$209.0K
Grimes & Company, Inc.4,724$204.2K
Nwam LLC4,705$203.4K
Burke & Herbert Bank & Trust Co4,694$203.0K
1st Source Bank4,668$201.8K
Alliance Wealth Advisors, LLC4,654$201.2K
DuPont Capital Management Corp4,043$174.8K
U.S. Capital Wealth Advisors, LLC3,961$171.2K
Accurate Wealth Management, LLC3,568$155.9K
Wellington Shields & Co., LLC2,715$117.4K
Gyon Technologies Capital Management, LP2,686$116.1K
Tobam2,273$98.0K
Sentry Investment Management LLC2,241$97.0K
McClarren Financial Advisors, Inc.2,045$88.0K
3Chopt Investment Partners, LLC1,994$86.2K
Norway Savings Bank1,530$66.1K
RWM Asset Management, LLC1,056$45.7K
Affiance Financial, LLC750$32.4K
Madden Securities Corp500$21.6K
Zullo Investment Group, Inc.332$14.3K
Okabena Investment Services Inc258$11.2K
NewSquare Capital LLC199$8.60K
Studio Investment Management LLC163$7.05K
Godsey & Gibb Associates100$4.32K
Salem Investment Counselors Inc88$3.80K
EWG Elevate Inc.69$2.98K
Crewe Advisors LLC51$2.21K
Sierra Capital LLC40$2.00K
New Millennium Group LLC23$994
My Personal CFO, LLC21$908
Sofos Investments, Inc.43$519
Coppell Advisory Solutions LLC4$173
Coppell Advisory Solutions Corp.4$173

Not filed for Q1 2023 yet (22)

Institutions that held Exelon Corp at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EXC in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Pendal Group Limited3,043,985$131.6M
Coann Capital LLC344,164$14.9M
Comerica Bank167,063$7.21M
Allstate Investment Management Co32,303$1.40M
Seeyond19,266$832.9K
Gofen & Glossberg LLC12,871$556.0K
CoreCap Advisors, LLC11,192$483.8K
Kepos Capital LP8,253$357.0K
ARGI Investment Services, LLC8,270$357.0K
S.C. Financial Services, Inc.7,393$319.6K
Boenning & Scattergood, Inc.4,981$237.0K
Zeke Capital Advisors, LLC5,385$232.8K
Tyler-Stone Wealth Management4,908$212.0K
Glass Jacobson Investment Advisors llc3,137$135.6K
Trustcore Financial Services, LLC1,456$62.9K
Burleson & Company, LLC987$42.7K
Sargent Bickham Lagudis LLC761$32.9K
Spartan Planning & Wealth Management472$20.4K
Heritage Wealth Management, LLC378$16.3K
Cribstone Capital Management, LLC300$13.0K
Semmax Financial Advisors Inc.83$4.00K
Alaska Permanent Fund Corp15$1.00K