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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.

13F holders, Q1 2023

Institutional positions in Exelon Corp as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,003
+18 vs. Q4 2022
Shares held
816.4M
+5.26M (+0.6%) vs. Q4 2022
Total value
$34.2B
−$830.2M (−2.4%) vs. Q4 2022
New holders
88
407 more added
Sold out
70
315 more reduced

22 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting EXC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 1,003 institutions
Q1 2021: 925 institutionsQ2 2021: 923 institutionsQ3 2021: 937 institutionsQ4 2021: 1,071 institutionsQ1 2022: 1,026 institutionsQ2 2022: 1,021 institutionsQ3 2022: 990 institutionsQ4 2022: 1,007 institutionsQ1 2023: 1,003 institutionsQ2 2023: 1,005 institutionsQ3 2023: 1,001 institutionsQ4 2023: 1,020 institutionsQ1 2024: 1,009 institutionsQ2 2024: 992 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,102 institutionsQ1 2025: 1,196 institutionsQ2 2025: 1,177 institutionsQ3 2025: 1,201 institutionsQ4 2025: 1,249 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,291 institutions
Value heldQ1 2023: $34.2B
Q1 2021: $34.1BQ2 2021: $34.9BQ3 2021: $38.1BQ4 2021: $45.4BQ1 2022: $38.4BQ2 2022: $36.8BQ3 2022: $30.3BQ4 2022: $35.2BQ1 2023: $34.2BQ2 2023: $33.0BQ3 2023: $30.9BQ4 2023: $29.1BQ1 2024: $30.9BQ2 2024: $28.7BQ3 2024: $33.2BQ4 2024: $30.8BQ1 2025: $38.3BQ2 2025: $36.8BQ3 2025: $38.1BQ4 2025: $40.2BQ1 2026: $45.1BQ2 2026: $44.2B
Institutions holding EXC and their total value by quarter
QuarterHoldersValue
Q2 20261,291$44.2B
Q1 20261,285$45.1B
Q4 20251,249$40.2B
Q3 20251,201$38.1B
Q2 20251,177$36.8B
Q1 20251,196$38.3B
Q4 20241,102$30.8B
Q3 20241,055$33.2B
Q2 2024992$28.7B
Q1 20241,009$30.9B
Q4 20231,020$29.1B
Q3 20231,001$30.9B
Q2 20231,005$33.0B
Q1 20231,003$34.2B
Q4 20221,007$35.2B
Q3 2022990$30.3B
Q2 20221,021$36.8B
Q1 20221,026$38.4B
Q4 20211,071$45.4B
Q3 2021937$38.1B
Q2 2021923$34.9B
Q1 2021925$34.1B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q4 2022.

Institutions holding EXC in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Markets LLC1$00.00%−1,000−99.9%Reduced
GW&K Investment Management, LLC6$00.00%+6New
Avion Wealth17$00.00%+17New
EP Wealth Advisors, LLC26,500$30.00%+26,500New
True Wealth Design, LLC11$4610.00%00.0%Unchanged
25 LLC12$5140.00%+12New
Manchester Capital Management LLC14$5870.00%00.0%Unchanged
Delos Wealth Advisors, LLC15$6290.00%−354−95.9%Reduced
West Oak Capital, LLC16$6700.00%+16New
Financial Synergies Wealth Advisors, Inc.18$7550.00%00.0%Unchanged
WestEnd Advisors, LLC–$9220.00%––
Centerpoint Advisors, LLC12$1.00K0.00%+12New
ING Groep NV25$1.05K0.00%−83,428−100.0%Reduced
Anchor Investment Management, LLC25$1.05K0.00%−700−96.6%Reduced
Arlington Partners LLC26$1.09K0.00%+26New
Cedar Wealth Management, LLC33$1.38K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC34$1.44K0.00%+11+47.8%Added
SJS Investment Consulting Inc.37$1.55K0.00%00.0%Unchanged
Private Ocean, LLC38$1.59K0.00%+38New
Horan Securities, Inc.38$1.60K0.00%00.0%Unchanged
Motco39$1.63K0.00%00.0%Unchanged
Disciplined Investments, LLC41$1.72K0.00%−4−8.9%Reduced
Schubert & Co47$1.97K0.00%−5−9.6%Reduced
Penserra Capital Management LLC54$2.00K0.00%−77,355−99.9%Reduced
GeoWealth Management, LLC45$2.00K0.00%+45New
Guardian Wealth Management, Inc.52$2.16K0.00%+1+2.0%Added
Versant Capital Management, Inc53$2.22K0.00%00.0%Unchanged
USA Financial Portformulas Corp54$2.26K0.00%+54New
DT Investment Partners, LLC53$2.29K0.00%+53New
Pinnacle Bancorp, Inc.58$2.43K0.00%00.0%Unchanged
Coston, McIsaac & Partners93$3.00K0.00%00.0%Unchanged
Highline Wealth Partners LLC80$3.35K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC84$3.52K0.00%+7+9.1%Added
Jackson, Grant Investment Advisers, Inc.85$3.56K0.00%+85New
Paladin Advisory Group, LLC87$3.64K0.00%+87New
Parallax Volatility Advisers, L.P.90$3.77K0.00%−30−25.0%Reduced
Ahrens Investment Partners LLC94$3.94K0.00%+94New
Red Tortoise LLC95$3.98K0.00%+95New
Truvestments Capital LLC100$4.19K0.00%00.0%Unchanged
Arrow Financial Corp100$4.19K0.00%00.0%Unchanged
Colonial Trust Advisors110$4.61K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC110$4.61K0.00%+110New
Abound Wealth Management118$4.95K0.00%00.0%Unchanged
Syverson Strege & Co120$5.03K0.00%+120New
American National Bank125$5.24K0.00%−30−19.4%Reduced
SRS Capital Advisors, Inc.125$5.24K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.127$5.32K0.00%00.0%Unchanged
RFP Financial Group LLC134$5.61K0.01%00.0%Unchanged
Sound Income Strategies, LLC137$5.74K0.00%−75−35.4%Reduced
Stone House Investment Management, LLC137$5.74K0.00%+137New
KB Financial Partners, LLC152$6.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC133$6.00K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC134$6.00K0.00%00.0%Unchanged
Steward Financial Group LLC152$6.00K0.00%+64+72.7%Added
Pacifica Partners Inc.143$6.13K0.00%00.0%Unchanged
Baldwin Brothers Inc150$6.28K0.00%00.0%Unchanged
Barrett & Company, Inc.165$6.91K0.00%00.0%Unchanged
Retirement Group, LLC165$7.00K0.00%00.0%Unchanged
Clean Yield Group174$7.29K0.00%−174−50.0%Reduced
JDM Financial Group LLC176$7.37K0.01%00.0%Unchanged
Bogart Wealth, LLC184$7.71K0.00%00.0%Unchanged
Proffitt & Goodson Inc185$7.75K0.00%−10−5.1%Reduced
Ulland Investment Advisors, LLC200$8.00K0.01%00.0%Unchanged
Park Place Capital Corp195$8.17K0.00%+106+119.1%Added
Piscataqua Savings Bank200$8.38K0.01%00.0%Unchanged
Atwood & Palmer Inc200$8.38K0.00%00.0%Unchanged
Creative Capital Management Investments LLC200$8.38K0.01%+200New
Sunbelt Securities, Inc.216$8.95K0.00%+216New
Ancora Advisors, LLC214$8.96K0.00%−18−7.8%Reduced
Financial Management Professionals, Inc.208$9.00K0.00%−71−25.4%Reduced
Householder Group Estate & Retirement Specialist, LLC222$9.00K0.00%+1+0.5%Added
Tradition Wealth Management, LLC214$9.00K0.00%+120+127.7%Added
Caldwell Sutter Capital, Inc.218$9.13K0.01%+218New
Raffa Wealth Management, LLC223$9.34K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC225$9.43K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC225$9.43K0.00%00.0%Unchanged
Clear Perspectives Financial Planning, LLC231$9.68K0.01%00.0%Unchanged
Creative Financial Designs Inc237$9.94K0.00%00.0%Unchanged
McIlrath & Eck, LLC241$10.1K0.00%00.0%Unchanged
DB Wealth Management Group, LLC246$10.3K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC250$10.5K0.00%00.0%Unchanged
Chesapeake Asset Management LLC250$10.5K0.01%+250New
Operose Advisors LLC254$10.6K0.01%00.0%Unchanged
Oakworth Capital, Inc.259$10.8K0.00%00.0%Unchanged
Sittner & Nelson, LLC263$11.0K0.01%00.0%Unchanged
Raleigh Capital Management Inc.268$11.2K0.01%−18−6.3%Reduced
Oliver Lagore Vanvalin Investment Group275$11.5K0.01%00.0%Unchanged
Annapolis Financial Services, LLC279$11.7K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC282$11.8K0.01%00.0%Unchanged
TD Ameritrade Investment Management, LLC291$12.0K0.00%+2+0.7%Added
West Branch Capital LLC289$12.1K0.01%00.0%Unchanged
Bell Investment Advisors, Inc290$12.1K0.00%+71+32.4%Added
Mascoma Wealth Management LLC293$12.4K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC300$12.6K0.01%00.0%Unchanged
China Universal Asset Management Co., Ltd.301$12.6K0.00%+301New
Worth Asset Management, LLC310$13.0K0.01%+3+1.0%Added
Strengthening Families & Communities, LLC316$13.0K0.01%00.0%Unchanged
Dividend Assets Capital, LLC299$13.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.310$13.0K0.01%−106−25.5%Reduced
Rocky Mountain Advisers, LLC340$14.0K0.01%00.0%Unchanged