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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,291 | $44.2B |
| Q1 2026 | 1,285 | $45.1B |
| Q4 2025 | 1,249 | $40.2B |
| Q3 2025 | 1,201 | $38.1B |
| Q2 2025 | 1,177 | $36.8B |
| Q1 2025 | 1,196 | $38.3B |
| Q4 2024 | 1,102 | $30.8B |
| Q3 2024 | 1,055 | $33.2B |
| Q2 2024 | 992 | $28.7B |
| Q1 2024 | 1,009 | $30.9B |
| Q4 2023 | 1,020 | $29.1B |
| Q3 2023 | 1,001 | $30.9B |
| Q2 2023 | 1,005 | $33.0B |
| Q1 2023 | 1,003 | $34.2B |
| Q4 2022 | 1,007 | $35.2B |
| Q3 2022 | 990 | $30.3B |
| Q2 2022 | 1,021 | $36.8B |
| Q1 2022 | 1,026 | $38.4B |
| Q4 2021 | 1,071 | $45.4B |
| Q3 2021 | 937 | $38.1B |
| Q2 2021 | 923 | $34.9B |
| Q1 2021 | 925 | $34.1B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FinTrust Capital Advisors, LLC | 325 | $14.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 339 | $14.2K | 0.00% | +83+32.4% | Added |
| Systematic Financial Management LP | 349 | $14.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 351 | $14.7K | 0.00% | +351 | New |
| Coastal Capital Group, Inc. | 351 | $14.7K | 0.00% | +6+1.7% | Added |
| Cambridge Trust Co | 356 | $14.9K | 0.00% | −154−30.2% | Reduced |
| TCTC Holdings, LLC | 393 | $16.5K | 0.00% | +393 | New |
| Antonetti Capital Management LLC | 405 | $16.9K | 0.02% | +1+0.2% | Added |
| Baystate Wealth Management LLC | 410 | $17.2K | 0.00% | +2+0.5% | Added |
| New Hampshire Trust | 422 | $17.7K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 425 | $17.8K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 430 | $18.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 434 | $18.2K | 0.00% | +2+0.5% | Added |
| Stephens Consulting, LLC | 439 | $18.4K | 0.01% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 18,702 | $18.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 518 | $19.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 459 | $19.0K | 0.00% | −244−34.7% | Reduced |
| Old North State Trust, LLC | 467 | $20.0K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 479 | $20.1K | 0.01% | +479 | New |
| Financial Perspectives, Inc | 499 | $20.9K | 0.01% | +4+0.8% | Added |
| Monetary Management Group Inc | 500 | $20.9K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 500 | $20.9K | 0.01% | +500 | New |
| Covestor Ltd | 532 | $22.0K | 0.02% | −4,133−88.6% | Reduced |
| AXS Investments LLC | 529 | $22.2K | 0.01% | −23−4.2% | Reduced |
| Addison Advisors LLC | 548 | $23.0K | 0.01% | +91+19.9% | Added |
| Bangor Savings Bank | 550 | $23.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 554 | $23.2K | 0.01% | +446+413.0% | Added |
| Princeton Global Asset Management LLC | 588 | $24.6K | 0.01% | +1+0.2% | Added |
| Plante Moran Financial Advisors, LLC | 590 | $24.7K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 593 | $24.8K | 0.00% | +593 | New |
| Catalyst Capital Advisors LLC | 594 | $24.9K | 0.00% | −182−23.5% | Reduced |
| Washington Trust Advisors, Inc. | 597 | $25.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 600 | $25.1K | 0.01% | −60−9.1% | Reduced |
| Albion Financial Group | 600 | $25.1K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 600 | $25.1K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 622 | $26.1K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 622 | $26.1K | 0.01% | −22−3.4% | Reduced |
| Missouri Trust & Investment Co | 630 | $26.4K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 633 | $26.5K | 0.00% | +560+767.1% | Added |
| Evolution Advisers, Inc. | 710 | $29.0K | 0.02% | +6+0.9% | Added |
| Independence Bank of Kentucky | 700 | $29.3K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 707 | $29.6K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 733 | $30.7K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 735 | $30.8K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 770 | $32.0K | 0.00% | −868−53.0% | Reduced |
| Bartlett & Co. LLC | 766 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 766 | $32.1K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 812 | $34.0K | 0.05% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 815 | $34.1K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 827 | $34.6K | 0.00% | −17−2.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 837 | $35.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 837 | $35.1K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 834 | $35.1K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 850 | $35.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 870 | $36.1K | 0.01% | −5−0.6% | Reduced |
| Lowe Wealth Advisors, LLC | 870 | $36.4K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 898 | $37.6K | 0.02% | +798+798.0% | Added |
| BOK Financial Private Wealth, Inc. | 900 | $37.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 920 | $38.5K | 0.00% | +222+31.8% | Added |
| TFC Financial Management | 994 | $41.6K | 0.01% | +950+2,159.1% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $41.9K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,000 | $41.9K | 0.00% | −1−0.1% | Reduced |
| Capital Analysts, LLC | 1,034 | $43.0K | 0.00% | +8+0.8% | Added |
| Tortoise Investment Management, LLC | 1,071 | $44.9K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $46.1K | 0.00% | +1,100 | New |
| MV Capital Management, Inc. | 1,108 | $46.4K | 0.01% | +97+9.6% | Added |
| Vigilant Capital Management, LLC | 1,200 | $50.0K | 0.00% | +1,200 | New |
| EverSource Wealth Advisors, LLC | 1,197 | $50.1K | 0.01% | −1,732−59.1% | Reduced |
| Baker Avenue Asset Management, LP | 1,212 | $50.8K | 0.00% | +998+466.4% | Added |
| PrairieView Partners, LLC | 1,239 | $51.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,242 | $52.0K | 0.02% | +8+0.6% | Added |
| West Paces Advisors Inc. | 1,246 | $52.2K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,259 | $52.7K | 0.00% | +614+95.2% | Added |
| Center for Financial Planning, Inc. | 1,265 | $53.0K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,274 | $53.4K | 0.01% | +1,274 | New |
| Sutton Wealth Advisors Inc. | 1,280 | $53.6K | 0.03% | −1,668−56.6% | Reduced |
| Lee Financial Co | 1,294 | $54.2K | 0.01% | −10−0.8% | Reduced |
| Pathway Financial Advisers, LLC | 1,299 | $54.4K | 0.02% | −74−5.4% | Reduced |
| City State Bank | 1,324 | $55.0K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,327 | $55.6K | 0.04% | +1,102+489.8% | Added |
| Wolff Wiese Magana LLC | 1,342 | $56.2K | 0.05% | +5+0.4% | Added |
| Piershale Financial Group, Inc. | 1,357 | $56.8K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,394 | $58.4K | 0.01% | −97−6.5% | Reduced |
| Clearstead Advisors, LLC | 1,421 | $59.5K | 0.00% | +552+63.5% | Added |
| Farther Finance Advisors, LLC | 1,432 | $60.0K | 0.02% | +43+3.1% | Added |
| Strategic Investment Solutions, Inc. | 1,548 | $64.8K | 0.01% | +1,548 | New |
| Vestor Capital, LLC | 1,549 | $65.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,575 | $66.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,605 | $67.2K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,614 | $67.6K | 0.02% | +13+0.8% | Added |
| Webster Bank, N. A. | 1,623 | $68.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,645 | $68.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,650 | $69.1K | 0.00% | −293−15.1% | Reduced |
| Rosenberg Matthew Hamilton | 1,663 | $69.6K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,695 | $71.0K | 0.01% | +1,031+155.3% | Added |
| Pin Oak Investment Advisors Inc | 1,692 | $71.0K | 0.09% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,700 | $71.2K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,721 | $72.1K | 0.01% | −602−25.9% | Reduced |
| Logan Capital Management Inc | 1,740 | $72.9K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,797 | $75.3K | 0.01% | −714−28.4% | Reduced |