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 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 1,850 | $77.5K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 1,882 | $78.8K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,883 | $79.0K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 1,906 | $79.8K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,907 | $79.9K | 0.01% | +75+4.1% | Added |
| SOA Wealth Advisors, LLC. | 2,020 | $84.6K | 0.02% | −484−19.3% | Reduced |
| Sandy Spring Bank | 2,031 | $85.1K | 0.00% | −1,001−33.0% | Reduced |
| Trust Co of Vermont | 2,085 | $87.3K | 0.01% | +285+15.8% | Added |
| CVA Family Office, LLC | 2,122 | $88.9K | 0.02% | +862+68.4% | Added |
| Delta Asset Management LLC | 2,171 | $90.9K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,210 | $92.6K | 0.15% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,226 | $93.2K | 0.00% | −77−3.3% | Reduced |
| Massmutual Trust Co FSB | 2,229 | $93.4K | 0.00% | +1,270+132.4% | Added |
| Cary Street Partner Investment Advisory LLC | 2,317 | $97.1K | 0.01% | +313+15.6% | Added |
| Deseret Mutual Benefit Administrators | 2,352 | $98.5K | 0.04% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,437 | $102.1K | 0.02% | +6+0.2% | Added |
| Cape Investment Advisory, Inc. | 2,455 | $102.8K | 0.06% | +2,455 | New |
| Edmond de Rothschild Holding S.A. | 2,526 | $105.8K | 0.00% | +276+12.3% | Added |
| JNBA Financial Advisors | 2,646 | $110.8K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,658 | $111.3K | 0.01% | +416+18.6% | Added |
| Adirondack Trust Co | 2,745 | $115.0K | 0.06% | +165+6.4% | Added |
| Ten Capital Wealth Advisors, LLC | 2,769 | $116.0K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,800 | $117.3K | 0.07% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,830 | $118.0K | 0.03% | −3,029−51.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,879 | $119.0K | 0.10% | +17+0.6% | Added |
| Farmers & Merchants Investments Inc | 2,889 | $121.0K | 0.00% | −7,896−73.2% | Reduced |
| Hexagon Capital Partners LLC | 2,962 | $124.1K | 0.03% | −110−3.6% | Reduced |
| Eagle Bay Advisors LLC | 2,964 | $124.1K | 0.07% | −963−24.5% | Reduced |
| Valley National Advisers Inc | 3,106 | $135.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 3,236 | $135.5K | 0.02% | −335−9.4% | Reduced |
| Old Second National Bank of Aurora | 3,269 | $136.9K | 0.04% | +431+15.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,265 | $137.0K | 0.01% | +121+3.8% | Added |
| Citadel Advisors LLC | 3,338 | $139.8K | 0.00% | −974,729−99.7% | Reduced |
| Earnest Partners LLC | 3,396 | $142.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,464 | $145.1K | 0.01% | +66+1.9% | Added |
| Kistler-Tiffany Companies, LLC | 3,480 | $145.8K | 0.03% | +2+0.1% | Added |
| Tompkins Financial Corp | 3,633 | $152.2K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,666 | $153.6K | 0.08% | +204+5.9% | Added |
| Whittier Trust Co | 3,742 | $156.7K | 0.00% | −5,343−58.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,753 | $158.0K | 0.02% | −3,322−47.0% | Reduced |
| CoreFirst Bank & Trust | 4,028 | $168.7K | 0.12% | 00.0% | Unchanged |
| First Manhattan Co | 4,180 | $175.1K | 0.00% | −1,000−19.3% | Reduced |
| Geneos Wealth Management Inc. | 4,255 | $178.2K | 0.01% | −595−12.3% | Reduced |
| Gradient Investments LLC | 4,360 | $182.7K | 0.00% | +10.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,417 | $185.0K | 0.00% | +4,417 | New |
| Brown Brothers Harriman & Co | 4,485 | $187.9K | 0.00% | +132+3.0% | Added |
| Parkside Financial Bank & Trust | 4,488 | $188.0K | 0.05% | −111−2.4% | Reduced |
| Newton One Investments LLC | 4,578 | $191.8K | 0.12% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,672 | $195.7K | 0.01% | −161−3.3% | Reduced |
| Peoples Financial Services Corp. | 4,674 | $195.7K | 0.09% | −4,896−51.2% | Reduced |
| US Asset Management LLC | 4,702 | $197.0K | 0.20% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 4,800 | $201.1K | 0.14% | +4,800 | New |
| Mission Wealth Management, LP | 4,832 | $202.4K | 0.01% | +4,832 | New |
| Spirit of America Management Corp | 4,850 | $203.2K | 0.05% | +4,850 | New |
| First Horizon Advisors, Inc. | 4,851 | $203.2K | 0.01% | −746−13.3% | Reduced |
| Marion Wealth Management | 4,859 | $203.5K | 0.08% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,719 | $204.0K | 0.00% | +554+13.3% | Added |
| Avantax Planning Partners, Inc. | 4,904 | $205.4K | 0.01% | +4,904 | New |
| Boyd Watterson Asset Management LLC | 4,922 | $206.2K | 0.08% | +40+0.8% | Added |
| Resonant Capital Advisors, LLC | 4,958 | $207.7K | 0.02% | +39+0.8% | Added |
| Schechter Investment Advisors, LLC | 4,959 | $207.7K | 0.02% | −80−1.6% | Reduced |
| Patten & Patten Inc | 4,996 | $209.3K | 0.02% | 00.0% | Unchanged |
| Sandia Investment Management LP | 5,000 | $209.4K | 0.04% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 5,005 | $209.7K | 0.17% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,031 | $210.8K | 0.02% | +204+4.2% | Added |
| Argent Trust Co | 5,078 | $212.7K | 0.01% | −195−3.7% | Reduced |
| Tilt Investment Management Holdings, PBC | 5,254 | $212.9K | 0.16% | +5,254 | New |
| Quent Capital, LLC | 5,091 | $213.1K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 5,131 | $214.9K | 0.07% | +2,487+94.1% | Added |
| Compass Ion Advisors, LLC | 5,142 | $215.4K | 0.05% | +45+0.9% | Added |
| Prospera Financial Services Inc | 5,159 | $216.1K | 0.01% | +5,159 | New |
| Clearwater Capital Advisors, LLC | 5,180 | $217.0K | 0.03% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 5,198 | $217.8K | 0.00% | +12+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 5,209 | $218.2K | 0.00% | +103+2.0% | Added |
| Trust Co of Virginia | 5,223 | $218.8K | 0.02% | −14−0.3% | Reduced |
| Change Path, LLC | 5,239 | $219.0K | 0.01% | +5,239 | New |
| Quadrant Capital Group LLC | 5,253 | $220.0K | 0.02% | +111+2.2% | Added |
| Glen Eagle Advisors, LLC | 5,257 | $220.2K | 0.06% | +1,848+54.2% | Added |
| Retirement Planning Co of New England, Inc. | 5,289 | $221.6K | 0.13% | 00.0% | Unchanged |
| Planning Directions Inc | 5,297 | $222.0K | 0.17% | +10+0.2% | Added |
| Beta Wealth Group, Inc. | 5,300 | $222.0K | 0.13% | +400+8.2% | Added |
| Allstate Corp | 5,334 | $223.4K | 0.02% | −26,969−83.5% | Reduced |
| Atom Investors LP | 5,365 | $224.7K | 0.12% | +5,365 | New |
| Nadler Financial Group, Inc. | 5,368 | $224.9K | 0.04% | +7+0.1% | Added |
| Vise Technologies, Inc. | 5,382 | $225.5K | 0.06% | −3,421−38.9% | Reduced |
| Duncker Streett & Co Inc | 5,390 | $225.8K | 0.05% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 5,337 | $226.7K | 0.07% | −660−11.0% | Reduced |
| Aurora Private Wealth, Inc. | 5,419 | $227.0K | 0.24% | −89−1.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 5,424 | $227.2K | 0.09% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 5,425 | $227.3K | 0.03% | +175+3.3% | Added |
| Calton & Associates, Inc. | 5,431 | $227.5K | 0.11% | −79−1.4% | Reduced |
| Johnson Investment Counsel Inc | 5,450 | $228.3K | 0.00% | −414−7.1% | Reduced |
| RSM US Wealth Management LLC | 5,451 | $228.4K | 0.01% | +501+10.1% | Added |
| Hyman Charles D | 5,500 | $230.0K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 5,496 | $230.2K | 0.01% | −68−1.2% | Reduced |
| Flputnam Investment Management Co | 5,511 | $230.8K | 0.01% | −53,393−90.6% | Reduced |
| Connecticut Wealth Management, LLC | 5,522 | $231.3K | 0.02% | −513−8.5% | Reduced |
| Stonebridge Capital Advisors LLC | 5,558 | $232.8K | 0.03% | +120+2.2% | Added |
| MTM Investment Management, LLC | 5,568 | $233.2K | 0.12% | 00.0% | Unchanged |
| Insight Folios Inc | 5,571 | $233.4K | 0.10% | +49+0.9% | Added |