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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 5,594 | $234.0K | 0.03% | +50+0.9% | Added |
| 44 Wealth Management LLC | 5,593 | $234.3K | 0.08% | +16+0.3% | Added |
| apricus wealth, LLC | 5,600 | $234.6K | 0.21% | −650−10.4% | Reduced |
| First Hawaiian Bank | 5,601 | $234.6K | 0.01% | +31+0.6% | Added |
| NorthRock Partners, LLC | 5,610 | $235.0K | 0.03% | −572−9.3% | Reduced |
| Foundations Investment Advisors, LLC | 5,624 | $235.6K | 0.01% | +622+12.4% | Added |
| StrategIQ Financial Group, LLC | 5,737 | $240.3K | 0.03% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,766 | $241.5K | 0.06% | +5,766 | New |
| Smith, Moore & Co. | 5,770 | $241.7K | 0.03% | −100−1.7% | Reduced |
| High Net Worth Advisory Group LLC | 5,787 | $242.4K | 0.10% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5,800 | $243.0K | 0.02% | +262+4.7% | Added |
| Chapin Davis, Inc. | 5,818 | $243.7K | 0.13% | −1,263−17.8% | Reduced |
| Summit Trail Advisors, LLC | 5,888 | $246.7K | 0.01% | +5,888 | New |
| Kestra Private Wealth Services, LLC | 5,897 | $247.0K | 0.01% | +535+10.0% | Added |
| Key Financial Inc | 5,913 | $247.7K | 0.09% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 5,789 | $248.0K | 0.28% | −302−5.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,922 | $248.1K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 5,945 | $249.0K | 0.02% | +435+7.9% | Added |
| Abbrea Capital, LLC | 5,970 | $250.0K | 0.04% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 5,987 | $250.8K | 0.08% | +5,987 | New |
| Martingale Asset Management L P | 6,000 | $251.3K | 0.00% | 00.0% | Unchanged |
| ClearBridge Investments Ltd | 6,018 | $252.1K | 0.01% | −95−1.6% | Reduced |
| Wedmont Private Capital | 5,845 | $252.9K | 0.03% | +5,845 | New |
| Marcum Wealth, LLC | 6,049 | $253.4K | 0.03% | +191+3.3% | Added |
| Capstone Investment Advisors, LLC | 6,058 | $253.8K | 0.01% | +6,058 | New |
| Ledyard National Bank | 6,060 | $253.9K | 0.03% | −200−3.2% | Reduced |
| CX Institutional | 6,087 | $254.6K | 0.01% | +6,087 | New |
| Phoenix Wealth Advisors | 6,078 | $254.6K | 0.16% | +683+12.7% | Added |
| CIC Wealth, LLC | 6,093 | $255.3K | 0.10% | +10+0.2% | Added |
| Total Clarity Wealth Management, Inc. | 6,111 | $256.0K | 0.14% | −2,938−32.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 6,125 | $256.6K | 0.02% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 6,146 | $257.5K | 0.18% | +1,333+27.7% | Added |
| Segment Wealth Management, LLC | 6,191 | $259.3K | 0.03% | −440−6.6% | Reduced |
| Walleye Trading LLC | 6,202 | $259.8K | 0.01% | +6,202 | New |
| Valeo Financial Advisors, LLC | 6,238 | $261.3K | 0.01% | +6,238 | New |
| Gladstone Institutional Advisory LLC | 6,263 | $262.4K | 0.02% | −169−2.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 6,263 | $262.4K | 0.02% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 6,365 | $266.6K | 0.04% | +1,374+27.5% | Added |
| Court Place Advisors, LLC | 6,390 | $267.7K | 0.10% | 00.0% | Unchanged |
| BancorpSouth Bank | 6,397 | $268.0K | 0.02% | +747+13.2% | Added |
| NBT Bank N A | 6,431 | $269.4K | 0.04% | −66−1.0% | Reduced |
| Greenfield Savings Bank | 6,446 | $270.0K | 0.18% | −516−7.4% | Reduced |
| Capital Investment Advisory Services, LLC | 6,450 | $270.2K | 0.03% | −145−2.2% | Reduced |
| CAPROCK Group, Inc. | 6,495 | $272.1K | 0.02% | +1,571+31.9% | Added |
| Asset Management Corp | 6,539 | $273.9K | 0.21% | +24+0.4% | Added |
| Good Life Advisors, LLC | 6,542 | $274.1K | 0.04% | −1,963−23.1% | Reduced |
| First Command Bank | 6,567 | $275.1K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 6,567 | $275.1K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 6,577 | $275.5K | 0.25% | +6,577 | New |
| Baker Tilly Wealth Management, LLC | 6,592 | $276.1K | 0.03% | +331+5.3% | Added |
| Parallel Advisors, LLC | 6,612 | $277.0K | 0.01% | +559+9.2% | Added |
| Grey Fox Wealth Advisors, LLC | 6,644 | $278.3K | 0.16% | −150−2.2% | Reduced |
| PFG Investments, LLC | 6,695 | $280.4K | 0.06% | +6,695 | New |
| Moors & Cabot, Inc. | 6,702 | $280.7K | 0.02% | −816−10.9% | Reduced |
| Verdence Capital Advisors LLC | 6,748 | $282.7K | 0.03% | −194−2.8% | Reduced |
| Apollon Wealth Management, LLC | 6,758 | $283.1K | 0.02% | +1,076+18.9% | Added |
| Atlas Capital Advisors LLC | 6,767 | $283.5K | 0.04% | −698−9.4% | Reduced |
| FineMark National Bank & Trust | 6,804 | $285.0K | 0.01% | +443+7.0% | Added |
| Accel Wealth Management | 6,831 | $286.2K | 0.12% | −28−0.4% | Reduced |
| Enterprise Financial Services Corp | 6,872 | $287.9K | 0.19% | +9+0.1% | Added |
| Diversified, LLC | 6,883 | $288.3K | 0.10% | −20−0.3% | Reduced |
| Successful Portfolios LLC | 6,915 | $289.7K | 0.18% | −110−1.6% | Reduced |
| Independent Financial Group, LLC | 6,941 | $290.8K | 0.02% | +247+3.7% | Added |
| CRA Financial Services, LLC | 6,955 | $291.3K | 0.09% | 00.0% | Unchanged |
| Univest Financial Corp | 6,971 | $292.0K | 0.09% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 6,986 | $292.6K | 0.24% | +6,986 | New |
| First Heartland Consultants, Inc. | 6,990 | $292.8K | 0.04% | −202−2.8% | Reduced |
| Diversified Trust Co | 6,994 | $293.0K | 0.01% | −7,592−52.0% | Reduced |
| Ellenbecker Investment Group | 7,086 | $296.0K | 0.08% | +20.0% | Added |
| Trustco Bank Corp N Y | 7,083 | $296.7K | 0.33% | −20−0.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,110 | $297.8K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 7,149 | $299.5K | 0.01% | +2,370+49.6% | Added |
| Financial Advocates Investment Management | 7,171 | $300.4K | 0.02% | +1,980+38.1% | Added |
| AMG National Trust Bank | 7,175 | $300.6K | 0.01% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 7,232 | $302.9K | 0.09% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 7,274 | $305.0K | 0.04% | −450−5.8% | Reduced |
| Stock Yards Bank & Trust Co | 7,357 | $308.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 7,400 | $310.0K | 0.00% | −6,700−47.5% | Reduced |
| Grove Bank & Trust | 7,445 | $311.9K | 0.07% | −1,146−13.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,475 | $313.1K | 0.01% | +845+12.7% | Added |
| Thomasville National Bank | 7,500 | $314.2K | 0.03% | +7,500 | New |
| Hollencrest Capital Management | 7,540 | $315.9K | 0.03% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 7,598 | $318.3K | 0.08% | −866−10.2% | Reduced |
| TD Waterhouse Canada Inc. | 7,626 | $318.9K | 0.00% | −653−7.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 7,728 | $323.0K | 0.14% | +293+3.9% | Added |
| Huber Capital Management LLC | 7,731 | $323.9K | 0.08% | +95+1.2% | Added |
| Sompo Asset Management Co., Ltd. | 7,780 | $325.9K | 0.07% | 00.0% | Unchanged |
| Insight Advisors, LLC | 7,834 | $328.2K | 0.08% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,905 | $331.1K | 0.01% | +346+4.6% | Added |
| Global Retirement Partners, LLC | 7,866 | $333.0K | 0.02% | +2,003+34.2% | Added |
| Bailard, Inc. | 7,953 | $333.2K | 0.01% | −72−0.9% | Reduced |
| Investment Management Corp of Ontario | 8,018 | $335.9K | 0.01% | 00.0% | Unchanged |
| Regal Wealth Group, Inc. | 7,851 | $337.9K | 0.24% | +30.0% | Added |
| Tiemann Investment Advisors, LLC | 8,075 | $338.3K | 0.18% | +60+0.7% | Added |
| Financial Consulate, Inc | 8,094 | $339.0K | 0.12% | +874+12.1% | Added |
| Stratos Wealth Advisors, LLC | 8,111 | $339.8K | 0.03% | +307+3.9% | Added |
| Quantitative Investment Management, LLC | 8,153 | $341.0K | 0.07% | +8,153 | New |
| Thrive Capital Management, LLC | 8,252 | $342.1K | 0.22% | +325+4.1% | Added |
| Private Trust Co NA | 8,181 | $342.7K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 8,186 | $342.9K | 0.01% | −176−2.1% | Reduced |