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 |
|---|---|---|---|---|---|
| Cohen Klingenstein LLC | 8,200 | $343.5K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 8,243 | $345.3K | 0.04% | +45+0.5% | Added |
| J.W. Cole Advisors, Inc. | 8,261 | $346.0K | 0.02% | −296−3.5% | Reduced |
| Connacht Asset Management LP | 8,267 | $346.3K | 0.99% | +8,267 | New |
| V Wealth Advisors LLC | 8,313 | $348.2K | 0.07% | −7−0.1% | Reduced |
| Adviser Investments LLC | 8,350 | $349.8K | 0.01% | +1,092+15.0% | Added |
| Hendershot Investments Inc. | 8,371 | $350.7K | 0.06% | −1,628−16.3% | Reduced |
| DGS Capital Management, LLC | 8,379 | $351.0K | 0.20% | −192−2.2% | Reduced |
| IFP Advisors, Inc | 9,891 | $351.0K | 0.02% | −27,500−73.5% | Reduced |
| Axxcess Wealth Management, LLC | 8,390 | $351.4K | 0.03% | +10+0.1% | Added |
| Coastal Investment Advisors, Inc. | 8,448 | $353.9K | 0.09% | −955−10.2% | Reduced |
| Alpha Omega Wealth Management LLC | 8,449 | $353.9K | 0.06% | −25−0.3% | Reduced |
| Belpointe Asset Management LLC | 8,453 | $354.1K | 0.02% | +60+0.7% | Added |
| Marietta Investment Partners LLC | 8,500 | $356.1K | 0.10% | 00.0% | Unchanged |
| Comerica Securities,inc. | 8,577 | $359.3K | 0.03% | −214−2.4% | Reduced |
| Centennial Wealth Advisory LLC | 8,615 | $360.9K | 0.19% | +251+3.0% | Added |
| Kovitz Investment Group Partners, LLC | 8,653 | $362.0K | 0.01% | +2,127+32.6% | Added |
| River Wealth Advisors LLC | 8,672 | $363.3K | 0.07% | +535+6.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,720 | $365.3K | 0.12% | +8,720 | New |
| Fiduciary Trust Co | 8,788 | $368.1K | 0.01% | −10.0% | Reduced |
| Fulton Bank, N.A. | 8,878 | $371.9K | 0.02% | −1,000−10.1% | Reduced |
| Mairs & Power Inc | 8,878 | $371.9K | 0.00% | +139+1.6% | Added |
| Clarius Group, LLC | 8,901 | $372.9K | 0.03% | +409+4.8% | Added |
| Northwest Bancshares, Inc. | 8,908 | $373.2K | 0.07% | −170−1.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 8,947 | $375.0K | 0.25% | +45+0.5% | Added |
| Buckingham Strategic Partners | 8,970 | $375.8K | 0.02% | −244−2.6% | Reduced |
| SageView Advisory Group, LLC | 9,068 | $379.9K | 0.02% | +299+3.4% | Added |
| Cutler Group LP | 9,125 | $382.0K | 0.06% | +7,691+536.3% | Added |
| Confluence Wealth Services, Inc. | 9,130 | $382.5K | 0.09% | +92+1.0% | Added |
| Stonegate Investment Group, LLC | 9,148 | $383.2K | 0.01% | −291−3.1% | Reduced |
| Romano Brothers and Company | 9,162 | $383.8K | 0.06% | −765−7.7% | Reduced |
| Wealth Management Associates, Inc. | 9,168 | $384.0K | 0.24% | −855−8.5% | Reduced |
| Davenport & Co LLC | 9,169 | $384.1K | 0.00% | −1,174−11.4% | Reduced |
| Riverwater Partners LLC | 9,269 | $388.3K | 0.36% | −557−5.7% | Reduced |
| Keybank National Association | 9,285 | $388.9K | 0.00% | +194+2.1% | Added |
| Catalyst Financial Partners LLC | 9,287 | $389.0K | 0.17% | +341+3.8% | Added |
| Perigon Wealth Management, LLC | 9,299 | $389.5K | 0.02% | −2,665−22.3% | Reduced |
| Aull & Monroe Investment Management Corp | 9,314 | $390.2K | 0.20% | −390−4.0% | Reduced |
| Mutual Advisors, LLC | 9,358 | $392.0K | 0.02% | +837+9.8% | Added |
| RNC Capital Management LLC | 9,373 | $393.0K | 0.02% | +1,073+12.9% | Added |
| Allegheny Financial Group LTD | 9,429 | $395.0K | 0.16% | −1,074−10.2% | Reduced |
| Anfield Capital Management, LLC | 9,431 | $395.1K | 0.18% | 00.0% | Unchanged |
| Coastline Trust Co | 9,438 | $395.4K | 0.06% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 9,485 | $397.2K | 0.09% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 9,502 | $398.0K | 0.23% | +183+2.0% | Added |
| Syntax Advisors, LLC | 9,502 | $398.0K | 0.30% | +183+2.0% | Added |
| Scotia Capital Inc. | 9,575 | $401.1K | 0.00% | −2,434−20.3% | Reduced |
| VeraBank, N.A. | 9,620 | $403.0K | 0.19% | 00.0% | Unchanged |
| Umb Bank N A | 9,644 | $404.0K | 0.01% | −1,543−13.8% | Reduced |
| Haverford Trust Co | 9,713 | $406.9K | 0.00% | +49+0.5% | Added |
| Bollard Group LLC | 9,718 | $407.0K | 0.01% | +75+0.8% | Added |
| Paragon Financial Partners, Inc. | 9,799 | $410.5K | 0.43% | +26+0.3% | Added |
| Kennedy Investment Group | 9,806 | $410.8K | 0.25% | +22+0.2% | Added |
| Centre Asset Management, LLC | 9,937 | $416.0K | 0.10% | −291−2.8% | Reduced |
| Citizens Business Bank | 10,000 | $418.9K | 0.10% | 00.0% | Unchanged |
| WBH Advisory Inc | 10,046 | $420.8K | 0.05% | +10,046 | New |
| Wealth Management Solutions, LLC | 10,091 | $422.7K | 0.24% | −6,618−39.6% | Reduced |
| Westshore Wealth, LLC | 10,108 | $423.4K | 0.22% | +3,144+45.1% | Added |
| Sentinus, LLC | 10,191 | $426.9K | 0.14% | +10,191 | New |
| NJ State Employees Deferred Compensation Plan | 10,200 | $427.3K | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,582 | $443.3K | 0.01% | +553+5.5% | Added |
| Blue Bell Private Wealth Management, LLC | 10,591 | $443.7K | 0.13% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,634 | $445.5K | 0.01% | +2,124+25.0% | Added |
| Westover Capital Advisors, LLC | 10,670 | $447.0K | 0.17% | −6−0.1% | Reduced |
| E Fund Management Co., Ltd. | 10,705 | $448.0K | 0.03% | −682−6.0% | Reduced |
| Nexus Investment Management ULC | 10,800 | $452.4K | 0.05% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 10,956 | $458.9K | 0.02% | +100+0.9% | Added |
| Costello Asset Management, INC | 11,058 | $463.2K | 0.48% | +40.0% | Added |
| Chicago Partners Investment Group LLC | 10,712 | $465.5K | 0.03% | +285+2.7% | Added |
| Heartland Bank & Trust Co | 11,120 | $465.8K | 0.35% | +681+6.5% | Added |
| Cornerstone Advisory, LLC | 11,148 | $467.0K | 0.08% | +56+0.5% | Added |
| TD Private Client Wealth LLC | 11,178 | $468.2K | 0.02% | +169+1.5% | Added |
| TSFG, LLC | 11,234 | $471.0K | 0.17% | +11+0.1% | Added |
| Boston Private Wealth LLC | 11,270 | $472.1K | 0.01% | −1,122−9.1% | Reduced |
| Stratos Wealth Partners, LTD. | 11,283 | $472.6K | 0.01% | +248+2.2% | Added |
| Ausdal Financial Partners, Inc. | 11,295 | $473.1K | 0.07% | −1,856−14.1% | Reduced |
| Advisory Services Network, LLC | 11,324 | $474.3K | 0.01% | −986−8.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 11,367 | $476.0K | 0.15% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 11,437 | $479.1K | 0.02% | +11,437 | New |
| Banque Pictet & Cie SA | 11,462 | $480.1K | 0.00% | −8,214−41.7% | Reduced |
| STF Management LP | 11,513 | $482.3K | 0.33% | +4,883+73.7% | Added |
| Wesbanco Bank Inc | 11,603 | $486.0K | 0.02% | −600−4.9% | Reduced |
| CIBC Private Wealth Group, LLC | 11,648 | $487.9K | 0.00% | −363−3.0% | Reduced |
| Beacon Pointe Advisors, LLC | 11,693 | $489.8K | 0.01% | +1,014+9.5% | Added |
| Harbor Investment Advisory, LLC | 11,730 | $491.4K | 0.07% | +1,794+18.1% | Added |
| Lantz Financial LLC | 11,808 | $494.6K | 0.21% | −238−2.0% | Reduced |
| Cigna Investments Inc | 11,945 | $501.0K | 0.10% | −243−2.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $502.7K | 0.20% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 12,055 | $505.0K | 0.10% | +1,119+10.2% | Added |
| Cooper Financial Group | 12,147 | $508.8K | 0.14% | +2,032+20.1% | Added |
| Balentine LLC | 12,199 | $511.0K | 0.02% | −5,833−32.3% | Reduced |
| Checchi Capital Advisers, LLC | 12,340 | $516.9K | 0.05% | −306−2.4% | Reduced |
| Integrated Wealth Concepts LLC | 12,362 | $518.0K | 0.01% | +2,005+19.4% | Added |
| Eudaimonia Partners, LLC | 12,391 | $519.1K | 0.13% | −31,799−72.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,412 | $519.9K | 0.01% | −21,151−63.0% | Reduced |
| Symmetry Partners, LLC | 12,452 | $522.0K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 12,556 | $526.0K | 0.06% | +49+0.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,593 | $527.5K | 0.06% | +12,593 | New |
| SeaCrest Wealth Management, LLC | 12,733 | $533.4K | 0.07% | −1,047−7.6% | Reduced |
| West Chester Capital Advisors, Inc | 12,774 | $535.1K | 1.23% | −3,230−20.2% | Reduced |