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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 12,844 | $538.1K | 0.03% | +2,658+26.1% | Added |
| Sherbrooke Park Advisers LLC | 12,900 | $540.4K | 0.82% | +12,900 | New |
| CIBC World Markets Inc. | 13,033 | $546.0K | 0.00% | −60,591−82.3% | Reduced |
| Horizon Investments, LLC | 13,164 | $546.8K | 0.02% | +2,042+18.4% | Added |
| Van Cleef Asset Management,Inc | 13,093 | $548.5K | 0.09% | +748+6.1% | Added |
| Citizens Financial Group Inc | 13,134 | $550.2K | 0.02% | +13,134 | New |
| Archer Investment Corp | 13,555 | $551.3K | 0.20% | +2,400+21.5% | Added |
| Great Lakes Advisors, LLC | 13,193 | $552.6K | 0.01% | −72,439−84.6% | Reduced |
| Old National Bancorp | 13,199 | $552.9K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 13,260 | $555.4K | 0.01% | +1,133+9.3% | Added |
| Investment Advisory Services Inc | 13,262 | $555.5K | 0.27% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 13,274 | $556.0K | 0.31% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 13,459 | $563.8K | 0.02% | +2,023+17.7% | Added |
| Sawtooth Solutions, LLC | 13,469 | $564.2K | 0.01% | +7,878+140.9% | Added |
| Resolution Capital Ltd | 13,637 | $571.3K | 0.01% | −4,493−24.8% | Reduced |
| Black Diamond Financial, LLC | 13,788 | $577.6K | 0.19% | 00.0% | Unchanged |
| Investors Research Corp | 13,858 | $580.5K | 0.15% | −42−0.3% | Reduced |
| BLB&B Advisors, LLC | 13,919 | $583.1K | 0.04% | −492−3.4% | Reduced |
| Sequoia Financial Advisors, LLC | 14,086 | $590.1K | 0.01% | +1,407+11.1% | Added |
| Rational Advisors LLC | 14,140 | $592.3K | 0.05% | −956−6.3% | Reduced |
| Great Valley Advisor Group, Inc. | 14,320 | $600.3K | 0.03% | +167+1.2% | Added |
| Ferguson Wellman Capital Management, Inc | 14,417 | $603.9K | 0.02% | −199−1.4% | Reduced |
| Ossiam | 14,466 | $606.0K | 0.01% | +11,131+333.8% | Added |
| StoneX Group Inc. | 14,529 | $608.6K | 0.07% | +3,621+33.2% | Added |
| ISAM Funds (UK) Ltd | 14,563 | $610.0K | 0.78% | +14,563 | New |
| Banque Cantonale Vaudoise | 14,698 | $616.0K | 0.03% | −44,400−75.1% | Reduced |
| Bank of New Hampshire | 14,811 | $620.4K | 0.19% | −2,849−16.1% | Reduced |
| Caldwell Trust Co | 14,924 | $625.2K | 0.09% | −166−1.1% | Reduced |
| Atria Wealth Solutions, Inc. | 14,951 | $626.3K | 0.01% | +2,474+19.8% | Added |
| Orion Portfolio Solutions, LLC | 15,075 | $631.5K | 0.01% | +5,458+56.8% | Added |
| Brinker Capital Investments, LLC | 15,075 | $631.5K | 0.01% | +7,932+111.0% | Added |
| Commerzbank Aktiengesellschaft | 15,094 | $633.0K | 0.03% | +3,346+28.5% | Added |
| Hancock Whitney Corp | 15,115 | $634.0K | 0.03% | −6,567−30.3% | Reduced |
| Arden Trust Co | 15,245 | $639.0K | 0.12% | +994+7.0% | Added |
| Campion Asset Management LLC | 15,258 | $639.2K | 0.60% | +125+0.8% | Added |
| Siemens Fonds Invest GmbH | 15,384 | $644.4K | 0.07% | −80−0.5% | Reduced |
| Independent Advisor Alliance | 15,395 | $644.9K | 0.03% | −348−2.2% | Reduced |
| Bessemer Group Inc | 15,663 | $656.0K | 0.00% | −3,786−19.5% | Reduced |
| Plimoth Trust Co LLC | 15,662 | $656.1K | 0.20% | −20−0.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 15,870 | $664.8K | 0.08% | −114−0.7% | Reduced |
| Abundance Wealth Counselors | 15,896 | $666.0K | 0.17% | −43,142−73.1% | Reduced |
| Veriti Management LLC | 15,907 | $666.3K | 0.08% | +2,227+16.3% | Added |
| Platform Technology Partners | 15,936 | $667.6K | 0.33% | +128+0.8% | Added |
| Signaturefd, LLC | 16,050 | $672.3K | 0.02% | +1,513+10.4% | Added |
| Dorsey & Whitney Trust CO LLC | 16,267 | $681.4K | 0.06% | +340+2.1% | Added |
| Equitable Holdings, Inc. | 16,289 | $682.3K | 0.01% | +8,695+114.5% | Added |
| Pinnacle Associates Ltd | 16,494 | $690.9K | 0.01% | −335−2.0% | Reduced |
| Ameritas Advisory Services, LLC | 16,269 | $691.4K | 0.03% | +7,193+79.3% | Added |
| AlphaStar Capital Management, LLC | 16,546 | $693.1K | 0.06% | +2,779+20.2% | Added |
| Lido Advisors, LLC | 16,549 | $693.2K | 0.01% | +11,323+216.7% | Added |
| Central Trust Co | 16,723 | $700.5K | 0.02% | −305−1.8% | Reduced |
| Stephenson National Bank & Trust | 16,852 | $705.9K | 0.44% | +93+0.6% | Added |
| Willis Johnson & Associates, Inc. | 16,927 | $709.1K | 0.08% | +215+1.3% | Added |
| Ingalls & Snyder LLC | 17,076 | $715.0K | 0.04% | −57−0.3% | Reduced |
| Integrated Advisors Network LLC | 17,178 | $719.6K | 0.04% | +816+5.0% | Added |
| Hartline Investment Corp | 17,193 | $720.2K | 0.14% | +400+2.4% | Added |
| Mather Group, LLC. | 17,582 | $736.5K | 0.01% | −172−1.0% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 17,665 | $740.0K | 0.27% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 17,841 | $747.4K | 0.04% | −430−2.4% | Reduced |
| Allworth Financial LP | 17,852 | $747.8K | 0.01% | +324+1.8% | Added |
| Lakeside Advisors, INC. | 17,908 | $750.2K | 0.58% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 17,974 | $752.9K | 0.27% | −459−2.5% | Reduced |
| Regal Investment Advisors LLC | 18,274 | $765.5K | 0.07% | −95−0.5% | Reduced |
| Retireful, LLC | 18,286 | $766.0K | 0.25% | +18,286 | New |
| GWM Advisors LLC | 18,411 | $774.5K | 0.01% | +248+1.4% | Added |
| North Star Investment Management Corp. | 18,616 | $779.8K | 0.06% | +325+1.8% | Added |
| D.A. Davidson & Co. | 18,792 | $787.2K | 0.01% | +1,171+6.6% | Added |
| Pathstone Family Office, LLC | 18,741 | $788.7K | 0.01% | −17,124−47.7% | Reduced |
| Avantax Advisory Services, Inc. | 18,859 | $790.0K | 0.01% | +1,681+9.8% | Added |
| Wedbush Securities Inc | 19,169 | $803.0K | 0.04% | +4,474+30.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,290 | $808.0K | 0.01% | +19,290 | New |
| Sumitomo Life Insurance Co | 19,345 | $810.0K | 0.07% | −198−1.0% | Reduced |
| Harbor Capital Advisors, Inc. | 19,696 | $825.1K | 0.24% | +19,696 | New |
| Assetmark, Inc | 19,762 | $827.8K | 0.00% | +1,573+8.6% | Added |
| Krilogy Financial LLC | 19,821 | $830.3K | 0.07% | +392+2.0% | Added |
| Twinbeech Capital LP | 19,907 | $833.9K | 0.02% | +19,907 | New |
| Wealthcare Advisory Partners LLC | 19,953 | $835.8K | 0.04% | +13+0.1% | Added |
| Boston Financial Mangement LLC | 20,101 | $842.0K | 0.03% | −120−0.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 20,196 | $846.0K | 0.04% | −1,064−5.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 20,211 | $846.6K | 0.01% | +3,456+20.6% | Added |
| Hartford Financial Management Inc. | 20,500 | $858.7K | 0.22% | 00.0% | Unchanged |
| Sigma Planning Corp | 20,870 | $874.3K | 0.03% | −965−4.4% | Reduced |
| Western Financial Corp | 20,884 | $874.8K | 0.62% | +637+3.1% | Added |
| Viking Fund Management LLC | 21,000 | $879.7K | 0.17% | 00.0% | Unchanged |
| Simmons Bank | 21,344 | $894.1K | 0.08% | −940−4.2% | Reduced |
| Sowell Financial Services LLC | 21,546 | $903.0K | 0.07% | −8,017−27.1% | Reduced |
| Intrust Bank NA | 21,561 | $903.2K | 0.12% | +3,585+19.9% | Added |
| Greenleaf Trust | 21,719 | $909.8K | 0.01% | +1,213+5.9% | Added |
| National Asset Management, Inc. | 21,740 | $910.7K | 0.02% | +5,917+37.4% | Added |
| Moody National Bank Trust Division | 21,813 | $913.7K | 0.08% | −25−0.1% | Reduced |
| Raymond James Trust N.A. | 22,032 | $923.0K | 0.03% | +1,429+6.9% | Added |
| Meeder Advisory Services, Inc. | 22,080 | $924.9K | 0.11% | −2,978−11.9% | Reduced |
| Ethic Inc. | 22,201 | $930.1K | 0.04% | +8,151+58.0% | Added |
| Wealthspire Advisors, LLC | 22,770 | $953.8K | 0.02% | −2,749−10.8% | Reduced |
| Baillie Gifford & Co | 22,861 | $957.6K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 22,905 | $959.5K | 0.26% | −50−0.2% | Reduced |
| Shilanski & Associates, Inc. | 22,431 | $963.0K | 0.43% | +617+2.8% | Added |
| Park Avenue Securities LLC | 23,028 | $965.0K | 0.02% | +1,429+6.6% | Added |
| Advisors Asset Management, Inc. | 23,293 | $975.7K | 0.02% | +2,434+11.7% | Added |
| Toroso Investments, LLC | 23,454 | $982.0K | 0.03% | +8,510+56.9% | Added |