Skip to main content

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.

Institutional holdersQ1 2023: 1,003 institutions
Q1 2021: 925 institutionsQ2 2021: 923 institutionsQ3 2021: 937 institutionsQ4 2021: 1,071 institutionsQ1 2022: 1,026 institutionsQ2 2022: 1,021 institutionsQ3 2022: 990 institutionsQ4 2022: 1,007 institutionsQ1 2023: 1,003 institutionsQ2 2023: 1,005 institutionsQ3 2023: 1,001 institutionsQ4 2023: 1,020 institutionsQ1 2024: 1,009 institutionsQ2 2024: 992 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,102 institutionsQ1 2025: 1,196 institutionsQ2 2025: 1,177 institutionsQ3 2025: 1,201 institutionsQ4 2025: 1,249 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,291 institutions
Value heldQ1 2023: $34.2B
Q1 2021: $34.1BQ2 2021: $34.9BQ3 2021: $38.1BQ4 2021: $45.4BQ1 2022: $38.4BQ2 2022: $36.8BQ3 2022: $30.3BQ4 2022: $35.2BQ1 2023: $34.2BQ2 2023: $33.0BQ3 2023: $30.9BQ4 2023: $29.1BQ1 2024: $30.9BQ2 2024: $28.7BQ3 2024: $33.2BQ4 2024: $30.8BQ1 2025: $38.3BQ2 2025: $36.8BQ3 2025: $38.1BQ4 2025: $40.2BQ1 2026: $45.1BQ2 2026: $44.2B
Institutions holding EXC and their total value by quarter
QuarterHoldersValue
Q2 20261,291$44.2B
Q1 20261,285$45.1B
Q4 20251,249$40.2B
Q3 20251,201$38.1B
Q2 20251,177$36.8B
Q1 20251,196$38.3B
Q4 20241,102$30.8B
Q3 20241,055$33.2B
Q2 2024992$28.7B
Q1 20241,009$30.9B
Q4 20231,020$29.1B
Q3 20231,001$30.9B
Q2 20231,005$33.0B
Q1 20231,003$34.2B
Q4 20221,007$35.2B
Q3 2022990$30.3B
Q2 20221,021$36.8B
Q1 20221,026$38.4B
Q4 20211,071$45.4B
Q3 2021937$38.1B
Q2 2021923$34.9B
Q1 2021925$34.1B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q4 2022.

Institutions holding EXC in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
GW&K Investment Management, LLC6$00.00%+6New
Avion Wealth17$00.00%+17New
Resources Management Corp9,715––+8,605+775.2%Added
Zimmer Partners, LP0$00.00%−1,264,300−100.0%Sold out
Renaissance Technologies LLC0$00.00%−1,059,424−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−759,520−100.0%Sold out
Capital Group Private Client Services, Inc.0$00.00%−586,092−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−558,969−100.0%Sold out
Bridgewater Associates, LP0$00.00%−342,339−100.0%Sold out
Holocene Advisors, LP0$00.00%−114,650−100.0%Sold out
Highland Capital Management, LLC0$00.00%−109,537−100.0%Sold out
Walled Lake Planning & Wealth Management, LLC0$00.00%−79,867−100.0%Sold out
Baader Bank INC0$00.00%−59,562−100.0%Sold out
Caption Management, LLC0$00.00%−56,700−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−40,009−100.0%Sold out
Triasima Portfolio Management inc.0$00.00%−38,195−100.0%Sold out
Wellington Shields Capital Management, LLC0$00.00%−17,000−100.0%Sold out
Sabadell Asset Management, S.A S.G.I.I.C0$00.00%−14,700−100.0%Sold out
Stableford Capital II LLC0$00.00%−14,686−100.0%Sold out
Strategy Asset Managers LLC0$00.00%−14,472−100.0%Sold out
World Equity Group, Inc.0$00.00%−12,862−100.0%Sold out
Money Concepts Capital Corp0$00.00%−11,688−100.0%Sold out
XTX Topco Ltd0$00.00%−10,281−100.0%Sold out
RIA Advisory Group LLC0$00.00%−10,441−100.0%Sold out
Seven Eight Capital, LP0$00.00%−8,715−100.0%Sold out
SC&H Financial Advisors, Inc.0$00.00%−7,626−100.0%Sold out
Eagle Rock Investment Company, LLC0$00.00%−6,800−100.0%Sold out
WSFS Capital Management, LLC0$00.00%−6,931−100.0%Sold out
Folger Nolan Fleming Douglas Capital Management, Inc0$00.00%−6,760−100.0%Sold out
Grant/GrossMendelsohn, LLC0$00.00%−5,548−100.0%Sold out
Segall Bryant & Hamill, LLC0$00.00%−5,506−100.0%Sold out
Outfitter Financial LLC0$00.00%−5,208−100.0%Sold out
Ballentine Partners, LLC0$00.00%−5,136−100.0%Sold out
M Holdings Securities, Inc.0$00.00%−5,112−100.0%Sold out
We Are One Seven, LLC0$00.00%−5,096−100.0%Sold out
Girard Partners Ltd.0$00.00%−5,074−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−5,057−100.0%Sold out
Lake Street Financial LLC0$00.00%−4,971−100.0%Sold out
SFG Wealth Management, LLC.0$00.00%−4,900−100.0%Sold out
American Trust0$00.00%−4,839−100.0%Sold out
Gateway Investment Advisers LLC0$00.00%−4,835−100.0%Sold out
Grimes & Company, Inc.0$00.00%−4,724−100.0%Sold out
Nwam LLC0$00.00%−4,705−100.0%Sold out
Burke & Herbert Bank & Trust Co0$00.00%−4,694−100.0%Sold out
1st Source Bank0$00.00%−4,668−100.0%Sold out
Alliance Wealth Advisors, LLC0$00.00%−4,654−100.0%Sold out
DuPont Capital Management Corp0$00.00%−4,043−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−3,961−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−3,568−100.0%Sold out
Wellington Shields & Co., LLC0$00.00%−2,715−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−2,686−100.0%Sold out
Tobam0$00.00%−2,273−100.0%Sold out
Sentry Investment Management LLC0$00.00%−2,241−100.0%Sold out
McClarren Financial Advisors, Inc.0$00.00%−2,045−100.0%Sold out
3Chopt Investment Partners, LLC0$00.00%−1,994−100.0%Sold out
Norway Savings Bank0$00.00%−1,530−100.0%Sold out
RWM Asset Management, LLC0$00.00%−1,056−100.0%Sold out
Affiance Financial, LLC0$00.00%−750−100.0%Sold out
Madden Securities Corp0$00.00%−500−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−332−100.0%Sold out
Okabena Investment Services Inc0$00.00%−258−100.0%Sold out
NewSquare Capital LLC0$00.00%−199−100.0%Sold out
Studio Investment Management LLC0$00.00%−163−100.0%Sold out
Godsey & Gibb Associates0$00.00%−100−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−88−100.0%Sold out
EWG Elevate Inc.0$00.00%−69−100.0%Sold out
Crewe Advisors LLC0$00.00%−51−100.0%Sold out
Sierra Capital LLC0$00.00%−40−100.0%Sold out
New Millennium Group LLC0$00.00%−23−100.0%Sold out
My Personal CFO, LLC0$00.00%−21−100.0%Sold out
Sofos Investments, Inc.0$00.00%−43−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−4−100.0%Sold out
Coppell Advisory Solutions Corp.0$00.00%−4−100.0%Sold out
Pendal Group Limited––––Not filed
Coann Capital LLC––––Not filed
Comerica Bank––––Not filed
Allstate Investment Management Co––––Not filed
Seeyond––––Not filed
Gofen & Glossberg LLC––––Not filed
CoreCap Advisors, LLC––––Not filed
Kepos Capital LP––––Not filed
ARGI Investment Services, LLC––––Not filed
S.C. Financial Services, Inc.––––Not filed
Boenning & Scattergood, Inc.––––Not filed
Zeke Capital Advisors, LLC––––Not filed
Tyler-Stone Wealth Management––––Not filed
Glass Jacobson Investment Advisors llc––––Not filed
Trustcore Financial Services, LLC––––Not filed
Burleson & Company, LLC––––Not filed
Sargent Bickham Lagudis LLC––––Not filed
Spartan Planning & Wealth Management––––Not filed
Heritage Wealth Management, LLC––––Not filed
Cribstone Capital Management, LLC––––Not filed
Semmax Financial Advisors Inc.––––Not filed
Alaska Permanent Fund Corp––––Not filed