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 |
|---|---|---|---|---|---|
| Buckingham Strategic Wealth, LLC | 23,283 | $1.01M | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 23,796 | $996.9K | 0.02% | +3,525+17.4% | Added |
| Toroso Investments, LLC | 23,454 | $982.0K | 0.03% | +8,510+56.9% | Added |
| Advisors Asset Management, Inc. | 23,293 | $975.7K | 0.02% | +2,434+11.7% | Added |
| Park Avenue Securities LLC | 23,028 | $965.0K | 0.02% | +1,429+6.6% | Added |
| Shilanski & Associates, Inc. | 22,431 | $963.0K | 0.43% | +617+2.8% | Added |
| Paradigm Asset Management Co LLC | 22,905 | $959.5K | 0.26% | −50−0.2% | Reduced |
| Baillie Gifford & Co | 22,861 | $957.6K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 22,770 | $953.8K | 0.02% | −2,749−10.8% | Reduced |
| Ethic Inc. | 22,201 | $930.1K | 0.04% | +8,151+58.0% | Added |
| Meeder Advisory Services, Inc. | 22,080 | $924.9K | 0.11% | −2,978−11.9% | Reduced |
| Raymond James Trust N.A. | 22,032 | $923.0K | 0.03% | +1,429+6.9% | Added |
| Moody National Bank Trust Division | 21,813 | $913.7K | 0.08% | −25−0.1% | Reduced |
| National Asset Management, Inc. | 21,740 | $910.7K | 0.02% | +5,917+37.4% | Added |
| Greenleaf Trust | 21,719 | $909.8K | 0.01% | +1,213+5.9% | Added |
| Intrust Bank NA | 21,561 | $903.2K | 0.12% | +3,585+19.9% | Added |
| Sowell Financial Services LLC | 21,546 | $903.0K | 0.07% | −8,017−27.1% | Reduced |
| Simmons Bank | 21,344 | $894.1K | 0.08% | −940−4.2% | Reduced |
| Viking Fund Management LLC | 21,000 | $879.7K | 0.17% | 00.0% | Unchanged |
| Western Financial Corp | 20,884 | $874.8K | 0.62% | +637+3.1% | Added |
| Sigma Planning Corp | 20,870 | $874.3K | 0.03% | −965−4.4% | Reduced |
| Hartford Financial Management Inc. | 20,500 | $858.7K | 0.22% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 20,211 | $846.6K | 0.01% | +3,456+20.6% | Added |
| Vestmark Advisory Solutions, Inc. | 20,196 | $846.0K | 0.04% | −1,064−5.0% | Reduced |
| Boston Financial Mangement LLC | 20,101 | $842.0K | 0.03% | −120−0.6% | Reduced |
| Wealthcare Advisory Partners LLC | 19,953 | $835.8K | 0.04% | +13+0.1% | Added |
| Twinbeech Capital LP | 19,907 | $833.9K | 0.02% | +19,907 | New |
| Krilogy Financial LLC | 19,821 | $830.3K | 0.07% | +392+2.0% | Added |
| Assetmark, Inc | 19,762 | $827.8K | 0.00% | +1,573+8.6% | Added |
| Harbor Capital Advisors, Inc. | 19,696 | $825.1K | 0.24% | +19,696 | New |
| Sumitomo Life Insurance Co | 19,345 | $810.0K | 0.07% | −198−1.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 19,290 | $808.0K | 0.01% | +19,290 | New |
| Wedbush Securities Inc | 19,169 | $803.0K | 0.04% | +4,474+30.4% | Added |
| Avantax Advisory Services, Inc. | 18,859 | $790.0K | 0.01% | +1,681+9.8% | Added |
| Pathstone Family Office, LLC | 18,741 | $788.7K | 0.01% | −17,124−47.7% | Reduced |
| D.A. Davidson & Co. | 18,792 | $787.2K | 0.01% | +1,171+6.6% | Added |
| North Star Investment Management Corp. | 18,616 | $779.8K | 0.06% | +325+1.8% | Added |
| GWM Advisors LLC | 18,411 | $774.5K | 0.01% | +248+1.4% | Added |
| Retireful, LLC | 18,286 | $766.0K | 0.25% | +18,286 | New |
| Regal Investment Advisors LLC | 18,274 | $765.5K | 0.07% | −95−0.5% | Reduced |
| Marshall Financial Group LLC | 17,974 | $752.9K | 0.27% | −459−2.5% | Reduced |
| Lakeside Advisors, INC. | 17,908 | $750.2K | 0.58% | 00.0% | Unchanged |
| Allworth Financial LP | 17,852 | $747.8K | 0.01% | +324+1.8% | Added |
| Wetherby Asset Management Inc | 17,841 | $747.4K | 0.04% | −430−2.4% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 17,665 | $740.0K | 0.27% | 00.0% | Unchanged |
| Mather Group, LLC. | 17,582 | $736.5K | 0.01% | −172−1.0% | Reduced |
| Hartline Investment Corp | 17,193 | $720.2K | 0.14% | +400+2.4% | Added |
| Integrated Advisors Network LLC | 17,178 | $719.6K | 0.04% | +816+5.0% | Added |
| Ingalls & Snyder LLC | 17,076 | $715.0K | 0.04% | −57−0.3% | Reduced |
| Willis Johnson & Associates, Inc. | 16,927 | $709.1K | 0.08% | +215+1.3% | Added |
| Stephenson National Bank & Trust | 16,852 | $705.9K | 0.44% | +93+0.6% | Added |
| Central Trust Co | 16,723 | $700.5K | 0.02% | −305−1.8% | Reduced |
| Lido Advisors, LLC | 16,549 | $693.2K | 0.01% | +11,323+216.7% | Added |
| AlphaStar Capital Management, LLC | 16,546 | $693.1K | 0.06% | +2,779+20.2% | Added |
| Ameritas Advisory Services, LLC | 16,269 | $691.4K | 0.03% | +7,193+79.3% | Added |
| Pinnacle Associates Ltd | 16,494 | $690.9K | 0.01% | −335−2.0% | Reduced |
| Equitable Holdings, Inc. | 16,289 | $682.3K | 0.01% | +8,695+114.5% | Added |
| Dorsey & Whitney Trust CO LLC | 16,267 | $681.4K | 0.06% | +340+2.1% | Added |
| Signaturefd, LLC | 16,050 | $672.3K | 0.02% | +1,513+10.4% | Added |
| Platform Technology Partners | 15,936 | $667.6K | 0.33% | +128+0.8% | Added |
| Veriti Management LLC | 15,907 | $666.3K | 0.08% | +2,227+16.3% | Added |
| Abundance Wealth Counselors | 15,896 | $666.0K | 0.17% | −43,142−73.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 15,870 | $664.8K | 0.08% | −114−0.7% | Reduced |
| Plimoth Trust Co LLC | 15,662 | $656.1K | 0.20% | −20−0.1% | Reduced |
| Bessemer Group Inc | 15,663 | $656.0K | 0.00% | −3,786−19.5% | Reduced |
| Independent Advisor Alliance | 15,395 | $644.9K | 0.03% | −348−2.2% | Reduced |
| Siemens Fonds Invest GmbH | 15,384 | $644.4K | 0.07% | −80−0.5% | Reduced |
| Campion Asset Management LLC | 15,258 | $639.2K | 0.60% | +125+0.8% | Added |
| Arden Trust Co | 15,245 | $639.0K | 0.12% | +994+7.0% | Added |
| Hancock Whitney Corp | 15,115 | $634.0K | 0.03% | −6,567−30.3% | Reduced |
| Commerzbank Aktiengesellschaft | 15,094 | $633.0K | 0.03% | +3,346+28.5% | 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 |
| Atria Wealth Solutions, Inc. | 14,951 | $626.3K | 0.01% | +2,474+19.8% | Added |
| Caldwell Trust Co | 14,924 | $625.2K | 0.09% | −166−1.1% | Reduced |
| Bank of New Hampshire | 14,811 | $620.4K | 0.19% | −2,849−16.1% | Reduced |
| Banque Cantonale Vaudoise | 14,698 | $616.0K | 0.03% | −44,400−75.1% | Reduced |
| ISAM Funds (UK) Ltd | 14,563 | $610.0K | 0.78% | +14,563 | New |
| StoneX Group Inc. | 14,529 | $608.6K | 0.07% | +3,621+33.2% | Added |
| Ossiam | 14,466 | $606.0K | 0.01% | +11,131+333.8% | Added |
| Ferguson Wellman Capital Management, Inc | 14,417 | $603.9K | 0.02% | −199−1.4% | Reduced |
| Great Valley Advisor Group, Inc. | 14,320 | $600.3K | 0.03% | +167+1.2% | Added |
| Rational Advisors LLC | 14,140 | $592.3K | 0.05% | −956−6.3% | Reduced |
| Sequoia Financial Advisors, LLC | 14,086 | $590.1K | 0.01% | +1,407+11.1% | Added |
| BLB&B Advisors, LLC | 13,919 | $583.1K | 0.04% | −492−3.4% | Reduced |
| Investors Research Corp | 13,858 | $580.5K | 0.15% | −42−0.3% | Reduced |
| Black Diamond Financial, LLC | 13,788 | $577.6K | 0.19% | 00.0% | Unchanged |
| Resolution Capital Ltd | 13,637 | $571.3K | 0.01% | −4,493−24.8% | Reduced |
| Sawtooth Solutions, LLC | 13,469 | $564.2K | 0.01% | +7,878+140.9% | Added |
| Bleakley Financial Group, LLC | 13,459 | $563.8K | 0.02% | +2,023+17.7% | Added |
| LSP Investment Advisors, LLC | 13,274 | $556.0K | 0.31% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 13,262 | $555.5K | 0.27% | 00.0% | Unchanged |
| Stephens Inc | 13,260 | $555.4K | 0.01% | +1,133+9.3% | Added |
| Old National Bancorp | 13,199 | $552.9K | 0.02% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 13,193 | $552.6K | 0.01% | −72,439−84.6% | Reduced |
| Archer Investment Corp | 13,555 | $551.3K | 0.20% | +2,400+21.5% | Added |
| Citizens Financial Group Inc | 13,134 | $550.2K | 0.02% | +13,134 | New |
| Van Cleef Asset Management,Inc | 13,093 | $548.5K | 0.09% | +748+6.1% | Added |
| Horizon Investments, LLC | 13,164 | $546.8K | 0.02% | +2,042+18.4% | Added |
| CIBC World Markets Inc. | 13,033 | $546.0K | 0.00% | −60,591−82.3% | Reduced |