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 |
|---|---|---|---|---|---|
| Sherbrooke Park Advisers LLC | 12,900 | $540.4K | 0.82% | +12,900 | New |
| IHT Wealth Management, LLC | 12,844 | $538.1K | 0.03% | +2,658+26.1% | Added |
| West Chester Capital Advisors, Inc | 12,774 | $535.1K | 1.23% | −3,230−20.2% | Reduced |
| SeaCrest Wealth Management, LLC | 12,733 | $533.4K | 0.07% | −1,047−7.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,593 | $527.5K | 0.06% | +12,593 | New |
| Jacobi Capital Management LLC | 12,556 | $526.0K | 0.06% | +49+0.4% | Added |
| Symmetry Partners, LLC | 12,452 | $522.0K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 12,412 | $519.9K | 0.01% | −21,151−63.0% | Reduced |
| Eudaimonia Partners, LLC | 12,391 | $519.1K | 0.13% | −31,799−72.0% | Reduced |
| Integrated Wealth Concepts LLC | 12,362 | $518.0K | 0.01% | +2,005+19.4% | Added |
| Checchi Capital Advisers, LLC | 12,340 | $516.9K | 0.05% | −306−2.4% | Reduced |
| Balentine LLC | 12,199 | $511.0K | 0.02% | −5,833−32.3% | Reduced |
| Cooper Financial Group | 12,147 | $508.8K | 0.14% | +2,032+20.1% | Added |
| Fund Management at Engine No. 1 LLC | 12,055 | $505.0K | 0.10% | +1,119+10.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $502.7K | 0.20% | 00.0% | Unchanged |
| Cigna Investments Inc | 11,945 | $501.0K | 0.10% | −243−2.0% | Reduced |
| Lantz Financial LLC | 11,808 | $494.6K | 0.21% | −238−2.0% | Reduced |
| Harbor Investment Advisory, LLC | 11,730 | $491.4K | 0.07% | +1,794+18.1% | Added |
| Beacon Pointe Advisors, LLC | 11,693 | $489.8K | 0.01% | +1,014+9.5% | Added |
| CIBC Private Wealth Group, LLC | 11,648 | $487.9K | 0.00% | −363−3.0% | Reduced |
| Wesbanco Bank Inc | 11,603 | $486.0K | 0.02% | −600−4.9% | Reduced |
| STF Management LP | 11,513 | $482.3K | 0.33% | +4,883+73.7% | Added |
| Banque Pictet & Cie SA | 11,462 | $480.1K | 0.00% | −8,214−41.7% | Reduced |
| Graham Capital Management, L.P. | 11,437 | $479.1K | 0.02% | +11,437 | New |
| Community Bank & Trust, Waco, Texas | 11,367 | $476.0K | 0.15% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11,324 | $474.3K | 0.01% | −986−8.0% | Reduced |
| Ausdal Financial Partners, Inc. | 11,295 | $473.1K | 0.07% | −1,856−14.1% | Reduced |
| Stratos Wealth Partners, LTD. | 11,283 | $472.6K | 0.01% | +248+2.2% | Added |
| Boston Private Wealth LLC | 11,270 | $472.1K | 0.01% | −1,122−9.1% | Reduced |
| TSFG, LLC | 11,234 | $471.0K | 0.17% | +11+0.1% | Added |
| TD Private Client Wealth LLC | 11,178 | $468.2K | 0.02% | +169+1.5% | Added |
| Cornerstone Advisory, LLC | 11,148 | $467.0K | 0.08% | +56+0.5% | Added |
| Heartland Bank & Trust Co | 11,120 | $465.8K | 0.35% | +681+6.5% | Added |
| Chicago Partners Investment Group LLC | 10,712 | $465.5K | 0.03% | +285+2.7% | Added |
| Costello Asset Management, INC | 11,058 | $463.2K | 0.48% | +40.0% | Added |
| Azimuth Capital Investment Management LLC | 10,956 | $458.9K | 0.02% | +100+0.9% | Added |
| Nexus Investment Management ULC | 10,800 | $452.4K | 0.05% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 10,705 | $448.0K | 0.03% | −682−6.0% | Reduced |
| Westover Capital Advisors, LLC | 10,670 | $447.0K | 0.17% | −6−0.1% | Reduced |
| HB Wealth Management, LLC | 10,634 | $445.5K | 0.01% | +2,124+25.0% | Added |
| Blue Bell Private Wealth Management, LLC | 10,591 | $443.7K | 0.13% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,582 | $443.3K | 0.01% | +553+5.5% | Added |
| NJ State Employees Deferred Compensation Plan | 10,200 | $427.3K | 0.07% | 00.0% | Unchanged |
| Sentinus, LLC | 10,191 | $426.9K | 0.14% | +10,191 | New |
| Westshore Wealth, LLC | 10,108 | $423.4K | 0.22% | +3,144+45.1% | Added |
| Wealth Management Solutions, LLC | 10,091 | $422.7K | 0.24% | −6,618−39.6% | Reduced |
| WBH Advisory Inc | 10,046 | $420.8K | 0.05% | +10,046 | New |
| Citizens Business Bank | 10,000 | $418.9K | 0.10% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 9,937 | $416.0K | 0.10% | −291−2.8% | Reduced |
| Kennedy Investment Group | 9,806 | $410.8K | 0.25% | +22+0.2% | Added |
| Paragon Financial Partners, Inc. | 9,799 | $410.5K | 0.43% | +26+0.3% | Added |
| Bollard Group LLC | 9,718 | $407.0K | 0.01% | +75+0.8% | Added |
| Haverford Trust Co | 9,713 | $406.9K | 0.00% | +49+0.5% | Added |
| Umb Bank N A | 9,644 | $404.0K | 0.01% | −1,543−13.8% | Reduced |
| VeraBank, N.A. | 9,620 | $403.0K | 0.19% | 00.0% | Unchanged |
| Scotia Capital Inc. | 9,575 | $401.1K | 0.00% | −2,434−20.3% | Reduced |
| 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 |
| First National Bank & Trust Co of Newtown | 9,485 | $397.2K | 0.09% | 00.0% | Unchanged |
| Coastline Trust Co | 9,438 | $395.4K | 0.06% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 9,431 | $395.1K | 0.18% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 9,429 | $395.0K | 0.16% | −1,074−10.2% | Reduced |
| RNC Capital Management LLC | 9,373 | $393.0K | 0.02% | +1,073+12.9% | Added |
| Mutual Advisors, LLC | 9,358 | $392.0K | 0.02% | +837+9.8% | Added |
| Aull & Monroe Investment Management Corp | 9,314 | $390.2K | 0.20% | −390−4.0% | Reduced |
| Perigon Wealth Management, LLC | 9,299 | $389.5K | 0.02% | −2,665−22.3% | Reduced |
| Catalyst Financial Partners LLC | 9,287 | $389.0K | 0.17% | +341+3.8% | Added |
| Keybank National Association | 9,285 | $388.9K | 0.00% | +194+2.1% | Added |
| Riverwater Partners LLC | 9,269 | $388.3K | 0.36% | −557−5.7% | Reduced |
| Davenport & Co LLC | 9,169 | $384.1K | 0.00% | −1,174−11.4% | Reduced |
| Wealth Management Associates, Inc. | 9,168 | $384.0K | 0.24% | −855−8.5% | Reduced |
| Romano Brothers and Company | 9,162 | $383.8K | 0.06% | −765−7.7% | Reduced |
| Stonegate Investment Group, LLC | 9,148 | $383.2K | 0.01% | −291−3.1% | Reduced |
| Confluence Wealth Services, Inc. | 9,130 | $382.5K | 0.09% | +92+1.0% | Added |
| Cutler Group LP | 9,125 | $382.0K | 0.06% | +7,691+536.3% | Added |
| SageView Advisory Group, LLC | 9,068 | $379.9K | 0.02% | +299+3.4% | Added |
| Buckingham Strategic Partners | 8,970 | $375.8K | 0.02% | −244−2.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 8,947 | $375.0K | 0.25% | +45+0.5% | Added |
| Northwest Bancshares, Inc. | 8,908 | $373.2K | 0.07% | −170−1.9% | Reduced |
| Clarius Group, LLC | 8,901 | $372.9K | 0.03% | +409+4.8% | Added |
| 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 |
| Fiduciary Trust Co | 8,788 | $368.1K | 0.01% | −10.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,720 | $365.3K | 0.12% | +8,720 | New |
| River Wealth Advisors LLC | 8,672 | $363.3K | 0.07% | +535+6.6% | Added |
| Kovitz Investment Group Partners, LLC | 8,653 | $362.0K | 0.01% | +2,127+32.6% | Added |
| Centennial Wealth Advisory LLC | 8,615 | $360.9K | 0.19% | +251+3.0% | Added |
| Comerica Securities,inc. | 8,577 | $359.3K | 0.03% | −214−2.4% | Reduced |
| Marietta Investment Partners LLC | 8,500 | $356.1K | 0.10% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 8,453 | $354.1K | 0.02% | +60+0.7% | Added |
| Alpha Omega Wealth Management LLC | 8,449 | $353.9K | 0.06% | −25−0.3% | Reduced |
| Coastal Investment Advisors, Inc. | 8,448 | $353.9K | 0.09% | −955−10.2% | Reduced |
| Axxcess Wealth Management, LLC | 8,390 | $351.4K | 0.03% | +10+0.1% | Added |
| IFP Advisors, Inc | 9,891 | $351.0K | 0.02% | −27,500−73.5% | Reduced |
| DGS Capital Management, LLC | 8,379 | $351.0K | 0.20% | −192−2.2% | Reduced |
| Hendershot Investments Inc. | 8,371 | $350.7K | 0.06% | −1,628−16.3% | Reduced |
| Adviser Investments LLC | 8,350 | $349.8K | 0.01% | +1,092+15.0% | Added |
| V Wealth Advisors LLC | 8,313 | $348.2K | 0.07% | −7−0.1% | Reduced |
| Connacht Asset Management LP | 8,267 | $346.3K | 0.99% | +8,267 | New |
| J.W. Cole Advisors, Inc. | 8,261 | $346.0K | 0.02% | −296−3.5% | Reduced |