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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 8,243 | $345.3K | 0.04% | +45+0.5% | Added |
| Cohen Klingenstein LLC | 8,200 | $343.5K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 8,186 | $342.9K | 0.01% | −176−2.1% | Reduced |
| Private Trust Co NA | 8,181 | $342.7K | 0.05% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 8,252 | $342.1K | 0.22% | +325+4.1% | Added |
| Quantitative Investment Management, LLC | 8,153 | $341.0K | 0.07% | +8,153 | New |
| Stratos Wealth Advisors, LLC | 8,111 | $339.8K | 0.03% | +307+3.9% | Added |
| Financial Consulate, Inc | 8,094 | $339.0K | 0.12% | +874+12.1% | Added |
| Tiemann Investment Advisors, LLC | 8,075 | $338.3K | 0.18% | +60+0.7% | Added |
| Regal Wealth Group, Inc. | 7,851 | $337.9K | 0.24% | +30.0% | Added |
| Investment Management Corp of Ontario | 8,018 | $335.9K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 7,953 | $333.2K | 0.01% | −72−0.9% | Reduced |
| Global Retirement Partners, LLC | 7,866 | $333.0K | 0.02% | +2,003+34.2% | Added |
| Snowden Capital Advisors LLC | 7,905 | $331.1K | 0.01% | +346+4.6% | Added |
| Insight Advisors, LLC | 7,834 | $328.2K | 0.08% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 7,780 | $325.9K | 0.07% | 00.0% | Unchanged |
| Huber Capital Management LLC | 7,731 | $323.9K | 0.08% | +95+1.2% | Added |
| LaSalle St. Investment Advisors, LLC | 7,728 | $323.0K | 0.14% | +293+3.9% | Added |
| TD Waterhouse Canada Inc. | 7,626 | $318.9K | 0.00% | −653−7.9% | Reduced |
| Principal Street Partners, LLC | 7,598 | $318.3K | 0.08% | −866−10.2% | Reduced |
| Hollencrest Capital Management | 7,540 | $315.9K | 0.03% | 00.0% | Unchanged |
| Thomasville National Bank | 7,500 | $314.2K | 0.03% | +7,500 | New |
| Cassaday & Co Wealth Management LLC | 7,475 | $313.1K | 0.01% | +845+12.7% | Added |
| Grove Bank & Trust | 7,445 | $311.9K | 0.07% | −1,146−13.3% | Reduced |
| Two Sigma Advisers, LP | 7,400 | $310.0K | 0.00% | −6,700−47.5% | Reduced |
| Stock Yards Bank & Trust Co | 7,357 | $308.0K | 0.01% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 7,274 | $305.0K | 0.04% | −450−5.8% | Reduced |
| Harbour Capital Advisors, LLC | 7,232 | $302.9K | 0.09% | 00.0% | Unchanged |
| AMG National Trust Bank | 7,175 | $300.6K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 7,171 | $300.4K | 0.02% | +1,980+38.1% | Added |
| Spire Wealth Management | 7,149 | $299.5K | 0.01% | +2,370+49.6% | Added |
| Fukoku Mutual Life Insurance Co | 7,110 | $297.8K | 0.03% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 7,083 | $296.7K | 0.33% | −20−0.3% | Reduced |
| Ellenbecker Investment Group | 7,086 | $296.0K | 0.08% | +20.0% | Added |
| Diversified Trust Co | 6,994 | $293.0K | 0.01% | −7,592−52.0% | Reduced |
| First Heartland Consultants, Inc. | 6,990 | $292.8K | 0.04% | −202−2.8% | Reduced |
| Basepoint Wealth LLC | 6,986 | $292.6K | 0.24% | +6,986 | New |
| Univest Financial Corp | 6,971 | $292.0K | 0.09% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 6,955 | $291.3K | 0.09% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 6,941 | $290.8K | 0.02% | +247+3.7% | Added |
| Successful Portfolios LLC | 6,915 | $289.7K | 0.18% | −110−1.6% | Reduced |
| Diversified, LLC | 6,883 | $288.3K | 0.10% | −20−0.3% | Reduced |
| Enterprise Financial Services Corp | 6,872 | $287.9K | 0.19% | +9+0.1% | Added |
| Accel Wealth Management | 6,831 | $286.2K | 0.12% | −28−0.4% | Reduced |
| FineMark National Bank & Trust | 6,804 | $285.0K | 0.01% | +443+7.0% | Added |
| Atlas Capital Advisors LLC | 6,767 | $283.5K | 0.04% | −698−9.4% | Reduced |
| Apollon Wealth Management, LLC | 6,758 | $283.1K | 0.02% | +1,076+18.9% | Added |
| Verdence Capital Advisors LLC | 6,748 | $282.7K | 0.03% | −194−2.8% | Reduced |
| Moors & Cabot, Inc. | 6,702 | $280.7K | 0.02% | −816−10.9% | Reduced |
| PFG Investments, LLC | 6,695 | $280.4K | 0.06% | +6,695 | New |
| Grey Fox Wealth Advisors, LLC | 6,644 | $278.3K | 0.16% | −150−2.2% | Reduced |
| Parallel Advisors, LLC | 6,612 | $277.0K | 0.01% | +559+9.2% | Added |
| Baker Tilly Wealth Management, LLC | 6,592 | $276.1K | 0.03% | +331+5.3% | Added |
| V-Square Quantitative Management LLC | 6,577 | $275.5K | 0.25% | +6,577 | New |
| First Command Bank | 6,567 | $275.1K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 6,567 | $275.1K | 0.03% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 6,542 | $274.1K | 0.04% | −1,963−23.1% | Reduced |
| Asset Management Corp | 6,539 | $273.9K | 0.21% | +24+0.4% | Added |
| CAPROCK Group, Inc. | 6,495 | $272.1K | 0.02% | +1,571+31.9% | Added |
| Capital Investment Advisory Services, LLC | 6,450 | $270.2K | 0.03% | −145−2.2% | Reduced |
| Greenfield Savings Bank | 6,446 | $270.0K | 0.18% | −516−7.4% | Reduced |
| NBT Bank N A | 6,431 | $269.4K | 0.04% | −66−1.0% | Reduced |
| BancorpSouth Bank | 6,397 | $268.0K | 0.02% | +747+13.2% | Added |
| Court Place Advisors, LLC | 6,390 | $267.7K | 0.10% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 6,365 | $266.6K | 0.04% | +1,374+27.5% | Added |
| Gladstone Institutional Advisory LLC | 6,263 | $262.4K | 0.02% | −169−2.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 6,263 | $262.4K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 6,238 | $261.3K | 0.01% | +6,238 | New |
| Walleye Trading LLC | 6,202 | $259.8K | 0.01% | +6,202 | New |
| Segment Wealth Management, LLC | 6,191 | $259.3K | 0.03% | −440−6.6% | Reduced |
| Quad-Cities Investment Group, LLC | 6,146 | $257.5K | 0.18% | +1,333+27.7% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 6,125 | $256.6K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 6,111 | $256.0K | 0.14% | −2,938−32.5% | Reduced |
| CIC Wealth, LLC | 6,093 | $255.3K | 0.10% | +10+0.2% | Added |
| Phoenix Wealth Advisors | 6,078 | $254.6K | 0.16% | +683+12.7% | Added |
| CX Institutional | 6,087 | $254.6K | 0.01% | +6,087 | New |
| Ledyard National Bank | 6,060 | $253.9K | 0.03% | −200−3.2% | Reduced |
| Capstone Investment Advisors, LLC | 6,058 | $253.8K | 0.01% | +6,058 | New |
| Marcum Wealth, LLC | 6,049 | $253.4K | 0.03% | +191+3.3% | Added |
| Wedmont Private Capital | 5,845 | $252.9K | 0.03% | +5,845 | New |
| ClearBridge Investments Ltd | 6,018 | $252.1K | 0.01% | −95−1.6% | Reduced |
| Martingale Asset Management L P | 6,000 | $251.3K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 5,987 | $250.8K | 0.08% | +5,987 | New |
| Abbrea Capital, LLC | 5,970 | $250.0K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 5,945 | $249.0K | 0.02% | +435+7.9% | Added |
| Clifford Swan Investment Counsel LLC | 5,922 | $248.1K | 0.01% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 5,789 | $248.0K | 0.28% | −302−5.0% | Reduced |
| Key Financial Inc | 5,913 | $247.7K | 0.09% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5,897 | $247.0K | 0.01% | +535+10.0% | Added |
| Summit Trail Advisors, LLC | 5,888 | $246.7K | 0.01% | +5,888 | New |
| Chapin Davis, Inc. | 5,818 | $243.7K | 0.13% | −1,263−17.8% | Reduced |
| JFS Wealth Advisors, LLC | 5,800 | $243.0K | 0.02% | +262+4.7% | Added |
| High Net Worth Advisory Group LLC | 5,787 | $242.4K | 0.10% | 00.0% | Unchanged |
| Smith, Moore & Co. | 5,770 | $241.7K | 0.03% | −100−1.7% | Reduced |
| Chicago Trust Co NA | 5,766 | $241.5K | 0.06% | +5,766 | New |
| StrategIQ Financial Group, LLC | 5,737 | $240.3K | 0.03% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 5,624 | $235.6K | 0.01% | +622+12.4% | Added |
| NorthRock Partners, LLC | 5,610 | $235.0K | 0.03% | −572−9.3% | Reduced |
| First Hawaiian Bank | 5,601 | $234.6K | 0.01% | +31+0.6% | Added |
| apricus wealth, LLC | 5,600 | $234.6K | 0.21% | −650−10.4% | Reduced |