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 |
|---|---|---|---|---|---|
| 44 Wealth Management LLC | 5,593 | $234.3K | 0.08% | +16+0.3% | Added |
| Carret Asset Management, LLC | 5,594 | $234.0K | 0.03% | +50+0.9% | Added |
| Insight Folios Inc | 5,571 | $233.4K | 0.10% | +49+0.9% | Added |
| MTM Investment Management, LLC | 5,568 | $233.2K | 0.12% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5,558 | $232.8K | 0.03% | +120+2.2% | Added |
| Connecticut Wealth Management, LLC | 5,522 | $231.3K | 0.02% | −513−8.5% | Reduced |
| Flputnam Investment Management Co | 5,511 | $230.8K | 0.01% | −53,393−90.6% | Reduced |
| Conning Inc. | 5,496 | $230.2K | 0.01% | −68−1.2% | Reduced |
| Hyman Charles D | 5,500 | $230.0K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,451 | $228.4K | 0.01% | +501+10.1% | Added |
| Johnson Investment Counsel Inc | 5,450 | $228.3K | 0.00% | −414−7.1% | Reduced |
| Calton & Associates, Inc. | 5,431 | $227.5K | 0.11% | −79−1.4% | Reduced |
| Zuckerman Investment Group, LLC | 5,425 | $227.3K | 0.03% | +175+3.3% | Added |
| Wealth Dimensions Group, Ltd. | 5,424 | $227.2K | 0.09% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 5,419 | $227.0K | 0.24% | −89−1.6% | Reduced |
| Lakeview Capital Partners, LLC | 5,337 | $226.7K | 0.07% | −660−11.0% | Reduced |
| Duncker Streett & Co Inc | 5,390 | $225.8K | 0.05% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 5,382 | $225.5K | 0.06% | −3,421−38.9% | Reduced |
| Nadler Financial Group, Inc. | 5,368 | $224.9K | 0.04% | +7+0.1% | Added |
| Atom Investors LP | 5,365 | $224.7K | 0.12% | +5,365 | New |
| Allstate Corp | 5,334 | $223.4K | 0.02% | −26,969−83.5% | Reduced |
| Beta Wealth Group, Inc. | 5,300 | $222.0K | 0.13% | +400+8.2% | Added |
| Planning Directions Inc | 5,297 | $222.0K | 0.17% | +10+0.2% | Added |
| Retirement Planning Co of New England, Inc. | 5,289 | $221.6K | 0.13% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,257 | $220.2K | 0.06% | +1,848+54.2% | Added |
| Quadrant Capital Group LLC | 5,253 | $220.0K | 0.02% | +111+2.2% | Added |
| Change Path, LLC | 5,239 | $219.0K | 0.01% | +5,239 | New |
| Trust Co of Virginia | 5,223 | $218.8K | 0.02% | −14−0.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,209 | $218.2K | 0.00% | +103+2.0% | Added |
| Fisher Asset Management, LLC | 5,198 | $217.8K | 0.00% | +12+0.2% | Added |
| Clearwater Capital Advisors, LLC | 5,180 | $217.0K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,159 | $216.1K | 0.01% | +5,159 | New |
| Compass Ion Advisors, LLC | 5,142 | $215.4K | 0.05% | +45+0.9% | Added |
| State of Wyoming | 5,131 | $214.9K | 0.07% | +2,487+94.1% | Added |
| Quent Capital, LLC | 5,091 | $213.1K | 0.04% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 5,254 | $212.9K | 0.16% | +5,254 | New |
| Argent Trust Co | 5,078 | $212.7K | 0.01% | −195−3.7% | Reduced |
| Rehmann Capital Advisory Group | 5,031 | $210.8K | 0.02% | +204+4.2% | Added |
| Eagle Bluffs Wealth Management LLC | 5,005 | $209.7K | 0.17% | 00.0% | Unchanged |
| Sandia Investment Management LP | 5,000 | $209.4K | 0.04% | 00.0% | Unchanged |
| Patten & Patten Inc | 4,996 | $209.3K | 0.02% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,959 | $207.7K | 0.02% | −80−1.6% | Reduced |
| Resonant Capital Advisors, LLC | 4,958 | $207.7K | 0.02% | +39+0.8% | Added |
| Boyd Watterson Asset Management LLC | 4,922 | $206.2K | 0.08% | +40+0.8% | Added |
| Avantax Planning Partners, Inc. | 4,904 | $205.4K | 0.01% | +4,904 | New |
| Ronald Blue Trust, Inc. | 4,719 | $204.0K | 0.00% | +554+13.3% | Added |
| Marion Wealth Management | 4,859 | $203.5K | 0.08% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,851 | $203.2K | 0.01% | −746−13.3% | Reduced |
| Spirit of America Management Corp | 4,850 | $203.2K | 0.05% | +4,850 | New |
| Mission Wealth Management, LP | 4,832 | $202.4K | 0.01% | +4,832 | New |
| Qsemble Capital Management, LP | 4,800 | $201.1K | 0.14% | +4,800 | New |
| US Asset Management LLC | 4,702 | $197.0K | 0.20% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 4,674 | $195.7K | 0.09% | −4,896−51.2% | Reduced |
| Harbour Investments, Inc. | 4,672 | $195.7K | 0.01% | −161−3.3% | Reduced |
| Newton One Investments LLC | 4,578 | $191.8K | 0.12% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,488 | $188.0K | 0.05% | −111−2.4% | Reduced |
| Brown Brothers Harriman & Co | 4,485 | $187.9K | 0.00% | +132+3.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,417 | $185.0K | 0.00% | +4,417 | New |
| Gradient Investments LLC | 4,360 | $182.7K | 0.00% | +10.0% | Added |
| Geneos Wealth Management Inc. | 4,255 | $178.2K | 0.01% | −595−12.3% | Reduced |
| First Manhattan Co | 4,180 | $175.1K | 0.00% | −1,000−19.3% | Reduced |
| CoreFirst Bank & Trust | 4,028 | $168.7K | 0.12% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3,753 | $158.0K | 0.02% | −3,322−47.0% | Reduced |
| Whittier Trust Co | 3,742 | $156.7K | 0.00% | −5,343−58.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,666 | $153.6K | 0.08% | +204+5.9% | Added |
| Tompkins Financial Corp | 3,633 | $152.2K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 3,480 | $145.8K | 0.03% | +2+0.1% | Added |
| Proequities, Inc. | 3,464 | $145.1K | 0.01% | +66+1.9% | Added |
| Earnest Partners LLC | 3,396 | $142.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 3,338 | $139.8K | 0.00% | −974,729−99.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,265 | $137.0K | 0.01% | +121+3.8% | Added |
| Old Second National Bank of Aurora | 3,269 | $136.9K | 0.04% | +431+15.2% | Added |
| City Holding Co | 3,236 | $135.5K | 0.02% | −335−9.4% | Reduced |
| Valley National Advisers Inc | 3,106 | $135.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,964 | $124.1K | 0.07% | −963−24.5% | Reduced |
| Hexagon Capital Partners LLC | 2,962 | $124.1K | 0.03% | −110−3.6% | Reduced |
| Farmers & Merchants Investments Inc | 2,889 | $121.0K | 0.00% | −7,896−73.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,879 | $119.0K | 0.10% | +17+0.6% | Added |
| Harvest Fund Management Co., Ltd | 2,830 | $118.0K | 0.03% | −3,029−51.7% | Reduced |
| Alta Advisers Ltd | 2,800 | $117.3K | 0.07% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 2,769 | $116.0K | 0.04% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,745 | $115.0K | 0.06% | +165+6.4% | Added |
| MCF Advisors LLC | 2,658 | $111.3K | 0.01% | +416+18.6% | Added |
| JNBA Financial Advisors | 2,646 | $110.8K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,526 | $105.8K | 0.00% | +276+12.3% | Added |
| Cape Investment Advisory, Inc. | 2,455 | $102.8K | 0.06% | +2,455 | New |
| Focused Wealth Management, Inc | 2,437 | $102.1K | 0.02% | +6+0.2% | Added |
| Deseret Mutual Benefit Administrators | 2,352 | $98.5K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,317 | $97.1K | 0.01% | +313+15.6% | Added |
| Massmutual Trust Co FSB | 2,229 | $93.4K | 0.00% | +1,270+132.4% | Added |
| Whittier Trust Co of Nevada Inc | 2,226 | $93.2K | 0.00% | −77−3.3% | Reduced |
| Norwood Financial Corp | 2,210 | $92.6K | 0.15% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,171 | $90.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,122 | $88.9K | 0.02% | +862+68.4% | Added |
| Trust Co of Vermont | 2,085 | $87.3K | 0.01% | +285+15.8% | Added |
| Sandy Spring Bank | 2,031 | $85.1K | 0.00% | −1,001−33.0% | Reduced |
| SOA Wealth Advisors, LLC. | 2,020 | $84.6K | 0.02% | −484−19.3% | Reduced |
| Institutional & Family Asset Management, LLC | 1,907 | $79.9K | 0.01% | +75+4.1% | Added |
| South State Corp. | 1,906 | $79.8K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,883 | $79.0K | 0.02% | 00.0% | Unchanged |