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 |
|---|---|---|---|---|---|
| HM Payson & Co | 1,882 | $78.8K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,850 | $77.5K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,797 | $75.3K | 0.01% | −714−28.4% | Reduced |
| Logan Capital Management Inc | 1,740 | $72.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,721 | $72.1K | 0.01% | −602−25.9% | Reduced |
| Gables Capital Management Inc. | 1,700 | $71.2K | 0.05% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,692 | $71.0K | 0.09% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,695 | $71.0K | 0.01% | +1,031+155.3% | Added |
| Rosenberg Matthew Hamilton | 1,663 | $69.6K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 1,650 | $69.1K | 0.00% | −293−15.1% | Reduced |
| Armstrong Advisory Group, Inc | 1,645 | $68.9K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,623 | $68.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,614 | $67.6K | 0.02% | +13+0.8% | Added |
| ICA Group Wealth Management, LLC | 1,605 | $67.2K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,575 | $66.0K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,549 | $65.0K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,548 | $64.8K | 0.01% | +1,548 | New |
| Farther Finance Advisors, LLC | 1,432 | $60.0K | 0.02% | +43+3.1% | Added |
| Clearstead Advisors, LLC | 1,421 | $59.5K | 0.00% | +552+63.5% | Added |
| Zions Bancorporation, N.A. | 1,394 | $58.4K | 0.01% | −97−6.5% | Reduced |
| Piershale Financial Group, Inc. | 1,357 | $56.8K | 0.04% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,342 | $56.2K | 0.05% | +5+0.4% | Added |
| Western Pacific Wealth Management, LP | 1,327 | $55.6K | 0.04% | +1,102+489.8% | Added |
| City State Bank | 1,324 | $55.0K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,299 | $54.4K | 0.02% | −74−5.4% | Reduced |
| Lee Financial Co | 1,294 | $54.2K | 0.01% | −10−0.8% | Reduced |
| Sutton Wealth Advisors Inc. | 1,280 | $53.6K | 0.03% | −1,668−56.6% | Reduced |
| WealthPLAN Partners, LLC | 1,274 | $53.4K | 0.01% | +1,274 | New |
| Center for Financial Planning, Inc. | 1,265 | $53.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,259 | $52.7K | 0.00% | +614+95.2% | Added |
| West Paces Advisors Inc. | 1,246 | $52.2K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,242 | $52.0K | 0.02% | +8+0.6% | Added |
| PrairieView Partners, LLC | 1,239 | $51.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,212 | $50.8K | 0.00% | +998+466.4% | Added |
| EverSource Wealth Advisors, LLC | 1,197 | $50.1K | 0.01% | −1,732−59.1% | Reduced |
| Vigilant Capital Management, LLC | 1,200 | $50.0K | 0.00% | +1,200 | New |
| MV Capital Management, Inc. | 1,108 | $46.4K | 0.01% | +97+9.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $46.1K | 0.00% | +1,100 | New |
| Tortoise Investment Management, LLC | 1,071 | $44.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,034 | $43.0K | 0.00% | +8+0.8% | Added |
| Leonteq Securities AG | 1,000 | $41.9K | 0.00% | −1−0.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $41.9K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 994 | $41.6K | 0.01% | +950+2,159.1% | Added |
| Larson Financial Group LLC | 920 | $38.5K | 0.00% | +222+31.8% | Added |
| BOK Financial Private Wealth, Inc. | 900 | $37.7K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 898 | $37.6K | 0.02% | +798+798.0% | Added |
| Lowe Wealth Advisors, LLC | 870 | $36.4K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 870 | $36.1K | 0.01% | −5−0.6% | Reduced |
| Pittenger & Anderson Inc | 850 | $35.6K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 834 | $35.1K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 837 | $35.1K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 837 | $35.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 827 | $34.6K | 0.00% | −17−2.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 815 | $34.1K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 812 | $34.0K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 766 | $32.1K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 770 | $32.0K | 0.00% | −868−53.0% | Reduced |
| Bartlett & Co. LLC | 766 | $32.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 735 | $30.8K | 0.02% | 00.0% | Unchanged |
| First National Bank of South Miami | 733 | $30.7K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 707 | $29.6K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 700 | $29.3K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 710 | $29.0K | 0.02% | +6+0.9% | Added |
| BerganKDV Wealth Management, LLC | 633 | $26.5K | 0.00% | +560+767.1% | Added |
| Missouri Trust & Investment Co | 630 | $26.4K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 622 | $26.1K | 0.01% | −22−3.4% | Reduced |
| Silvant Capital Management LLC | 622 | $26.1K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 600 | $25.1K | 0.01% | −60−9.1% | Reduced |
| Albion Financial Group | 600 | $25.1K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 600 | $25.1K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 597 | $25.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 594 | $24.9K | 0.00% | −182−23.5% | Reduced |
| WealthPlan Investment Management, LLC | 593 | $24.8K | 0.00% | +593 | New |
| Plante Moran Financial Advisors, LLC | 590 | $24.7K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 588 | $24.6K | 0.01% | +1+0.2% | Added |
| WR Wealth Planners, LLC | 554 | $23.2K | 0.01% | +446+413.0% | Added |
| Bangor Savings Bank | 550 | $23.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 548 | $23.0K | 0.01% | +91+19.9% | Added |
| AXS Investments LLC | 529 | $22.2K | 0.01% | −23−4.2% | Reduced |
| Covestor Ltd | 532 | $22.0K | 0.02% | −4,133−88.6% | Reduced |
| Monetary Management Group Inc | 500 | $20.9K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 500 | $20.9K | 0.01% | +500 | New |
| Financial Perspectives, Inc | 499 | $20.9K | 0.01% | +4+0.8% | Added |
| Pointe Capital Management LLC | 479 | $20.1K | 0.01% | +479 | New |
| Old North State Trust, LLC | 467 | $20.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 518 | $19.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 459 | $19.0K | 0.00% | −244−34.7% | Reduced |
| Wela Strategies, Inc. | 18,702 | $18.7K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 439 | $18.4K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 434 | $18.2K | 0.00% | +2+0.5% | Added |
| CNB Bank | 430 | $18.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 425 | $17.8K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 422 | $17.7K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 410 | $17.2K | 0.00% | +2+0.5% | Added |
| Antonetti Capital Management LLC | 405 | $16.9K | 0.02% | +1+0.2% | Added |
| TCTC Holdings, LLC | 393 | $16.5K | 0.00% | +393 | New |
| Cambridge Trust Co | 356 | $14.9K | 0.00% | −154−30.2% | Reduced |
| Coastal Capital Group, Inc. | 351 | $14.7K | 0.00% | +6+1.7% | Added |
| Venturi Wealth Management, LLC | 351 | $14.7K | 0.00% | +351 | New |
| Systematic Financial Management LP | 349 | $14.6K | 0.00% | 00.0% | Unchanged |