Exelon Corp

EXC

Exchange: Nasdaq
Industry: Electric & Other Services Combined
SEC CIK: 0001109357

SEC filings (opens in a new tab)

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, Q2 2023

Institutional positions in Exelon Corp as of Jun 30, 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: 1,005; +8 vs. Q1 2023
Shares held: 810.9M; −5.39M (−0.7%) vs. Q1 2023
Total value: $33.0B; −$1.16B (−3.4%) vs. Q1 2023
New holders: 80; 370 more added
Sold out: 72; 347 more reduced

6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 1,005 institutions

Value heldQ2 2023: $33.0B

Institutions holding EXC and their total value by quarter
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, Q2 2023

Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q1 2023.

Institutions holding EXC in Q2 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Centerpoint Advisors, LLC	12	$0	0.00%	00.0%	Unchanged
Coppell Advisory Solutions LLC	4	$160	0.00%	+4	New
True Wealth Design, LLC	11	$449	0.00%	00.0%	Unchanged
Crewe Advisors LLC	12	$489	0.00%	+12	New
Kayne Anderson Rudnick Investment Management LLC	13	$530	0.00%	+13	New
Sofos Investments, Inc.	41	$552	0.00%	+41	New
Manchester Capital Management LLC	14	$571	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	15	$612	0.00%	00.0%	Unchanged
West Oak Capital, LLC	16	$652	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	18	$734	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	18	$734	0.00%	+18	New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	20	$814	0.00%	−14−41.2%	Reduced
First National Bank of South Miami	23	$937	0.00%	−710−96.9%	Reduced
Valley National Advisers Inc	20	$1.00K	0.00%	−3,086−99.4%	Reduced
Avion Wealth	37	$1.00K	0.00%	+20+117.6%	Added
Anchor Investment Management, LLC	25	$1.02K	0.00%	00.0%	Unchanged
Arlington Partners LLC	26	$1.06K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	28	$1.14K	0.00%	−9−24.3%	Reduced
PSI Advisors, LLC	28	$1.14K	0.00%	+28	New
Cedar Wealth Management, LLC	33	$1.34K	0.00%	00.0%	Unchanged
Private Ocean, LLC	38	$1.55K	0.00%	00.0%	Unchanged
Horan Securities, Inc.	38	$1.57K	0.00%	00.0%	Unchanged
TFC Financial Management	44	$1.80K	0.00%	−950−95.6%	Reduced
Disciplined Investments, LLC	45	$1.83K	0.00%	+4+9.8%	Added
Level Financial Advisors, Inc.	45	$1.85K	0.00%	+45	New
GeoWealth Management, LLC	45	$2.00K	0.00%	00.0%	Unchanged
Guardian Wealth Management, Inc.	52	$2.12K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	53	$2.16K	0.00%	00.0%	Unchanged
DT Investment Partners, LLC	53	$2.20K	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	54	$2.20K	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	93	$3.00K	0.00%	00.0%	Unchanged
South State Corp.	80	$3.26K	0.00%	−1,826−95.8%	Reduced
Highline Wealth Partners LLC	80	$3.26K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	85	$3.46K	0.00%	00.0%	Unchanged
Paladin Advisory Group, LLC	87	$3.54K	0.00%	00.0%	Unchanged
Pinnacle Bancorp, Inc.	93	$3.79K	0.00%	+35+60.3%	Added
Red Tortoise LLC	95	$3.87K	0.00%	00.0%	Unchanged
Arrow Financial Corp	100	$4.07K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	100	$4.07K	0.00%	00.0%	Unchanged
Colonial Trust Advisors	110	$4.48K	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	110	$4.48K	0.00%	00.0%	Unchanged
Impact Partnership Wealth, LLC	116	$4.73K	0.00%	+116	New
ClariVest Asset Management LLC	133	$5.00K	0.00%	00.0%	Unchanged
Tower View Investment Management & Research LLC	134	$5.00K	0.00%	00.0%	Unchanged
SRS Capital Advisors, Inc.	125	$5.09K	0.00%	00.0%	Unchanged
American National Bank	125	$5.09K	0.00%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	127	$5.17K	0.00%	00.0%	Unchanged
Motco	127	$5.17K	0.00%	+88+225.6%	Added
Exchange Traded Concepts, LLC	128	$5.21K	0.00%	+44+52.4%	Added
Abound Wealth Management	128	$5.22K	0.00%	+10+8.5%	Added
RFP Financial Group LLC	134	$5.46K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	137	$5.58K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	137	$5.58K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	143	$5.93K	0.00%	00.0%	Unchanged
Tradition Wealth Management, LLC	140	$6.00K	0.00%	−74−34.6%	Reduced
KB Financial Partners, LLC	152	$6.00K	0.00%	00.0%	Unchanged
Baldwin Brothers Inc	150	$6.11K	0.00%	00.0%	Unchanged
Retirement Group, LLC	165	$6.72K	0.00%	00.0%	Unchanged
TD Ameritrade Investment Management, LLC	182	$7.00K	0.00%	−109−37.5%	Reduced
JDM Financial Group LLC	176	$7.17K	0.01%	00.0%	Unchanged
Bogart Wealth, LLC	184	$7.50K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	188	$7.54K	0.00%	−105−35.8%	Reduced
Proffitt & Goodson Inc	185	$7.54K	0.00%	00.0%	Unchanged
Ulland Investment Advisors, LLC	200	$8.00K	0.01%	00.0%	Unchanged
Piscataqua Savings Bank	200	$8.15K	0.01%	00.0%	Unchanged
Creative Capital Management Investments LLC	200	$8.15K	0.01%	00.0%	Unchanged
Heritage Wealth Advisors	200	$8.15K	0.00%	+200	New
Newbridge Financial Services Group, Inc.	203	$8.27K	0.00%	−107−34.5%	Reduced
Ancora Advisors, LLC	214	$8.72K	0.00%	00.0%	Unchanged
Sunbelt Securities, Inc.	217	$8.84K	0.00%	+1+0.5%	Added
Baker Avenue Asset Management, LP	222	$9.06K	0.00%	−990−81.7%	Reduced
Raffa Wealth Management, LLC	223	$9.09K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	225	$9.17K	0.00%	00.0%	Unchanged
Northwest Bank & Trust Co	230	$9.37K	0.01%	+230	New
McIlrath & Eck, LLC	241	$9.82K	0.00%	00.0%	Unchanged
DB Wealth Management Group, LLC	246	$10.0K	0.01%	00.0%	Unchanged
Atwood & Palmer Inc	246	$10.0K	0.00%	+46+23.0%	Added
Laurel Wealth Advisors LLC	250	$10.2K	0.00%	00.0%	Unchanged
LFA - Lugano Financial Advisors SA	250	$10.2K	0.01%	+250	New
Chesapeake Asset Management LLC	250	$10.2K	0.01%	00.0%	Unchanged
Pinebridge Investments, L.P.	253	$10.3K	0.00%	−409,984−99.9%	Reduced
Operose Advisors LLC	254	$10.3K	0.00%	00.0%	Unchanged
Caldwell Sutter Capital, Inc.	261	$10.6K	0.01%	+43+19.7%	Added
Bell Investment Advisors, Inc	266	$10.8K	0.00%	−24−8.3%	Reduced
Raleigh Capital Management Inc.	268	$10.9K	0.01%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	275	$11.2K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	279	$11.4K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	282	$11.5K	0.01%	00.0%	Unchanged
West Branch Capital LLC	289	$11.8K	0.01%	00.0%	Unchanged
Dividend Assets Capital, LLC	299	$12.0K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	305	$12.0K	0.00%	+97+46.6%	Added
GW&K Investment Management, LLC	304	$12.0K	0.00%	+298+4,966.7%	Added
Mark Sheptoff Financial Planning, LLC	300	$12.2K	0.01%	00.0%	Unchanged
Strategic Investment Solutions, Inc.	310	$12.2K	0.00%	−1,238−80.0%	Reduced
AXS Investments LLC	306	$12.5K	0.00%	−223−42.2%	Reduced
Worth Asset Management, LLC	312	$12.7K	0.01%	+2+0.6%	Added
Clean Yield Group	316	$12.9K	0.01%	+142+81.6%	Added
Core Alternative Capital	339	$13.8K	0.00%	00.0%	Unchanged
Clear Street Markets LLC	336	$14.0K	0.01%	+335+33,500.0%	Added
FinTrust Capital Advisors, LLC	325	$14.1K	0.00%	00.0%	Unchanged