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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 347 | $14.1K | 0.00% | −480−58.0% | Reduced |
| Systematic Financial Management LP | 349 | $14.2K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 340 | $14.2K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 351 | $14.3K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 354 | $14.4K | 0.00% | +3+0.9% | Added |
| Cambridge Trust Co | 356 | $14.5K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 383 | $15.6K | 0.00% | +383 | New |
| Intrepid Capital Management Inc | 384 | $15.6K | 0.01% | +384 | New |
| TCTC Holdings, LLC | 393 | $16.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 405 | $16.5K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 410 | $16.7K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 430 | $17.5K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 430 | $17.5K | 0.01% | +430 | New |
| Carolinas Wealth Consulting LLC | 436 | $17.8K | 0.00% | +2+0.5% | Added |
| Stephens Consulting, LLC | 439 | $17.9K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 449 | $18.3K | 0.00% | +449 | New |
| Bangor Savings Bank | 450 | $18.3K | 0.00% | −100−18.2% | Reduced |
| Smithfield Trust Co | 518 | $19.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 490 | $20.0K | 0.01% | +325+197.0% | Added |
| Covestor Ltd | 491 | $20.0K | 0.02% | −41−7.7% | Reduced |
| Resources Management Corp | 480 | $20.0K | 0.00% | −9,235−95.1% | Reduced |
| Ridgewood Investments LLC | 500 | $20.4K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 504 | $20.5K | 0.01% | +5+1.0% | Added |
| Park Place Capital Corp | 509 | $21.9K | 0.01% | +314+161.0% | Added |
| Catalyst Capital Advisors LLC | 548 | $22.3K | 0.00% | −46−7.7% | Reduced |
| Addison Advisors LLC | 549 | $22.4K | 0.01% | +1+0.2% | Added |
| WR Wealth Planners, LLC | 554 | $22.6K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 559 | $22.8K | 0.00% | +300+115.8% | Added |
| PrairieView Partners, LLC | 582 | $23.0K | 0.00% | −657−53.0% | Reduced |
| Princeton Global Asset Management LLC | 590 | $24.0K | 0.01% | +2+0.3% | Added |
| Plante Moran Financial Advisors, LLC | 590 | $24.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 600 | $24.4K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 600 | $24.4K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 622 | $25.3K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 622 | $25.4K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 630 | $25.7K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 651 | $26.5K | 0.00% | +426+189.3% | Added |
| Monetary Management Group Inc | 700 | $28.5K | 0.01% | +200+40.0% | Added |
| Beacon Capital Management, LLC | 707 | $28.8K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 723 | $29.0K | 0.00% | −47−6.1% | Reduced |
| Evolution Advisers, Inc. | 717 | $29.0K | 0.02% | +7+1.0% | Added |
| Capital Advisors, Ltd. LLC | 704 | $29.0K | 0.00% | +245+53.4% | Added |
| Concord Wealth Partners | 714 | $29.1K | 0.01% | +114+19.0% | Added |
| Independence Bank of Kentucky | 758 | $30.9K | 0.01% | +58+8.3% | Added |
| Bartlett & Co. LLC | 766 | $31.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 766 | $31.2K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 812 | $33.1K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 814 | $33.2K | 0.01% | −20−2.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 815 | $33.2K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 837 | $34.1K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 837 | $34.1K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 850 | $34.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 870 | $34.9K | 0.01% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 870 | $35.0K | 0.02% | −71,498−98.8% | Reduced |
| Strengthening Families & Communities, LLC | 859 | $35.0K | 0.02% | +543+171.8% | Added |
| AllSquare Wealth Management LLC | 898 | $35.3K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 870 | $35.4K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $36.7K | 0.00% | −200−18.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 900 | $36.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 901 | $36.7K | 0.00% | −19−2.1% | Reduced |
| Northwest Capital Management Inc | 932 | $38.0K | 0.02% | +932 | New |
| First Financial Corp | 935 | $38.1K | 0.02% | +200+27.2% | Added |
| EverSource Wealth Advisors, LLC | 940 | $38.3K | 0.00% | −257−21.5% | Reduced |
| Capital Analysts, LLC | 987 | $40.0K | 0.00% | −47−4.5% | Reduced |
| Leonteq Securities AG | 1,000 | $40.7K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $40.7K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,071 | $43.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,086 | $44.2K | 0.01% | −22−2.0% | Reduced |
| Old Point Trust & Financial Services N A | 1,100 | $44.8K | 0.02% | +1,100 | New |
| China Universal Asset Management Co., Ltd. | 1,122 | $45.7K | 0.01% | +821+272.8% | Added |
| West Paces Advisors Inc. | 1,246 | $50.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,251 | $51.0K | 0.02% | +9+0.7% | Added |
| Center for Financial Planning, Inc. | 1,265 | $51.5K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,272 | $51.8K | 0.00% | +1,272 | New |
| WealthPLAN Partners, LLC | 1,274 | $51.9K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,280 | $52.1K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 1,294 | $52.7K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,305 | $53.2K | 0.01% | −21,600−94.3% | Reduced |
| City State Bank | 1,324 | $54.0K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,337 | $54.5K | 0.04% | −5−0.4% | Reduced |
| Piershale Financial Group, Inc. | 1,357 | $55.3K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,392 | $56.7K | 0.00% | −2−0.1% | Reduced |
| ORG Partners LLC | 1,416 | $58.0K | 0.01% | +1,416 | New |
| Farther Finance Advisors, LLC | 1,473 | $60.0K | 0.01% | +41+2.9% | Added |
| Vestor Capital, LLC | 1,531 | $62.0K | 0.01% | −18−1.2% | Reduced |
| Jones Financial Companies LLLP | 1,524 | $62.1K | 0.00% | +265+21.0% | Added |
| Sandy Spring Bank | 1,544 | $62.9K | 0.00% | −487−24.0% | Reduced |
| Cape Investment Advisory, Inc. | 1,545 | $62.9K | 0.04% | −910−37.1% | Reduced |
| Montag A & Associates Inc | 1,575 | $64.2K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,587 | $64.7K | 0.02% | −18−1.1% | Reduced |
| Prestige Wealth Management Group LLC | 1,614 | $65.8K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,623 | $66.1K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,645 | $67.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,650 | $67.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,664 | $67.8K | 0.02% | +1+0.1% | Added |
| Pin Oak Investment Advisors Inc | 1,692 | $69.0K | 0.08% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,700 | $69.3K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,721 | $70.1K | 0.01% | −401−18.9% | Reduced |
| Glassman Wealth Services | 1,721 | $70.1K | 0.01% | −76−4.2% | Reduced |
| First Capital Advisors Group, LLC. | 1,725 | $70.3K | 0.04% | +1,725 | New |