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 |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 1,740 | $70.9K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,850 | $75.4K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,889 | $77.0K | 0.01% | +168+9.8% | Added |
| First PREMIER Bank | 1,883 | $77.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,038 | $83.0K | 0.02% | +18+0.9% | Added |
| Trust Co of Vermont | 2,085 | $84.9K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,119 | $86.3K | 0.01% | −198−8.5% | Reduced |
| Delta Asset Management LLC | 2,171 | $88.4K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 2,192 | $89.3K | 0.00% | +310+16.5% | Added |
| Norwood Financial Corp | 2,210 | $90.0K | 0.13% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,235 | $91.0K | 0.00% | +9+0.4% | Added |
| Proequities, Inc. | 2,235 | $91.1K | 0.01% | −1,229−35.5% | Reduced |
| Western Pacific Wealth Management, LP | 2,246 | $91.5K | 0.07% | +919+69.3% | Added |
| Edmond de Rothschild Holding S.A. | 2,370 | $96.6K | 0.00% | −156−6.2% | Reduced |
| Deseret Mutual Benefit Administrators | 2,389 | $97.3K | 0.04% | +37+1.6% | Added |
| Focused Wealth Management, Inc | 2,444 | $99.6K | 0.02% | +7+0.3% | Added |
| Sandia Investment Management LP | 2,500 | $101.8K | 0.03% | −2,500−50.0% | Reduced |
| JNBA Financial Advisors | 2,646 | $107.8K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,658 | $108.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,761 | $112.5K | 0.00% | +532+23.9% | Added |
| Old Second National Bank of Aurora | 2,769 | $112.8K | 0.03% | −500−15.3% | Reduced |
| Institutional & Family Asset Management, LLC | 2,772 | $112.9K | 0.02% | +865+45.4% | Added |
| Farmers & Merchants Investments Inc | 2,785 | $113.5K | 0.00% | −104−3.6% | Reduced |
| Eagle Bay Advisors LLC | 2,798 | $114.0K | 0.07% | −166−5.6% | Reduced |
| Alta Advisers Ltd | 2,800 | $114.1K | 0.06% | 00.0% | Unchanged |
| City Holding Co | 2,846 | $115.9K | 0.02% | −390−12.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,896 | $118.0K | 0.09% | +17+0.6% | Added |
| Adirondack Trust Co | 2,997 | $125.4K | 0.06% | +252+9.2% | Added |
| Hexagon Capital Partners LLC | 3,121 | $127.2K | 0.03% | +159+5.4% | Added |
| Glass Jacobson Investment Advisors llc | 3,137 | $127.8K | 0.06% | +3,137 | New |
| United Community Bank | 3,150 | $128.3K | 0.11% | +3,150 | New |
| Benjamin F. Edwards & Company, Inc. | 3,297 | $134.0K | 0.01% | +32+1.0% | Added |
| Ronald Blue Trust, Inc. | 3,222 | $135.0K | 0.00% | −1,497−31.7% | Reduced |
| Clearstead Advisors, LLC | 3,378 | $137.6K | 0.01% | +1,957+137.7% | Added |
| Earnest Partners LLC | 3,396 | $138.4K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 3,482 | $141.9K | 0.02% | +2+0.1% | Added |
| Austin Private Wealth, LLC | 3,504 | $142.8K | 0.02% | +3,504 | New |
| Whittier Trust Co | 3,507 | $142.8K | 0.00% | −235−6.3% | Reduced |
| Tompkins Financial Corp | 3,633 | $148.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,671 | $149.6K | 0.07% | +5+0.1% | Added |
| Transamerica Financial Advisors, Inc. | 3,683 | $151.0K | 0.02% | −70−1.9% | Reduced |
| Gradient Investments LLC | 3,890 | $158.5K | 0.00% | −470−10.8% | Reduced |
| CoreFirst Bank & Trust | 4,028 | $164.1K | 0.12% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 4,147 | $168.0K | 0.05% | +1,378+49.8% | Added |
| First Manhattan Co | 4,180 | $170.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,204 | $171.3K | 0.01% | −647−13.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,383 | $178.6K | 0.00% | −826−15.9% | Reduced |
| Parkside Financial Bank & Trust | 4,462 | $181.8K | 0.04% | −26−0.6% | Reduced |
| Brown Brothers Harriman & Co | 4,478 | $182.4K | 0.00% | −7−0.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 4,505 | $183.5K | 0.01% | +4,505 | New |
| Harbour Investments, Inc. | 4,547 | $185.3K | 0.01% | −125−2.7% | Reduced |
| Newton One Investments LLC | 4,578 | $186.5K | 0.11% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 4,674 | $190.4K | 0.09% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,796 | $195.4K | 0.01% | +541+12.7% | Added |
| Tyler-Stone Wealth Management | 4,908 | $200.0K | 0.11% | +4,908 | New |
| Boyd Watterson Asset Management LLC | 4,942 | $201.3K | 0.08% | +20+0.4% | Added |
| ASB Consultores, LLC | 4,945 | $201.5K | 0.10% | +4,945 | New |
| Harvest Fund Management Co., Ltd | 4,984 | $203.0K | 0.04% | +2,154+76.1% | Added |
| Nemes Rush Group LLC | 4,990 | $203.3K | 0.04% | +4,990 | New |
| Stiles Financial Services Inc | 5,002 | $203.8K | 0.10% | +5,002 | New |
| Eagle Bluffs Wealth Management LLC | 5,005 | $203.9K | 0.16% | 00.0% | Unchanged |
| Geller Advisors LLC | 5,021 | $204.6K | 0.03% | +5,021 | New |
| Kepos Capital LP | 5,025 | $205.0K | 0.04% | +5,025 | New |
| 44 Wealth Management LLC | 5,036 | $205.2K | 0.07% | −557−10.0% | Reduced |
| Patten & Patten Inc | 5,036 | $205.2K | 0.02% | +40+0.8% | Added |
| NorthRock Partners, LLC | 5,036 | $205.2K | 0.02% | −574−10.2% | Reduced |
| Claro Advisors LLC | 5,087 | $207.2K | 0.05% | +5,087 | New |
| Quent Capital, LLC | 5,091 | $207.4K | 0.03% | 00.0% | Unchanged |
| Argent Trust Co | 5,121 | $208.6K | 0.01% | +43+0.8% | Added |
| Grey Fox Wealth Advisors, LLC | 5,134 | $209.2K | 0.11% | −1,510−22.7% | Reduced |
| AMG National Trust Bank | 5,150 | $209.8K | 0.01% | −2,025−28.2% | Reduced |
| Resonant Capital Advisors, LLC | 5,169 | $210.6K | 0.02% | +211+4.3% | Added |
| Clearwater Capital Advisors, LLC | 5,180 | $211.0K | 0.03% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 5,188 | $211.4K | 0.05% | +46+0.9% | Added |
| Allstate Corp | 5,192 | $211.5K | 0.01% | −142−2.7% | Reduced |
| Smith, Moore & Co. | 5,220 | $212.7K | 0.03% | −550−9.5% | Reduced |
| Trust Co of Virginia | 5,223 | $212.8K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5,232 | $213.2K | 0.00% | +5,232 | New |
| Tilt Investment Management Holdings, PBC | 5,254 | $214.0K | 0.14% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 5,289 | $215.5K | 0.12% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 5,297 | $215.8K | 0.03% | +5,297 | New |
| State of Wyoming | 5,299 | $215.9K | 0.06% | +168+3.3% | Added |
| Cubist Systematic Strategies, LLC | 5,300 | $215.9K | 0.00% | −60,814−92.0% | Reduced |
| Planning Directions Inc | 5,307 | $216.0K | 0.16% | +10+0.2% | Added |
| ABLE Financial Group, LLC | 5,327 | $217.0K | 0.11% | +5,327 | New |
| Nadler Financial Group, Inc. | 5,375 | $219.0K | 0.03% | +7+0.1% | Added |
| Duncker Streett & Co Inc | 5,390 | $219.6K | 0.05% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 5,424 | $221.0K | 0.08% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 5,419 | $221.0K | 0.25% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 5,425 | $221.0K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5,438 | $221.5K | 0.02% | −120−2.2% | Reduced |
| Balentine LLC | 5,443 | $221.7K | 0.01% | −6,756−55.4% | Reduced |
| Calton & Associates, Inc. | 5,456 | $222.3K | 0.10% | +25+0.5% | Added |
| RWM Asset Management, LLC | 5,225 | $222.3K | 0.04% | +5,225 | New |
| Baltimore-Washington Financial Advisors, Inc. | 5,471 | $222.9K | 0.02% | −654−10.7% | Reduced |
| Glen Eagle Advisors, LLC | 5,474 | $223.0K | 0.05% | +217+4.1% | Added |
| Hyman Charles D | 5,500 | $224.0K | 0.01% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 5,503 | $224.2K | 0.02% | −19−0.3% | Reduced |
| RSM US Wealth Management LLC | 5,506 | $224.3K | 0.01% | +55+1.0% | Added |
| Redhawk Wealth Advisors, Inc. | 5,517 | $224.8K | 0.07% | +5,517 | New |