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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 5,530 | $225.3K | 0.03% | +5,530 | New |
| MTM Investment Management, LLC | 5,568 | $226.8K | 0.11% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 5,587 | $227.6K | 0.09% | −200−3.5% | Reduced |
| First Hawaiian Bank | 5,620 | $229.0K | 0.01% | +19+0.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,630 | $229.4K | 0.03% | +5,630 | New |
| Grant/GrossMendelsohn, LLC | 5,548 | $231.4K | 0.09% | +5,548 | New |
| Financial Council Asset Management Inc | 5,724 | $233.2K | 0.18% | +5,724 | New |
| Alpha Family Trust | 5,730 | $233.4K | 0.16% | +5,730 | New |
| Quad-Cities Investment Group, LLC | 5,734 | $233.6K | 0.15% | −412−6.7% | Reduced |
| StrategIQ Financial Group, LLC | 5,737 | $233.7K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,763 | $235.0K | 0.01% | +5,763 | New |
| JFS Wealth Advisors, LLC | 5,785 | $235.7K | 0.02% | −15−0.3% | Reduced |
| Carret Asset Management, LLC | 5,804 | $236.5K | 0.03% | +210+3.8% | Added |
| Quadrant Capital Group LLC | 5,856 | $238.6K | 0.02% | +603+11.5% | Added |
| Independent Solutions Wealth Management, LLC | 5,886 | $239.8K | 0.06% | +5,886 | New |
| Ci Investments Inc. | 5,897 | $240.0K | 0.00% | −179,524−96.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,902 | $240.0K | 0.16% | −3,045−34.0% | Reduced |
| Enterprise Financial Services Corp | 5,893 | $240.1K | 0.15% | −979−14.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,922 | $241.3K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,930 | $241.6K | 0.00% | +5,930 | New |
| ClearBridge Investments Ltd | 5,959 | $242.8K | 0.01% | −59−1.0% | Reduced |
| Chicago Trust Co NA | 5,966 | $243.1K | 0.06% | +200+3.5% | Added |
| Martingale Asset Management L P | 6,000 | $244.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,008 | $244.8K | 0.01% | −604−9.1% | Reduced |
| CIC Wealth, LLC | 6,012 | $244.9K | 0.08% | −81−1.3% | Reduced |
| Phoenix Wealth Advisors | 6,014 | $245.0K | 0.14% | −64−1.1% | Reduced |
| Marcum Wealth, LLC | 6,024 | $245.4K | 0.03% | −25−0.4% | Reduced |
| Abbrea Capital, LLC | 6,029 | $246.0K | 0.04% | +59+1.0% | Added |
| Key Financial Inc | 6,087 | $248.0K | 0.08% | +174+2.9% | Added |
| Ledyard National Bank | 6,112 | $249.0K | 0.03% | +52+0.9% | Added |
| Fisher Asset Management, LLC | 6,127 | $249.6K | 0.00% | +929+17.9% | Added |
| First Command Bank | 6,142 | $250.2K | 0.02% | −425−6.5% | Reduced |
| First Command Financial Services, Inc. | 6,142 | $250.2K | 0.02% | −425−6.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,150 | $250.5K | 0.12% | +39+0.6% | Added |
| Johnson Investment Counsel Inc | 6,154 | $250.7K | 0.00% | +704+12.9% | Added |
| Gladstone Institutional Advisory LLC | 6,161 | $251.0K | 0.02% | −102−1.6% | Reduced |
| Segment Wealth Management, LLC | 6,191 | $252.2K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 6,191 | $252.2K | 0.01% | −567−8.4% | Reduced |
| Atlas Capital Advisors LLC | 6,282 | $255.9K | 0.04% | −485−7.2% | Reduced |
| STF Management LP | 6,282 | $255.9K | 0.28% | −5,231−45.4% | Reduced |
| Advisory Research Inc | 6,291 | $256.3K | 0.03% | +6,291 | New |
| Greenfield Savings Bank | 6,296 | $256.5K | 0.17% | −150−2.3% | Reduced |
| Beta Wealth Group, Inc. | 6,300 | $256.7K | 0.15% | +1,000+18.9% | Added |
| Schechter Investment Advisors, LLC | 6,319 | $257.4K | 0.02% | +1,360+27.4% | Added |
| Maven Securities LTD | 6,352 | $258.8K | 0.04% | +6,352 | New |
| Court Place Advisors, LLC | 6,390 | $260.3K | 0.09% | 00.0% | Unchanged |
| BancorpSouth Bank | 6,397 | $260.6K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 6,411 | $261.2K | 0.03% | −181−2.7% | Reduced |
| V-Square Quantitative Management LLC | 6,429 | $261.9K | 0.19% | −148−2.3% | Reduced |
| NBT Bank N A | 6,431 | $262.0K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6,442 | $262.0K | 0.01% | +6,388+11,829.6% | Added |
| We Are One Seven, LLC | 6,440 | $262.4K | 0.02% | +6,440 | New |
| Capital Investment Advisory Services, LLC | 6,455 | $263.0K | 0.03% | +5+0.1% | Added |
| Level Four Advisory Services, LLC | 6,456 | $263.0K | 0.02% | +511+8.6% | Added |
| Foundations Investment Advisors, LLC | 6,599 | $268.8K | 0.01% | +975+17.3% | Added |
| Cassaday & Co Wealth Management LLC | 6,619 | $269.7K | 0.01% | −856−11.5% | Reduced |
| PFG Investments, LLC | 6,659 | $271.3K | 0.05% | −36−0.5% | Reduced |
| Sentry Investment Management LLC | 6,666 | $272.0K | 0.10% | +6,666 | New |
| Accel Wealth Management | 6,697 | $272.8K | 0.15% | −134−2.0% | Reduced |
| Moors & Cabot, Inc. | 6,702 | $273.0K | 0.02% | 00.0% | Unchanged |
| Sentinus, LLC | 6,708 | $273.3K | 0.09% | −3,483−34.2% | Reduced |
| Essex Financial Services, Inc. | 6,733 | $274.3K | 0.03% | −1,510−18.3% | Reduced |
| Wedmont Private Capital | 6,534 | $274.6K | 0.03% | +689+11.8% | Added |
| CX Institutional | 6,756 | $275.3K | 0.01% | +669+11.0% | Added |
| Good Life Advisors, LLC | 6,757 | $275.3K | 0.03% | +215+3.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 6,762 | $275.5K | 0.03% | +397+6.2% | Added |
| Verdence Capital Advisors LLC | 6,779 | $276.2K | 0.03% | +31+0.5% | Added |
| Successful Portfolios LLC | 6,782 | $276.3K | 0.24% | −133−1.9% | Reduced |
| Trustco Bank Corp N Y | 6,783 | $276.3K | 0.30% | −300−4.2% | Reduced |
| Independent Financial Group, LLC | 6,841 | $278.7K | 0.02% | −100−1.4% | Reduced |
| Diversified, LLC | 6,863 | $279.6K | 0.07% | −20−0.3% | Reduced |
| Snowden Capital Advisors LLC | 6,878 | $280.2K | 0.01% | −1,027−13.0% | Reduced |
| Lakeview Capital Partners, LLC | 6,895 | $280.9K | 0.05% | +1,558+29.2% | Added |
| Univest Financial Corp | 6,971 | $284.0K | 0.09% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 7,044 | $287.0K | 0.04% | +54+0.8% | Added |
| Ellenbecker Investment Group | 7,089 | $288.0K | 0.07% | +30.0% | Added |
| Fukoku Mutual Life Insurance Co | 7,110 | $289.7K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 7,198 | $293.3K | 0.01% | +49+0.7% | Added |
| Financial Advocates Investment Management | 7,199 | $293.3K | 0.02% | +28+0.4% | Added |
| Coastline Trust Co | 7,218 | $294.1K | 0.04% | −2,220−23.5% | Reduced |
| Front Barnett Associates LLC | 7,274 | $296.0K | 0.03% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 7,232 | $296.9K | 0.09% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,313 | $297.9K | 0.01% | −4,011−35.4% | Reduced |
| TownSquare Capital, LLC | 7,315 | $298.0K | 0.01% | +7,315 | New |
| Kovitz Investment Group Partners, LLC | 7,327 | $298.5K | 0.00% | −1,326−15.3% | Reduced |
| Grove Bank & Trust | 7,335 | $298.8K | 0.06% | −110−1.5% | Reduced |
| FineMark National Bank & Trust | 7,353 | $299.6K | 0.01% | +549+8.1% | Added |
| Stock Yards Bank & Trust Co | 7,357 | $299.7K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 7,400 | $301.5K | 0.00% | +7,400 | New |
| Two Sigma Securities, LLC | 7,402 | $301.6K | 0.02% | +7,402 | New |
| Hollencrest Capital Management | 7,500 | $305.6K | 0.03% | −40−0.5% | Reduced |
| Thomasville National Bank | 7,500 | $305.6K | 0.03% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 7,521 | $306.4K | 0.20% | −2,570−25.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 7,556 | $307.0K | 0.14% | −172−2.2% | Reduced |
| Summit Trail Advisors, LLC | 7,609 | $310.0K | 0.01% | +1,721+29.2% | Added |
| Fiduciary Trust Co | 7,620 | $310.4K | 0.01% | −1,168−13.3% | Reduced |
| Huber Capital Management LLC | 7,731 | $315.0K | 0.08% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,758 | $316.1K | 0.02% | −108−1.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,780 | $317.0K | 0.06% | 00.0% | Unchanged |
| Insight Advisors, LLC | 7,834 | $319.2K | 0.07% | 00.0% | Unchanged |