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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 7,847 | $319.7K | 0.21% | +7,847 | New |
| Westshore Wealth, LLC | 7,865 | $320.4K | 0.16% | −2,243−22.2% | Reduced |
| Regal Wealth Group, Inc. | 7,855 | $321.7K | 0.21% | +4+0.1% | Added |
| DGS Capital Management, LLC | 7,933 | $323.2K | 0.16% | −446−5.3% | Reduced |
| Principal Street Partners, LLC | 7,960 | $324.3K | 0.08% | +362+4.8% | Added |
| EP Wealth Advisors, LLC | 8,066 | $325.4K | 0.01% | −18,434−69.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,001 | $326.0K | 0.03% | −8,266−50.8% | Reduced |
| Bailard, Inc. | 8,057 | $328.2K | 0.01% | +104+1.3% | Added |
| Tiemann Investment Advisors, LLC | 8,075 | $329.0K | 0.17% | 00.0% | Unchanged |
| Clarius Group, LLC | 8,079 | $329.1K | 0.03% | −822−9.2% | Reduced |
| Financial Consulate, Inc | 8,101 | $330.0K | 0.14% | +7+0.1% | Added |
| Northwest Bancshares, Inc. | 8,108 | $330.3K | 0.06% | −800−9.0% | Reduced |
| HRT Financial LP | 8,159 | $332.0K | 0.00% | +8,159 | New |
| Stratos Wealth Advisors, LLC | 8,176 | $333.1K | 0.02% | +65+0.8% | Added |
| Cohen Klingenstein LLC | 8,200 | $334.1K | 0.01% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 8,315 | $338.8K | 0.06% | +20.0% | Added |
| Hendershot Investments Inc. | 8,371 | $341.0K | 0.06% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 8,379 | $341.4K | 0.19% | +127+1.5% | Added |
| Axxcess Wealth Management, LLC | 8,399 | $342.2K | 0.02% | +9+0.1% | Added |
| J.W. Cole Advisors, Inc. | 8,424 | $343.2K | 0.02% | +163+2.0% | Added |
| Alpha Omega Wealth Management LLC | 8,449 | $344.2K | 0.06% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 8,456 | $344.5K | 0.18% | −159−1.8% | Reduced |
| Davenport & Co LLC | 8,470 | $345.1K | 0.00% | −699−7.6% | Reduced |
| Private Trust Co NA | 8,480 | $345.5K | 0.04% | +299+3.7% | Added |
| Marietta Investment Partners LLC | 8,500 | $346.3K | 0.09% | 00.0% | Unchanged |
| Comerica Securities,inc. | 8,507 | $346.6K | 0.02% | −70−0.8% | Reduced |
| IFP Advisors, Inc | 9,783 | $347.2K | 0.02% | −108−1.1% | Reduced |
| River Wealth Advisors LLC | 8,567 | $349.0K | 0.06% | −105−1.2% | Reduced |
| Allegheny Financial Group LTD | 8,570 | $349.1K | 0.17% | −859−9.1% | Reduced |
| Spirit of America Management Corp | 8,600 | $350.4K | 0.08% | +3,750+77.3% | Added |
| Mutual Advisors, LLC | 8,640 | $352.0K | 0.01% | −718−7.7% | Reduced |
| Basepoint Wealth LLC | 8,683 | $353.8K | 0.29% | +1,697+24.3% | Added |
| Coastal Investment Advisors, Inc. | 8,724 | $355.4K | 0.08% | +276+3.3% | Added |
| Fulton Bank, N.A. | 8,853 | $360.7K | 0.02% | −25−0.3% | Reduced |
| CAPROCK Group, Inc. | 8,950 | $364.6K | 0.03% | +2,455+37.8% | Added |
| Wealth Management Associates, Inc. | 8,974 | $365.6K | 0.21% | −194−2.1% | Reduced |
| Perigon Wealth Management, LLC | 8,989 | $366.2K | 0.01% | −310−3.3% | Reduced |
| Keybank National Association | 9,011 | $367.1K | 0.00% | −274−3.0% | Reduced |
| Stonegate Investment Group, LLC | 9,117 | $371.4K | 0.01% | −31−0.3% | Reduced |
| Vantage Consulting Group Inc | 9,147 | $372.6K | 0.21% | −355−3.7% | Reduced |
| Syntax Advisors, LLC | 9,147 | $372.6K | 0.30% | −355−3.7% | Reduced |
| Romano Brothers and Company | 9,162 | $373.3K | 0.06% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 9,162 | $373.3K | 0.08% | +32+0.4% | Added |
| Catalyst Financial Partners LLC | 9,194 | $374.6K | 0.13% | −93−1.0% | Reduced |
| Kestra Private Wealth Services, LLC | 9,249 | $376.8K | 0.01% | +3,352+56.8% | Added |
| Riverwater Partners LLC | 9,277 | $377.9K | 0.33% | +8+0.1% | Added |
| E Fund Management Co., Ltd. | 9,304 | $379.0K | 0.03% | −1,401−13.1% | Reduced |
| Aull & Monroe Investment Management Corp | 9,314 | $379.5K | 0.19% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 9,316 | $379.5K | 0.01% | −1,954−17.3% | Reduced |
| CRA Financial Services, LLC | 9,364 | $381.5K | 0.10% | +2,409+34.6% | Added |
| RNC Capital Management LLC | 9,365 | $382.0K | 0.02% | −8−0.1% | Reduced |
| SageView Advisory Group, LLC | 9,378 | $382.1K | 0.02% | +310+3.4% | Added |
| Buckingham Strategic Partners | 9,421 | $383.8K | 0.02% | +451+5.0% | Added |
| First National Bank & Trust Co of Newtown | 9,485 | $386.3K | 0.08% | 00.0% | Unchanged |
| WBH Advisory Inc | 9,546 | $388.9K | 0.05% | −500−5.0% | Reduced |
| Umb Bank N A | 9,563 | $389.6K | 0.01% | −81−0.8% | Reduced |
| Scotia Capital Inc. | 9,585 | $390.5K | 0.00% | +10+0.1% | Added |
| VeraBank, N.A. | 9,620 | $391.9K | 0.15% | 00.0% | Unchanged |
| Bollard Group LLC | 9,795 | $399.0K | 0.01% | +77+0.8% | Added |
| Paragon Financial Partners, Inc. | 9,799 | $399.2K | 0.38% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 9,806 | $399.5K | 0.01% | −828−7.8% | Reduced |
| Kennedy Investment Group | 9,873 | $402.2K | 0.24% | +67+0.7% | Added |
| Centre Asset Management, LLC | 9,937 | $405.0K | 0.09% | 00.0% | Unchanged |
| Forum Financial Management, LP | 9,957 | $405.6K | 0.01% | +1,771+21.6% | Added |
| Ameritas Advisory Services, LLC | 10,021 | $410.5K | 0.05% | −6,248−38.4% | Reduced |
| Ausdal Financial Partners, Inc. | 10,133 | $412.8K | 0.06% | −1,162−10.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,200 | $415.5K | 0.06% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 10,221 | $416.4K | 0.33% | −899−8.1% | Reduced |
| Beacon Pointe Advisors, LLC | 10,300 | $419.6K | 0.01% | −1,393−11.9% | Reduced |
| Westover Capital Advisors, LLC | 10,306 | $419.9K | 0.15% | −364−3.4% | Reduced |
| Change Path, LLC | 10,397 | $424.0K | 0.02% | +5,158+98.5% | Added |
| Echo Street Capital Management LLC | 10,515 | $428.4K | 0.00% | +10,515 | New |
| Blue Bell Private Wealth Management, LLC | 10,591 | $431.5K | 0.11% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,401 | $431.7K | 0.02% | −311−2.9% | Reduced |
| Hartline Investment Corp | 10,613 | $432.4K | 0.07% | −6,580−38.3% | Reduced |
| Axq Capital, LP | 10,710 | $436.3K | 0.54% | +10,710 | New |
| Nexus Investment Management ULC | 10,800 | $440.0K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,907 | $444.4K | 0.01% | +325+3.1% | Added |
| Azimuth Capital Investment Management LLC | 10,956 | $446.3K | 0.02% | 00.0% | Unchanged |
| Sciencast Management LP | 10,946 | $450.2K | 0.37% | +10,946 | New |
| Costello Asset Management, INC | 11,061 | $450.6K | 0.39% | +30.0% | Added |
| Cornerstone Advisory, LLC | 11,207 | $456.6K | 0.08% | +59+0.5% | Added |
| Platform Technology Partners | 11,021 | $459.7K | 0.22% | −4,915−30.8% | Reduced |
| Haverford Trust Co | 11,284 | $459.7K | 0.01% | +1,571+16.2% | Added |
| Mather Group, LLC. | 11,303 | $460.5K | 0.01% | −6,279−35.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 11,367 | $463.0K | 0.14% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 11,424 | $465.4K | 0.00% | −224−1.9% | Reduced |
| TD Private Client Wealth LLC | 11,425 | $465.5K | 0.02% | +247+2.2% | Added |
| Wesbanco Bank Inc | 11,486 | $468.0K | 0.02% | −117−1.0% | Reduced |
| Stratos Wealth Partners, LTD. | 11,622 | $473.5K | 0.01% | +339+3.0% | Added |
| Lantz Financial LLC | 11,819 | $481.5K | 0.19% | +11+0.1% | Added |
| Cigna Investments Inc | 11,945 | $487.0K | 0.09% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $488.9K | 0.18% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 12,279 | $500.2K | 0.03% | −565−4.4% | Reduced |
| TSFG, LLC | 12,326 | $502.0K | 0.19% | +1,092+9.7% | Added |
| West Chester Capital Advisors, Inc | 12,368 | $503.9K | 0.95% | −406−3.2% | Reduced |
| Symmetry Partners, LLC | 12,452 | $507.0K | 0.03% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 12,547 | $511.2K | 0.08% | −546−4.2% | Reduced |
| Great Lakes Advisors, LLC | 12,572 | $512.2K | 0.01% | −621−4.7% | Reduced |
| Jacobi Capital Management LLC | 12,606 | $513.5K | 0.06% | +50+0.4% | Added |