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 |
|---|---|---|---|---|---|
| Coastal Capital Group, Inc. | 354 | $14.4K | 0.00% | +3+0.9% | Added |
| Venturi Wealth Management, LLC | 351 | $14.3K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 340 | $14.2K | 0.01% | 00.0% | Unchanged |
| Systematic Financial Management LP | 349 | $14.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 347 | $14.1K | 0.00% | −480−58.0% | Reduced |
| FinTrust Capital Advisors, LLC | 325 | $14.1K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 336 | $14.0K | 0.01% | +335+33,500.0% | Added |
| Core Alternative Capital | 339 | $13.8K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 316 | $12.9K | 0.01% | +142+81.6% | Added |
| Worth Asset Management, LLC | 312 | $12.7K | 0.01% | +2+0.6% | Added |
| AXS Investments LLC | 306 | $12.5K | 0.00% | −223−42.2% | Reduced |
| Strategic Investment Solutions, Inc. | 310 | $12.2K | 0.00% | −1,238−80.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 300 | $12.2K | 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 |
| West Branch Capital LLC | 289 | $11.8K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 282 | $11.5K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 279 | $11.4K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 275 | $11.2K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 268 | $10.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 266 | $10.8K | 0.00% | −24−8.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 261 | $10.6K | 0.01% | +43+19.7% | Added |
| Operose Advisors LLC | 254 | $10.3K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 253 | $10.3K | 0.00% | −409,984−99.9% | Reduced |
| Chesapeake Asset Management LLC | 250 | $10.2K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 250 | $10.2K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 250 | $10.2K | 0.01% | +250 | New |
| Atwood & Palmer Inc | 246 | $10.0K | 0.00% | +46+23.0% | Added |
| DB Wealth Management Group, LLC | 246 | $10.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 241 | $9.82K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 230 | $9.37K | 0.01% | +230 | New |
| Cedar Mountain Advisors, LLC | 225 | $9.17K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 223 | $9.09K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 222 | $9.06K | 0.00% | −990−81.7% | Reduced |
| Sunbelt Securities, Inc. | 217 | $8.84K | 0.00% | +1+0.5% | Added |
| Ancora Advisors, LLC | 214 | $8.72K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 203 | $8.27K | 0.00% | −107−34.5% | Reduced |
| Creative Capital Management Investments LLC | 200 | $8.15K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $8.15K | 0.00% | +200 | New |
| Piscataqua Savings Bank | 200 | $8.15K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 185 | $7.54K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 188 | $7.54K | 0.00% | −105−35.8% | Reduced |
| Bogart Wealth, LLC | 184 | $7.50K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 176 | $7.17K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 182 | $7.00K | 0.00% | −109−37.5% | Reduced |
| Retirement Group, LLC | 165 | $6.72K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 150 | $6.11K | 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 |
| Pacifica Partners Inc. | 143 | $5.93K | 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 |
| RFP Financial Group LLC | 134 | $5.46K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 128 | $5.22K | 0.00% | +10+8.5% | Added |
| Exchange Traded Concepts, LLC | 128 | $5.21K | 0.00% | +44+52.4% | Added |
| Ruedi Wealth Management, Inc. | 127 | $5.17K | 0.00% | 00.0% | Unchanged |
| Motco | 127 | $5.17K | 0.00% | +88+225.6% | Added |
| SRS Capital Advisors, Inc. | 125 | $5.09K | 0.00% | 00.0% | Unchanged |
| American National Bank | 125 | $5.09K | 0.00% | 00.0% | Unchanged |
| 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 |
| Impact Partnership Wealth, LLC | 116 | $4.73K | 0.00% | +116 | New |
| Colonial Trust Advisors | 110 | $4.48K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 110 | $4.48K | 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 |
| Red Tortoise LLC | 95 | $3.87K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 93 | $3.79K | 0.00% | +35+60.3% | Added |
| Paladin Advisory Group, LLC | 87 | $3.54K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 85 | $3.46K | 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 |
| Coston, McIsaac & Partners | 93 | $3.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 54 | $2.20K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 53 | $2.20K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 53 | $2.16K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 52 | $2.12K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 45 | $1.85K | 0.00% | +45 | New |
| Disciplined Investments, LLC | 45 | $1.83K | 0.00% | +4+9.8% | Added |
| TFC Financial Management | 44 | $1.80K | 0.00% | −950−95.6% | Reduced |
| Horan Securities, Inc. | 38 | $1.57K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 38 | $1.55K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 33 | $1.34K | 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 |
| Arlington Partners LLC | 26 | $1.06K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $1.02K | 0.00% | 00.0% | Unchanged |
| 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 |
| First National Bank of South Miami | 23 | $937 | 0.00% | −710−96.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $814 | 0.00% | −14−41.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 18 | $734 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $734 | 0.00% | +18 | New |
| West Oak Capital, LLC | 16 | $652 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 15 | $612 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 14 | $571 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 41 | $552 | 0.00% | +41 | New |