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 |
|---|---|---|---|---|---|
| Fund Management at Engine No. 1 LLC | 12,951 | $527.6K | 0.10% | +896+7.4% | Added |
| Harbor Investment Advisory, LLC | 12,767 | $520.1K | 0.07% | +1,037+8.8% | Added |
| Eudaimonia Partners, LLC | 12,695 | $517.2K | 0.12% | +304+2.5% | Added |
| SeaCrest Wealth Management, LLC | 12,685 | $516.8K | 0.07% | −48−0.4% | Reduced |
| Citizens Financial Group Inc | 12,661 | $515.8K | 0.02% | −473−3.6% | Reduced |
| Jacobi Capital Management LLC | 12,606 | $513.5K | 0.06% | +50+0.4% | Added |
| Great Lakes Advisors, LLC | 12,572 | $512.2K | 0.01% | −621−4.7% | Reduced |
| Van Cleef Asset Management,Inc | 12,547 | $511.2K | 0.08% | −546−4.2% | Reduced |
| Symmetry Partners, LLC | 12,452 | $507.0K | 0.03% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 12,368 | $503.9K | 0.95% | −406−3.2% | Reduced |
| TSFG, LLC | 12,326 | $502.0K | 0.19% | +1,092+9.7% | Added |
| IHT Wealth Management, LLC | 12,279 | $500.2K | 0.03% | −565−4.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $488.9K | 0.18% | 00.0% | Unchanged |
| Cigna Investments Inc | 11,945 | $487.0K | 0.09% | 00.0% | Unchanged |
| Lantz Financial LLC | 11,819 | $481.5K | 0.19% | +11+0.1% | Added |
| Stratos Wealth Partners, LTD. | 11,622 | $473.5K | 0.01% | +339+3.0% | Added |
| Wesbanco Bank Inc | 11,486 | $468.0K | 0.02% | −117−1.0% | Reduced |
| TD Private Client Wealth LLC | 11,425 | $465.5K | 0.02% | +247+2.2% | Added |
| CIBC Private Wealth Group, LLC | 11,424 | $465.4K | 0.00% | −224−1.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 11,367 | $463.0K | 0.14% | 00.0% | Unchanged |
| Mather Group, LLC. | 11,303 | $460.5K | 0.01% | −6,279−35.7% | Reduced |
| Haverford Trust Co | 11,284 | $459.7K | 0.01% | +1,571+16.2% | Added |
| Platform Technology Partners | 11,021 | $459.7K | 0.22% | −4,915−30.8% | Reduced |
| Cornerstone Advisory, LLC | 11,207 | $456.6K | 0.08% | +59+0.5% | Added |
| Costello Asset Management, INC | 11,061 | $450.6K | 0.39% | +30.0% | Added |
| Sciencast Management LP | 10,946 | $450.2K | 0.37% | +10,946 | New |
| Azimuth Capital Investment Management LLC | 10,956 | $446.3K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,907 | $444.4K | 0.01% | +325+3.1% | Added |
| Nexus Investment Management ULC | 10,800 | $440.0K | 0.05% | 00.0% | Unchanged |
| Axq Capital, LP | 10,710 | $436.3K | 0.54% | +10,710 | New |
| Hartline Investment Corp | 10,613 | $432.4K | 0.07% | −6,580−38.3% | Reduced |
| Chicago Partners Investment Group LLC | 10,401 | $431.7K | 0.02% | −311−2.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 10,591 | $431.5K | 0.11% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 10,515 | $428.4K | 0.00% | +10,515 | New |
| Change Path, LLC | 10,397 | $424.0K | 0.02% | +5,158+98.5% | Added |
| Westover Capital Advisors, LLC | 10,306 | $419.9K | 0.15% | −364−3.4% | Reduced |
| Beacon Pointe Advisors, LLC | 10,300 | $419.6K | 0.01% | −1,393−11.9% | Reduced |
| Heartland Bank & Trust Co | 10,221 | $416.4K | 0.33% | −899−8.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,200 | $415.5K | 0.06% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,133 | $412.8K | 0.06% | −1,162−10.3% | Reduced |
| Ameritas Advisory Services, LLC | 10,021 | $410.5K | 0.05% | −6,248−38.4% | Reduced |
| Forum Financial Management, LP | 9,957 | $405.6K | 0.01% | +1,771+21.6% | Added |
| Centre Asset Management, LLC | 9,937 | $405.0K | 0.09% | 00.0% | Unchanged |
| Kennedy Investment Group | 9,873 | $402.2K | 0.24% | +67+0.7% | Added |
| HB Wealth Management, LLC | 9,806 | $399.5K | 0.01% | −828−7.8% | Reduced |
| Paragon Financial Partners, Inc. | 9,799 | $399.2K | 0.38% | 00.0% | Unchanged |
| Bollard Group LLC | 9,795 | $399.0K | 0.01% | +77+0.8% | Added |
| VeraBank, N.A. | 9,620 | $391.9K | 0.15% | 00.0% | Unchanged |
| Scotia Capital Inc. | 9,585 | $390.5K | 0.00% | +10+0.1% | Added |
| Umb Bank N A | 9,563 | $389.6K | 0.01% | −81−0.8% | Reduced |
| WBH Advisory Inc | 9,546 | $388.9K | 0.05% | −500−5.0% | Reduced |
| First National Bank & Trust Co of Newtown | 9,485 | $386.3K | 0.08% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 9,421 | $383.8K | 0.02% | +451+5.0% | Added |
| SageView Advisory Group, LLC | 9,378 | $382.1K | 0.02% | +310+3.4% | Added |
| RNC Capital Management LLC | 9,365 | $382.0K | 0.02% | −8−0.1% | Reduced |
| CRA Financial Services, LLC | 9,364 | $381.5K | 0.10% | +2,409+34.6% | Added |
| Boston Private Wealth LLC | 9,316 | $379.5K | 0.01% | −1,954−17.3% | Reduced |
| Aull & Monroe Investment Management Corp | 9,314 | $379.5K | 0.19% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 9,304 | $379.0K | 0.03% | −1,401−13.1% | Reduced |
| Riverwater Partners LLC | 9,277 | $377.9K | 0.33% | +8+0.1% | Added |
| Kestra Private Wealth Services, LLC | 9,249 | $376.8K | 0.01% | +3,352+56.8% | Added |
| Catalyst Financial Partners LLC | 9,194 | $374.6K | 0.13% | −93−1.0% | Reduced |
| Confluence Wealth Services, Inc. | 9,162 | $373.3K | 0.08% | +32+0.4% | Added |
| Romano Brothers and Company | 9,162 | $373.3K | 0.06% | 00.0% | Unchanged |
| 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 |
| Stonegate Investment Group, LLC | 9,117 | $371.4K | 0.01% | −31−0.3% | Reduced |
| Keybank National Association | 9,011 | $367.1K | 0.00% | −274−3.0% | Reduced |
| Perigon Wealth Management, LLC | 8,989 | $366.2K | 0.01% | −310−3.3% | Reduced |
| Wealth Management Associates, Inc. | 8,974 | $365.6K | 0.21% | −194−2.1% | Reduced |
| CAPROCK Group, Inc. | 8,950 | $364.6K | 0.03% | +2,455+37.8% | Added |
| Fulton Bank, N.A. | 8,853 | $360.7K | 0.02% | −25−0.3% | Reduced |
| Coastal Investment Advisors, Inc. | 8,724 | $355.4K | 0.08% | +276+3.3% | Added |
| Basepoint Wealth LLC | 8,683 | $353.8K | 0.29% | +1,697+24.3% | Added |
| Mutual Advisors, LLC | 8,640 | $352.0K | 0.01% | −718−7.7% | Reduced |
| Spirit of America Management Corp | 8,600 | $350.4K | 0.08% | +3,750+77.3% | Added |
| Allegheny Financial Group LTD | 8,570 | $349.1K | 0.17% | −859−9.1% | Reduced |
| River Wealth Advisors LLC | 8,567 | $349.0K | 0.06% | −105−1.2% | Reduced |
| IFP Advisors, Inc | 9,783 | $347.2K | 0.02% | −108−1.1% | Reduced |
| Comerica Securities,inc. | 8,507 | $346.6K | 0.02% | −70−0.8% | Reduced |
| Marietta Investment Partners LLC | 8,500 | $346.3K | 0.09% | 00.0% | Unchanged |
| Private Trust Co NA | 8,480 | $345.5K | 0.04% | +299+3.7% | Added |
| Davenport & Co LLC | 8,470 | $345.1K | 0.00% | −699−7.6% | Reduced |
| Centennial Wealth Advisory LLC | 8,456 | $344.5K | 0.18% | −159−1.8% | Reduced |
| Alpha Omega Wealth Management LLC | 8,449 | $344.2K | 0.06% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 8,424 | $343.2K | 0.02% | +163+2.0% | Added |
| Axxcess Wealth Management, LLC | 8,399 | $342.2K | 0.02% | +9+0.1% | Added |
| Thrive Capital Management, LLC | 8,379 | $341.4K | 0.19% | +127+1.5% | Added |
| Hendershot Investments Inc. | 8,371 | $341.0K | 0.06% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 8,315 | $338.8K | 0.06% | +20.0% | Added |
| Cohen Klingenstein LLC | 8,200 | $334.1K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 8,176 | $333.1K | 0.02% | +65+0.8% | Added |
| HRT Financial LP | 8,159 | $332.0K | 0.00% | +8,159 | New |
| Northwest Bancshares, Inc. | 8,108 | $330.3K | 0.06% | −800−9.0% | Reduced |
| Financial Consulate, Inc | 8,101 | $330.0K | 0.14% | +7+0.1% | Added |
| Clarius Group, LLC | 8,079 | $329.1K | 0.03% | −822−9.2% | Reduced |
| Tiemann Investment Advisors, LLC | 8,075 | $329.0K | 0.17% | 00.0% | Unchanged |
| Bailard, Inc. | 8,057 | $328.2K | 0.01% | +104+1.3% | Added |
| Dorsey & Whitney Trust CO LLC | 8,001 | $326.0K | 0.03% | −8,266−50.8% | Reduced |
| EP Wealth Advisors, LLC | 8,066 | $325.4K | 0.01% | −18,434−69.6% | Reduced |