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 |
|---|---|---|---|---|---|
| Principal Street Partners, LLC | 7,960 | $324.3K | 0.08% | +362+4.8% | Added |
| DGS Capital Management, LLC | 7,933 | $323.2K | 0.16% | −446−5.3% | Reduced |
| Regal Wealth Group, Inc. | 7,855 | $321.7K | 0.21% | +4+0.1% | Added |
| Westshore Wealth, LLC | 7,865 | $320.4K | 0.16% | −2,243−22.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,847 | $319.7K | 0.21% | +7,847 | New |
| Insight Advisors, LLC | 7,834 | $319.2K | 0.07% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 7,780 | $317.0K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,758 | $316.1K | 0.02% | −108−1.4% | Reduced |
| Huber Capital Management LLC | 7,731 | $315.0K | 0.08% | 00.0% | Unchanged |
| Fiduciary Trust Co | 7,620 | $310.4K | 0.01% | −1,168−13.3% | Reduced |
| Summit Trail Advisors, LLC | 7,609 | $310.0K | 0.01% | +1,721+29.2% | Added |
| LaSalle St. Investment Advisors, LLC | 7,556 | $307.0K | 0.14% | −172−2.2% | Reduced |
| Wealth Management Solutions, LLC | 7,521 | $306.4K | 0.20% | −2,570−25.5% | Reduced |
| 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 |
| Two Sigma Securities, LLC | 7,402 | $301.6K | 0.02% | +7,402 | New |
| UniSuper Management Pty Ltd | 7,400 | $301.5K | 0.00% | +7,400 | New |
| Stock Yards Bank & Trust Co | 7,357 | $299.7K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 7,353 | $299.6K | 0.01% | +549+8.1% | Added |
| Grove Bank & Trust | 7,335 | $298.8K | 0.06% | −110−1.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 7,327 | $298.5K | 0.00% | −1,326−15.3% | Reduced |
| TownSquare Capital, LLC | 7,315 | $298.0K | 0.01% | +7,315 | New |
| Advisory Services Network, LLC | 7,313 | $297.9K | 0.01% | −4,011−35.4% | Reduced |
| Harbour Capital Advisors, LLC | 7,232 | $296.9K | 0.09% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 7,274 | $296.0K | 0.03% | 00.0% | Unchanged |
| Coastline Trust Co | 7,218 | $294.1K | 0.04% | −2,220−23.5% | Reduced |
| Financial Advocates Investment Management | 7,199 | $293.3K | 0.02% | +28+0.4% | Added |
| Spire Wealth Management | 7,198 | $293.3K | 0.01% | +49+0.7% | Added |
| Fukoku Mutual Life Insurance Co | 7,110 | $289.7K | 0.03% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 7,089 | $288.0K | 0.07% | +30.0% | Added |
| First Heartland Consultants, Inc. | 7,044 | $287.0K | 0.04% | +54+0.8% | Added |
| Univest Financial Corp | 6,971 | $284.0K | 0.09% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 6,895 | $280.9K | 0.05% | +1,558+29.2% | Added |
| Snowden Capital Advisors LLC | 6,878 | $280.2K | 0.01% | −1,027−13.0% | Reduced |
| Diversified, LLC | 6,863 | $279.6K | 0.07% | −20−0.3% | Reduced |
| Independent Financial Group, LLC | 6,841 | $278.7K | 0.02% | −100−1.4% | Reduced |
| Trustco Bank Corp N Y | 6,783 | $276.3K | 0.30% | −300−4.2% | Reduced |
| Successful Portfolios LLC | 6,782 | $276.3K | 0.24% | −133−1.9% | Reduced |
| Verdence Capital Advisors LLC | 6,779 | $276.2K | 0.03% | +31+0.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 6,762 | $275.5K | 0.03% | +397+6.2% | Added |
| Good Life Advisors, LLC | 6,757 | $275.3K | 0.03% | +215+3.3% | Added |
| CX Institutional | 6,756 | $275.3K | 0.01% | +669+11.0% | Added |
| Wedmont Private Capital | 6,534 | $274.6K | 0.03% | +689+11.8% | Added |
| Essex Financial Services, Inc. | 6,733 | $274.3K | 0.03% | −1,510−18.3% | Reduced |
| Sentinus, LLC | 6,708 | $273.3K | 0.09% | −3,483−34.2% | Reduced |
| Moors & Cabot, Inc. | 6,702 | $273.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 6,697 | $272.8K | 0.15% | −134−2.0% | Reduced |
| Sentry Investment Management LLC | 6,666 | $272.0K | 0.10% | +6,666 | New |
| PFG Investments, LLC | 6,659 | $271.3K | 0.05% | −36−0.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 6,619 | $269.7K | 0.01% | −856−11.5% | Reduced |
| Foundations Investment Advisors, LLC | 6,599 | $268.8K | 0.01% | +975+17.3% | Added |
| Level Four Advisory Services, LLC | 6,456 | $263.0K | 0.02% | +511+8.6% | Added |
| Capital Investment Advisory Services, LLC | 6,455 | $263.0K | 0.03% | +5+0.1% | Added |
| We Are One Seven, LLC | 6,440 | $262.4K | 0.02% | +6,440 | New |
| Penserra Capital Management LLC | 6,442 | $262.0K | 0.01% | +6,388+11,829.6% | Added |
| NBT Bank N A | 6,431 | $262.0K | 0.04% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 6,429 | $261.9K | 0.19% | −148−2.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,411 | $261.2K | 0.03% | −181−2.7% | Reduced |
| BancorpSouth Bank | 6,397 | $260.6K | 0.02% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 6,390 | $260.3K | 0.09% | 00.0% | Unchanged |
| Maven Securities LTD | 6,352 | $258.8K | 0.04% | +6,352 | New |
| Schechter Investment Advisors, LLC | 6,319 | $257.4K | 0.02% | +1,360+27.4% | Added |
| Beta Wealth Group, Inc. | 6,300 | $256.7K | 0.15% | +1,000+18.9% | Added |
| Greenfield Savings Bank | 6,296 | $256.5K | 0.17% | −150−2.3% | Reduced |
| Advisory Research Inc | 6,291 | $256.3K | 0.03% | +6,291 | New |
| STF Management LP | 6,282 | $255.9K | 0.28% | −5,231−45.4% | Reduced |
| Atlas Capital Advisors LLC | 6,282 | $255.9K | 0.04% | −485−7.2% | Reduced |
| Apollon Wealth Management, LLC | 6,191 | $252.2K | 0.01% | −567−8.4% | Reduced |
| Segment Wealth Management, LLC | 6,191 | $252.2K | 0.03% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 6,161 | $251.0K | 0.02% | −102−1.6% | Reduced |
| Johnson Investment Counsel Inc | 6,154 | $250.7K | 0.00% | +704+12.9% | Added |
| Total Clarity Wealth Management, Inc. | 6,150 | $250.5K | 0.12% | +39+0.6% | 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 |
| Fisher Asset Management, LLC | 6,127 | $249.6K | 0.00% | +929+17.9% | Added |
| Ledyard National Bank | 6,112 | $249.0K | 0.03% | +52+0.9% | Added |
| Key Financial Inc | 6,087 | $248.0K | 0.08% | +174+2.9% | Added |
| Abbrea Capital, LLC | 6,029 | $246.0K | 0.04% | +59+1.0% | Added |
| Marcum Wealth, LLC | 6,024 | $245.4K | 0.03% | −25−0.4% | Reduced |
| Phoenix Wealth Advisors | 6,014 | $245.0K | 0.14% | −64−1.1% | Reduced |
| CIC Wealth, LLC | 6,012 | $244.9K | 0.08% | −81−1.3% | Reduced |
| Parallel Advisors, LLC | 6,008 | $244.8K | 0.01% | −604−9.1% | Reduced |
| Martingale Asset Management L P | 6,000 | $244.4K | 0.00% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,966 | $243.1K | 0.06% | +200+3.5% | Added |
| ClearBridge Investments Ltd | 5,959 | $242.8K | 0.01% | −59−1.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,930 | $241.6K | 0.00% | +5,930 | New |
| Clifford Swan Investment Counsel LLC | 5,922 | $241.3K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5,893 | $240.1K | 0.15% | −979−14.2% | Reduced |
| 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 |
| Independent Solutions Wealth Management, LLC | 5,886 | $239.8K | 0.06% | +5,886 | New |
| Quadrant Capital Group LLC | 5,856 | $238.6K | 0.02% | +603+11.5% | Added |
| Carret Asset Management, LLC | 5,804 | $236.5K | 0.03% | +210+3.8% | Added |
| JFS Wealth Advisors, LLC | 5,785 | $235.7K | 0.02% | −15−0.3% | Reduced |
| Shell Asset Management Co | 5,763 | $235.0K | 0.01% | +5,763 | New |
| StrategIQ Financial Group, LLC | 5,737 | $233.7K | 0.03% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 5,734 | $233.6K | 0.15% | −412−6.7% | Reduced |
| Alpha Family Trust | 5,730 | $233.4K | 0.16% | +5,730 | New |
| Financial Council Asset Management Inc | 5,724 | $233.2K | 0.18% | +5,724 | New |
| Grant/GrossMendelsohn, LLC | 5,548 | $231.4K | 0.09% | +5,548 | New |