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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Advisory Group, LLC | 5,630 | $229.4K | 0.03% | +5,630 | New |
| First Hawaiian Bank | 5,620 | $229.0K | 0.01% | +19+0.3% | Added |
| High Net Worth Advisory Group LLC | 5,587 | $227.6K | 0.09% | −200−3.5% | Reduced |
| MTM Investment Management, LLC | 5,568 | $226.8K | 0.11% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,530 | $225.3K | 0.03% | +5,530 | New |
| Redhawk Wealth Advisors, Inc. | 5,517 | $224.8K | 0.07% | +5,517 | New |
| RSM US Wealth Management LLC | 5,506 | $224.3K | 0.01% | +55+1.0% | Added |
| Connecticut Wealth Management, LLC | 5,503 | $224.2K | 0.02% | −19−0.3% | Reduced |
| Hyman Charles D | 5,500 | $224.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,474 | $223.0K | 0.05% | +217+4.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 5,471 | $222.9K | 0.02% | −654−10.7% | Reduced |
| RWM Asset Management, LLC | 5,225 | $222.3K | 0.04% | +5,225 | New |
| Calton & Associates, Inc. | 5,456 | $222.3K | 0.10% | +25+0.5% | Added |
| Balentine LLC | 5,443 | $221.7K | 0.01% | −6,756−55.4% | Reduced |
| Stonebridge Capital Advisors LLC | 5,438 | $221.5K | 0.02% | −120−2.2% | Reduced |
| Zuckerman Investment Group, LLC | 5,425 | $221.0K | 0.03% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 5,419 | $221.0K | 0.25% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 5,424 | $221.0K | 0.08% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,390 | $219.6K | 0.05% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 5,375 | $219.0K | 0.03% | +7+0.1% | Added |
| ABLE Financial Group, LLC | 5,327 | $217.0K | 0.11% | +5,327 | New |
| Planning Directions Inc | 5,307 | $216.0K | 0.16% | +10+0.2% | Added |
| Cubist Systematic Strategies, LLC | 5,300 | $215.9K | 0.00% | −60,814−92.0% | Reduced |
| State of Wyoming | 5,299 | $215.9K | 0.06% | +168+3.3% | Added |
| Telos Capital Management, Inc. | 5,297 | $215.8K | 0.03% | +5,297 | New |
| Retirement Planning Co of New England, Inc. | 5,289 | $215.5K | 0.12% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 5,254 | $214.0K | 0.14% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5,232 | $213.2K | 0.00% | +5,232 | New |
| Trust Co of Virginia | 5,223 | $212.8K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 5,220 | $212.7K | 0.03% | −550−9.5% | Reduced |
| Allstate Corp | 5,192 | $211.5K | 0.01% | −142−2.7% | Reduced |
| Compass Ion Advisors, LLC | 5,188 | $211.4K | 0.05% | +46+0.9% | Added |
| Clearwater Capital Advisors, LLC | 5,180 | $211.0K | 0.03% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 5,169 | $210.6K | 0.02% | +211+4.3% | Added |
| AMG National Trust Bank | 5,150 | $209.8K | 0.01% | −2,025−28.2% | Reduced |
| Grey Fox Wealth Advisors, LLC | 5,134 | $209.2K | 0.11% | −1,510−22.7% | Reduced |
| Argent Trust Co | 5,121 | $208.6K | 0.01% | +43+0.8% | Added |
| Quent Capital, LLC | 5,091 | $207.4K | 0.03% | 00.0% | Unchanged |
| Claro Advisors LLC | 5,087 | $207.2K | 0.05% | +5,087 | New |
| NorthRock Partners, LLC | 5,036 | $205.2K | 0.02% | −574−10.2% | Reduced |
| 44 Wealth Management LLC | 5,036 | $205.2K | 0.07% | −557−10.0% | Reduced |
| Patten & Patten Inc | 5,036 | $205.2K | 0.02% | +40+0.8% | Added |
| Kepos Capital LP | 5,025 | $205.0K | 0.04% | +5,025 | New |
| Geller Advisors LLC | 5,021 | $204.6K | 0.03% | +5,021 | New |
| Eagle Bluffs Wealth Management LLC | 5,005 | $203.9K | 0.16% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 5,002 | $203.8K | 0.10% | +5,002 | New |
| Nemes Rush Group LLC | 4,990 | $203.3K | 0.04% | +4,990 | New |
| Harvest Fund Management Co., Ltd | 4,984 | $203.0K | 0.04% | +2,154+76.1% | Added |
| ASB Consultores, LLC | 4,945 | $201.5K | 0.10% | +4,945 | New |
| Boyd Watterson Asset Management LLC | 4,942 | $201.3K | 0.08% | +20+0.4% | Added |
| Tyler-Stone Wealth Management | 4,908 | $200.0K | 0.11% | +4,908 | New |
| Geneos Wealth Management Inc. | 4,796 | $195.4K | 0.01% | +541+12.7% | Added |
| Peoples Financial Services Corp. | 4,674 | $190.4K | 0.09% | 00.0% | Unchanged |
| Newton One Investments LLC | 4,578 | $186.5K | 0.11% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,547 | $185.3K | 0.01% | −125−2.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 4,505 | $183.5K | 0.01% | +4,505 | New |
| Brown Brothers Harriman & Co | 4,478 | $182.4K | 0.00% | −7−0.2% | Reduced |
| Parkside Financial Bank & Trust | 4,462 | $181.8K | 0.04% | −26−0.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,383 | $178.6K | 0.00% | −826−15.9% | Reduced |
| First Horizon Advisors, Inc. | 4,204 | $171.3K | 0.01% | −647−13.3% | Reduced |
| First Manhattan Co | 4,180 | $170.3K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 4,147 | $168.0K | 0.05% | +1,378+49.8% | Added |
| CoreFirst Bank & Trust | 4,028 | $164.1K | 0.12% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,890 | $158.5K | 0.00% | −470−10.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,683 | $151.0K | 0.02% | −70−1.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,671 | $149.6K | 0.07% | +5+0.1% | Added |
| Tompkins Financial Corp | 3,633 | $148.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 3,507 | $142.8K | 0.00% | −235−6.3% | Reduced |
| Austin Private Wealth, LLC | 3,504 | $142.8K | 0.02% | +3,504 | New |
| Kistler-Tiffany Companies, LLC | 3,482 | $141.9K | 0.02% | +2+0.1% | Added |
| Earnest Partners LLC | 3,396 | $138.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,378 | $137.6K | 0.01% | +1,957+137.7% | Added |
| Ronald Blue Trust, Inc. | 3,222 | $135.0K | 0.00% | −1,497−31.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,297 | $134.0K | 0.01% | +32+1.0% | Added |
| United Community Bank | 3,150 | $128.3K | 0.11% | +3,150 | New |
| Glass Jacobson Investment Advisors llc | 3,137 | $127.8K | 0.06% | +3,137 | New |
| Hexagon Capital Partners LLC | 3,121 | $127.2K | 0.03% | +159+5.4% | Added |
| Adirondack Trust Co | 2,997 | $125.4K | 0.06% | +252+9.2% | Added |
| Hazlett, Burt & Watson, Inc. | 2,896 | $118.0K | 0.09% | +17+0.6% | Added |
| City Holding Co | 2,846 | $115.9K | 0.02% | −390−12.1% | Reduced |
| Alta Advisers Ltd | 2,800 | $114.1K | 0.06% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,798 | $114.0K | 0.07% | −166−5.6% | Reduced |
| Farmers & Merchants Investments Inc | 2,785 | $113.5K | 0.00% | −104−3.6% | Reduced |
| Institutional & Family Asset Management, LLC | 2,772 | $112.9K | 0.02% | +865+45.4% | Added |
| Old Second National Bank of Aurora | 2,769 | $112.8K | 0.03% | −500−15.3% | Reduced |
| Massmutual Trust Co FSB | 2,761 | $112.5K | 0.00% | +532+23.9% | Added |
| MCF Advisors LLC | 2,658 | $108.3K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2,646 | $107.8K | 0.01% | 00.0% | Unchanged |
| Sandia Investment Management LP | 2,500 | $101.8K | 0.03% | −2,500−50.0% | Reduced |
| Focused Wealth Management, Inc | 2,444 | $99.6K | 0.02% | +7+0.3% | Added |
| Deseret Mutual Benefit Administrators | 2,389 | $97.3K | 0.04% | +37+1.6% | Added |
| Edmond de Rothschild Holding S.A. | 2,370 | $96.6K | 0.00% | −156−6.2% | Reduced |
| Western Pacific Wealth Management, LP | 2,246 | $91.5K | 0.07% | +919+69.3% | Added |
| Proequities, Inc. | 2,235 | $91.1K | 0.01% | −1,229−35.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,235 | $91.0K | 0.00% | +9+0.4% | Added |
| Norwood Financial Corp | 2,210 | $90.0K | 0.13% | 00.0% | Unchanged |
| HM Payson & Co | 2,192 | $89.3K | 0.00% | +310+16.5% | Added |
| Delta Asset Management LLC | 2,171 | $88.4K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,119 | $86.3K | 0.01% | −198−8.5% | Reduced |
| Trust Co of Vermont | 2,085 | $84.9K | 0.01% | 00.0% | Unchanged |