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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 2,038 | $83.0K | 0.02% | +18+0.9% | Added |
| First PREMIER Bank | 1,883 | $77.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,889 | $77.0K | 0.01% | +168+9.8% | Added |
| Citizens National Bank Trust Department | 1,850 | $75.4K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,740 | $70.9K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 1,725 | $70.3K | 0.04% | +1,725 | New |
| CVA Family Office, LLC | 1,721 | $70.1K | 0.01% | −401−18.9% | Reduced |
| Glassman Wealth Services | 1,721 | $70.1K | 0.01% | −76−4.2% | Reduced |
| Gables Capital Management Inc. | 1,700 | $69.3K | 0.05% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,692 | $69.0K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,664 | $67.8K | 0.02% | +1+0.1% | Added |
| Washington Trust Co | 1,650 | $67.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,645 | $67.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,623 | $66.1K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,614 | $65.8K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,587 | $64.7K | 0.02% | −18−1.1% | Reduced |
| Montag A & Associates Inc | 1,575 | $64.2K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,545 | $62.9K | 0.04% | −910−37.1% | Reduced |
| Sandy Spring Bank | 1,544 | $62.9K | 0.00% | −487−24.0% | Reduced |
| Jones Financial Companies LLLP | 1,524 | $62.1K | 0.00% | +265+21.0% | Added |
| Vestor Capital, LLC | 1,531 | $62.0K | 0.01% | −18−1.2% | Reduced |
| Farther Finance Advisors, LLC | 1,473 | $60.0K | 0.01% | +41+2.9% | Added |
| ORG Partners LLC | 1,416 | $58.0K | 0.01% | +1,416 | New |
| Zions Bancorporation, N.A. | 1,392 | $56.7K | 0.00% | −2−0.1% | Reduced |
| Piershale Financial Group, Inc. | 1,357 | $55.3K | 0.04% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,337 | $54.5K | 0.04% | −5−0.4% | Reduced |
| City State Bank | 1,324 | $54.0K | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,305 | $53.2K | 0.01% | −21,600−94.3% | Reduced |
| Lee Financial Co | 1,294 | $52.7K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,280 | $52.1K | 0.03% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,274 | $51.9K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,272 | $51.8K | 0.00% | +1,272 | New |
| Center for Financial Planning, Inc. | 1,265 | $51.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,251 | $51.0K | 0.02% | +9+0.7% | Added |
| West Paces Advisors Inc. | 1,246 | $50.8K | 0.01% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 1,122 | $45.7K | 0.01% | +821+272.8% | Added |
| Old Point Trust & Financial Services N A | 1,100 | $44.8K | 0.02% | +1,100 | New |
| MV Capital Management, Inc. | 1,086 | $44.2K | 0.01% | −22−2.0% | Reduced |
| Tortoise Investment Management, LLC | 1,071 | $43.6K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $40.7K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,000 | $40.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 987 | $40.0K | 0.00% | −47−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 940 | $38.3K | 0.00% | −257−21.5% | Reduced |
| First Financial Corp | 935 | $38.1K | 0.02% | +200+27.2% | Added |
| Northwest Capital Management Inc | 932 | $38.0K | 0.02% | +932 | New |
| Larson Financial Group LLC | 901 | $36.7K | 0.00% | −19−2.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $36.7K | 0.00% | −200−18.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 900 | $36.7K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 870 | $35.4K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 898 | $35.3K | 0.02% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 870 | $35.0K | 0.02% | −71,498−98.8% | Reduced |
| Strengthening Families & Communities, LLC | 859 | $35.0K | 0.02% | +543+171.8% | Added |
| Colonial Trust Co | 870 | $34.9K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 850 | $34.6K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 837 | $34.1K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 837 | $34.1K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 815 | $33.2K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 814 | $33.2K | 0.01% | −20−2.4% | Reduced |
| Johnson Midwest Financial, LLC | 812 | $33.1K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 766 | $31.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 766 | $31.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 758 | $30.9K | 0.01% | +58+8.3% | Added |
| Concord Wealth Partners | 714 | $29.1K | 0.01% | +114+19.0% | Added |
| Loomis Sayles & Co L P | 723 | $29.0K | 0.00% | −47−6.1% | Reduced |
| Evolution Advisers, Inc. | 717 | $29.0K | 0.02% | +7+1.0% | Added |
| Capital Advisors, Ltd. LLC | 704 | $29.0K | 0.00% | +245+53.4% | Added |
| Beacon Capital Management, LLC | 707 | $28.8K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 700 | $28.5K | 0.01% | +200+40.0% | Added |
| BDO Wealth Advisors, LLC | 651 | $26.5K | 0.00% | +426+189.3% | Added |
| Missouri Trust & Investment Co | 630 | $25.7K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 622 | $25.4K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 622 | $25.3K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 600 | $24.4K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 600 | $24.4K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 590 | $24.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 590 | $24.0K | 0.01% | +2+0.3% | Added |
| PrairieView Partners, LLC | 582 | $23.0K | 0.00% | −657−53.0% | Reduced |
| Oakworth Capital, Inc. | 559 | $22.8K | 0.00% | +300+115.8% | Added |
| WR Wealth Planners, LLC | 554 | $22.6K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 549 | $22.4K | 0.01% | +1+0.2% | Added |
| Catalyst Capital Advisors LLC | 548 | $22.3K | 0.00% | −46−7.7% | Reduced |
| Park Place Capital Corp | 509 | $21.9K | 0.01% | +314+161.0% | Added |
| Financial Perspectives, Inc | 504 | $20.5K | 0.01% | +5+1.0% | Added |
| Ridgewood Investments LLC | 500 | $20.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 491 | $20.0K | 0.02% | −41−7.7% | Reduced |
| Resources Management Corp | 480 | $20.0K | 0.00% | −9,235−95.1% | Reduced |
| Barrett & Company, Inc. | 490 | $20.0K | 0.01% | +325+197.0% | Added |
| Smithfield Trust Co | 518 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 450 | $18.3K | 0.00% | −100−18.2% | Reduced |
| Salem Investment Counselors Inc | 449 | $18.3K | 0.00% | +449 | New |
| Stephens Consulting, LLC | 439 | $17.9K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 436 | $17.8K | 0.00% | +2+0.5% | Added |
| CNB Bank | 430 | $17.5K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 430 | $17.5K | 0.01% | +430 | New |
| Baystate Wealth Management LLC | 410 | $16.7K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 405 | $16.5K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 393 | $16.0K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 384 | $15.6K | 0.01% | +384 | New |
| Global Wealth Management Investment Advisory, Inc. | 383 | $15.6K | 0.00% | +383 | New |
| Cambridge Trust Co | 356 | $14.5K | 0.00% | 00.0% | Unchanged |