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Livermore
Livermore
ZHEN

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.

Q3 2023 vs. Q2 2023

How the institutions holding Exelon Corp changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of EXC: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,005161,001+12
Shares810.9M11.2M817.6M+17.8M (+2.2%)
Value$33.0B$455.2M$30.9B−$1.69B (−5.2%)

16 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (89)

Institutions that held Exelon Corp at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to EXC in Q3 2023
InstitutionSharesValue% of portfolio
Pictet Asset Management Holding SA9,802,917$370.5M0.46%
Maple-Brown Abbott Ltd1,702,870$64.4M7.38%
Duff & Phelps Investment Management Co751,271$28.4M0.37%
First Republic Investment Management, Inc.434,105$16.4M0.05%
Payden & Rygel Investment Group402,310$15.2M1.19%
QRG Capital Management, Inc.331,389$12.5M0.22%
Comerica Bank224,125$8.47M0.04%
Cbre Clarion Securities LLC186,389$7.04M0.14%
Qube Research & Technologies Ltd126,147$4.77M0.01%
Granite Bay Wealth Management, LLC81,900$3.34M0.03%
NBC Securities, Inc.84,151$3.18M0.35%
Soros Fund Management LLCSuperinvestorSoros Fund Management77,000$2.91M0.06%
Weiss Asset Management LP71,499$2.70M0.21%
Atom Investors LP51,969$1.96M0.45%
Vident Advisory, LLC50,408$1.90M0.06%
Jamison Private Wealth Management, Inc.48,840$1.85M0.38%
Capital Fund Management S.A.48,744$1.84M0.02%
Econ Financial Services Corp47,839$1.81M1.32%
NEOS Investment Management LLC43,934$1.66M0.21%
L & S Advisors Inc42,729$1.61M0.23%
Edgestream Partners, L.P.38,754$1.46M0.12%
Duality Advisers, LP37,511$1.42M0.17%
Tiaa Trust, National Association33,746$1.28M0.00%
Samjo Capital LLC28,600$1.08M0.43%
PGGM Investments22,653$856.0K0.01%
Oak Thistle LLC21,044$795.3K0.23%
Toews Corp20,100$759.6K0.46%
Eaton Financial Holdings Company, LLC19,714$745.0K0.20%
Envestnet Portfolio Solutions, Inc.17,408$657.8K0.00%
WCG Wealth Advisors LLC13,193$589.0K0.04%
Kingswood Wealth Advisors, LLC15,077$569.8K0.10%
Landscape Capital Management, L.L.C.14,065$531.5K0.07%
Pine Valley Investments Ltd Liability Co12,730$481.1K0.05%
VitalStone Financial, LLC10,869$429.0K0.36%
Lake Street Advisors Group, LLC10,638$402.0K0.02%
Pallas Capital Advisors LLC10,072$387.3K0.02%
GTS Securities LLC8,339$315.1K0.01%
Asahi Life Asset Management Co., Ltd.8,030$303.5K0.10%
Fox Run Management, L.L.C.7,986$301.8K0.09%
XTX Topco Ltd7,731$292.2K0.05%
Valeo Financial Advisors, LLC7,046$266.3K0.01%
Gitterman Wealth Management, LLC6,844$258.7K0.12%
Vise Technologies, Inc.6,769$255.8K0.06%
Himension Fund6,510$246.0K0.03%
Aptus Capital Advisors, LLC6,481$244.9K0.01%
Investment Management Corp of Ontario6,344$239.7K0.01%
Boothbay Fund Management, LLC6,338$239.5K0.01%
First Command Advisory Services, Inc.6,142$232.1K0.00%
KLCM Advisors, Inc.6,055$228.8K0.04%
Financial Advisors Network, Inc.5,567$210.4K0.05%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,537$209.3K0.05%
Kovack Advisors, Inc.5,512$208.3K0.03%
Truepoint, Inc.5,374$203.1K0.01%
Capital Investment Advisors, LLC5,303$200.4K0.01%
BluePath Capital Management, LLC3,734$141.1K0.13%
Indiana Trust & Investment Management CO3,089$116.7K0.06%
Kapitalo Investimentos Ltda2,340$88.4K0.01%
Headinvest, LLC2,146$78.6K0.02%
Rock Creek Group, LP1,757$66.4K0.01%
Pathway Financial Advisers, LLC1,679$63.4K0.03%
Ramirez Asset Management, Inc.1,500$56.7K0.01%
Authentikos Wealth Advisory, LLC1,454$54.9K0.05%
Annis Gardner Whiting Capital Advisors, LLC1,275$48.2K0.03%
Peoples Bank1,000$37.8K0.03%
Fortis Group Advisors, LLC832$31.4K0.01%
Salomon & Ludwin, LLC740$28.0K0.00%
Ofi Invest Asset Management659$23.5K0.00%
Laffer Tengler Investments550$20.8K0.01%
Aquatic Capital Management LLC500$19.0K0.00%
Wela Strategies, Inc.18,702$18.7K0.01%
Legacy Financial Group LLC406$15.3K0.00%
Studio Investment Management LLC364$13.8K0.00%
Highlander Capital Management, LLC350$13.0K0.01%
West Financial Advisors, LLC205$7.75K0.00%
Householder Group Estate & Retirement Specialist, LLC158$5.99K0.00%
Carmel Capital Partners, LLC155$5.86K0.00%
Thompson Investment Management, Inc.108$4.08K0.00%
Steward Financial Group LLC113$4.00K0.00%
Semmax Financial Advisors Inc.86$3.33K0.00%
Macroview Investment Management LLC27$1.02K0.00%
Tobam18$1.00K0.00%
WestEnd Advisors, LLC26$9830.00%
Arlington Trust Co LLC26$9830.00%
Perkins Coie Trust Co23$8690.00%
LGT Financial Advisors LLC23$8690.00%
Cornerstone Planning Group LLC16$6050.00%
Spartan Planning & Wealth Management9$3400.00%
Tfo-TDC, LLC6$2440.00%
DHJJ Financial Advisors, Ltd.4$1520.00%

Sold out (77)

Institutions that held Exelon Corp at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of EXC in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Capital International Investors3,628,215$147.8M
Balyasny Asset Management LLC1,342,108$54.7M
Verition Fund Management LLC718,830$29.3M
Lighthouse Investment Partners, LLC411,293$16.8M
Decade Renewable Partners LP360,506$14.7M
BTG Pactual Global Asset Management Ltd155,087$6.32M
Houlihan Financial Resource Group, Ltd.108,500$4.49M
Greenland Capital Management LP110,025$4.48M
Acadian Asset Management LLC64,612$2.63M
Vident Investment Advisory, LLC50,558$2.06M
Bayesian Capital Management, LP47,200$1.92M
Point72 Middle East FZE47,056$1.92M
Ergoteles LLC32,522$1.32M
Harvest Volatility Management LLC30,645$1.25M
Veritable, L.P.24,853$1.01M
Occudo Quantitative Strategies LP20,942$853.2K
Vestmark Advisory Solutions, Inc.20,571$838.1K
Krilogy Financial LLC19,854$808.9K
Brandywine Oak Private Wealth LLC15,870$646.6K
Chiron Investment Management, LLC15,245$621.1K
Alethea Capital Management, LLC14,988$610.6K
Quadrature Capital Ltd14,008$570.5K
Ashton Thomas Private Wealth, LLC13,343$543.6K
Citizens Financial Group Inc12,661$515.8K
Great Lakes Advisors, LLC12,572$512.2K
Sciencast Management LP10,946$450.2K
Axq Capital, LP10,710$436.3K
V Wealth Advisors LLC8,315$338.8K
Financial Consulate, Inc8,101$330.0K
Regal Wealth Group, Inc.7,855$321.7K
Westshore Wealth, LLC7,865$320.4K
PFG Investments, LLC6,659$271.3K
Advisory Research Inc6,291$256.3K
Martingale Asset Management L P6,000$244.4K
Alpha Family Trust5,730$233.4K
Pinnacle Wealth Management Advisory Group, LLC5,630$229.4K
High Net Worth Advisory Group LLC5,587$227.6K
Connecticut Wealth Management, LLC5,503$224.2K
RWM Asset Management, LLC5,225$222.3K
Calton & Associates, Inc.5,456$222.3K
Balentine LLC5,443$221.7K
Retirement Planning Co of New England, Inc.5,289$215.5K
Tilt Investment Management Holdings, PBC5,254$214.0K
Ballentine Partners, LLC5,232$213.2K
Trust Co of Virginia5,223$212.8K
Smith, Moore & Co.5,220$212.7K
Allstate Corp5,192$211.5K
Compass Ion Advisors, LLC5,188$211.4K
Clearwater Capital Advisors, LLC5,180$211.0K
AMG National Trust Bank5,150$209.8K
Grey Fox Wealth Advisors, LLC5,134$209.2K
Argent Trust Co5,121$208.6K
Claro Advisors LLC5,087$207.2K
Patten & Patten Inc5,036$205.2K
Eagle Bluffs Wealth Management LLC5,005$203.9K
Stiles Financial Services Inc5,002$203.8K
ASB Consultores, LLC4,945$201.5K
Austin Private Wealth, LLC3,504$142.8K
United Community Bank3,150$128.3K
CVA Family Office, LLC1,721$70.1K
ICA Group Wealth Management, LLC1,587$64.7K
WealthPLAN Partners, LLC1,274$51.9K
Old Point Trust & Financial Services N A1,100$44.8K
BOK Financial Private Wealth, Inc.900$36.7K
Industrial Alliance Investment Management Inc.870$35.0K
Ridgewood Investments LLC500$20.4K
Worth Asset Management, LLC312$12.7K
AXS Investments LLC306$12.5K
Pinebridge Investments, L.P.253$10.3K
LFA - Lugano Financial Advisors SA250$10.2K
TD Ameritrade Investment Management, LLC182$7.00K
Tradition Wealth Management, LLC140$6.00K
GeoWealth Management, LLC45$2.00K
Disciplined Investments, LLC45$1.83K
Horan Securities, Inc.38$1.57K
Sofos Investments, Inc.41$552
Crewe Advisors LLC12$489

Not filed for Q3 2023 yet (16)

Institutions that held Exelon Corp at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EXC in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA10,861,542$442.5M
EA Series Trust215,103$8.76M
Tiaa, FSB30,624$1.25M
Cowen Prime Advisors LLC29,400$1.20M
Sentinus, LLC6,708$273.3K
First Command Bank6,142$250.2K
First Command Financial Services, Inc.6,142$250.2K
44 Wealth Management LLC5,036$205.2K
Ten Capital Wealth Advisors, LLC4,147$168.0K
Kistler-Tiffany Companies, LLC3,482$141.9K
First Capital Advisors Group, LLC.1,725$70.3K
Piershale Financial Group, Inc.1,357$55.3K
BDO Wealth Advisors, LLC651$26.5K
Coastal Capital Group, Inc.354$14.4K
Northwest Bank & Trust Co230$9.37K
First National Bank of South Miami23$937