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, Q3 2023
Institutional positions in Exelon Corp as of Sep 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
- 1,001
- +12 vs. Q2 2023
- Shares held
- 817.6M
- +17.8M (+2.2%) vs. Q2 2023
- Total value
- $30.9B
- −$1.69B (−5.2%) vs. Q2 2023
- New holders
- 89
- 375 more added
- Sold out
- 77
- 338 more reduced
16 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FinTrust Capital Advisors, LLC | 325 | $12.3K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 339 | $12.8K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 340 | $12.8K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 350 | $13.0K | 0.01% | +350 | New |
| Systematic Financial Management LP | 349 | $13.2K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 364 | $13.8K | 0.00% | +364 | New |
| GHP Investment Advisors, Inc. | 347 | $13.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 368 | $13.9K | 0.00% | +102+38.3% | Added |
| Financial Management Professionals, Inc. | 382 | $14.0K | 0.00% | +77+25.2% | Added |
| West Tower Group, LLC | 383 | $14.5K | 0.01% | −47−10.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 383 | $14.5K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 384 | $14.5K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 393 | $14.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 399 | $15.1K | 0.00% | −110−21.6% | Reduced |
| Legacy Financial Group LLC | 406 | $15.3K | 0.00% | +406 | New |
| Venturi Wealth Management, LLC | 414 | $15.6K | 0.00% | +63+17.9% | Added |
| CNB Bank | 430 | $16.3K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 439 | $16.6K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 449 | $17.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 518 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 450 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 474 | $18.0K | 0.01% | −2,422−83.6% | Reduced |
| Resources Management Corp | 480 | $18.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 490 | $18.5K | 0.01% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 18,702 | $18.7K | 0.01% | +18,702 | New |
| Monetary Management Group Inc | 500 | $18.9K | 0.01% | −200−28.6% | Reduced |
| Covestor Ltd | 499 | $19.0K | 0.01% | +8+1.6% | Added |
| Aquatic Capital Management LLC | 500 | $19.0K | 0.00% | +500 | New |
| Financial Perspectives, Inc | 508 | $19.2K | 0.01% | +4+0.8% | Added |
| Laffer Tengler Investments | 550 | $20.8K | 0.01% | +550 | New |
| WR Wealth Planners, LLC | 554 | $20.9K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 582 | $21.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 559 | $21.1K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 590 | $22.3K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 590 | $22.3K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 600 | $22.7K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 600 | $22.7K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 622 | $23.5K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 622 | $23.5K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 659 | $23.5K | 0.00% | +659 | New |
| Missouri Trust & Investment Co | 630 | $23.8K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 700 | $26.0K | 0.00% | −4−0.6% | Reduced |
| GW&K Investment Management, LLC | 696 | $26.0K | 0.00% | +392+128.9% | Added |
| Independence Bank of Kentucky | 700 | $26.5K | 0.01% | −58−7.7% | Reduced |
| Evolution Advisers, Inc. | 723 | $27.0K | 0.02% | +6+0.8% | Added |
| Catalyst Capital Advisors LLC | 736 | $27.8K | 0.00% | +188+34.3% | Added |
| Salomon & Ludwin, LLC | 740 | $28.0K | 0.00% | +740 | New |
| Bartlett & Co. Wealth Management LLC | 758 | $28.6K | 0.00% | −8−1.0% | Reduced |
| Beacon Capital Management, LLC | 707 | $28.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 758 | $29.0K | 0.00% | −8−1.0% | Reduced |
| Jones Financial Companies LLLP | 773 | $29.2K | 0.00% | −751−49.3% | Reduced |
| Antonetti Capital Management LLC | 805 | $30.4K | 0.05% | +400+98.8% | Added |
| Johnson Midwest Financial, LLC | 812 | $30.7K | 0.07% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 814 | $30.8K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 815 | $30.8K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 815 | $31.0K | 0.00% | +92+12.7% | Added |
| Addison Advisors LLC | 825 | $31.2K | 0.01% | +276+50.3% | Added |
| Fortis Group Advisors, LLC | 832 | $31.4K | 0.01% | +832 | New |
| NVWM, LLC | 837 | $31.6K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 837 | $31.6K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 845 | $31.9K | 0.02% | −25−2.9% | Reduced |
| Pittenger & Anderson Inc | 850 | $32.1K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 857 | $32.4K | 0.01% | −9,734−91.9% | Reduced |
| AllSquare Wealth Management LLC | 898 | $33.9K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 923 | $34.9K | 0.01% | +209+29.3% | Added |
| Colonial Trust Co | 870 | $35.3K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 935 | $35.3K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 954 | $36.0K | 0.02% | +95+11.1% | Added |
| EverSource Wealth Advisors, LLC | 958 | $36.2K | 0.00% | +18+1.9% | Added |
| SOA Wealth Advisors, LLC. | 967 | $36.5K | 0.01% | −1,071−52.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $36.6K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $37.8K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $37.8K | 0.03% | +1,000 | New |
| Leonteq Securities AG | 1,000 | $37.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 994 | $38.0K | 0.00% | +7+0.7% | Added |
| Tortoise Investment Management, LLC | 1,074 | $40.6K | 0.01% | +3+0.3% | Added |
| Operose Advisors LLC | 1,104 | $41.7K | 0.02% | +850+334.6% | Added |
| MV Capital Management, Inc. | 1,165 | $44.0K | 0.01% | +79+7.3% | Added |
| Citadel Advisors LLC | 1,189 | $44.9K | 0.00% | −279,422−99.6% | Reduced |
| West Paces Advisors Inc. | 1,246 | $47.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,261 | $47.6K | 0.02% | +10+0.8% | Added |
| Center for Financial Planning, Inc. | 1,265 | $47.8K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,272 | $48.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,275 | $48.2K | 0.03% | +1,275 | New |
| Lee Financial Co | 1,294 | $48.9K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,305 | $49.3K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,321 | $50.0K | 0.00% | +911+222.2% | Added |
| City State Bank | 1,324 | $50.0K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,337 | $50.5K | 0.02% | +57+4.5% | Added |
| Wolff Wiese Magana LLC | 1,337 | $50.5K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,383 | $52.3K | 0.00% | −9−0.6% | Reduced |
| Authentikos Wealth Advisory, LLC | 1,454 | $54.9K | 0.05% | +1,454 | New |
| Ramirez Asset Management, Inc. | 1,500 | $56.7K | 0.01% | +1,500 | New |
| Vestor Capital, LLC | 1,512 | $57.0K | 0.01% | −19−1.2% | Reduced |
| Sandy Spring Bank | 1,562 | $59.0K | 0.00% | +18+1.2% | Added |
| Montag A & Associates Inc | 1,575 | $59.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,614 | $61.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,623 | $61.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,645 | $62.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,650 | $62.4K | 0.00% | 00.0% | Unchanged |