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 |
|---|---|---|---|---|---|
| Pathway Financial Advisers, LLC | 1,679 | $63.4K | 0.03% | +1,679 | New |
| Pin Oak Investment Advisors Inc | 1,692 | $64.0K | 0.07% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,700 | $64.2K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,712 | $64.7K | 0.02% | +48+2.9% | Added |
| Logan Capital Management Inc | 1,740 | $65.8K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,757 | $66.4K | 0.01% | +1,757 | New |
| Lindbrook Capital, LLC | 1,777 | $67.2K | 0.01% | −112−5.9% | Reduced |
| Citizens National Bank Trust Department | 1,850 | $69.9K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 1,883 | $71.0K | 0.02% | 00.0% | Unchanged |
| Headinvest, LLC | 2,146 | $78.6K | 0.02% | +2,146 | New |
| Trust Co of Vermont | 2,085 | $78.8K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,171 | $82.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,173 | $82.1K | 0.00% | −197−8.3% | Reduced |
| Sandia Investment Management LP | 2,189 | $82.7K | 0.02% | −311−12.4% | Reduced |
| HM Payson & Co | 2,192 | $82.8K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,210 | $83.5K | 0.14% | 00.0% | Unchanged |
| Proequities, Inc. | 2,214 | $83.7K | 0.01% | −21−0.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,235 | $84.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,238 | $84.6K | 0.00% | +119+5.6% | Added |
| Deseret Mutual Benefit Administrators | 2,270 | $85.8K | 0.04% | −119−5.0% | Reduced |
| Kapitalo Investimentos Ltda | 2,340 | $88.4K | 0.01% | +2,340 | New |
| ORG Partners LLC | 2,346 | $88.7K | 0.03% | +930+65.7% | Added |
| Western Pacific Wealth Management, LP | 2,435 | $92.0K | 0.08% | +189+8.4% | Added |
| Focused Wealth Management, Inc | 2,444 | $92.3K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2,446 | $92.4K | 0.01% | −200−7.6% | Reduced |
| Cape Investment Advisory, Inc. | 2,455 | $92.8K | 0.05% | +910+58.9% | Added |
| City Holding Co | 2,615 | $98.8K | 0.02% | −231−8.1% | Reduced |
| Old Second National Bank of Aurora | 2,769 | $104.6K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,772 | $104.8K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,785 | $105.2K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,800 | $105.8K | 0.06% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,838 | $107.3K | 0.02% | +1,117+64.9% | Added |
| Massmutual Trust Co FSB | 2,908 | $109.9K | 0.00% | +147+5.3% | Added |
| MCF Advisors LLC | 2,936 | $111.0K | 0.01% | +278+10.5% | Added |
| Adirondack Trust Co | 3,069 | $116.0K | 0.06% | +72+2.4% | Added |
| Indiana Trust & Investment Management CO | 3,089 | $116.7K | 0.06% | +3,089 | New |
| Farther Finance Advisors, LLC | 3,119 | $117.9K | 0.02% | +1,646+111.7% | Added |
| Glass Jacobson Investment Advisors llc | 3,137 | $118.5K | 0.05% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,185 | $120.0K | 0.00% | −112−3.4% | Reduced |
| Hexagon Capital Partners LLC | 3,213 | $121.4K | 0.03% | +92+2.9% | Added |
| Transamerica Financial Advisors, Inc. | 3,250 | $123.0K | 0.02% | −433−11.8% | Reduced |
| Whittier Trust Co | 3,258 | $123.1K | 0.00% | −249−7.1% | Reduced |
| CoreFirst Bank & Trust | 3,285 | $124.1K | 0.09% | −743−18.4% | Reduced |
| Earnest Partners LLC | 3,396 | $128.3K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,632 | $137.3K | 0.02% | −10.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,703 | $139.9K | 0.07% | +32+0.9% | Added |
| China Universal Asset Management Co., Ltd. | 3,708 | $140.1K | 0.04% | +2,586+230.5% | Added |
| BluePath Capital Management, LLC | 3,734 | $141.1K | 0.13% | +3,734 | New |
| Eagle Bay Advisors LLC | 3,858 | $145.8K | 0.07% | +1,060+37.9% | Added |
| Ronald Blue Trust, Inc. | 3,580 | $146.0K | 0.00% | +358+11.1% | Added |
| Gradient Investments LLC | 3,904 | $147.5K | 0.00% | +14+0.4% | Added |
| First Manhattan Co | 4,180 | $158.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,210 | $159.1K | 0.01% | +6+0.1% | Added |
| State of Wyoming | 4,448 | $168.1K | 0.04% | −851−16.1% | Reduced |
| Peoples Financial Services Corp. | 4,474 | $169.1K | 0.08% | −200−4.3% | Reduced |
| Brown Brothers Harriman & Co | 4,478 | $169.2K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 4,505 | $170.2K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,570 | $172.7K | 0.01% | +23+0.5% | Added |
| Newton One Investments LLC | 4,578 | $173.0K | 0.10% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,614 | $174.4K | 0.00% | +231+5.3% | Added |
| Parkside Financial Bank & Trust | 4,676 | $176.7K | 0.04% | +214+4.8% | Added |
| Grove Bank & Trust | 4,887 | $184.7K | 0.04% | −2,448−33.4% | Reduced |
| Tyler-Stone Wealth Management | 4,908 | $185.0K | 0.11% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 4,915 | $185.7K | 0.08% | −27−0.5% | Reduced |
| Geneos Wealth Management Inc. | 4,944 | $186.8K | 0.01% | +148+3.1% | Added |
| Nemes Rush Group LLC | 4,993 | $188.7K | 0.03% | +3+0.1% | Added |
| Ci Investments Inc. | 5,020 | $190.0K | 0.00% | −877−14.9% | Reduced |
| Quent Capital, LLC | 5,104 | $192.9K | 0.03% | +13+0.3% | Added |
| Telos Capital Management, Inc. | 5,297 | $200.2K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,303 | $200.4K | 0.01% | +5,303 | New |
| Planning Directions Inc | 5,318 | $201.0K | 0.15% | +11+0.2% | Added |
| ABLE Financial Group, LLC | 5,327 | $201.3K | 0.10% | 00.0% | Unchanged |
| Hyman Charles D | 5,375 | $203.0K | 0.01% | −125−2.3% | Reduced |
| Truepoint, Inc. | 5,374 | $203.1K | 0.01% | +5,374 | New |
| Nadler Financial Group, Inc. | 5,382 | $203.4K | 0.03% | +7+0.1% | Added |
| Duncker Streett & Co Inc | 5,390 | $203.7K | 0.05% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 5,424 | $205.0K | 0.07% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 5,419 | $205.0K | 0.23% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 5,425 | $205.0K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5,438 | $205.5K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,468 | $206.6K | 0.03% | −62−1.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,471 | $206.7K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 5,512 | $208.3K | 0.03% | +5,512 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,537 | $209.3K | 0.05% | +5,537 | New |
| Grant/GrossMendelsohn, LLC | 5,548 | $209.7K | 0.09% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 5,573 | $210.0K | 0.00% | −869−13.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,565 | $210.3K | 0.07% | +48+0.9% | Added |
| Financial Advisors Network, Inc. | 5,567 | $210.4K | 0.05% | +5,567 | New |
| MTM Investment Management, LLC | 5,568 | $210.4K | 0.11% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 5,582 | $210.9K | 0.02% | +413+8.0% | Added |
| Shell Asset Management Co | 5,584 | $211.0K | 0.01% | −179−3.1% | Reduced |
| RSM US Wealth Management LLC | 5,587 | $211.1K | 0.01% | +81+1.5% | Added |
| Prime Capital Investment Advisors, LLC | 5,684 | $214.8K | 0.00% | −246−4.1% | Reduced |
| Financial Council Asset Management Inc | 5,724 | $216.3K | 0.17% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 5,739 | $216.9K | 0.03% | +20.0% | Added |
| JFS Wealth Advisors, LLC | 5,754 | $217.4K | 0.02% | −31−0.5% | Reduced |
| Parallel Advisors, LLC | 5,770 | $218.1K | 0.01% | −238−4.0% | Reduced |
| First Hawaiian Bank | 5,772 | $218.1K | 0.01% | +152+2.7% | Added |
| Quad-Cities Investment Group, LLC | 5,776 | $218.3K | 0.15% | +42+0.7% | Added |
| Sentry Investment Management LLC | 5,783 | $219.0K | 0.10% | −883−13.2% | Reduced |