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 |
|---|---|---|---|---|---|
| Marcum Wealth, LLC | 5,803 | $219.3K | 0.03% | −221−3.7% | Reduced |
| Chicago Trust Co NA | 5,882 | $222.3K | 0.06% | −84−1.4% | Reduced |
| Enterprise Financial Services Corp | 5,931 | $224.1K | 0.15% | +38+0.6% | Added |
| Glen Eagle Advisors, LLC | 5,935 | $224.3K | 0.05% | +461+8.4% | Added |
| Greenfield Savings Bank | 5,981 | $226.0K | 0.14% | −315−5.0% | Reduced |
| NorthRock Partners, LLC | 6,006 | $227.0K | 0.02% | +970+19.3% | Added |
| Clifford Swan Investment Counsel LLC | 6,006 | $227.0K | 0.01% | +84+1.4% | Added |
| CIC Wealth, LLC | 6,023 | $227.6K | 0.08% | +11+0.2% | Added |
| Phoenix Wealth Advisors | 6,028 | $227.8K | 0.13% | +14+0.2% | Added |
| Abbrea Capital, LLC | 6,029 | $228.0K | 0.04% | 00.0% | Unchanged |
| Ledyard National Bank | 6,040 | $228.3K | 0.03% | −72−1.2% | Reduced |
| KLCM Advisors, Inc. | 6,055 | $228.8K | 0.04% | +6,055 | New |
| Key Financial Inc | 6,073 | $229.5K | 0.08% | −14−0.2% | Reduced |
| Atlas Capital Advisors LLC | 6,087 | $230.0K | 0.04% | −195−3.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,106 | $230.7K | 0.11% | −44−0.7% | Reduced |
| Davenport & Co LLC | 6,125 | $231.4K | 0.00% | −2,345−27.7% | Reduced |
| First Command Advisory Services, Inc. | 6,142 | $232.1K | 0.00% | +6,142 | New |
| Clearstead Advisors, LLC | 6,183 | $233.7K | 0.01% | +2,805+83.0% | Added |
| Segment Wealth Management, LLC | 6,191 | $234.0K | 0.02% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 6,201 | $234.3K | 0.05% | −694−10.1% | Reduced |
| Financial Advocates Investment Management | 6,313 | $238.6K | 0.02% | −886−12.3% | Reduced |
| BancorpSouth Bank | 6,328 | $239.1K | 0.02% | −69−1.1% | Reduced |
| Johnson Investment Counsel Inc | 6,338 | $239.5K | 0.00% | +184+3.0% | Added |
| Fulton Bank, N.A. | 6,338 | $239.5K | 0.01% | −2,515−28.4% | Reduced |
| Boothbay Fund Management, LLC | 6,338 | $239.5K | 0.01% | +6,338 | New |
| Investment Management Corp of Ontario | 6,344 | $239.7K | 0.01% | +6,344 | New |
| NBT Bank N A | 6,363 | $240.5K | 0.02% | −68−1.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,365 | $240.5K | 0.02% | −1,636−20.4% | Reduced |
| Gladstone Institutional Advisory LLC | 6,379 | $241.1K | 0.02% | +218+3.5% | Added |
| Baker Tilly Wealth Management, LLC | 6,382 | $241.2K | 0.04% | −29−0.5% | Reduced |
| Quadrant Capital Group LLC | 6,384 | $241.3K | 0.02% | +528+9.0% | Added |
| Court Place Advisors, LLC | 6,390 | $241.5K | 0.09% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,449 | $243.7K | 0.02% | +9+0.1% | Added |
| Aptus Capital Advisors, LLC | 6,481 | $244.9K | 0.01% | +6,481 | New |
| Beta Wealth Group, Inc. | 6,505 | $245.8K | 0.15% | +205+3.3% | Added |
| Himension Fund | 6,510 | $246.0K | 0.03% | +6,510 | New |
| Foundations Investment Advisors, LLC | 6,516 | $246.2K | 0.01% | −83−1.3% | Reduced |
| Carret Asset Management, LLC | 6,554 | $247.7K | 0.03% | +750+12.9% | Added |
| Clarius Group, LLC | 6,576 | $248.5K | 0.02% | −1,503−18.6% | Reduced |
| Geller Advisors LLC | 6,580 | $248.7K | 0.03% | +1,559+31.0% | Added |
| Level Four Advisory Services, LLC | 6,650 | $251.3K | 0.02% | +194+3.0% | Added |
| Capital Investment Advisory Services, LLC | 6,660 | $251.7K | 0.02% | +205+3.2% | Added |
| Stratos Wealth Advisors, LLC | 6,669 | $252.1K | 0.02% | −1,507−18.4% | Reduced |
| Accel Wealth Management | 6,673 | $252.2K | 0.14% | −24−0.4% | Reduced |
| Trustco Bank Corp N Y | 6,698 | $253.1K | 0.29% | −85−1.3% | Reduced |
| Essex Financial Services, Inc. | 6,741 | $254.7K | 0.03% | +8+0.1% | Added |
| Successful Portfolios LLC | 6,769 | $255.8K | 0.23% | −13−0.2% | Reduced |
| Vise Technologies, Inc. | 6,769 | $255.8K | 0.06% | +6,769 | New |
| CX Institutional | 6,782 | $256.3K | 0.01% | +26+0.4% | Added |
| Snowden Capital Advisors LLC | 6,802 | $257.0K | 0.01% | −76−1.1% | Reduced |
| Gitterman Wealth Management, LLC | 6,844 | $258.7K | 0.12% | +6,844 | New |
| Kovitz Investment Group Partners, LLC | 6,852 | $258.9K | 0.00% | −475−6.5% | Reduced |
| Diversified, LLC | 6,863 | $259.3K | 0.07% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 6,871 | $259.7K | 0.03% | +114+1.7% | Added |
| First Heartland Consultants, Inc. | 6,926 | $262.0K | 0.03% | −118−1.7% | Reduced |
| Univest Financial Corp | 7,001 | $264.6K | 0.09% | +30+0.4% | Added |
| Moors & Cabot, Inc. | 7,005 | $264.7K | 0.02% | +303+4.5% | Added |
| Harbour Capital Advisors, LLC | 7,025 | $265.5K | 0.08% | −207−2.9% | Reduced |
| Valeo Financial Advisors, LLC | 7,046 | $266.3K | 0.01% | +7,046 | New |
| Ellenbecker Investment Group | 7,089 | $267.0K | 0.07% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 7,088 | $267.9K | 0.03% | +309+4.6% | Added |
| Kepos Capital LP | 7,103 | $268.0K | 0.05% | +2,078+41.4% | Added |
| Larson Financial Group LLC | 7,107 | $268.6K | 0.03% | +6,206+688.8% | Added |
| Fukoku Mutual Life Insurance Co | 7,110 | $268.7K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 6,693 | $271.9K | 0.00% | +6,383+2,059.0% | Added |
| Coastline Trust Co | 7,218 | $272.8K | 0.04% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 7,274 | $275.0K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 7,313 | $276.4K | 0.02% | +472+6.9% | Added |
| Stock Yards Bank & Trust Co | 7,357 | $278.0K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 7,188 | $278.2K | 0.03% | +654+10.0% | Added |
| Fiduciary Trust Co | 7,390 | $279.3K | 0.01% | −230−3.0% | Reduced |
| UniSuper Management Pty Ltd | 7,400 | $279.6K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 7,444 | $281.0K | 0.02% | −2,953−28.4% | Reduced |
| Comerica Securities,inc. | 7,451 | $281.6K | 0.02% | −1,056−12.4% | Reduced |
| Hollencrest Capital Management | 7,500 | $283.4K | 0.03% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 7,527 | $284.4K | 0.20% | +6+0.1% | Added |
| Maven Securities LTD | 7,527 | $284.4K | 0.03% | +1,175+18.5% | Added |
| DGS Capital Management, LLC | 7,557 | $285.6K | 0.14% | −376−4.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,610 | $287.6K | 0.01% | +991+15.0% | Added |
| LaSalle St. Investment Advisors, LLC | 7,653 | $289.0K | 0.14% | +97+1.3% | Added |
| Global Retirement Partners, LLC | 7,736 | $289.4K | 0.01% | −22−0.3% | Reduced |
| XTX Topco Ltd | 7,731 | $292.2K | 0.05% | +7,731 | New |
| Thomasville National Bank | 7,741 | $292.5K | 0.03% | +241+3.2% | Added |
| Tiemann Investment Advisors, LLC | 7,775 | $293.8K | 0.16% | −300−3.7% | Reduced |
| EP Wealth Advisors, LLC | 7,787 | $294.3K | 0.00% | −279−3.5% | Reduced |
| Apollon Wealth Management, LLC | 7,799 | $294.7K | 0.01% | +1,608+26.0% | Added |
| River Wealth Advisors LLC | 7,815 | $295.3K | 0.05% | −752−8.8% | Reduced |
| Insight Advisors, LLC | 7,834 | $296.0K | 0.07% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 7,867 | $297.3K | 0.06% | −93−1.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,902 | $299.0K | 0.20% | +2,000+33.9% | Added |
| Harvest Fund Management Co., Ltd | 7,931 | $300.0K | 0.05% | +2,947+59.1% | Added |
| TownSquare Capital, LLC | 7,974 | $301.3K | 0.01% | +659+9.0% | Added |
| Fox Run Management, L.L.C. | 7,986 | $301.8K | 0.09% | +7,986 | New |
| Asahi Life Asset Management Co., Ltd. | 8,030 | $303.5K | 0.10% | +8,030 | New |
| Summit Trail Advisors, LLC | 8,077 | $305.2K | 0.01% | +468+6.2% | Added |
| Independent Solutions Wealth Management, LLC | 8,098 | $306.0K | 0.08% | +2,212+37.6% | Added |
| Northwest Bancshares, Inc. | 8,102 | $306.2K | 0.06% | −6−0.1% | Reduced |
| Cohen Klingenstein LLC | 8,200 | $309.9K | 0.01% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 8,221 | $310.7K | 0.17% | −235−2.8% | Reduced |
| GTS Securities LLC | 8,339 | $315.1K | 0.01% | +8,339 | New |