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 |
|---|---|---|---|---|---|
| Hendershot Investments Inc. | 8,371 | $316.3K | 0.05% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 8,441 | $319.0K | 0.03% | +2,122+33.6% | Added |
| Alpha Omega Wealth Management LLC | 8,449 | $319.3K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 8,466 | $319.9K | 0.01% | −523−5.8% | Reduced |
| Marietta Investment Partners LLC | 8,500 | $321.2K | 0.09% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 8,525 | $322.2K | 0.18% | +146+1.7% | Added |
| Basepoint Wealth LLC | 8,611 | $325.4K | 0.27% | −72−0.8% | Reduced |
| Mutual Advisors, LLC | 8,648 | $326.8K | 0.01% | +8+0.1% | Added |
| Advisory Services Network, LLC | 8,669 | $327.6K | 0.01% | +1,356+18.5% | Added |
| Scotia Capital Inc. | 8,786 | $332.0K | 0.00% | −799−8.3% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 8,855 | $334.6K | 0.04% | +2,093+31.0% | Added |
| First National Bank & Trust Co of Newtown | 8,926 | $337.3K | 0.08% | −559−5.9% | Reduced |
| CRA Financial Services, LLC | 8,959 | $338.6K | 0.09% | −405−4.3% | Reduced |
| Wealth Management Associates, Inc. | 8,972 | $339.1K | 0.20% | −20.0% | Reduced |
| Fisher Asset Management, LLC | 8,977 | $339.3K | 0.00% | +2,850+46.5% | Added |
| Fifth Third Wealth Advisors LLC | 9,023 | $341.0K | 0.14% | +1,176+15.0% | Added |
| Achmea Investment Management B.V. | 9,020 | $341.0K | 0.01% | −152,035−94.4% | Reduced |
| Riverwater Partners LLC | 9,029 | $341.2K | 0.31% | −248−2.7% | Reduced |
| RNC Capital Management LLC | 9,091 | $343.5K | 0.02% | −274−2.9% | Reduced |
| Vantage Consulting Group Inc | 9,099 | $343.9K | 0.23% | −48−0.5% | Reduced |
| Syntax Advisors, LLC | 9,099 | $343.9K | 0.30% | −48−0.5% | Reduced |
| Coastal Investment Advisors, Inc. | 8,449 | $344.2K | 0.08% | −275−3.2% | Reduced |
| Stonegate Investment Group, LLC | 9,144 | $345.6K | 0.01% | +27+0.3% | Added |
| Romano Brothers and Company | 9,162 | $346.2K | 0.05% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 9,162 | $346.2K | 0.07% | 00.0% | Unchanged |
| Keybank National Association | 9,198 | $347.6K | 0.00% | +187+2.1% | Added |
| Forum Financial Management, LP | 9,247 | $349.4K | 0.01% | −710−7.1% | Reduced |
| Aull & Monroe Investment Management Corp | 9,314 | $352.0K | 0.18% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 9,353 | $353.5K | 0.03% | +929+11.0% | Added |
| WBH Advisory Inc | 9,391 | $354.9K | 0.04% | −155−1.6% | Reduced |
| Boston Private Wealth LLC | 9,392 | $354.9K | 0.01% | +76+0.8% | Added |
| Hartline Investment Corp | 9,513 | $359.5K | 0.06% | −1,100−10.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,574 | $361.8K | 0.00% | −5,812−37.8% | Reduced |
| SageView Advisory Group, LLC | 9,596 | $362.6K | 0.02% | +218+2.3% | Added |
| Kennedy Investment Group | 9,611 | $363.2K | 0.22% | −262−2.7% | Reduced |
| VeraBank, N.A. | 9,620 | $363.5K | 0.14% | 00.0% | Unchanged |
| Umb Bank N A | 9,621 | $363.6K | 0.01% | +58+0.6% | Added |
| Westover Capital Advisors, LLC | 9,719 | $367.3K | 0.13% | −587−5.7% | Reduced |
| Centre Asset Management, LLC | 9,777 | $369.0K | 0.09% | −160−1.6% | Reduced |
| Paragon Financial Partners, Inc. | 9,799 | $370.3K | 0.38% | 00.0% | Unchanged |
| Bollard Group LLC | 9,874 | $373.0K | 0.01% | +79+0.8% | Added |
| Spire Wealth Management | 7,226 | $373.1K | 0.01% | +28+0.4% | Added |
| CIBC World Markets Inc. | 9,898 | $374.0K | 0.00% | −3,226−24.6% | Reduced |
| Axxcess Wealth Management, LLC | 9,956 | $376.2K | 0.01% | +1,557+18.5% | Added |
| Catalyst Financial Partners LLC | 10,068 | $380.5K | 0.12% | +874+9.5% | Added |
| Commerzbank Aktiengesellschaft | 10,074 | $381.0K | 0.02% | −5,020−33.3% | Reduced |
| ClearBridge Investments Ltd | 10,123 | $382.5K | 0.01% | +4,164+69.9% | Added |
| NJ State Employees Deferred Compensation Plan | 10,200 | $385.5K | 0.06% | 00.0% | Unchanged |
| Bailard, Inc. | 10,234 | $386.7K | 0.01% | +2,177+27.0% | Added |
| Pallas Capital Advisors LLC | 10,072 | $387.3K | 0.02% | +10,072 | New |
| Echo Street Capital Management LLC | 10,361 | $391.5K | 0.00% | −154−1.5% | Reduced |
| IFP Advisors, Inc | 10,380 | $392.3K | 0.02% | +597+6.1% | Added |
| Heartland Bank & Trust Co | 10,385 | $392.4K | 0.31% | +164+1.6% | Added |
| Cigna Investments Inc | 10,572 | $400.0K | 0.09% | −1,373−11.5% | Reduced |
| Chicago Partners Investment Group LLC | 10,456 | $401.5K | 0.02% | +55+0.5% | Added |
| Lake Street Advisors Group, LLC | 10,638 | $402.0K | 0.02% | +10,638 | New |
| Nexus Investment Management ULC | 10,800 | $408.1K | 0.05% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 10,944 | $414.0K | 0.03% | +1,640+17.6% | Added |
| Platform Technology Partners | 11,021 | $416.5K | 0.19% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 11,063 | $418.1K | 0.05% | −1,622−12.8% | Reduced |
| Costello Asset Management, INC | 11,065 | $418.1K | 0.38% | +40.0% | Added |
| Azimuth Capital Investment Management LLC | 11,091 | $419.1K | 0.02% | +135+1.2% | Added |
| Ausdal Financial Partners, Inc. | 11,310 | $427.4K | 0.06% | +1,177+11.6% | Added |
| Wesbanco Bank Inc | 11,311 | $427.4K | 0.02% | −175−1.5% | Reduced |
| VitalStone Financial, LLC | 10,869 | $429.0K | 0.36% | +10,869 | New |
| Cornerstone Advisory, LLC | 11,377 | $429.9K | 0.08% | +170+1.5% | Added |
| Mather Group, LLC. | 11,406 | $431.0K | 0.01% | +103+0.9% | Added |
| Haverford Trust Co | 11,484 | $434.0K | 0.01% | +200+1.8% | Added |
| Allegheny Financial Group LTD | 11,528 | $435.6K | 0.16% | +2,958+34.5% | Added |
| Lantz Financial LLC | 11,612 | $438.8K | 0.17% | −207−1.8% | Reduced |
| United Capital Financial Advisers, LLC | 11,719 | $442.9K | 0.00% | −7,160−37.9% | Reduced |
| V-Square Quantitative Management LLC | 11,736 | $443.5K | 0.20% | +5,307+82.5% | Added |
| Bleakley Financial Group, LLC | 11,826 | $446.9K | 0.02% | −2,346−16.6% | Reduced |
| Sawtooth Solutions, LLC | 11,826 | $446.9K | 0.01% | −2,341−16.5% | Reduced |
| Spirit of America Management Corp | 11,900 | $449.7K | 0.10% | +3,300+38.4% | Added |
| Graham Capital Management, L.P. | 11,934 | $451.0K | 0.01% | −2,550−17.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 12,029 | $451.0K | 0.16% | +662+5.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $453.5K | 0.17% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,013 | $454.0K | 0.01% | +2,764+29.9% | Added |
| TD Private Client Wealth LLC | 12,050 | $455.4K | 0.02% | +625+5.5% | Added |
| Hancock Whitney Corp | 12,106 | $457.5K | 0.02% | −1,568−11.5% | Reduced |
| TSFG, LLC | 12,337 | $466.0K | 0.17% | +11+0.1% | Added |
| West Chester Capital Advisors, Inc | 12,337 | $466.2K | 0.86% | −31−0.3% | Reduced |
| Symmetry Partners, LLC | 12,452 | $471.0K | 0.03% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 12,601 | $476.2K | 0.07% | +54+0.4% | Added |
| Jacobi Capital Management LLC | 12,655 | $478.2K | 0.05% | +49+0.4% | Added |
| Eudaimonia Partners, LLC | 12,656 | $478.3K | 0.12% | −39−0.3% | Reduced |
| Bank of New Hampshire | 12,665 | $478.6K | 0.14% | −1,825−12.6% | Reduced |
| Beacon Pointe Advisors, LLC | 12,716 | $480.5K | 0.01% | +2,416+23.5% | Added |
| Pine Valley Investments Ltd Liability Co | 12,730 | $481.1K | 0.05% | +12,730 | New |
| CAPROCK Group, Inc. | 12,772 | $482.7K | 0.04% | +3,822+42.7% | Added |
| Checchi Capital Advisers, LLC | 12,902 | $487.6K | 0.05% | −144−1.1% | Reduced |
| Buckingham Strategic Partners | 13,124 | $496.0K | 0.02% | +3,703+39.3% | Added |
| IHT Wealth Management, LLC | 13,181 | $498.1K | 0.03% | +902+7.3% | Added |
| Horizon Investments, LLC | 13,361 | $500.2K | 0.02% | −308−2.3% | Reduced |
| Investment Advisory Services Inc | 13,262 | $501.2K | 0.22% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 13,274 | $501.6K | 0.25% | 00.0% | Unchanged |
| Old National Bancorp | 13,310 | $503.0K | 0.01% | −35−0.3% | Reduced |
| Stephens Inc | 13,351 | $504.5K | 0.01% | −388−2.8% | Reduced |
| Coldstream Capital Management Inc | 13,469 | $509.0K | 0.02% | +2,562+23.5% | Added |