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 |
|---|---|---|---|---|---|
| Cooper Financial Group | 13,537 | $511.6K | 0.12% | +103+0.8% | Added |
| World Equity Group, Inc. | 13,655 | $516.0K | 0.11% | +34+0.2% | Added |
| Archer Investment Corp | 13,668 | $516.5K | 0.18% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 13,675 | $516.8K | 0.04% | −14−0.1% | Reduced |
| Investors Research Corp | 13,709 | $518.1K | 0.14% | −149−1.1% | Reduced |
| Black Diamond Financial, LLC | 13,788 | $521.0K | 0.16% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 13,874 | $524.3K | 0.05% | −1,510−9.8% | Reduced |
| Private Trust Co NA | 13,914 | $525.8K | 0.07% | +5,434+64.1% | Added |
| Integrated Wealth Concepts LLC | 13,921 | $526.1K | 0.01% | +582+4.4% | Added |
| Harbor Investment Advisory, LLC | 14,023 | $529.9K | 0.07% | +1,256+9.8% | Added |
| Landscape Capital Management, L.L.C. | 14,065 | $531.5K | 0.07% | +14,065 | New |
| Fund Management at Engine No. 1 LLC | 14,233 | $537.9K | 0.09% | +1,282+9.9% | Added |
| Stratos Wealth Partners, LTD. | 14,274 | $539.4K | 0.01% | +2,652+22.8% | Added |
| Invesco, LLC | 14,336 | $541.8K | 0.27% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 14,438 | $545.6K | 0.01% | +21+0.1% | Added |
| Great Valley Advisor Group, Inc. | 14,518 | $548.3K | 0.02% | +20+0.1% | Added |
| Stableford Capital II LLC | 14,021 | $548.9K | 0.25% | −2,323−14.2% | Reduced |
| Acropolis Investment Management, LLC | 14,646 | $553.5K | 0.04% | −10,807−42.5% | Reduced |
| Bessemer Group Inc | 14,635 | $554.0K | 0.00% | −6,363−30.3% | Reduced |
| Arden Trust Co | 14,792 | $559.0K | 0.09% | −34−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 14,815 | $559.9K | 0.01% | +23+0.2% | Added |
| Caldwell Trust Co | 14,924 | $564.0K | 0.08% | 00.0% | Unchanged |
| Campion Asset Management LLC | 14,993 | $566.6K | 0.52% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 15,011 | $567.3K | 0.01% | +552+3.8% | Added |
| Signaturefd, LLC | 15,047 | $568.6K | 0.01% | −117−0.8% | Reduced |
| Plimoth Trust Co LLC | 15,055 | $568.9K | 0.18% | −489−3.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 15,077 | $569.8K | 0.10% | +15,077 | New |
| CIBC Private Wealth Group, LLC | 15,328 | $579.2K | 0.00% | +3,904+34.2% | Added |
| WCG Wealth Advisors LLC | 13,193 | $589.0K | 0.04% | +13,193 | New |
| Cubist Systematic Strategies, LLC | 15,744 | $595.0K | 0.01% | +10,444+197.1% | Added |
| Abundance Wealth Counselors | 15,855 | $599.0K | 0.17% | +339+2.2% | Added |
| Synovus Financial Corp | 16,116 | $609.1K | 0.01% | +1,297+8.8% | Added |
| Ingalls & Snyder LLC | 16,232 | $613.0K | 0.03% | −806−4.7% | Reduced |
| STF Management LP | 16,265 | $614.7K | 0.33% | +9,983+158.9% | Added |
| Veriti Management LLC | 16,340 | $617.5K | 0.07% | +468+2.9% | Added |
| Central Trust Co | 16,353 | $618.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 16,512 | $624.0K | 0.01% | −1,155−6.5% | Reduced |
| Sigma Planning Corp | 16,540 | $625.1K | 0.02% | +385+2.4% | Added |
| Morningstar Investment Management LLC | 16,900 | $639.0K | 0.09% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 16,939 | $640.1K | 0.03% | +9,537+128.8% | Added |
| Sumitomo Life Insurance Co | 17,001 | $642.5K | 0.02% | −538−3.1% | Reduced |
| Independent Advisor Alliance | 17,052 | $644.4K | 0.03% | +2,239+15.1% | Added |
| Willis Johnson & Associates, Inc. | 17,147 | $648.0K | 0.07% | +139+0.8% | Added |
| Brinker Capital Investments, LLC | 17,206 | $650.2K | 0.01% | +1,539+9.8% | Added |
| Orion Portfolio Solutions, LLC | 17,206 | $650.2K | 0.01% | +1,539+9.8% | Added |
| Lakeside Advisors, INC. | 17,258 | $652.2K | 0.50% | −200−1.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,408 | $657.8K | 0.00% | +17,408 | New |
| Ameritas Advisory Services, LLC | 16,838 | $658.6K | 0.03% | +6,817+68.0% | Added |
| Equitable Holdings, Inc. | 17,589 | $664.7K | 0.01% | +274+1.6% | Added |
| Regal Investment Advisors LLC | 17,699 | $668.9K | 0.06% | +23+0.1% | Added |
| GWM Advisors LLC | 17,720 | $669.7K | 0.01% | −1,884−9.6% | Reduced |
| HB Wealth Management, LLC | 17,824 | $673.6K | 0.01% | +8,018+81.8% | Added |
| Integrated Advisors Network LLC | 17,887 | $676.0K | 0.04% | +124+0.7% | Added |
| Marshall Financial Group LLC | 17,974 | $679.2K | 0.24% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 18,109 | $686.0K | 0.07% | −10,983−37.8% | Reduced |
| North Star Investment Management Corp. | 18,169 | $686.6K | 0.06% | −110−0.6% | Reduced |
| Allworth Financial LP | 18,277 | $690.7K | 0.01% | +453+2.5% | Added |
| Bokf, NA | 18,087 | $704.3K | 0.02% | −8,709−32.5% | Reduced |
| Advisors Asset Management, Inc. | 18,746 | $708.4K | 0.02% | −4,087−17.9% | Reduced |
| Boston Financial Mangement LLC | 18,883 | $713.6K | 0.03% | −997−5.0% | Reduced |
| Cutler Group LP | 18,966 | $716.0K | 0.11% | +3,985+26.6% | Added |
| Meeder Advisory Services, Inc. | 19,054 | $720.1K | 0.09% | −3,566−15.8% | Reduced |
| Wealthcare Advisory Partners LLC | 19,065 | $720.5K | 0.03% | −1,781−8.5% | Reduced |
| Stephenson National Bank & Trust | 19,434 | $734.4K | 0.41% | +1,505+8.4% | Added |
| TD Waterhouse Canada Inc. | 19,289 | $735.5K | 0.01% | +195+1.0% | Added |
| Avantax Advisory Services, Inc. | 19,486 | $736.4K | 0.01% | +568+3.0% | Added |
| Wedbush Securities Inc | 19,544 | $739.0K | 0.04% | +63+0.3% | Added |
| Western Financial Corp | 19,664 | $743.1K | 0.54% | −893−4.3% | Reduced |
| Harbor Capital Advisors, Inc. | 19,696 | $744.3K | 0.16% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 19,714 | $745.0K | 0.20% | +19,714 | New |
| Assetmark, Inc | 19,775 | $747.3K | 0.00% | −365−1.8% | Reduced |
| Raymond James Trust N.A. | 19,883 | $751.4K | 0.02% | −2,172−9.8% | Reduced |
| Toews Corp | 20,100 | $759.6K | 0.46% | +20,100 | New |
| AlphaStar Capital Management, LLC | 20,301 | $767.2K | 0.10% | +2,255+12.5% | Added |
| Simmons Bank | 20,401 | $771.0K | 0.07% | −955−4.5% | Reduced |
| Hartford Financial Management Inc. | 20,500 | $774.7K | 0.20% | 00.0% | Unchanged |
| Greenleaf Trust | 20,844 | $787.7K | 0.01% | −48−0.2% | Reduced |
| Qtron Investments LLC | 20,975 | $792.6K | 0.15% | +5,872+38.9% | Added |
| Viking Fund Management LLC | 21,000 | $793.6K | 0.16% | 00.0% | Unchanged |
| Oak Thistle LLC | 21,044 | $795.3K | 0.23% | +21,044 | New |
| Affinity Investment Advisors, LLC | 21,065 | $796.0K | 0.51% | −366−1.7% | Reduced |
| Wealthspire Advisors, LLC | 21,235 | $802.5K | 0.01% | −1,370−6.1% | Reduced |
| Wetherby Asset Management Inc | 21,348 | $806.7K | 0.05% | +2,673+14.3% | Added |
| Beck Bode, LLC | 21,349 | $806.8K | 0.21% | −4,230−16.5% | Reduced |
| Los Angeles Capital Management LLC | 21,419 | $809.4K | 0.00% | −123,447−85.2% | Reduced |
| National Asset Management, Inc. | 22,248 | $840.8K | 0.02% | +563+2.6% | Added |
| Westpac Banking Corp | 22,308 | $843.0K | 0.06% | −800−3.5% | Reduced |
| D.A. Davidson & Co. | 22,602 | $854.2K | 0.01% | +2,876+14.6% | Added |
| PGGM Investments | 22,653 | $856.0K | 0.01% | +22,653 | New |
| Adviser Investments LLC | 22,811 | $862.0K | 0.02% | +5,687+33.2% | Added |
| International Assets Investment Management, LLC | 22,319 | $866.0K | 0.12% | −188−0.8% | Reduced |
| Intrust Bank NA | 23,174 | $875.7K | 0.11% | +69+0.3% | Added |
| Buckingham Strategic Wealth, LLC | 23,260 | $879.0K | 0.01% | −178−0.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 23,563 | $890.4K | 0.01% | +5,782+32.5% | Added |
| Park Avenue Securities LLC | 23,835 | $901.0K | 0.01% | +1,623+7.3% | Added |
| Walleye Trading LLC | 24,769 | $936.0K | 0.02% | +8,463+51.9% | Added |
| Sowell Financial Services LLC | 24,793 | $937.0K | 0.06% | −477−1.9% | Reduced |
| Toroso Investments, LLC | 25,081 | $947.8K | 0.03% | +8,721+53.3% | Added |
| Uncommon Cents Investing LLC | 25,195 | $952.1K | 0.35% | +705+2.9% | Added |
| Moody National Bank Trust Division | 25,419 | $960.6K | 0.06% | +3,374+15.3% | Added |