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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 25,586 | $966.9K | 0.09% | −2,588−9.2% | Reduced |
| Everence Capital Management Inc | 26,010 | $983.0K | 0.08% | −8,400−24.4% | Reduced |
| Cetera Advisors LLC | 26,155 | $988.4K | 0.02% | +988+3.9% | Added |
| Ieq Capital, LLC | 26,248 | $991.9K | 0.02% | +1,581+6.4% | Added |
| Sompo Asset Management Co., Ltd. | 26,400 | $997.7K | 0.22% | +18,620+239.3% | Added |
| United Services Automobile Association | 26,549 | $1.00M | 0.03% | +2,382+9.9% | Added |
| Squarepoint Ops LLC | 27,015 | $1.02M | 0.00% | −105,065−79.5% | Reduced |
| Lido Advisors, LLC | 27,666 | $1.05M | 0.01% | +820+3.1% | Added |
| Ninepoint Partners LP | 27,685 | $1.05M | 0.11% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 27,689 | $1.05M | 0.05% | +351+1.3% | Added |
| Atria Investments LLC | 28,130 | $1.06M | 0.02% | +25+0.1% | Added |
| Cornerstone National Bank & Trust Co | 28,589 | $1.08M | 0.66% | −231−0.8% | Reduced |
| Samjo Capital LLC | 28,600 | $1.08M | 0.43% | +28,600 | New |
| Providence Wealth Advisors, LLC | 29,925 | $1.09M | 1.22% | +359+1.2% | Added |
| CWM, LLC | 29,109 | $1.10M | 0.01% | −1,761−5.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 29,135 | $1.10M | 0.05% | +1,430+5.2% | Added |
| Transcend Wealth Collective, LLC | 29,249 | $1.11M | 0.11% | −5,089−14.8% | Reduced |
| Community Bank, N.A. | 29,256 | $1.11M | 0.15% | +3,955+15.6% | Added |
| Blair William & Co | 29,274 | $1.11M | 0.00% | +1,018+3.6% | Added |
| Nippon Life Global Investors Americas, Inc. | 29,790 | $1.13M | 0.07% | −7,110−19.3% | Reduced |
| Wexford Capital LP | 30,030 | $1.13M | 0.26% | −67,208−69.1% | Reduced |
| Strategic Blueprint, LLC | 30,562 | $1.15M | 0.11% | +1,497+5.2% | Added |
| Steward Partners Investment Advisory, LLC | 31,110 | $1.18M | 0.02% | +1,294+4.3% | Added |
| Peapack Gladstone Financial Corp | 31,334 | $1.18M | 0.02% | −25−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 31,412 | $1.19M | 0.03% | +40+0.1% | Added |
| MAI Capital Management | 31,469 | $1.19M | 0.02% | +2,577+8.9% | Added |
| Assenagon Asset Management S.A. | 31,500 | $1.19M | 0.00% | −140,375−81.7% | Reduced |
| Twin Capital Management Inc | 31,585 | $1.19M | 0.17% | −2,370−7.0% | Reduced |
| Asset Dedication, LLC | 31,832 | $1.20M | 0.10% | +2,550+8.7% | Added |
| Advanced Asset Management Advisors Inc | 31,742 | $1.20M | 0.29% | +20.0% | Added |
| Baillie Gifford & Co | 31,818 | $1.20M | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 31,846 | $1.20M | 0.04% | −10,369−24.6% | Reduced |
| Kingsview Wealth Management, LLC | 32,160 | $1.22M | 0.04% | +2,266+7.6% | Added |
| StoneX Group Inc. | 32,759 | $1.24M | 0.13% | +1,849+6.0% | Added |
| Argyle Capital Management Inc. | 33,042 | $1.25M | 0.46% | 00.0% | Unchanged |
| Strategic Advisors LLC | 33,345 | $1.26M | 0.25% | +3,457+11.6% | Added |
| VELA Investment Management, LLC | 33,618 | $1.27M | 0.56% | +2,778+9.0% | Added |
| Tiaa Trust, National Association | 33,746 | $1.28M | 0.00% | +33,746 | New |
| FRG Family Wealth Advisors LLC | 33,924 | $1.28M | 0.29% | −3,745−9.9% | Reduced |
| Empirical Finance, LLC | 34,150 | $1.29M | 0.09% | +3,242+10.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 34,229 | $1.29M | 0.10% | −1,473−4.1% | Reduced |
| Covington Investment Advisors Inc. | 34,287 | $1.30M | 0.27% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 34,409 | $1.30M | 0.06% | +9,411+37.6% | Added |
| Pensionfund Sabic | 34,500 | $1.30M | 0.46% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 34,739 | $1.31M | 0.03% | +11,932+52.3% | Added |
| Baird Financial Group, Inc. | 34,866 | $1.32M | 0.00% | −1,016−2.8% | Reduced |
| Lincoln National Corp | 34,927 | $1.32M | 0.03% | +764+2.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 35,260 | $1.33M | 0.02% | +1,067+3.1% | Added |
| Radnor Capital Management, LLC | 36,708 | $1.39M | 0.28% | −4,123−10.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 36,998 | $1.40M | 0.01% | −329,559−89.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 37,096 | $1.40M | 0.09% | +424+1.2% | Added |
| Duality Advisers, LP | 37,511 | $1.42M | 0.17% | +37,511 | New |
| Trust Co of Toledo NA | 38,242 | $1.45M | 0.28% | −538−1.4% | Reduced |
| Edgestream Partners, L.P. | 38,754 | $1.46M | 0.12% | +38,754 | New |
| Ameritas Investment Partners, Inc. | 39,351 | $1.49M | 0.06% | +5,970+17.9% | Added |
| Etesian Wealth Advisors, Inc. | 40,591 | $1.53M | 1.03% | −905−2.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 41,001 | $1.55M | 0.10% | −5,497−11.8% | Reduced |
| Metropolitan Life Insurance Co | 41,176 | $1.56M | 0.08% | −2,166−5.0% | Reduced |
| Cerity Partners LLC | 41,653 | $1.57M | 0.01% | −74,236−64.1% | Reduced |
| Quaero Capital S.A. | 41,950 | $1.59M | 1.51% | −11,550−21.6% | Reduced |
| Pathstone Family Office, LLC | 42,417 | $1.61M | 0.01% | +21,238+100.3% | Added |
| Ostrum Asset Management | 42,535 | $1.61M | 0.15% | +11,803+38.4% | Added |
| L & S Advisors Inc | 42,729 | $1.61M | 0.23% | +42,729 | New |
| Cetera Investment Advisers | 42,912 | $1.62M | 0.01% | +616+1.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 42,971 | $1.62M | 0.04% | +5,988+16.2% | Added |
| Thrivent Financial for Lutherans | 43,668 | $1.65M | 0.00% | −508−1.1% | Reduced |
| NEOS Investment Management LLC | 43,934 | $1.66M | 0.21% | +43,934 | New |
| Rothschild Investment Corp | 44,026 | $1.66M | 0.14% | +943+2.2% | Added |
| Twinbeech Capital LP | 44,493 | $1.68M | 0.03% | −108,893−71.0% | Reduced |
| E. Ohman J:or Asset Management AB | 44,924 | $1.70M | 0.06% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 45,792 | $1.73M | 0.19% | +11,586+33.9% | Added |
| Benjamin Edwards Inc | 46,052 | $1.74M | 0.41% | −1,374−2.9% | Reduced |
| Brown Advisory Inc | 47,063 | $1.78M | 0.00% | −1,753−3.6% | Reduced |
| Narwhal Capital Management | 47,180 | $1.78M | 0.22% | −30.0% | Reduced |
| Econ Financial Services Corp | 47,839 | $1.81M | 1.32% | +47,839 | New |
| Savant Capital, LLC | 47,840 | $1.81M | 0.03% | +4,497+10.4% | Added |
| Advisor Partners II, LLC | 47,910 | $1.81M | 0.07% | +2,102+4.6% | Added |
| Johnson Financial Group, Inc. | 48,130 | $1.82M | 0.13% | −4,548−8.6% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 48,200 | $1.82M | 0.05% | 00.0% | Unchanged |
| Essex LLC | 48,455 | $1.83M | 0.51% | −6,613−12.0% | Reduced |
| SG Americas Securities, LLC | 48,719 | $1.84M | 0.02% | −304,481−86.2% | Reduced |
| Capital Fund Management S.A. | 48,744 | $1.84M | 0.02% | +48,744 | New |
| Jamison Private Wealth Management, Inc. | 48,840 | $1.85M | 0.38% | +48,840 | New |
| Brookstone Capital Management | 46,812 | $1.86M | 0.04% | −1,148−2.4% | Reduced |
| WealthTrust Axiom LLC | 49,604 | $1.87M | 0.67% | −2,243−4.3% | Reduced |
| Vestcor Inc | 49,768 | $1.88M | 0.07% | −3,606−6.8% | Reduced |
| Green Square Capital Advisors LLC | 49,813 | $1.88M | 0.25% | −99−0.2% | Reduced |
| Credit Agricole S A | 50,152 | $1.90M | 0.06% | +12,856+34.5% | Added |
| Vident Advisory, LLC | 50,408 | $1.90M | 0.06% | +50,408 | New |
| Northwestern Mutual Wealth Management Co | 50,542 | $1.91M | 0.00% | −27,459−35.2% | Reduced |
| Keeley-Teton Advisors, LLC | 50,866 | $1.92M | 0.27% | −60.0% | Reduced |
| New Mexico Educational Retirement Board | 51,759 | $1.96M | 0.08% | +3,500+7.3% | Added |
| Foster & Motley Inc | 51,795 | $1.96M | 0.16% | −3,125−5.7% | Reduced |
| Atom Investors LP | 51,969 | $1.96M | 0.45% | +51,969 | New |
| Quantinno Capital Management LP | 52,309 | $1.98M | 0.09% | +13,442+34.6% | Added |
| Iowa State Bank | 52,572 | $1.99M | 0.52% | −735−1.4% | Reduced |
| Norinchukin Bank, The | 52,685 | $1.99M | 0.05% | −70,622−57.3% | Reduced |
| Agf Management Ltd | 52,790 | $1.99M | 0.01% | −22,258−29.7% | Reduced |
| Transform Wealth, LLC | 52,947 | $2.00M | 0.21% | −4,643−8.1% | Reduced |
| Commerce Bank | 53,104 | $2.01M | 0.02% | −771−1.4% | Reduced |