Exelon Corp

EXC

Exchange: Nasdaq
Industry: Electric & Other Services Combined
SEC CIK: 0001109357

SEC filings (opens in a new tab)

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.

Institutional holdersQ3 2023: 1,001 institutions

Value heldQ3 2023: $30.9B

Institutions holding EXC and their total value by quarter
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.

Institutions holding EXC in Q3 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
FinTrust Capital Advisors, LLC	325	$12.3K	0.00%	00.0%	Unchanged
Impact Partnership Wealth, LLC	316	$11.9K	0.00%	+200+172.4%	Added
Mark Sheptoff Financial Planning, LLC	300	$11.3K	0.01%	00.0%	Unchanged
Cambridge Trust Co	297	$11.2K	0.00%	−59−16.6%	Reduced
Baker Avenue Asset Management, LP	293	$11.1K	0.00%	+71+32.0%	Added
Dividend Assets Capital, LLC	299	$11.0K	0.00%	00.0%	Unchanged
West Branch Capital LLC	289	$10.9K	0.01%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	282	$10.7K	0.01%	00.0%	Unchanged
Annapolis Financial Services, LLC	279	$10.5K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	275	$10.4K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	271	$10.2K	0.01%	+3+1.1%	Added
Caldwell Sutter Capital, Inc.	261	$9.86K	0.01%	00.0%	Unchanged
Chesapeake Asset Management LLC	250	$9.46K	0.01%	00.0%	Unchanged
Laurel Wealth Advisors LLC	250	$9.45K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	246	$9.30K	0.00%	00.0%	Unchanged
DB Wealth Management Group, LLC	246	$9.30K	0.01%	00.0%	Unchanged
McIlrath & Eck, LLC	241	$9.11K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	225	$8.50K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	223	$8.43K	0.00%	00.0%	Unchanged
Ancora Advisors, LLC	214	$8.09K	0.00%	00.0%	Unchanged
Ulland Investment Advisors, LLC	200	$8.00K	0.01%	00.0%	Unchanged
West Financial Advisors, LLC	205	$7.75K	0.00%	+205	New
Carolinas Wealth Consulting LLC	197	$7.67K	0.00%	−239−54.8%	Reduced
Heritage Wealth Advisors	200	$7.56K	0.00%	00.0%	Unchanged
Creative Capital Management Investments LLC	200	$7.56K	0.01%	00.0%	Unchanged
Piscataqua Savings Bank	200	$7.56K	0.01%	00.0%	Unchanged
Northwest Capital Management Inc	190	$7.18K	0.00%	−742−79.6%	Reduced
Mascoma Wealth Management LLC	188	$7.11K	0.00%	00.0%	Unchanged
Valley National Advisers Inc	189	$7.00K	0.00%	+169+845.0%	Added
Proffitt & Goodson Inc	185	$6.99K	0.00%	00.0%	Unchanged
Clean Yield Group	174	$6.97K	0.00%	−142−44.9%	Reduced
Bogart Wealth, LLC	184	$6.95K	0.00%	00.0%	Unchanged
JDM Financial Group LLC	176	$6.65K	0.01%	00.0%	Unchanged
Retirement Group, LLC	165	$6.24K	0.00%	00.0%	Unchanged
KB Financial Partners, LLC	152	$6.00K	0.00%	00.0%	Unchanged
Householder Group Estate & Retirement Specialist, LLC	158	$5.99K	0.00%	+158	New
Carmel Capital Partners, LLC	155	$5.86K	0.00%	+155	New
Baldwin Brothers Inc	150	$5.67K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	143	$5.35K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	137	$5.18K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	137	$5.18K	0.00%	00.0%	Unchanged
RFP Financial Group LLC	134	$5.06K	0.00%	00.0%	Unchanged
ClariVest Asset Management LLC	146	$5.00K	0.00%	+13+9.8%	Added
Tower View Investment Management & Research LLC	134	$5.00K	0.00%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	127	$4.80K	0.00%	00.0%	Unchanged
American National Bank	125	$4.72K	0.00%	00.0%	Unchanged
SRS Capital Advisors, Inc.	125	$4.72K	0.00%	00.0%	Unchanged
Abound Wealth Management	118	$4.47K	0.00%	−10−7.8%	Reduced
Colonial Trust Advisors	114	$4.31K	0.00%	+4+3.6%	Added
GPS Wealth Strategies Group, LLC	110	$4.16K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	109	$4.12K	0.00%	−94−46.3%	Reduced
Thompson Investment Management, Inc.	108	$4.08K	0.00%	+108	New
Clear Street Markets LLC	112	$4.00K	0.00%	−224−66.7%	Reduced
Steward Financial Group LLC	113	$4.00K	0.00%	+113	New
Sunbelt Securities, Inc.	100	$3.78K	0.00%	−117−53.9%	Reduced
Arrow Financial Corp	100	$3.78K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	100	$3.78K	0.00%	00.0%	Unchanged
Red Tortoise LLC	95	$3.59K	0.00%	00.0%	Unchanged
Pinnacle Bancorp, Inc.	93	$3.51K	0.00%	00.0%	Unchanged
Semmax Financial Advisors Inc.	86	$3.33K	0.00%	+86	New
Paladin Advisory Group, LLC	87	$3.29K	0.00%	00.0%	Unchanged
Exchange Traded Concepts, LLC	86	$3.25K	0.00%	−42−32.8%	Reduced
Jackson, Grant Investment Advisers, Inc.	85	$3.21K	0.00%	00.0%	Unchanged
South State Corp.	80	$3.02K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	80	$3.02K	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	93	$3.00K	0.00%	00.0%	Unchanged
Motco	78	$2.95K	0.00%	−49−38.6%	Reduced
TFC Financial Management	73	$2.77K	0.00%	+29+65.9%	Added
Manchester Capital Management LLC	55	$2.08K	0.00%	+41+292.9%	Added
DT Investment Partners, LLC	53	$2.00K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	53	$2.00K	0.00%	00.0%	Unchanged
Guardian Wealth Management, Inc.	52	$1.98K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	47	$1.78K	0.00%	+19+67.9%	Added
Headlands Technologies LLC	46	$1.74K	0.00%	−28,189−99.8%	Reduced
USA Financial Portformulas Corp	46	$1.74K	0.00%	−8−14.8%	Reduced
Private Ocean, LLC	38	$1.44K	0.00%	00.0%	Unchanged
Cedar Wealth Management, LLC	33	$1.25K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	28	$1.06K	0.00%	00.0%	Unchanged
Macroview Investment Management LLC	27	$1.02K	0.00%	+27	New
Avion Wealth	50	$1.00K	0.00%	+13+35.1%	Added
West Oak Capital, LLC	16	$1.00K	0.00%	00.0%	Unchanged
Tobam	18	$1.00K	0.00%	+18	New
Arlington Partners LLC	26	$983	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	26	$983	0.00%	+26	New
Arlington Trust Co LLC	26	$983	0.00%	+26	New
Anchor Investment Management, LLC	25	$945	0.00%	00.0%	Unchanged
Perkins Coie Trust Co	23	$869	0.00%	+23	New
LGT Financial Advisors LLC	23	$869	0.00%	+23	New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	20	$755	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	18	$681	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	18	$681	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	16	$605	0.00%	+16	New
Delos Wealth Advisors, LLC	15	$602	0.00%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	13	$491	0.00%	00.0%	Unchanged
True Wealth Design, LLC	11	$416	0.00%	00.0%	Unchanged
Spartan Planning & Wealth Management	9	$340	0.00%	+9	New
Tfo-TDC, LLC	6	$244	0.00%	+6	New
Coppell Advisory Solutions LLC	4	$173	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	4	$152	0.00%	+4	New
Level Financial Advisors, Inc.	0	$17	0.00%	−45−100.0%	Reduced