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