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