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 |
|---|---|---|---|---|---|
| Hendershot Investments Inc. | 8,371 | $316.3K | 0.05% | 00.0% | Unchanged |
| GTS Securities LLC | 8,339 | $315.1K | 0.01% | +8,339 | New |
| Centennial Wealth Advisory LLC | 8,221 | $310.7K | 0.17% | −235−2.8% | Reduced |
| Cohen Klingenstein LLC | 8,200 | $309.9K | 0.01% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 8,102 | $306.2K | 0.06% | −6−0.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 8,098 | $306.0K | 0.08% | +2,212+37.6% | Added |
| Summit Trail Advisors, LLC | 8,077 | $305.2K | 0.01% | +468+6.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,030 | $303.5K | 0.10% | +8,030 | New |
| Fox Run Management, L.L.C. | 7,986 | $301.8K | 0.09% | +7,986 | New |
| TownSquare Capital, LLC | 7,974 | $301.3K | 0.01% | +659+9.0% | Added |
| Harvest Fund Management Co., Ltd | 7,931 | $300.0K | 0.05% | +2,947+59.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,902 | $299.0K | 0.20% | +2,000+33.9% | Added |
| Principal Street Partners, LLC | 7,867 | $297.3K | 0.06% | −93−1.2% | Reduced |
| Insight Advisors, LLC | 7,834 | $296.0K | 0.07% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 7,815 | $295.3K | 0.05% | −752−8.8% | Reduced |
| Apollon Wealth Management, LLC | 7,799 | $294.7K | 0.01% | +1,608+26.0% | Added |
| EP Wealth Advisors, LLC | 7,787 | $294.3K | 0.00% | −279−3.5% | Reduced |
| Tiemann Investment Advisors, LLC | 7,775 | $293.8K | 0.16% | −300−3.7% | Reduced |
| Thomasville National Bank | 7,741 | $292.5K | 0.03% | +241+3.2% | Added |
| XTX Topco Ltd | 7,731 | $292.2K | 0.05% | +7,731 | New |
| Global Retirement Partners, LLC | 7,736 | $289.4K | 0.01% | −22−0.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 7,653 | $289.0K | 0.14% | +97+1.3% | Added |
| Cassaday & Co Wealth Management LLC | 7,610 | $287.6K | 0.01% | +991+15.0% | Added |
| DGS Capital Management, LLC | 7,557 | $285.6K | 0.14% | −376−4.7% | Reduced |
| Maven Securities LTD | 7,527 | $284.4K | 0.03% | +1,175+18.5% | Added |
| Wealth Management Solutions, LLC | 7,527 | $284.4K | 0.20% | +6+0.1% | Added |
| Hollencrest Capital Management | 7,500 | $283.4K | 0.03% | 00.0% | Unchanged |
| Comerica Securities,inc. | 7,451 | $281.6K | 0.02% | −1,056−12.4% | Reduced |
| Change Path, LLC | 7,444 | $281.0K | 0.02% | −2,953−28.4% | Reduced |
| UniSuper Management Pty Ltd | 7,400 | $279.6K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 7,390 | $279.3K | 0.01% | −230−3.0% | Reduced |
| Wedmont Private Capital | 7,188 | $278.2K | 0.03% | +654+10.0% | Added |
| Stock Yards Bank & Trust Co | 7,357 | $278.0K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 7,313 | $276.4K | 0.02% | +472+6.9% | Added |
| Front Barnett Associates LLC | 7,274 | $275.0K | 0.03% | 00.0% | Unchanged |
| Coastline Trust Co | 7,218 | $272.8K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 6,693 | $271.9K | 0.00% | +6,383+2,059.0% | Added |
| Fukoku Mutual Life Insurance Co | 7,110 | $268.7K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7,107 | $268.6K | 0.03% | +6,206+688.8% | Added |
| Kepos Capital LP | 7,103 | $268.0K | 0.05% | +2,078+41.4% | Added |
| Verdence Capital Advisors LLC | 7,088 | $267.9K | 0.03% | +309+4.6% | Added |
| Ellenbecker Investment Group | 7,089 | $267.0K | 0.07% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 7,046 | $266.3K | 0.01% | +7,046 | New |
| Harbour Capital Advisors, LLC | 7,025 | $265.5K | 0.08% | −207−2.9% | Reduced |
| Moors & Cabot, Inc. | 7,005 | $264.7K | 0.02% | +303+4.5% | Added |
| Univest Financial Corp | 7,001 | $264.6K | 0.09% | +30+0.4% | Added |
| First Heartland Consultants, Inc. | 6,926 | $262.0K | 0.03% | −118−1.7% | Reduced |
| Good Life Advisors, LLC | 6,871 | $259.7K | 0.03% | +114+1.7% | Added |
| Diversified, LLC | 6,863 | $259.3K | 0.07% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 6,852 | $258.9K | 0.00% | −475−6.5% | Reduced |
| Gitterman Wealth Management, LLC | 6,844 | $258.7K | 0.12% | +6,844 | New |
| Snowden Capital Advisors LLC | 6,802 | $257.0K | 0.01% | −76−1.1% | Reduced |
| CX Institutional | 6,782 | $256.3K | 0.01% | +26+0.4% | Added |
| Vise Technologies, Inc. | 6,769 | $255.8K | 0.06% | +6,769 | New |
| Successful Portfolios LLC | 6,769 | $255.8K | 0.23% | −13−0.2% | Reduced |
| Essex Financial Services, Inc. | 6,741 | $254.7K | 0.03% | +8+0.1% | Added |
| Trustco Bank Corp N Y | 6,698 | $253.1K | 0.29% | −85−1.3% | Reduced |
| Accel Wealth Management | 6,673 | $252.2K | 0.14% | −24−0.4% | Reduced |
| Stratos Wealth Advisors, LLC | 6,669 | $252.1K | 0.02% | −1,507−18.4% | Reduced |
| Capital Investment Advisory Services, LLC | 6,660 | $251.7K | 0.02% | +205+3.2% | Added |
| Level Four Advisory Services, LLC | 6,650 | $251.3K | 0.02% | +194+3.0% | Added |
| Geller Advisors LLC | 6,580 | $248.7K | 0.03% | +1,559+31.0% | Added |
| Clarius Group, LLC | 6,576 | $248.5K | 0.02% | −1,503−18.6% | Reduced |
| Carret Asset Management, LLC | 6,554 | $247.7K | 0.03% | +750+12.9% | Added |
| Foundations Investment Advisors, LLC | 6,516 | $246.2K | 0.01% | −83−1.3% | Reduced |
| Himension Fund | 6,510 | $246.0K | 0.03% | +6,510 | New |
| Beta Wealth Group, Inc. | 6,505 | $245.8K | 0.15% | +205+3.3% | Added |
| Aptus Capital Advisors, LLC | 6,481 | $244.9K | 0.01% | +6,481 | New |
| We Are One Seven, LLC | 6,449 | $243.7K | 0.02% | +9+0.1% | Added |
| Court Place Advisors, LLC | 6,390 | $241.5K | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,384 | $241.3K | 0.02% | +528+9.0% | Added |
| Baker Tilly Wealth Management, LLC | 6,382 | $241.2K | 0.04% | −29−0.5% | Reduced |
| Gladstone Institutional Advisory LLC | 6,379 | $241.1K | 0.02% | +218+3.5% | Added |
| Dorsey & Whitney Trust CO LLC | 6,365 | $240.5K | 0.02% | −1,636−20.4% | Reduced |
| NBT Bank N A | 6,363 | $240.5K | 0.02% | −68−1.1% | Reduced |
| Investment Management Corp of Ontario | 6,344 | $239.7K | 0.01% | +6,344 | New |
| Boothbay Fund Management, LLC | 6,338 | $239.5K | 0.01% | +6,338 | New |
| Fulton Bank, N.A. | 6,338 | $239.5K | 0.01% | −2,515−28.4% | Reduced |
| Johnson Investment Counsel Inc | 6,338 | $239.5K | 0.00% | +184+3.0% | Added |
| BancorpSouth Bank | 6,328 | $239.1K | 0.02% | −69−1.1% | Reduced |
| Financial Advocates Investment Management | 6,313 | $238.6K | 0.02% | −886−12.3% | Reduced |
| Lakeview Capital Partners, LLC | 6,201 | $234.3K | 0.05% | −694−10.1% | Reduced |
| Segment Wealth Management, LLC | 6,191 | $234.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,183 | $233.7K | 0.01% | +2,805+83.0% | Added |
| First Command Advisory Services, Inc. | 6,142 | $232.1K | 0.00% | +6,142 | New |
| Davenport & Co LLC | 6,125 | $231.4K | 0.00% | −2,345−27.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,106 | $230.7K | 0.11% | −44−0.7% | Reduced |
| Atlas Capital Advisors LLC | 6,087 | $230.0K | 0.04% | −195−3.1% | Reduced |
| Key Financial Inc | 6,073 | $229.5K | 0.08% | −14−0.2% | Reduced |
| KLCM Advisors, Inc. | 6,055 | $228.8K | 0.04% | +6,055 | New |
| Ledyard National Bank | 6,040 | $228.3K | 0.03% | −72−1.2% | Reduced |
| Abbrea Capital, LLC | 6,029 | $228.0K | 0.04% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 6,028 | $227.8K | 0.13% | +14+0.2% | Added |
| CIC Wealth, LLC | 6,023 | $227.6K | 0.08% | +11+0.2% | Added |
| Clifford Swan Investment Counsel LLC | 6,006 | $227.0K | 0.01% | +84+1.4% | Added |
| NorthRock Partners, LLC | 6,006 | $227.0K | 0.02% | +970+19.3% | Added |
| Greenfield Savings Bank | 5,981 | $226.0K | 0.14% | −315−5.0% | Reduced |
| Glen Eagle Advisors, LLC | 5,935 | $224.3K | 0.05% | +461+8.4% | Added |
| Enterprise Financial Services Corp | 5,931 | $224.1K | 0.15% | +38+0.6% | Added |
| Chicago Trust Co NA | 5,882 | $222.3K | 0.06% | −84−1.4% | Reduced |