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 |
|---|---|---|---|---|---|
| Marcum Wealth, LLC | 5,803 | $219.3K | 0.03% | −221−3.7% | Reduced |
| Sentry Investment Management LLC | 5,783 | $219.0K | 0.10% | −883−13.2% | Reduced |
| Quad-Cities Investment Group, LLC | 5,776 | $218.3K | 0.15% | +42+0.7% | Added |
| First Hawaiian Bank | 5,772 | $218.1K | 0.01% | +152+2.7% | Added |
| Parallel Advisors, LLC | 5,770 | $218.1K | 0.01% | −238−4.0% | Reduced |
| JFS Wealth Advisors, LLC | 5,754 | $217.4K | 0.02% | −31−0.5% | Reduced |
| StrategIQ Financial Group, LLC | 5,739 | $216.9K | 0.03% | +20.0% | Added |
| Financial Council Asset Management Inc | 5,724 | $216.3K | 0.17% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,684 | $214.8K | 0.00% | −246−4.1% | Reduced |
| RSM US Wealth Management LLC | 5,587 | $211.1K | 0.01% | +81+1.5% | Added |
| Shell Asset Management Co | 5,584 | $211.0K | 0.01% | −179−3.1% | Reduced |
| Resonant Capital Advisors, LLC | 5,582 | $210.9K | 0.02% | +413+8.0% | Added |
| MTM Investment Management, LLC | 5,568 | $210.4K | 0.11% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 5,567 | $210.4K | 0.05% | +5,567 | New |
| Redhawk Wealth Advisors, Inc. | 5,565 | $210.3K | 0.07% | +48+0.9% | Added |
| Penserra Capital Management LLC | 5,573 | $210.0K | 0.00% | −869−13.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 5,548 | $209.7K | 0.09% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,537 | $209.3K | 0.05% | +5,537 | New |
| Kovack Advisors, Inc. | 5,512 | $208.3K | 0.03% | +5,512 | New |
| Baltimore-Washington Financial Advisors, Inc. | 5,471 | $206.7K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,468 | $206.6K | 0.03% | −62−1.1% | Reduced |
| Stonebridge Capital Advisors LLC | 5,438 | $205.5K | 0.02% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 5,425 | $205.0K | 0.03% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 5,419 | $205.0K | 0.23% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 5,424 | $205.0K | 0.07% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,390 | $203.7K | 0.05% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 5,382 | $203.4K | 0.03% | +7+0.1% | Added |
| Truepoint, Inc. | 5,374 | $203.1K | 0.01% | +5,374 | New |
| Hyman Charles D | 5,375 | $203.0K | 0.01% | −125−2.3% | Reduced |
| ABLE Financial Group, LLC | 5,327 | $201.3K | 0.10% | 00.0% | Unchanged |
| Planning Directions Inc | 5,318 | $201.0K | 0.15% | +11+0.2% | Added |
| Capital Investment Advisors, LLC | 5,303 | $200.4K | 0.01% | +5,303 | New |
| Telos Capital Management, Inc. | 5,297 | $200.2K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,104 | $192.9K | 0.03% | +13+0.3% | Added |
| Ci Investments Inc. | 5,020 | $190.0K | 0.00% | −877−14.9% | Reduced |
| Nemes Rush Group LLC | 4,993 | $188.7K | 0.03% | +3+0.1% | Added |
| Geneos Wealth Management Inc. | 4,944 | $186.8K | 0.01% | +148+3.1% | Added |
| Boyd Watterson Asset Management LLC | 4,915 | $185.7K | 0.08% | −27−0.5% | Reduced |
| Tyler-Stone Wealth Management | 4,908 | $185.0K | 0.11% | 00.0% | Unchanged |
| Grove Bank & Trust | 4,887 | $184.7K | 0.04% | −2,448−33.4% | Reduced |
| Parkside Financial Bank & Trust | 4,676 | $176.7K | 0.04% | +214+4.8% | Added |
| Cullen/Frost Bankers, Inc. | 4,614 | $174.4K | 0.00% | +231+5.3% | Added |
| Newton One Investments LLC | 4,578 | $173.0K | 0.10% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,570 | $172.7K | 0.01% | +23+0.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,505 | $170.2K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,478 | $169.2K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 4,474 | $169.1K | 0.08% | −200−4.3% | Reduced |
| State of Wyoming | 4,448 | $168.1K | 0.04% | −851−16.1% | Reduced |
| First Horizon Advisors, Inc. | 4,210 | $159.1K | 0.01% | +6+0.1% | Added |
| First Manhattan Co | 4,180 | $158.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,904 | $147.5K | 0.00% | +14+0.4% | Added |
| Ronald Blue Trust, Inc. | 3,580 | $146.0K | 0.00% | +358+11.1% | Added |
| Eagle Bay Advisors LLC | 3,858 | $145.8K | 0.07% | +1,060+37.9% | Added |
| BluePath Capital Management, LLC | 3,734 | $141.1K | 0.13% | +3,734 | New |
| China Universal Asset Management Co., Ltd. | 3,708 | $140.1K | 0.04% | +2,586+230.5% | Added |
| Carmichael Hill & Associates, Inc. | 3,703 | $139.9K | 0.07% | +32+0.9% | Added |
| Tompkins Financial Corp | 3,632 | $137.3K | 0.02% | −10.0% | Reduced |
| Earnest Partners LLC | 3,396 | $128.3K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,285 | $124.1K | 0.09% | −743−18.4% | Reduced |
| Whittier Trust Co | 3,258 | $123.1K | 0.00% | −249−7.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,250 | $123.0K | 0.02% | −433−11.8% | Reduced |
| Hexagon Capital Partners LLC | 3,213 | $121.4K | 0.03% | +92+2.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,185 | $120.0K | 0.00% | −112−3.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 3,137 | $118.5K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,119 | $117.9K | 0.02% | +1,646+111.7% | Added |
| Indiana Trust & Investment Management CO | 3,089 | $116.7K | 0.06% | +3,089 | New |
| Adirondack Trust Co | 3,069 | $116.0K | 0.06% | +72+2.4% | Added |
| MCF Advisors LLC | 2,936 | $111.0K | 0.01% | +278+10.5% | Added |
| Massmutual Trust Co FSB | 2,908 | $109.9K | 0.00% | +147+5.3% | Added |
| Glassman Wealth Services | 2,838 | $107.3K | 0.02% | +1,117+64.9% | Added |
| Alta Advisers Ltd | 2,800 | $105.8K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,785 | $105.2K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,772 | $104.8K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,769 | $104.6K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 2,615 | $98.8K | 0.02% | −231−8.1% | Reduced |
| Cape Investment Advisory, Inc. | 2,455 | $92.8K | 0.05% | +910+58.9% | Added |
| JNBA Financial Advisors | 2,446 | $92.4K | 0.01% | −200−7.6% | Reduced |
| Focused Wealth Management, Inc | 2,444 | $92.3K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 2,435 | $92.0K | 0.08% | +189+8.4% | Added |
| ORG Partners LLC | 2,346 | $88.7K | 0.03% | +930+65.7% | Added |
| Kapitalo Investimentos Ltda | 2,340 | $88.4K | 0.01% | +2,340 | New |
| Deseret Mutual Benefit Administrators | 2,270 | $85.8K | 0.04% | −119−5.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,238 | $84.6K | 0.00% | +119+5.6% | Added |
| Whittier Trust Co of Nevada Inc | 2,235 | $84.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,214 | $83.7K | 0.01% | −21−0.9% | Reduced |
| Norwood Financial Corp | 2,210 | $83.5K | 0.14% | 00.0% | Unchanged |
| HM Payson & Co | 2,192 | $82.8K | 0.00% | 00.0% | Unchanged |
| Sandia Investment Management LP | 2,189 | $82.7K | 0.02% | −311−12.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,173 | $82.1K | 0.00% | −197−8.3% | Reduced |
| Delta Asset Management LLC | 2,171 | $82.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,085 | $78.8K | 0.01% | 00.0% | Unchanged |
| Headinvest, LLC | 2,146 | $78.6K | 0.02% | +2,146 | New |
| First PREMIER Bank | 1,883 | $71.0K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,850 | $69.9K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,777 | $67.2K | 0.01% | −112−5.9% | Reduced |
| Rock Creek Group, LP | 1,757 | $66.4K | 0.01% | +1,757 | New |
| Logan Capital Management Inc | 1,740 | $65.8K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,712 | $64.7K | 0.02% | +48+2.9% | Added |
| Gables Capital Management Inc. | 1,700 | $64.2K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,692 | $64.0K | 0.07% | 00.0% | Unchanged |