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 |
|---|---|---|---|---|---|
| Pathway Financial Advisers, LLC | 1,679 | $63.4K | 0.03% | +1,679 | New |
| Washington Trust Co | 1,650 | $62.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,645 | $62.2K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,623 | $61.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,614 | $61.0K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,575 | $59.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,562 | $59.0K | 0.00% | +18+1.2% | Added |
| Vestor Capital, LLC | 1,512 | $57.0K | 0.01% | −19−1.2% | Reduced |
| Ramirez Asset Management, Inc. | 1,500 | $56.7K | 0.01% | +1,500 | New |
| Authentikos Wealth Advisory, LLC | 1,454 | $54.9K | 0.05% | +1,454 | New |
| Zions Bancorporation, N.A. | 1,383 | $52.3K | 0.00% | −9−0.6% | Reduced |
| Wolff Wiese Magana LLC | 1,337 | $50.5K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,337 | $50.5K | 0.02% | +57+4.5% | Added |
| City State Bank | 1,324 | $50.0K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,321 | $50.0K | 0.00% | +911+222.2% | Added |
| Paradigm Asset Management Co LLC | 1,305 | $49.3K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 1,294 | $48.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,275 | $48.2K | 0.03% | +1,275 | New |
| St Germain D J Co Inc | 1,272 | $48.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,265 | $47.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,261 | $47.6K | 0.02% | +10+0.8% | Added |
| West Paces Advisors Inc. | 1,246 | $47.1K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,189 | $44.9K | 0.00% | −279,422−99.6% | Reduced |
| MV Capital Management, Inc. | 1,165 | $44.0K | 0.01% | +79+7.3% | Added |
| Operose Advisors LLC | 1,104 | $41.7K | 0.02% | +850+334.6% | Added |
| Tortoise Investment Management, LLC | 1,074 | $40.6K | 0.01% | +3+0.3% | Added |
| Capital Analysts, LLC | 994 | $38.0K | 0.00% | +7+0.7% | Added |
| Leonteq Securities AG | 1,000 | $37.8K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $37.8K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $37.8K | 0.03% | +1,000 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $36.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 967 | $36.5K | 0.01% | −1,071−52.6% | Reduced |
| EverSource Wealth Advisors, LLC | 958 | $36.2K | 0.00% | +18+1.9% | Added |
| Strengthening Families & Communities, LLC | 954 | $36.0K | 0.02% | +95+11.1% | Added |
| First Financial Corp | 935 | $35.3K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 870 | $35.3K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 923 | $34.9K | 0.01% | +209+29.3% | Added |
| AllSquare Wealth Management LLC | 898 | $33.9K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 857 | $32.4K | 0.01% | −9,734−91.9% | Reduced |
| Pittenger & Anderson Inc | 850 | $32.1K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 845 | $31.9K | 0.02% | −25−2.9% | Reduced |
| NVWM, LLC | 837 | $31.6K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 837 | $31.6K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 832 | $31.4K | 0.01% | +832 | New |
| Addison Advisors LLC | 825 | $31.2K | 0.01% | +276+50.3% | Added |
| Loomis Sayles & Co L P | 815 | $31.0K | 0.00% | +92+12.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 815 | $30.8K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 814 | $30.8K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 812 | $30.7K | 0.07% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 805 | $30.4K | 0.05% | +400+98.8% | Added |
| Jones Financial Companies LLLP | 773 | $29.2K | 0.00% | −751−49.3% | Reduced |
| Bartlett & Co. LLC | 758 | $29.0K | 0.00% | −8−1.0% | Reduced |
| Beacon Capital Management, LLC | 707 | $28.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 758 | $28.6K | 0.00% | −8−1.0% | Reduced |
| Salomon & Ludwin, LLC | 740 | $28.0K | 0.00% | +740 | New |
| Catalyst Capital Advisors LLC | 736 | $27.8K | 0.00% | +188+34.3% | Added |
| Evolution Advisers, Inc. | 723 | $27.0K | 0.02% | +6+0.8% | Added |
| Independence Bank of Kentucky | 700 | $26.5K | 0.01% | −58−7.7% | Reduced |
| Capital Advisors, Ltd. LLC | 700 | $26.0K | 0.00% | −4−0.6% | Reduced |
| GW&K Investment Management, LLC | 696 | $26.0K | 0.00% | +392+128.9% | Added |
| Missouri Trust & Investment Co | 630 | $23.8K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 659 | $23.5K | 0.00% | +659 | New |
| Optimum Investment Advisors | 622 | $23.5K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 622 | $23.5K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 600 | $22.7K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 600 | $22.7K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 590 | $22.3K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 590 | $22.3K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 559 | $21.1K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 582 | $21.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 554 | $20.9K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 550 | $20.8K | 0.01% | +550 | New |
| Financial Perspectives, Inc | 508 | $19.2K | 0.01% | +4+0.8% | Added |
| Covestor Ltd | 499 | $19.0K | 0.01% | +8+1.6% | Added |
| Aquatic Capital Management LLC | 500 | $19.0K | 0.00% | +500 | New |
| Monetary Management Group Inc | 500 | $18.9K | 0.01% | −200−28.6% | Reduced |
| Wela Strategies, Inc. | 18,702 | $18.7K | 0.01% | +18,702 | New |
| Barrett & Company, Inc. | 490 | $18.5K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 474 | $18.0K | 0.01% | −2,422−83.6% | Reduced |
| Resources Management Corp | 480 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 450 | $17.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 518 | $17.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 449 | $17.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 439 | $16.6K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 430 | $16.3K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 414 | $15.6K | 0.00% | +63+17.9% | Added |
| Legacy Financial Group LLC | 406 | $15.3K | 0.00% | +406 | New |
| Park Place Capital Corp | 399 | $15.1K | 0.00% | −110−21.6% | Reduced |
| TCTC Holdings, LLC | 393 | $14.9K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 384 | $14.5K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 383 | $14.5K | 0.01% | −47−10.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 383 | $14.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 382 | $14.0K | 0.00% | +77+25.2% | Added |
| Bell Investment Advisors, Inc | 368 | $13.9K | 0.00% | +102+38.3% | Added |
| GHP Investment Advisors, Inc. | 347 | $13.9K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 364 | $13.8K | 0.00% | +364 | New |
| Systematic Financial Management LP | 349 | $13.2K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 350 | $13.0K | 0.01% | +350 | New |
| Rocky Mountain Advisers, LLC | 340 | $12.8K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 339 | $12.8K | 0.00% | 00.0% | Unchanged |