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Livermore
Livermore
ZHEN

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, Q4 2023

Institutional positions in Exelon Corp as of Dec 31, 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
1,020
+35 vs. Q3 2023
Shares held
809.5M
−7.09M (−0.9%) vs. Q3 2023
Total value
$29.1B
−$1.80B (−5.8%) vs. Q3 2023
New holders
140
337 more added
Sold out
105
383 more reduced

16 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,020 institutions
Q1 2021: 925 institutionsQ2 2021: 923 institutionsQ3 2021: 937 institutionsQ4 2021: 1,071 institutionsQ1 2022: 1,026 institutionsQ2 2022: 1,021 institutionsQ3 2022: 990 institutionsQ4 2022: 1,007 institutionsQ1 2023: 1,003 institutionsQ2 2023: 1,005 institutionsQ3 2023: 1,001 institutionsQ4 2023: 1,020 institutionsQ1 2024: 1,009 institutionsQ2 2024: 992 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,102 institutionsQ1 2025: 1,196 institutionsQ2 2025: 1,177 institutionsQ3 2025: 1,201 institutionsQ4 2025: 1,249 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,291 institutions
Value heldQ4 2023: $29.1B
Q1 2021: $34.1BQ2 2021: $34.9BQ3 2021: $38.1BQ4 2021: $45.4BQ1 2022: $38.4BQ2 2022: $36.8BQ3 2022: $30.3BQ4 2022: $35.2BQ1 2023: $34.2BQ2 2023: $33.0BQ3 2023: $30.9BQ4 2023: $29.1BQ1 2024: $30.9BQ2 2024: $28.7BQ3 2024: $33.2BQ4 2024: $30.8BQ1 2025: $38.3BQ2 2025: $36.8BQ3 2025: $38.1BQ4 2025: $40.2BQ1 2026: $45.1BQ2 2026: $44.2B
Institutions holding EXC and their total value by quarter
QuarterHoldersValue
Q2 20261,291$44.2B
Q1 20261,285$45.1B
Q4 20251,249$40.2B
Q3 20251,201$38.1B
Q2 20251,177$36.8B
Q1 20251,196$38.3B
Q4 20241,102$30.8B
Q3 20241,055$33.2B
Q2 2024992$28.7B
Q1 20241,009$30.9B
Q4 20231,020$29.1B
Q3 20231,001$30.9B
Q2 20231,005$33.0B
Q1 20231,003$34.2B
Q4 20221,007$35.2B
Q3 2022990$30.3B
Q2 20221,021$36.8B
Q1 20221,026$38.4B
Q4 20211,071$45.4B
Q3 2021937$38.1B
Q2 2021923$34.9B
Q1 2021925$34.1B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q3 2023.

Institutions holding EXC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$70.00%0New
Level Financial Advisors, Inc.0$160.00%0Unchanged
DHJJ Financial Advisors, Ltd.4$1440.00%00.0%Unchanged
Tfo-TDC, LLC6$2150.00%00.0%Unchanged
Spartan Planning & Wealth Management9$3230.00%00.0%Unchanged
Evermay Wealth Management LLC10$3590.00%+10New
Kayne Anderson Rudnick Investment Management LLC11$3950.00%−2−15.4%Reduced
True Wealth Design, LLC11$3950.00%00.0%Unchanged
Caitlin John, LLC11$3980.00%+11New
ClariVest Asset Management LLC13$4660.00%−133−91.1%Reduced
WestEnd Advisors, LLC14$5030.00%−12−46.2%Reduced
Delos Wealth Advisors, LLC15$5390.00%00.0%Unchanged
Cornerstone Planning Group LLC16$5740.00%00.0%Unchanged
Trifecta Capital Advisors, LLC18$6470.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC20$7180.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.18$7790.00%00.0%Unchanged
TFC Financial Management23$8330.00%−50−68.5%Reduced
Anchor Investment Management, LLC25$8980.00%00.0%Unchanged
Arlington Trust Co LLC26$9330.00%00.0%Unchanged
West Oak Capital, LLC16$1.00K0.00%00.0%Unchanged
Avion Wealth39$1.00K0.00%−11−22.0%Reduced
Frank, Rimerman Advisors LLC28$1.00K0.00%+28New
PSI Advisors, LLC28$1.01K0.00%00.0%Unchanged
Cedar Wealth Management, LLC33$1.19K0.00%00.0%Unchanged
Private Ocean, LLC38$1.36K0.00%00.0%Unchanged
Motco40$1.44K0.00%−38−48.7%Reduced
Aspect Partners, LLC40$1.44K0.00%+40New
SJS Investment Consulting Inc.42$1.51K0.00%−5−10.6%Reduced
Valued Wealth Advisors LLC46$1.74K0.00%+46New
Rakuten Securities, Inc.50$1.79K0.00%+50New
DT Investment Partners, LLC53$1.86K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.53$1.90K0.00%+1+1.9%Added
Exchange Traded Concepts, LLC54$1.94K0.00%−32−37.2%Reduced
Colonial Trust Advisors64$2.30K0.00%−50−43.9%Reduced
Manchester Capital Management LLC68$2.44K0.00%+13+23.6%Added
Versant Capital Management, Inc70$2.51K0.00%+17+32.1%Added
Coppell Advisory Solutions LLC70$2.51K0.00%+66+1,650.0%Added
Main Street Group, LTD71$2.58K0.00%+71New
Transcendent Capital Group LLC73$2.62K0.00%+73New
Highline Wealth Partners LLC80$2.87K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.87$2.96K0.00%+1+1.2%Added
VitalStone Financial, LLC83$3.00K0.00%−10,786−99.2%Reduced
Coston, McIsaac & Partners93$3.00K0.00%00.0%Unchanged
FSA Wealth Management LLC72$3.00K0.00%+72New
Jackson, Grant Investment Advisers, Inc.85$3.05K0.00%00.0%Unchanged
Paladin Advisory Group, LLC87$3.12K0.00%00.0%Unchanged
Red Tortoise LLC95$3.41K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.96$3.45K0.00%−13−11.9%Reduced
American Capital Advisory, LLC98$3.52K0.00%+98New
Dunhill Financial, LLC99$3.57K0.00%+99New
Arrow Financial Corp100$3.59K0.00%00.0%Unchanged
Sunbelt Securities, Inc.100$3.59K0.00%00.0%Unchanged
Truvestments Capital LLC100$3.59K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC104$3.73K0.00%+104New
Thompson Investment Management, Inc.108$3.88K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.108$3.89K0.00%+108New
GPS Wealth Strategies Group, LLC110$3.95K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.111$3.98K0.00%+18+19.4%Added
Tennessee Valley Asset Management Partners125$4.49K0.00%+125New
Ruedi Wealth Management, Inc.127$4.56K0.00%00.0%Unchanged
RFP Financial Group LLC134$4.81K0.00%00.0%Unchanged
Stone House Investment Management, LLC137$4.92K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC152$5.00K0.00%−6−3.8%Reduced
Tower View Investment Management & Research LLC134$5.00K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC140$5.03K0.00%+140New
Baldwin Brothers Inc150$5.38K0.00%00.0%Unchanged
Pacifica Partners Inc.143$5.51K0.00%00.0%Unchanged
Abound Wealth Management160$5.73K0.00%+42+35.6%Added
Beaird Harris Wealth Management, LLC164$5.89K0.00%+164New
Retirement Group, LLC165$5.92K0.00%00.0%Unchanged
Financial Management Professionals, Inc.162$6.00K0.00%−220−57.6%Reduced
Clean Yield Group174$6.25K0.00%00.0%Unchanged
JDM Financial Group LLC176$6.32K0.01%00.0%Unchanged
Bogart Wealth, LLC184$6.61K0.00%00.0%Unchanged
Proffitt & Goodson Inc185$6.64K0.00%00.0%Unchanged
Mascoma Wealth Management LLC188$6.75K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.189$6.79K0.00%+189New
Northwest Capital Management Inc190$6.82K0.00%00.0%Unchanged
Fairman Group, LLC190$6.82K0.01%+190New
Ulland Investment Advisors, LLC200$7.00K0.01%00.0%Unchanged
Roble, Belko & Company, Inc200$7.00K0.00%+200New
Carolinas Wealth Consulting LLC197$7.07K0.00%00.0%Unchanged
Piscataqua Savings Bank200$7.18K0.01%00.0%Unchanged
Bangor Savings Bank200$7.18K0.00%−250−55.6%Reduced
Creative Capital Management Investments LLC200$7.18K0.00%00.0%Unchanged
Ancora Advisors, LLC214$7.68K0.00%00.0%Unchanged
Pineridge Advisors LLC215$7.72K0.00%+215New
Annis Gardner Whiting Capital Advisors, LLC218$7.83K0.00%−1,057−82.9%Reduced
Raffa Wealth Management, LLC223$8.01K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC225$8.08K0.00%00.0%Unchanged
Cetera Trust Company, N.A226$8.11K0.01%+226New
Northwest Bank & Trust Co230$8.25K0.01%+230New
McIlrath & Eck, LLC241$8.65K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC243$8.72K0.00%+243New
Bell Investment Advisors, Inc244$8.76K0.00%−124−33.7%Reduced
DB Wealth Management Group, LLC246$8.83K0.01%00.0%Unchanged
Atwood & Palmer Inc246$8.83K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC250$8.97K0.00%00.0%Unchanged
Chesapeake Asset Management LLC250$8.98K0.01%00.0%Unchanged
PrairieView Partners, LLC254$9.00K0.00%−328−56.4%Reduced