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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 274 | $9.00K | 0.00% | +85+45.0% | Added |
| Wetzel Investment Advisors, Inc. | 253 | $9.00K | 0.01% | +253 | New |
| Caldwell Sutter Capital, Inc. | 271 | $9.73K | 0.00% | +10+3.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 275 | $9.87K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 279 | $10.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 282 | $10.1K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 289 | $10.4K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 297 | $10.7K | 0.01% | +297 | New |
| Studio Investment Management LLC | 300 | $10.8K | 0.00% | −64−17.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 300 | $10.8K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 299 | $11.0K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 316 | $11.3K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 335 | $11.5K | 0.01% | +335 | New |
| FinTrust Capital Advisors, LLC | 325 | $11.7K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 336 | $12.1K | 0.01% | +336 | New |
| Core Alternative Capital | 340 | $12.2K | 0.00% | +1+0.3% | Added |
| Rocky Mountain Advisers, LLC | 340 | $12.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 348 | $12.5K | 0.00% | −477−57.8% | Reduced |
| Systematic Financial Management LP | 349 | $12.5K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 350 | $12.6K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 350 | $12.6K | 0.01% | +350 | New |
| Park Place Capital Corp | 361 | $13.0K | 0.01% | −38−9.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 383 | $13.8K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 393 | $14.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 412 | $15.0K | 0.00% | −288−41.1% | Reduced |
| Fortitude Family Office, LLC | 422 | $15.2K | 0.01% | +422 | New |
| Strengthening Families & Communities, LLC | 431 | $15.5K | 0.01% | −523−54.8% | Reduced |
| Stephens Consulting, LLC | 439 | $15.8K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 451 | $16.2K | 0.01% | +180+66.4% | Added |
| BFSG, LLC | 458 | $16.4K | 0.00% | +458 | New |
| Hazlett, Burt & Watson, Inc. | 474 | $17.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 480 | $17.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 518 | $17.0K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 500 | $17.4K | 0.01% | +500 | New |
| Barrett & Company, Inc. | 490 | $17.6K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 497 | $17.8K | 0.01% | +497 | New |
| Monetary Management Group Inc | 500 | $17.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 510 | $18.0K | 0.01% | +11+2.2% | Added |
| Financial Perspectives, Inc | 513 | $18.4K | 0.01% | +5+1.0% | Added |
| Wela Strategies, Inc. | 18,702 | $18.7K | 0.01% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 550 | $19.7K | 0.00% | +550 | New |
| Laffer Tengler Investments | 550 | $19.7K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 559 | $20.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 579 | $20.8K | 0.01% | +579 | New |
| Plante Moran Financial Advisors, LLC | 590 | $21.2K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 591 | $21.2K | 0.01% | +1+0.2% | Added |
| Operose Advisors LLC | 591 | $21.2K | 0.01% | −513−46.5% | Reduced |
| Albion Financial Group | 600 | $21.5K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 600 | $21.5K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 600 | $21.5K | 0.00% | +400+200.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 617 | $22.1K | 0.01% | +617 | New |
| Silvant Capital Management LLC | 622 | $22.3K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 622 | $22.3K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 630 | $22.6K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 630 | $22.6K | 0.01% | +200+46.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 656 | $23.6K | 0.00% | −159−19.5% | Reduced |
| GW&K Investment Management, LLC | 705 | $25.0K | 0.00% | +9+1.3% | Added |
| Independence Bank of Kentucky | 700 | $25.1K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 707 | $26.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 758 | $27.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 730 | $27.0K | 0.02% | +7+1.0% | Added |
| Bartlett & Co. Wealth Management LLC | 758 | $27.2K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 771 | $27.7K | 0.01% | −74−8.8% | Reduced |
| Salomon & Ludwin, LLC | 740 | $28.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 811 | $29.1K | 0.00% | +38+4.9% | Added |
| Loomis Sayles & Co L P | 840 | $30.0K | 0.00% | +25+3.1% | Added |
| NVWM, LLC | 837 | $30.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 850 | $30.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 895 | $32.1K | 0.01% | +25+2.9% | Added |
| AllSquare Wealth Management LLC | 898 | $32.2K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 923 | $33.1K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 930 | $33.4K | 0.01% | −1,416−60.4% | Reduced |
| Catalyst Capital Advisors LLC | 935 | $33.6K | 0.00% | +199+27.0% | Added |
| Bruce G. Allen Investments, LLC | 940 | $33.7K | 0.03% | +940 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $34.8K | 0.02% | +970 | New |
| SOA Wealth Advisors, LLC. | 970 | $34.8K | 0.01% | +3+0.3% | Added |
| Peoples Bank | 1,000 | $35.9K | 0.03% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $35.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,022 | $36.7K | 0.01% | −239−19.0% | Reduced |
| Rockbridge Investment Management, LCC | 1,022 | $36.7K | 0.01% | +1,022 | New |
| MV Capital Management, Inc. | 1,074 | $38.6K | 0.00% | −91−7.8% | Reduced |
| Capital Analysts, LLC | 1,064 | $39.0K | 0.00% | +70+7.0% | Added |
| Old Point Trust & Financial Services N A | 1,100 | $39.5K | 0.02% | +1,100 | New |
| Venturi Wealth Management, LLC | 1,136 | $40.8K | 0.00% | +722+174.4% | Added |
| Creekmur Asset Management LLC | 1,157 | $41.5K | 0.01% | +1,157 | New |
| Logan Capital Management Inc | 1,170 | $42.0K | 0.00% | −570−32.8% | Reduced |
| Smartleaf Asset Management LLC | 1,313 | $43.0K | 0.01% | +1,313 | New |
| City State Bank | 1,234 | $44.0K | 0.02% | −90−6.8% | Reduced |
| West Paces Advisors Inc. | 1,246 | $44.7K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,265 | $45.4K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,272 | $45.7K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1,294 | $46.5K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,305 | $46.8K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,340 | $48.1K | 0.00% | +19+1.4% | Added |
| Strategic Investment Solutions, Inc. | 1,380 | $49.5K | 0.01% | −5,313−79.4% | Reduced |
| CVA Family Office, LLC | 1,380 | $49.5K | 0.01% | +1,380 | New |
| Zions Bancorporation, N.A. | 1,392 | $50.0K | 0.00% | +9+0.7% | Added |
| ICA Group Wealth Management, LLC | 1,440 | $51.7K | 0.01% | +1,440 | New |
| Tobam | 1,437 | $52.0K | 0.00% | +1,419+7,883.3% | Added |
| JJJ Advisors Inc. | 1,488 | $53.4K | 0.01% | +674+82.8% | Added |