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 |
|---|---|---|---|---|---|
| DAGCO, Inc. | 1,493 | $53.6K | 0.05% | +1,493 | New |
| Dynamic Wealth Strategies, LLC | 1,493 | $53.6K | 0.05% | +1,493 | New |
| Ramirez Asset Management, Inc. | 1,500 | $53.9K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,493 | $54.0K | 0.01% | −19−1.3% | Reduced |
| Hantz Financial Services, Inc. | 1,516 | $54.0K | 0.00% | +1,516 | New |
| Ables, Iannone, Moore & Associates, Inc. | 1,537 | $55.2K | 0.04% | +1,537 | New |
| Sandy Spring Bank | 1,562 | $56.1K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,575 | $56.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,614 | $57.9K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,622 | $58.2K | 0.02% | −90−5.3% | Reduced |
| First Financial Corp | 1,625 | $58.3K | 0.03% | +690+73.8% | Added |
| Armstrong Advisory Group, Inc | 1,645 | $59.1K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,650 | $59.2K | 0.02% | −200−10.8% | Reduced |
| Washington Trust Co | 1,650 | $59.2K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1,664 | $59.7K | 0.01% | +832+100.0% | Added |
| Pathway Financial Advisers, LLC | 1,689 | $60.6K | 0.02% | +10+0.6% | Added |
| Able Wealth Management LLC | 1,699 | $61.0K | 0.06% | +1,699 | New |
| Pin Oak Investment Advisors Inc | 1,692 | $61.0K | 0.06% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,700 | $61.0K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,705 | $61.2K | 0.01% | +631+58.8% | Added |
| Quarry LP | 1,726 | $62.0K | 0.03% | +1,726 | New |
| Deseret Mutual Benefit Administrators | 1,745 | $62.6K | 0.04% | −525−23.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,783 | $64.0K | 0.01% | +825+86.1% | Added |
| Sound Income Strategies, LLC | 1,839 | $66.0K | 0.01% | +1,702+1,242.3% | Added |
| First PREMIER Bank | 1,883 | $68.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,957 | $70.3K | 0.01% | +180+10.1% | Added |
| Proequities, Inc. | 1,975 | $70.9K | 0.01% | −239−10.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 2,003 | $71.9K | 0.01% | −1,705−46.0% | Reduced |
| HM Payson & Co | 2,110 | $75.7K | 0.00% | −82−3.7% | Reduced |
| Eagle Bay Advisors LLC | 2,115 | $75.9K | 0.05% | −1,743−45.2% | Reduced |
| Delta Asset Management LLC | 2,195 | $78.8K | 0.01% | +24+1.1% | Added |
| Norwood Financial Corp | 2,210 | $79.3K | 0.12% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,244 | $80.6K | 0.01% | +159+7.6% | Added |
| Whittier Trust Co of Nevada Inc | 2,248 | $80.7K | 0.00% | +13+0.6% | Added |
| Massmutual Trust Co FSB | 2,268 | $81.4K | 0.00% | −640−22.0% | Reduced |
| Sachetta, LLC | 2,310 | $82.9K | 0.04% | +2,310 | New |
| State of Wyoming | 2,324 | $83.4K | 0.02% | −2,124−47.8% | Reduced |
| JNBA Financial Advisors | 2,446 | $87.8K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,448 | $87.9K | 0.01% | +4+0.2% | Added |
| Rakuten Investment Management, Inc. | 2,462 | $88.3K | 0.00% | +2,462 | New |
| Gradient Investments LLC | 2,479 | $89.0K | 0.00% | −1,425−36.5% | Reduced |
| First United Bank Trust | 2,502 | $89.8K | 0.04% | +2,502 | New |
| Webster Bank, N. A. | 2,508 | $90.0K | 0.01% | +885+54.5% | Added |
| City Holding Co | 2,535 | $91.0K | 0.01% | −80−3.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,609 | $94.0K | 0.01% | −641−19.7% | Reduced |
| EntryPoint Capital, LLC | 2,656 | $95.3K | 0.09% | +2,656 | New |
| Indiana Trust & Investment Management CO | 2,714 | $97.4K | 0.04% | −375−12.1% | Reduced |
| Old Second National Bank of Aurora | 2,769 | $99.4K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,785 | $100.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,794 | $100.3K | 0.02% | +22+0.8% | Added |
| Alta Advisers Ltd | 2,800 | $100.5K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,835 | $102.0K | 0.01% | +2,835 | New |
| Federation des caisses Desjardins du Quebec | 2,880 | $103.4K | 0.00% | −6,694−69.9% | Reduced |
| Glassman Wealth Services | 2,888 | $103.7K | 0.01% | +50+1.8% | Added |
| Northwest Financial Advisors | 2,926 | $105.0K | 0.09% | +2,926 | New |
| MCF Advisors LLC | 2,936 | $105.4K | 0.01% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,030 | $108.8K | 0.01% | +3,030 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,037 | $109.0K | 0.01% | +2,200+262.8% | Added |
| Adirondack Trust Co | 3,059 | $109.6K | 0.05% | −10−0.3% | Reduced |
| Clear Street Markets LLC | 3,080 | $111.0K | 0.04% | +2,968+2,650.0% | Added |
| Western Pacific Wealth Management, LP | 3,103 | $111.4K | 0.08% | +668+27.4% | Added |
| Whittier Trust Co | 3,115 | $111.8K | 0.00% | −143−4.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 3,128 | $112.3K | 0.05% | −9−0.3% | Reduced |
| CoreFirst Bank & Trust | 3,166 | $113.7K | 0.08% | −119−3.6% | Reduced |
| Planning Capital Management Corp | 3,258 | $117.0K | 0.09% | +3,258 | New |
| Benjamin F. Edwards & Company, Inc. | 3,276 | $118.0K | 0.00% | +91+2.9% | Added |
| Aspire Private Capital, LLC | 3,323 | $119.3K | 0.04% | +3,323 | New |
| Bare Financial Services, Inc | 3,502 | $125.7K | 0.25% | +3,502 | New |
| Cape Investment Advisory, Inc. | 3,509 | $126.0K | 0.06% | +1,054+42.9% | Added |
| West Tower Group, LLC | 3,538 | $127.0K | 0.26% | +3,155+823.8% | Added |
| Hexagon Capital Partners LLC | 3,595 | $129.1K | 0.03% | +382+11.9% | Added |
| Carmichael Hill & Associates, Inc. | 3,608 | $129.5K | 0.06% | −95−2.6% | Reduced |
| Tompkins Financial Corp | 3,632 | $130.4K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,934 | $141.2K | 0.00% | −680−14.7% | Reduced |
| Brown Brothers Harriman & Co | 4,227 | $151.7K | 0.00% | −251−5.6% | Reduced |
| Ronald Blue Trust, Inc. | 4,096 | $155.0K | 0.00% | +516+14.4% | Added |
| First Horizon Advisors, Inc. | 4,334 | $155.6K | 0.01% | +124+2.9% | Added |
| Peoples Financial Services Corp. | 4,374 | $157.0K | 0.07% | −100−2.2% | Reduced |
| Geneos Wealth Management Inc. | 4,402 | $158.0K | 0.01% | −542−11.0% | Reduced |
| Farther Finance Advisors, LLC | 4,412 | $158.4K | 0.01% | +1,293+41.5% | Added |
| Shell Asset Management Co | 4,506 | $162.0K | 0.01% | −1,078−19.3% | Reduced |
| Penserra Capital Management LLC | 4,607 | $164.0K | 0.00% | −966−17.3% | Reduced |
| Newton One Investments LLC | 4,578 | $164.3K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,697 | $168.6K | 0.03% | +21+0.4% | Added |
| Vermillion & White Wealth Management Group, LLC | 4,848 | $174.0K | 0.17% | +4,848 | New |
| Parallel Advisors, LLC | 4,855 | $174.3K | 0.01% | −915−15.9% | Reduced |
| Atlas Capital Advisors LLC | 4,860 | $174.5K | 0.03% | −1,227−20.2% | Reduced |
| Boyd Watterson Asset Management LLC | 4,885 | $175.4K | 0.07% | −30−0.6% | Reduced |
| Grove Bank & Trust | 4,887 | $175.4K | 0.03% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4,908 | $176.2K | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,922 | $176.7K | 0.02% | −1,462−22.9% | Reduced |
| Nemes Rush Group LLC | 4,996 | $179.4K | 0.03% | +3+0.1% | Added |
| Duncker Streett & Co Inc | 5,390 | $193.5K | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,581 | $200.4K | 0.02% | −784−12.3% | Reduced |
| Fiera Capital Corp | 5,600 | $201.0K | 0.00% | +5,600 | New |
| RSM US Wealth Management LLC | 5,600 | $201.0K | 0.01% | +13+0.2% | Added |
| Blueshift Asset Management, LLC | 5,601 | $201.1K | 0.11% | +5,601 | New |
| Clarius Group, LLC | 5,602 | $201.1K | 0.02% | −974−14.8% | Reduced |
| First Hawaiian Bank | 5,654 | $203.0K | 0.01% | −118−2.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,664 | $203.3K | 0.00% | +5,664 | New |