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 |
|---|---|---|---|---|---|
| Financial Advisors Network, Inc. | 5,680 | $203.9K | 0.04% | +113+2.0% | Added |
| Marcum Wealth, LLC | 5,705 | $204.8K | 0.02% | −98−1.7% | Reduced |
| Financial Council Asset Management Inc | 5,724 | $205.5K | 0.14% | 00.0% | Unchanged |
| NBT Bank N A | 5,728 | $205.6K | 0.02% | −635−10.0% | Reduced |
| Aptus Capital Advisors, LLC | 5,778 | $207.4K | 0.01% | −703−10.8% | Reduced |
| Quent Capital, LLC | 5,786 | $207.7K | 0.03% | +682+13.4% | Added |
| JFS Wealth Advisors, LLC | 5,804 | $208.4K | 0.02% | +50+0.9% | Added |
| Greenfield Savings Bank | 5,861 | $210.4K | 0.12% | −120−2.0% | Reduced |
| Enterprise Financial Services Corp | 5,883 | $211.2K | 0.13% | −48−0.8% | Reduced |
| IFP Advisors, Inc | 5,885 | $211.3K | 0.01% | −4,495−43.3% | Reduced |
| Basepoint Wealth LLC | 5,909 | $212.1K | 0.17% | −2,702−31.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,912 | $212.2K | 0.04% | +347+6.2% | Added |
| Abbrea Capital, LLC | 5,970 | $214.0K | 0.03% | −59−1.0% | Reduced |
| We Are One Seven, LLC | 5,990 | $215.0K | 0.01% | −459−7.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 6,006 | $215.6K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6,008 | $215.7K | 0.00% | +6,008 | New |
| CIC Wealth, LLC | 6,035 | $216.7K | 0.07% | +12+0.2% | Added |
| Premier Path Wealth Partners, LLC | 6,036 | $216.7K | 0.05% | +6,036 | New |
| Ledyard National Bank | 6,040 | $216.8K | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 6,052 | $217.3K | 0.01% | −286−4.5% | Reduced |
| Key Financial Inc | 6,073 | $218.0K | 0.06% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 6,090 | $218.6K | 0.07% | −300−4.7% | Reduced |
| Wedmont Private Capital | 5,962 | $218.7K | 0.02% | −1,226−17.1% | Reduced |
| Phoenix Wealth Advisors | 6,014 | $219.3K | 0.15% | −14−0.2% | Reduced |
| Congress Wealth Management LLC | 6,126 | $220.0K | 0.00% | +6,126 | New |
| Davenport & Co LLC | 6,130 | $220.1K | 0.00% | +5+0.1% | Added |
| First Command Advisory Services, Inc. | 6,142 | $220.5K | 0.00% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 6,168 | $221.4K | 0.02% | −942−13.2% | Reduced |
| Essex Savings Bank | 6,174 | $221.6K | 0.06% | +6,174 | New |
| Segment Wealth Management, LLC | 6,191 | $222.3K | 0.02% | 00.0% | Unchanged |
| BancorpSouth Bank | 6,218 | $223.2K | 0.02% | −110−1.7% | Reduced |
| Fisher Asset Management, LLC | 6,255 | $224.6K | 0.00% | −2,722−30.3% | Reduced |
| Johnson Investment Counsel Inc | 6,272 | $225.2K | 0.00% | −66−1.0% | Reduced |
| Kovack Advisors, Inc. | 6,273 | $225.2K | 0.03% | +761+13.8% | Added |
| Alpha Family Trust | 6,280 | $225.5K | 0.15% | +6,280 | New |
| Graham Capital Management, L.P. | 6,284 | $225.6K | 0.01% | −5,650−47.3% | Reduced |
| Beta Wealth Group, Inc. | 6,311 | $226.6K | 0.12% | −194−3.0% | Reduced |
| Financial Advocates Investment Management | 6,358 | $228.2K | 0.02% | +45+0.7% | Added |
| Eudaimonia Partners, LLC | 6,394 | $229.5K | 0.06% | −6,262−49.5% | Reduced |
| Ci Investments Inc. | 6,424 | $231.0K | 0.00% | +1,404+28.0% | Added |
| Vestmark Advisory Solutions, Inc. | 3,835 | $233.9K | 0.01% | +3,835 | New |
| Baker Tilly Wealth Management, LLC | 6,515 | $233.9K | 0.04% | +133+2.1% | Added |
| Accel Wealth Management | 6,571 | $235.9K | 0.12% | −102−1.5% | Reduced |
| Stratos Wealth Advisors, LLC | 6,573 | $236.0K | 0.01% | −96−1.4% | Reduced |
| Kepos Capital LP | 6,583 | $236.0K | 0.08% | −520−7.3% | Reduced |
| Capital Investment Advisory Services, LLC | 6,686 | $240.0K | 0.02% | +26+0.4% | Added |
| Trustco Bank Corp N Y | 6,698 | $240.5K | 0.26% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 6,747 | $242.2K | 0.09% | −810−10.7% | Reduced |
| Successful Portfolios LLC | 6,756 | $242.5K | 0.18% | −13−0.2% | Reduced |
| Harbour Investments, Inc. | 6,759 | $242.6K | 0.01% | +2,189+47.9% | Added |
| Level Four Advisory Services, LLC | 6,759 | $242.7K | 0.01% | +109+1.6% | Added |
| Grant/GrossMendelsohn, LLC | 6,955 | $243.5K | 0.10% | +1,407+25.4% | Added |
| Prospera Financial Services Inc | 6,788 | $243.7K | 0.01% | +6,788 | New |
| Mirabella Financial Services LLP | 6,797 | $244.0K | 0.03% | +6,797 | New |
| Agf Management Ltd | 6,849 | $245.9K | 0.00% | −45,941−87.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,875 | $246.8K | 0.10% | +769+12.6% | Added |
| Essex Financial Services, Inc. | 6,876 | $246.9K | 0.03% | +135+2.0% | Added |
| Good Life Advisors, LLC | 6,931 | $248.8K | 0.02% | +60+0.9% | Added |
| Kovitz Investment Group Partners, LLC | 6,952 | $249.6K | 0.00% | +100+1.5% | Added |
| Advisory Services Network, LLC | 6,995 | $251.1K | 0.01% | −1,674−19.3% | Reduced |
| Hartline Investment Corp | 7,013 | $251.8K | 0.04% | −2,500−26.3% | Reduced |
| First Heartland Consultants, Inc. | 7,078 | $254.0K | 0.03% | +152+2.2% | Added |
| GAMMA Investing LLC | 7,312 | $254.5K | 0.07% | +7,312 | New |
| Larson Financial Group LLC | 7,102 | $254.9K | 0.02% | −5−0.1% | Reduced |
| TownSquare Capital, LLC | 7,152 | $256.8K | 0.00% | −822−10.3% | Reduced |
| Snowden Capital Advisors LLC | 7,155 | $256.9K | 0.01% | +353+5.2% | Added |
| Sherbrooke Park Advisers LLC | 7,178 | $257.7K | 0.12% | +7,178 | New |
| Forum Financial Management, LP | 7,184 | $257.9K | 0.00% | −2,063−22.3% | Reduced |
| Carret Asset Management, LLC | 7,204 | $258.6K | 0.03% | +650+9.9% | Added |
| Coastline Trust Co | 7,218 | $259.1K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,235 | $260.0K | 0.13% | −667−8.4% | Reduced |
| Gladstone Institutional Advisory LLC | 7,243 | $260.0K | 0.01% | +864+13.5% | Added |
| Ellenbecker Investment Group | 7,291 | $261.0K | 0.06% | +202+2.8% | Added |
| Kennedy Investment Group | 7,289 | $261.7K | 0.15% | −2,322−24.2% | Reduced |
| Moors & Cabot, Inc. | 7,305 | $262.2K | 0.02% | +300+4.3% | Added |
| Verdence Capital Advisors LLC | 7,338 | $263.4K | 0.03% | +250+3.5% | Added |
| Univest Financial Corp | 7,375 | $264.8K | 0.08% | +374+5.3% | Added |
| Global Retirement Partners, LLC | 7,464 | $266.5K | 0.01% | −272−3.5% | Reduced |
| Platform Technology Partners | 7,781 | $267.5K | 0.10% | −3,240−29.4% | Reduced |
| Hollencrest Capital Management | 7,500 | $269.3K | 0.03% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 7,503 | $269.4K | 0.04% | +1,448+23.9% | Added |
| Symmetry Partners, LLC | 7,550 | $271.0K | 0.01% | −4,902−39.4% | Reduced |
| Tiemann Investment Advisors, LLC | 7,565 | $271.6K | 0.13% | −210−2.7% | Reduced |
| Wealth Management Associates, Inc. | 7,572 | $271.8K | 0.14% | −1,400−15.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,581 | $272.2K | 0.02% | −5,149−40.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,610 | $273.2K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 7,750 | $278.3K | 0.00% | −10,074−56.5% | Reduced |
| CTC Alternative Strategies, Ltd. | 7,800 | $280.0K | 0.58% | +7,800 | New |
| Insight Advisors, LLC | 7,834 | $281.2K | 0.06% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 7,874 | $282.7K | 0.05% | −575−6.8% | Reduced |
| Avenue 1 Advisors, LLC | 7,903 | $283.7K | 0.13% | +7,903 | New |
| Concurrent Investment Advisors, LLC | 7,910 | $283.9K | 0.01% | +7,910 | New |
| Cullinan Associates Inc | 7,987 | $286.7K | 0.02% | −122,042−93.9% | Reduced |
| Principal Street Partners, LLC | 7,988 | $286.8K | 0.07% | +121+1.5% | Added |
| Sigma Planning Corp | 7,994 | $287.0K | 0.02% | −8,546−51.7% | Reduced |
| Mutual Advisors, LLC | 7,997 | $287.1K | 0.01% | −651−7.5% | Reduced |
| Vise Technologies, Inc. | 8,024 | $288.1K | 0.06% | +1,255+18.5% | Added |
| Northwest Bancshares, Inc. | 8,077 | $290.0K | 0.05% | −25−0.3% | Reduced |
| Savvy Advisors, Inc. | 8,103 | $290.9K | 0.28% | +8,103 | New |
| Perigon Wealth Management, LLC | 8,125 | $291.7K | 0.01% | −341−4.0% | Reduced |