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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 8,146 | $292.4K | 0.03% | −5,768−41.5% | Reduced |
| NorthRock Partners, LLC | 8,149 | $292.6K | 0.01% | +2,143+35.7% | Added |
| Cohen Klingenstein LLC | 8,200 | $294.4K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 8,235 | $295.6K | 0.00% | +4,055+97.0% | Added |
| Acropolis Investment Management, LLC | 8,269 | $296.4K | 0.02% | −6,377−43.5% | Reduced |
| Scotia Capital Inc. | 8,331 | $299.1K | 0.00% | −455−5.2% | Reduced |
| Centennial Wealth Advisory LLC | 8,359 | $300.1K | 0.15% | +138+1.7% | Added |
| Glen Eagle Advisors, LLC | 8,361 | $300.2K | 0.06% | +2,426+40.9% | Added |
| Hendershot Investments Inc. | 8,371 | $300.5K | 0.05% | 00.0% | Unchanged |
| Riverwater Partners LLC | 8,383 | $300.9K | 0.24% | −646−7.2% | Reduced |
| Wesbanco Bank Inc | 8,385 | $301.0K | 0.02% | −2,926−25.9% | Reduced |
| Strategic Advisors LLC | 8,422 | $302.4K | 0.06% | −24,923−74.7% | Reduced |
| Thrive Capital Management, LLC | 8,426 | $302.5K | 0.16% | −99−1.2% | Reduced |
| Marietta Investment Partners LLC | 8,500 | $305.1K | 0.08% | 00.0% | Unchanged |
| Diversified, LLC | 8,537 | $306.5K | 0.07% | +1,674+24.4% | Added |
| Wolverine Trading, LLC | 8,577 | $307.9K | 0.00% | +8,577 | New |
| Independent Financial Group, LLC | 8,583 | $308.1K | 0.02% | +1,270+17.4% | Added |
| First National Bank & Trust Co of Newtown | 8,721 | $313.0K | 0.07% | −205−2.3% | Reduced |
| Harvest Fund Management Co., Ltd | 8,747 | $314.0K | 0.05% | +816+10.3% | Added |
| Prime Capital Investment Advisors, LLC | 8,811 | $316.3K | 0.00% | +3,127+55.0% | Added |
| J.W. Cole Advisors, Inc. | 8,885 | $319.0K | 0.02% | −468−5.0% | Reduced |
| CRA Financial Services, LLC | 8,909 | $319.8K | 0.08% | −50−0.6% | Reduced |
| Vantage Consulting Group Inc | 8,958 | $321.6K | 0.22% | −141−1.5% | Reduced |
| Achmea Investment Management B.V. | 9,020 | $324.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 9,262 | $324.5K | 0.01% | +2,036+28.2% | Added |
| Westover Capital Advisors, LLC | 9,075 | $325.8K | 0.11% | −644−6.6% | Reduced |
| RNC Capital Management LLC | 9,091 | $326.4K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 9,094 | $326.5K | 0.00% | +1,694+22.9% | Added |
| Keybank National Association | 9,108 | $327.0K | 0.00% | −90−1.0% | Reduced |
| Lloyd Advisory Services, LLC. | 9,112 | $327.1K | 0.15% | +9,112 | New |
| Confluence Wealth Services, Inc. | 9,142 | $328.2K | 0.04% | −20−0.2% | Reduced |
| Stonegate Investment Group, LLC | 9,178 | $329.5K | 0.01% | +34+0.4% | Added |
| XTX Topco Ltd | 9,191 | $330.0K | 0.07% | +1,460+18.9% | Added |
| ClearBridge Investments Ltd | 9,242 | $331.8K | 0.01% | −881−8.7% | Reduced |
| EP Wealth Advisors, LLC | 9,244 | $331.8K | 0.00% | +1,457+18.7% | Added |
| Aull & Monroe Investment Management Corp | 9,314 | $334.4K | 0.16% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 9,320 | $334.6K | 0.11% | +297+3.3% | Added |
| Romano Brothers and Company | 9,351 | $335.7K | 0.05% | +189+2.1% | Added |
| WBH Advisory Inc | 9,390 | $337.1K | 0.04% | −10.0% | Reduced |
| Umb Bank N A | 9,405 | $337.6K | 0.00% | −216−2.2% | Reduced |
| Catalyst Financial Partners LLC | 9,552 | $342.9K | 0.10% | −516−5.1% | Reduced |
| VeraBank, N.A. | 9,620 | $345.4K | 0.12% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 9,632 | $346.0K | 0.08% | −145−1.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 9,661 | $346.8K | 0.04% | +806+9.1% | Added |
| Buckingham Strategic Partners | 9,771 | $350.8K | 0.02% | −3,353−25.5% | Reduced |
| Paragon Financial Partners, Inc. | 9,773 | $350.9K | 0.34% | −26−0.3% | Reduced |
| CIBC World Markets Inc. | 9,790 | $351.0K | 0.00% | −108−1.1% | Reduced |
| Cidel Asset Management Inc | 9,882 | $354.8K | 0.02% | +9,882 | New |
| Heartland Bank & Trust Co | 9,884 | $354.8K | 0.24% | −501−4.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 9,900 | $355.4K | 0.01% | +9,900 | New |
| Unigestion Holding SA | 9,905 | $355.6K | 0.02% | +9,905 | New |
| E Fund Management Co., Ltd. | 9,913 | $355.9K | 0.02% | −1,031−9.4% | Reduced |
| Lake Street Advisors Group, LLC | 9,913 | $355.9K | 0.02% | −725−6.8% | Reduced |
| SageView Advisory Group, LLC | 10,166 | $356.3K | 0.02% | +570+5.9% | Added |
| Bollard Group LLC | 9,956 | $357.0K | 0.01% | +82+0.8% | Added |
| Community Bank & Trust, Waco, Texas | 10,069 | $361.0K | 0.10% | −1,960−16.3% | Reduced |
| Chicago Partners Investment Group LLC | 10,616 | $361.8K | 0.02% | +160+1.5% | Added |
| NJ State Employees Deferred Compensation Plan | 10,200 | $366.2K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,388 | $372.9K | 0.01% | −3,081−22.9% | Reduced |
| Trust Point Inc. | 10,406 | $373.6K | 0.03% | +10,406 | New |
| Significant Wealth Partners LLC | 10,462 | $375.6K | 0.27% | +10,462 | New |
| Sawtooth Solutions, LLC | 10,486 | $376.5K | 0.01% | −1,340−11.3% | Reduced |
| Bleakley Financial Group, LLC | 10,486 | $376.5K | 0.01% | −1,340−11.3% | Reduced |
| Clearstead Advisors, LLC | 10,520 | $377.7K | 0.02% | +4,337+70.1% | Added |
| Cigna Investments Inc | 10,572 | $379.0K | 0.08% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 10,558 | $379.0K | 0.01% | +602+6.0% | Added |
| SeaCrest Wealth Management, LLC | 10,527 | $382.2K | 0.05% | −536−4.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,770 | $386.6K | 0.21% | +2,740+34.1% | Added |
| Nexus Investment Management ULC | 10,800 | $387.7K | 0.04% | 00.0% | Unchanged |
| Paloma Partners Management Co | 10,818 | $388.4K | 0.06% | +10,818 | New |
| Costello Asset Management, INC | 10,919 | $392.0K | 0.33% | −146−1.3% | Reduced |
| Synovus Financial Corp | 11,044 | $396.5K | 0.01% | −5,072−31.5% | Reduced |
| Cornerstone Advisory, LLC | 11,307 | $405.9K | 0.06% | −70−0.6% | Reduced |
| HAP Trading, LLC | 11,329 | $406.7K | 0.12% | +11,329 | New |
| Cooper Financial Group | 11,398 | $409.2K | 0.07% | −2,139−15.8% | Reduced |
| Hancock Whitney Corp | 11,405 | $409.4K | 0.02% | −701−5.8% | Reduced |
| Haverford Trust Co | 11,453 | $411.2K | 0.00% | −31−0.3% | Reduced |
| Investment Advisory Services Inc | 11,486 | $412.3K | 0.16% | −1,776−13.4% | Reduced |
| Stephens Inc | 11,516 | $413.4K | 0.01% | −1,835−13.7% | Reduced |
| Allegheny Financial Group LTD | 11,528 | $413.9K | 0.13% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 11,549 | $414.6K | 0.10% | +10,692+1,247.6% | Added |
| Ausdal Financial Partners, Inc. | 11,567 | $415.2K | 0.05% | +257+2.3% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 9,540 | $415.8K | 0.01% | +9,540 | New |
| Arden Trust Co | 11,623 | $417.3K | 0.06% | −3,169−21.4% | Reduced |
| Checchi Capital Advisers, LLC | 11,687 | $419.6K | 0.03% | −1,215−9.4% | Reduced |
| Boston Private Wealth LLC | 11,773 | $422.7K | 0.01% | +2,381+25.4% | Added |
| Harbor Investment Advisory, LLC | 11,777 | $422.8K | 0.05% | −2,246−16.0% | Reduced |
| Axq Capital, LP | 11,900 | $427.2K | 0.11% | +11,900 | New |
| BLB&B Advisors, LLC | 11,978 | $430.0K | 0.03% | −1,697−12.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $430.8K | 0.15% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 12,087 | $433.9K | 0.01% | +12,087 | New |
| Bank of New Hampshire | 12,290 | $441.2K | 0.13% | −375−3.0% | Reduced |
| Spirit of America Management Corp | 12,300 | $441.6K | 0.10% | +400+3.4% | Added |
| TSFG, LLC | 12,482 | $448.0K | 0.14% | +145+1.2% | Added |
| CIBC Private Wealth Group, LLC | 12,528 | $449.8K | 0.00% | −2,800−18.3% | Reduced |
| Van Cleef Asset Management,Inc | 12,581 | $451.7K | 0.06% | −20−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 12,584 | $451.8K | 0.01% | −132−1.0% | Reduced |
| Principal Securities, Inc. | 12,598 | $452.3K | 0.02% | +12,598 | New |
| Corton Capital Inc. | 12,661 | $454.5K | 0.14% | +12,661 | New |
| Jacobi Capital Management LLC | 12,853 | $461.4K | 0.05% | +198+1.6% | Added |