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 |
|---|---|---|---|---|---|
| Lantz Financial LLC | 12,974 | $465.8K | 0.17% | +1,362+11.7% | Added |
| Caldwell Trust Co | 13,024 | $467.6K | 0.06% | −1,900−12.7% | Reduced |
| Partnership Wealth Management, LLC | 13,467 | $468.8K | 0.35% | +13,467 | New |
| Apollon Wealth Management, LLC | 13,121 | $471.0K | 0.02% | +5,322+68.2% | Added |
| Kinneret Advisory, LLC | 13,131 | $471.4K | 0.05% | +13,131 | New |
| Old National Bancorp | 13,252 | $475.7K | 0.01% | −58−0.4% | Reduced |
| LSP Investment Advisors, LLC | 13,274 | $476.5K | 0.23% | 00.0% | Unchanged |
| Mather Group, LLC. | 13,448 | $482.8K | 0.01% | +2,042+17.9% | Added |
| Azimuth Capital Investment Management LLC | 13,556 | $486.7K | 0.02% | +2,465+22.2% | Added |
| Integrated Wealth Concepts LLC | 13,561 | $486.9K | 0.01% | −360−2.6% | Reduced |
| World Equity Group, Inc. | 13,657 | $490.3K | 0.10% | +20.0% | Added |
| Archer Investment Corp | 13,668 | $490.7K | 0.16% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 13,693 | $491.6K | 0.04% | −11,726−46.1% | Reduced |
| Investors Research Corp | 13,709 | $492.2K | 0.12% | 00.0% | Unchanged |
| Signaturefd, LLC | 13,732 | $493.0K | 0.01% | −1,315−8.7% | Reduced |
| Black Diamond Financial, LLC | 13,788 | $495.0K | 0.13% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 14,136 | $507.5K | 0.02% | +955+7.2% | Added |
| Sourcerock Group LLC | 14,200 | $509.8K | 0.05% | +14,200 | New |
| Kestra Private Wealth Services, LLC | 14,215 | $510.3K | 0.01% | +2,202+18.3% | Added |
| Ingalls & Snyder LLC | 14,246 | $511.0K | 0.02% | −1,986−12.2% | Reduced |
| TD Private Client Wealth LLC | 14,334 | $514.6K | 0.02% | +2,284+19.0% | Added |
| Invesco, LLC | 14,336 | $514.7K | 0.24% | 00.0% | Unchanged |
| Geller Advisors LLC | 14,343 | $514.9K | 0.05% | +7,763+118.0% | Added |
| Commerzbank Aktiengesellschaft | 14,327 | $515.0K | 0.02% | +4,253+42.2% | Added |
| Great Valley Advisor Group, Inc. | 14,357 | $515.5K | 0.02% | −161−1.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,417 | $517.6K | 0.01% | −21−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 14,472 | $519.6K | 0.01% | +198+1.4% | Added |
| WCG Wealth Advisors LLC | 14,494 | $520.0K | 0.04% | +1,301+9.9% | Added |
| Plimoth Trust Co LLC | 14,685 | $527.2K | 0.15% | −370−2.5% | Reduced |
| Campion Asset Management LLC | 14,758 | $529.8K | 0.45% | −235−1.6% | Reduced |
| Atria Wealth Solutions, Inc. | 14,852 | $533.2K | 0.01% | +37+0.2% | Added |
| LaSalle St. Investment Advisors, LLC | 14,918 | $535.5K | 0.36% | +7,265+94.9% | Added |
| Siemens Fonds Invest GmbH | 14,928 | $535.9K | 0.04% | +1,054+7.6% | Added |
| Pinnacle Associates Ltd | 15,115 | $542.6K | 0.01% | −1,397−8.5% | Reduced |
| Stableford Capital II LLC | 15,100 | $546.8K | 0.23% | +1,079+7.7% | Added |
| Centiva Capital, LP | 15,264 | $548.0K | 0.03% | +15,264 | New |
| Avantax Advisory Services, Inc. | 15,452 | $554.7K | 0.01% | −4,034−20.7% | Reduced |
| Versor Investments LP | 15,700 | $563.6K | 0.11% | +15,700 | New |
| TCW Group Inc | 15,725 | $563.7K | 0.01% | +15,725 | New |
| Independent Advisor Alliance | 15,725 | $564.5K | 0.02% | −1,327−7.8% | Reduced |
| Weiss Asset Management LP | 15,754 | $565.6K | 0.04% | −55,745−78.0% | Reduced |
| Wetherby Asset Management Inc | 16,028 | $575.4K | 0.03% | −5,320−24.9% | Reduced |
| V-Square Quantitative Management LLC | 16,149 | $579.7K | 0.14% | +4,413+37.6% | Added |
| Central Trust Co | 16,210 | $581.9K | 0.02% | −143−0.9% | Reduced |
| Gotham Asset Management, LLC | 16,435 | $590.0K | 0.01% | −75,243−82.1% | Reduced |
| Bokf, NA | 16,465 | $591.1K | 0.01% | −1,622−9.0% | Reduced |
| Brinker Capital Investments, LLC | 16,193 | $594.1K | 0.01% | −1,013−5.9% | Reduced |
| Orion Portfolio Solutions, LLC | 16,193 | $594.1K | 0.01% | −1,013−5.9% | Reduced |
| Capital Fund Management S.A. | 16,585 | $595.4K | 0.01% | −32,159−66.0% | Reduced |
| Diversified Trust Co | 16,588 | $595.5K | 0.02% | +16,588 | New |
| Caxton Associates LP | 16,697 | $599.4K | 0.03% | +16,697 | New |
| Sumitomo Life Insurance Co | 16,921 | $607.5K | 0.02% | −80−0.5% | Reduced |
| Regal Investment Advisors LLC | 16,930 | $607.8K | 0.05% | −769−4.3% | Reduced |
| STF Management LP | 16,947 | $608.4K | 0.29% | +682+4.2% | Added |
| Lakeside Advisors, INC. | 17,258 | $619.6K | 0.43% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 17,310 | $621.4K | 0.06% | +163+1.0% | Added |
| Boston Financial Mangement LLC | 17,638 | $633.2K | 0.02% | −1,245−6.6% | Reduced |
| Horizon Investments, LLC | 17,846 | $640.7K | 0.02% | +4,485+33.6% | Added |
| Advisors Asset Management, Inc. | 17,997 | $646.1K | 0.01% | −749−4.0% | Reduced |
| North Star Investment Management Corp. | 18,060 | $648.4K | 0.05% | −109−0.6% | Reduced |
| Quest Partners LLC | 18,140 | $651.2K | 0.14% | +18,140 | New |
| Midland Wealth Advisors LLC | 18,157 | $651.8K | 0.04% | +18,157 | New |
| Benjamin Edwards Inc | 18,193 | $653.0K | 0.14% | −27,859−60.5% | Reduced |
| Marshall Financial Group LLC | 18,246 | $655.0K | 0.21% | +272+1.5% | Added |
| Twin Capital Management Inc | 18,443 | $662.1K | 0.09% | −13,142−41.6% | Reduced |
| Wedbush Securities Inc | 18,499 | $664.0K | 0.03% | −1,045−5.3% | Reduced |
| Integrated Advisors Network LLC | 18,580 | $667.0K | 0.04% | +693+3.9% | Added |
| Western Financial Corp | 18,589 | $667.3K | 0.45% | −1,075−5.5% | Reduced |
| Abundance Wealth Counselors | 18,830 | $676.0K | 0.18% | +2,975+18.8% | Added |
| Capstone Investment Advisors, LLC | 18,871 | $677.5K | 0.01% | +18,871 | New |
| Bessemer Group Inc | 18,969 | $681.0K | 0.00% | +4,334+29.6% | Added |
| Wealthcare Advisory Partners LLC | 19,093 | $685.4K | 0.03% | +28+0.1% | Added |
| Meeder Advisory Services, Inc. | 19,162 | $687.9K | 0.08% | +108+0.6% | Added |
| Sowell Financial Services LLC | 19,189 | $689.0K | 0.04% | −5,604−22.6% | Reduced |
| Intrust Bank NA | 19,209 | $689.6K | 0.08% | −3,965−17.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,309 | $693.2K | 0.00% | +1,901+10.9% | Added |
| Affinity Investment Advisors, LLC | 19,395 | $696.3K | 0.47% | −1,670−7.9% | Reduced |
| Raymond James Trust N.A. | 19,424 | $697.3K | 0.02% | −459−2.3% | Reduced |
| Wealthspire Advisors, LLC | 19,574 | $702.7K | 0.01% | −1,661−7.8% | Reduced |
| Eaton Financial Holdings Company, LLC | 19,712 | $707.7K | 0.17% | −20.0% | Reduced |
| Bailard, Inc. | 19,749 | $709.0K | 0.02% | +9,515+93.0% | Added |
| Stephenson National Bank & Trust | 19,831 | $711.9K | 0.35% | +397+2.0% | Added |
| Harbor Capital Advisors, Inc. | 19,921 | $715.2K | 0.14% | +225+1.1% | Added |
| Simmons Bank | 20,022 | $718.8K | 0.06% | −379−1.9% | Reduced |
| IMC-Chicago, LLC | 20,139 | $723.0K | 0.02% | +20,139 | New |
| National Asset Management, Inc. | 20,173 | $724.2K | 0.02% | −2,075−9.3% | Reduced |
| Quantinno Capital Management LP | 20,373 | $731.0K | 0.03% | −31,936−61.1% | Reduced |
| Hartford Financial Management Inc. | 20,500 | $736.0K | 0.17% | 00.0% | Unchanged |
| Point72 Middle East FZE | 20,760 | $745.3K | 0.05% | +20,760 | New |
| Equitable Holdings, Inc. | 20,781 | $746.0K | 0.01% | +3,192+18.1% | Added |
| CAPROCK Group, Inc. | 20,839 | $748.1K | 0.05% | +8,067+63.2% | Added |
| Nebula Research & Development LLC | 20,898 | $750.2K | 0.23% | +20,898 | New |
| Qtron Investments LLC | 20,975 | $753.0K | 0.12% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 21,028 | $755.0K | 0.01% | −2,807−11.8% | Reduced |
| Beck Bode, LLC | 21,334 | $765.9K | 0.17% | −15−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 21,547 | $773.5K | 0.01% | +9,828+83.9% | Added |
| International Assets Investment Management, LLC | 22,265 | $799.3K | 0.10% | −54−0.2% | Reduced |
| AlphaStar Capital Management, LLC | 22,501 | $807.8K | 0.07% | +2,200+10.8% | Added |
| Transcend Wealth Collective, LLC | 22,622 | $812.1K | 0.07% | −6,627−22.7% | Reduced |
| PGGM Investments | 22,653 | $813.0K | 0.01% | 00.0% | Unchanged |