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 |
|---|---|---|---|---|---|
| Adviser Investments LLC | 22,761 | $817.1K | 0.01% | −50−0.2% | Reduced |
| Ieq Capital, LLC | 22,978 | $824.9K | 0.01% | −3,270−12.5% | Reduced |
| Greenleaf Trust | 22,986 | $825.2K | 0.01% | +2,142+10.3% | Added |
| D.A. Davidson & Co. | 23,016 | $826.3K | 0.01% | +414+1.8% | Added |
| Investment Management Corp of Ontario | 23,244 | $834.5K | 0.02% | +16,900+266.4% | Added |
| Cornercap Investment Counsel Inc | 23,273 | $835.5K | 0.14% | +23,273 | New |
| Buckingham Strategic Wealth, LLC | 23,662 | $849.5K | 0.01% | +402+1.7% | Added |
| Lido Advisors, LLC | 23,777 | $853.6K | 0.01% | −3,889−14.1% | Reduced |
| HBK Sorce Advisory LLC | 24,236 | $870.1K | 0.03% | −3,453−12.5% | Reduced |
| AdvisorNet Financial, Inc | 24,401 | $876.0K | 0.08% | −1,185−4.6% | Reduced |
| Argyle Capital Management Inc. | 24,792 | $890.0K | 0.37% | −8,250−25.0% | Reduced |
| Teza Capital Management LLC | 24,894 | $893.7K | 0.15% | +24,894 | New |
| Allworth Financial LP | 24,940 | $895.4K | 0.01% | +6,663+36.5% | Added |
| Westpac Banking Corp | 25,124 | $902.0K | 0.07% | +2,816+12.6% | Added |
| Capital Advisors Inc | 25,227 | $905.6K | 0.02% | +25,227 | New |
| Sequoia Financial Advisors, LLC | 25,343 | $909.8K | 0.01% | +10,332+68.8% | Added |
| Uncommon Cents Investing LLC | 25,555 | $917.4K | 0.30% | +360+1.4% | Added |
| Stevens Capital Management LP | 25,564 | $918.0K | 0.23% | +25,564 | New |
| Everence Capital Management Inc | 26,010 | $934.0K | 0.07% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 26,089 | $936.0K | 0.05% | +26,089 | New |
| Wealthfront Advisers LLC | 26,083 | $936.4K | 0.00% | −29,290−52.9% | Reduced |
| Boothbay Fund Management, LLC | 26,301 | $944.2K | 0.04% | +19,963+315.0% | Added |
| Balyasny Asset Management LLC | 26,449 | $949.5K | 0.00% | +26,449 | New |
| FRG Family Wealth Advisors LLC | 26,574 | $954.0K | 0.19% | −7,350−21.7% | Reduced |
| Blair William & Co | 27,076 | $972.0K | 0.00% | −2,198−7.5% | Reduced |
| Samjo Management, LLC | 27,100 | $972.9K | 0.34% | +27,100 | New |
| Veriti Management LLC | 27,242 | $978.0K | 0.09% | +10,902+66.7% | Added |
| O'Shaughnessy Asset Management, LLC | 27,501 | $987.3K | 0.01% | +3,938+16.7% | Added |
| ISAM Funds (UK) Ltd | 27,710 | $994.8K | 0.71% | +27,710 | New |
| Groupama Asset Managment | 27,835 | $999.6K | 0.03% | +27,835 | New |
| Assetmark, Inc | 28,175 | $1.01M | 0.00% | +8,400+42.5% | Added |
| Tiaa Trust, National Association | 28,245 | $1.01M | 0.00% | −5,501−16.3% | Reduced |
| Cornerstone National Bank & Trust Co | 28,309 | $1.02M | 0.54% | −280−1.0% | Reduced |
| FIL Ltd | 28,511 | $1.02M | 0.00% | −2,263,561−98.8% | Reduced |
| GWM Advisors LLC | 29,303 | $1.02M | 0.01% | +11,583+65.4% | Added |
| Schonfeld Strategic Advisors LLC | 28,752 | $1.03M | 0.01% | −813,561−96.6% | Reduced |
| United Services Automobile Association | 29,166 | $1.05M | 0.02% | +2,617+9.9% | Added |
| CWM, LLC | 29,285 | $1.05M | 0.01% | +176+0.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 29,525 | $1.06M | 0.05% | +390+1.3% | Added |
| Oppenheimer & Co Inc | 29,750 | $1.07M | 0.02% | −4,989−14.4% | Reduced |
| Asset Dedication, LLC | 30,303 | $1.08M | 0.09% | −1,529−4.8% | Reduced |
| LSV Asset Management | 30,400 | $1.09M | 0.00% | −40,700−57.2% | Reduced |
| Community Bank, N.A. | 30,516 | $1.10M | 0.14% | +1,260+4.3% | Added |
| Providence Wealth Advisors, LLC | 7,593 | $1.11M | 1.32% | −22,332−74.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 30,955 | $1.11M | 0.02% | −155−0.5% | Reduced |
| Walleye Capital LLC | 31,257 | $1.12M | 0.02% | −61,861−66.4% | Reduced |
| Advanced Asset Management Advisors Inc | 31,317 | $1.12M | 0.27% | −425−1.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 31,509 | $1.13M | 0.03% | +97+0.3% | Added |
| Baird Financial Group, Inc. | 31,532 | $1.13M | 0.00% | −3,334−9.6% | Reduced |
| Strategic Blueprint, LLC | 31,906 | $1.15M | 0.09% | +1,344+4.4% | Added |
| Peapack Gladstone Financial Corp | 32,095 | $1.15M | 0.02% | +761+2.4% | Added |
| MAI Capital Management | 32,744 | $1.18M | 0.02% | +1,275+4.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 32,971 | $1.18M | 0.02% | −10,000−23.3% | Reduced |
| Grayhawk Investment Strategies Inc. | 33,882 | $1.22M | 0.63% | +33,882 | New |
| Empirical Finance, LLC | 34,414 | $1.24M | 0.09% | +264+0.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 34,500 | $1.24M | 0.02% | −46,500−57.4% | Reduced |
| Jump Financial, LLC | 34,567 | $1.24M | 0.04% | +34,567 | New |
| Kingsview Wealth Management, LLC | 34,929 | $1.25M | 0.04% | +2,769+8.6% | Added |
| Viking Fund Management LLC | 35,000 | $1.26M | 0.24% | +14,000+66.7% | Added |
| Toroso Investments, LLC | 35,136 | $1.26M | 0.03% | +10,055+40.1% | Added |
| Machina Capital S.A.S. | 35,266 | $1.27M | 0.82% | +35,266 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 35,463 | $1.27M | 0.09% | +1,234+3.6% | Added |
| Los Angeles Capital Management LLC | 36,775 | $1.32M | 0.00% | +15,356+71.7% | Added |
| Radnor Capital Management, LLC | 36,840 | $1.32M | 0.25% | +132+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 36,885 | $1.32M | 0.02% | +1,625+4.6% | Added |
| Essex LLC | 36,920 | $1.33M | 0.33% | −11,535−23.8% | Reduced |
| E. Ohman J:or Asset Management AB | 37,224 | $1.34M | 0.05% | −7,700−17.1% | Reduced |
| Lincoln National Corp | 37,326 | $1.34M | 0.02% | +2,399+6.9% | Added |
| Pensionfund Sabic | 37,500 | $1.35M | 0.42% | +3,000+8.7% | Added |
| Johnson Financial Group, Inc. | 37,850 | $1.36M | 0.07% | −10,280−21.4% | Reduced |
| Trust Co of Toledo NA | 37,974 | $1.36M | 0.23% | −268−0.7% | Reduced |
| Oak Thistle LLC | 38,580 | $1.39M | 0.40% | +17,536+83.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 38,681 | $1.39M | 0.08% | −2,320−5.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 39,058 | $1.40M | 0.08% | +1,962+5.3% | Added |
| Resolution Capital Ltd | 39,215 | $1.41M | 0.03% | −19,839−33.6% | Reduced |
| Etesian Wealth Advisors, Inc. | 39,499 | $1.42M | 0.85% | −1,092−2.7% | Reduced |
| Desjardins Global Asset Management Inc. | 39,500 | $1.42M | 0.15% | −6,292−13.7% | Reduced |
| Ameritas Investment Partners, Inc. | 39,934 | $1.43M | 0.05% | +583+1.5% | Added |
| StoneX Group Inc. | 40,184 | $1.44M | 0.14% | +7,425+22.7% | Added |
| Rothschild Investment LLC | 40,405 | $1.45M | 0.12% | +40,405 | New |
| Metropolitan Life Insurance Co | 40,518 | $1.45M | 0.07% | −658−1.6% | Reduced |
| Intech Investment Management LLC | 40,644 | $1.46M | 0.02% | −33,912−45.5% | Reduced |
| Cetera Advisors LLC | 42,748 | $1.53M | 0.02% | +16,593+63.4% | Added |
| Aventail Capital Group, LP | 42,790 | $1.54M | 0.13% | +42,790 | New |
| Thrivent Financial for Lutherans | 43,222 | $1.55M | 0.00% | −446−1.0% | Reduced |
| Chartwell Investment Partners, LLC | 43,782 | $1.57M | 0.06% | −90,377−67.4% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 43,810 | $1.57M | 0.09% | +14,020+47.1% | Added |
| Sompo Asset Management Co., Ltd. | 44,240 | $1.59M | 0.29% | +17,840+67.6% | Added |
| Cbre Clarion Securities LLC | 44,651 | $1.60M | 0.03% | −141,738−76.0% | Reduced |
| Cetera Investment Advisers | 44,769 | $1.61M | 0.01% | +1,857+4.3% | Added |
| Norinchukin Bank, The | 44,802 | $1.61M | 0.04% | −7,883−15.0% | Reduced |
| Principle Wealth Partners LLC | 45,655 | $1.64M | 0.14% | +45,655 | New |
| Teacher Retirement System of Texas | 45,722 | $1.64M | 0.01% | −31,339−40.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 52,970 | $1.65M | 0.06% | +52,970 | New |
| Covington Investment Advisors Inc. | 46,229 | $1.66M | 0.30% | +11,942+34.8% | Added |
| Brown Advisory Inc | 46,421 | $1.67M | 0.00% | −642−1.4% | Reduced |
| Brookstone Capital Management | 46,633 | $1.67M | 0.03% | −179−0.4% | Reduced |
| Bridgewater Associates, LP | 46,851 | $1.68M | 0.01% | −178,004−79.2% | Reduced |
| NEOS Investment Management LLC | 46,922 | $1.68M | 0.16% | +2,988+6.8% | Added |
| Savant Capital, LLC | 46,994 | $1.69M | 0.02% | −846−1.8% | Reduced |