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 |
|---|---|---|---|---|---|
| Avion Wealth | 39 | $1.00K | 0.00% | −11−22.0% | Reduced |
| Arlington Trust Co LLC | 26 | $933 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $898 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $833 | 0.00% | −50−68.5% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 18 | $779 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $718 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $647 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 16 | $574 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 15 | $539 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 14 | $503 | 0.00% | −12−46.2% | Reduced |
| ClariVest Asset Management LLC | 13 | $466 | 0.00% | −133−91.1% | Reduced |
| Caitlin John, LLC | 11 | $398 | 0.00% | +11 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $395 | 0.00% | −2−15.4% | Reduced |
| True Wealth Design, LLC | 11 | $395 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 10 | $359 | 0.00% | +10 | New |
| Spartan Planning & Wealth Management | 9 | $323 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $215 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 4 | $144 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 0 | $16 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | New |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −4,130,813−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −1,346,100−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −1,227,198−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,092,859−100.0% | Sold out |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −751,271−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −468,160−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −400,015−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −377,461−100.0% | Sold out |
| Teilinger Capital Ltd. | 0 | $0 | 0.00% | −285,100−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −284,355−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −140,428−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −108,800−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −106,116−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −89,325−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −77,000−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −69,907−100.0% | Sold out |
| Huber Capital Management LLC | 0 | $0 | 0.00% | −60,531−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −47,839−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −42,729−100.0% | Sold out |
| Quaero Capital S.A. | 0 | $0 | 0.00% | −41,950−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −38,754−100.0% | Sold out |
| VELA Investment Management, LLC | 0 | $0 | 0.00% | −33,618−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −28,130−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −27,685−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −24,769−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −20,100−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −18,109−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −16,838−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −16,939−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −16,900−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,077−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −14,233−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −14,065−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −10,361−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −10,072−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −8,449−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −8,441−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −8,339−100.0% | Sold out |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −8,098−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −8,077−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,986−100.0% | Sold out |
| River Wealth Advisors LLC | 0 | $0 | 0.00% | −7,815−100.0% | Sold out |
| Thomasville National Bank | 0 | $0 | 0.00% | −7,741−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −7,527−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −7,444−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −7,390−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −7,357−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −7,046−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −7,025−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −6,844−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −6,782−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −6,516−100.0% | Sold out |
| Himension Fund | 0 | $0 | 0.00% | −6,510−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −6,201−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −5,882−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −5,783−100.0% | Sold out |
| Quad-Cities Investment Group, LLC | 0 | $0 | 0.00% | −5,776−100.0% | Sold out |
| StrategIQ Financial Group, LLC | 0 | $0 | 0.00% | −5,739−100.0% | Sold out |
| Resonant Capital Advisors, LLC | 0 | $0 | 0.00% | −5,582−100.0% | Sold out |
| MTM Investment Management, LLC | 0 | $0 | 0.00% | −5,568−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −5,537−100.0% | Sold out |
| Baltimore-Washington Financial Advisors, Inc. | 0 | $0 | 0.00% | −5,471−100.0% | Sold out |
| PDS Planning, Inc | 0 | $0 | 0.00% | −5,468−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −5,438−100.0% | Sold out |
| Zuckerman Investment Group, LLC | 0 | $0 | 0.00% | −5,425−100.0% | Sold out |
| Aurora Private Wealth, Inc. | 0 | $0 | 0.00% | −5,419−100.0% | Sold out |
| Wealth Dimensions Group, Ltd. | 0 | $0 | 0.00% | −5,424−100.0% | Sold out |
| Nadler Financial Group, Inc. | 0 | $0 | 0.00% | −5,382−100.0% | Sold out |
| Truepoint, Inc. | 0 | $0 | 0.00% | −5,374−100.0% | Sold out |
| Hyman Charles D | 0 | $0 | 0.00% | −5,375−100.0% | Sold out |
| ABLE Financial Group, LLC | 0 | $0 | 0.00% | −5,327−100.0% | Sold out |
| Planning Directions Inc | 0 | $0 | 0.00% | −5,318−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −5,303−100.0% | Sold out |
| Telos Capital Management, Inc. | 0 | $0 | 0.00% | −5,297−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −4,505−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −3,734−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −3,396−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,340−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −2,238−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −2,189−100.0% | Sold out |