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 |
|---|---|---|---|---|---|
| Quantitative Investment Management, LLC | 26,089 | $936.0K | 0.05% | +26,089 | New |
| Everence Capital Management Inc | 26,010 | $934.0K | 0.07% | 00.0% | Unchanged |
| Stevens Capital Management LP | 25,564 | $918.0K | 0.23% | +25,564 | New |
| Uncommon Cents Investing LLC | 25,555 | $917.4K | 0.30% | +360+1.4% | Added |
| Sequoia Financial Advisors, LLC | 25,343 | $909.8K | 0.01% | +10,332+68.8% | Added |
| Capital Advisors Inc | 25,227 | $905.6K | 0.02% | +25,227 | New |
| Westpac Banking Corp | 25,124 | $902.0K | 0.07% | +2,816+12.6% | Added |
| Allworth Financial LP | 24,940 | $895.4K | 0.01% | +6,663+36.5% | Added |
| Teza Capital Management LLC | 24,894 | $893.7K | 0.15% | +24,894 | New |
| Argyle Capital Management Inc. | 24,792 | $890.0K | 0.37% | −8,250−25.0% | Reduced |
| AdvisorNet Financial, Inc | 24,401 | $876.0K | 0.08% | −1,185−4.6% | Reduced |
| HBK Sorce Advisory LLC | 24,236 | $870.1K | 0.03% | −3,453−12.5% | Reduced |
| Lido Advisors, LLC | 23,777 | $853.6K | 0.01% | −3,889−14.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 23,662 | $849.5K | 0.01% | +402+1.7% | Added |
| Cornercap Investment Counsel Inc | 23,273 | $835.5K | 0.14% | +23,273 | New |
| Investment Management Corp of Ontario | 23,244 | $834.5K | 0.02% | +16,900+266.4% | Added |
| D.A. Davidson & Co. | 23,016 | $826.3K | 0.01% | +414+1.8% | Added |
| Greenleaf Trust | 22,986 | $825.2K | 0.01% | +2,142+10.3% | Added |
| Ieq Capital, LLC | 22,978 | $824.9K | 0.01% | −3,270−12.5% | Reduced |
| Adviser Investments LLC | 22,761 | $817.1K | 0.01% | −50−0.2% | Reduced |
| PGGM Investments | 22,653 | $813.0K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 22,622 | $812.1K | 0.07% | −6,627−22.7% | Reduced |
| AlphaStar Capital Management, LLC | 22,501 | $807.8K | 0.07% | +2,200+10.8% | Added |
| International Assets Investment Management, LLC | 22,265 | $799.3K | 0.10% | −54−0.2% | Reduced |
| United Capital Financial Advisers, LLC | 21,547 | $773.5K | 0.01% | +9,828+83.9% | Added |
| Beck Bode, LLC | 21,334 | $765.9K | 0.17% | −15−0.1% | Reduced |
| Park Avenue Securities LLC | 21,028 | $755.0K | 0.01% | −2,807−11.8% | Reduced |
| Qtron Investments LLC | 20,975 | $753.0K | 0.12% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 20,898 | $750.2K | 0.23% | +20,898 | New |
| CAPROCK Group, Inc. | 20,839 | $748.1K | 0.05% | +8,067+63.2% | Added |
| Equitable Holdings, Inc. | 20,781 | $746.0K | 0.01% | +3,192+18.1% | Added |
| Point72 Middle East FZE | 20,760 | $745.3K | 0.05% | +20,760 | New |
| Hartford Financial Management Inc. | 20,500 | $736.0K | 0.17% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 20,373 | $731.0K | 0.03% | −31,936−61.1% | Reduced |
| National Asset Management, Inc. | 20,173 | $724.2K | 0.02% | −2,075−9.3% | Reduced |
| IMC-Chicago, LLC | 20,139 | $723.0K | 0.02% | +20,139 | New |
| Simmons Bank | 20,022 | $718.8K | 0.06% | −379−1.9% | Reduced |
| Harbor Capital Advisors, Inc. | 19,921 | $715.2K | 0.14% | +225+1.1% | Added |
| Stephenson National Bank & Trust | 19,831 | $711.9K | 0.35% | +397+2.0% | Added |
| Bailard, Inc. | 19,749 | $709.0K | 0.02% | +9,515+93.0% | Added |
| Eaton Financial Holdings Company, LLC | 19,712 | $707.7K | 0.17% | −20.0% | Reduced |
| Wealthspire Advisors, LLC | 19,574 | $702.7K | 0.01% | −1,661−7.8% | Reduced |
| Raymond James Trust N.A. | 19,424 | $697.3K | 0.02% | −459−2.3% | Reduced |
| Affinity Investment Advisors, LLC | 19,395 | $696.3K | 0.47% | −1,670−7.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,309 | $693.2K | 0.00% | +1,901+10.9% | Added |
| Intrust Bank NA | 19,209 | $689.6K | 0.08% | −3,965−17.1% | Reduced |
| Sowell Financial Services LLC | 19,189 | $689.0K | 0.04% | −5,604−22.6% | Reduced |
| Meeder Advisory Services, Inc. | 19,162 | $687.9K | 0.08% | +108+0.6% | Added |
| Wealthcare Advisory Partners LLC | 19,093 | $685.4K | 0.03% | +28+0.1% | Added |
| Bessemer Group Inc | 18,969 | $681.0K | 0.00% | +4,334+29.6% | Added |
| Capstone Investment Advisors, LLC | 18,871 | $677.5K | 0.01% | +18,871 | New |
| Abundance Wealth Counselors | 18,830 | $676.0K | 0.18% | +2,975+18.8% | Added |
| Western Financial Corp | 18,589 | $667.3K | 0.45% | −1,075−5.5% | Reduced |
| Integrated Advisors Network LLC | 18,580 | $667.0K | 0.04% | +693+3.9% | Added |
| Wedbush Securities Inc | 18,499 | $664.0K | 0.03% | −1,045−5.3% | Reduced |
| Twin Capital Management Inc | 18,443 | $662.1K | 0.09% | −13,142−41.6% | Reduced |
| Marshall Financial Group LLC | 18,246 | $655.0K | 0.21% | +272+1.5% | Added |
| Benjamin Edwards Inc | 18,193 | $653.0K | 0.14% | −27,859−60.5% | Reduced |
| Midland Wealth Advisors LLC | 18,157 | $651.8K | 0.04% | +18,157 | New |
| Quest Partners LLC | 18,140 | $651.2K | 0.14% | +18,140 | New |
| North Star Investment Management Corp. | 18,060 | $648.4K | 0.05% | −109−0.6% | Reduced |
| Advisors Asset Management, Inc. | 17,997 | $646.1K | 0.01% | −749−4.0% | Reduced |
| Horizon Investments, LLC | 17,846 | $640.7K | 0.02% | +4,485+33.6% | Added |
| Boston Financial Mangement LLC | 17,638 | $633.2K | 0.02% | −1,245−6.6% | Reduced |
| Willis Johnson & Associates, Inc. | 17,310 | $621.4K | 0.06% | +163+1.0% | Added |
| Lakeside Advisors, INC. | 17,258 | $619.6K | 0.43% | 00.0% | Unchanged |
| STF Management LP | 16,947 | $608.4K | 0.29% | +682+4.2% | Added |
| Regal Investment Advisors LLC | 16,930 | $607.8K | 0.05% | −769−4.3% | Reduced |
| Sumitomo Life Insurance Co | 16,921 | $607.5K | 0.02% | −80−0.5% | Reduced |
| Caxton Associates LP | 16,697 | $599.4K | 0.03% | +16,697 | New |
| Diversified Trust Co | 16,588 | $595.5K | 0.02% | +16,588 | New |
| Capital Fund Management S.A. | 16,585 | $595.4K | 0.01% | −32,159−66.0% | 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 |
| Bokf, NA | 16,465 | $591.1K | 0.01% | −1,622−9.0% | Reduced |
| Gotham Asset Management, LLC | 16,435 | $590.0K | 0.01% | −75,243−82.1% | Reduced |
| Central Trust Co | 16,210 | $581.9K | 0.02% | −143−0.9% | Reduced |
| V-Square Quantitative Management LLC | 16,149 | $579.7K | 0.14% | +4,413+37.6% | Added |
| Wetherby Asset Management Inc | 16,028 | $575.4K | 0.03% | −5,320−24.9% | Reduced |
| Weiss Asset Management LP | 15,754 | $565.6K | 0.04% | −55,745−78.0% | Reduced |
| Independent Advisor Alliance | 15,725 | $564.5K | 0.02% | −1,327−7.8% | Reduced |
| TCW Group Inc | 15,725 | $563.7K | 0.01% | +15,725 | New |
| Versor Investments LP | 15,700 | $563.6K | 0.11% | +15,700 | New |
| Avantax Advisory Services, Inc. | 15,452 | $554.7K | 0.01% | −4,034−20.7% | Reduced |
| Centiva Capital, LP | 15,264 | $548.0K | 0.03% | +15,264 | New |
| Stableford Capital II LLC | 15,100 | $546.8K | 0.23% | +1,079+7.7% | Added |
| Pinnacle Associates Ltd | 15,115 | $542.6K | 0.01% | −1,397−8.5% | Reduced |
| Siemens Fonds Invest GmbH | 14,928 | $535.9K | 0.04% | +1,054+7.6% | Added |
| LaSalle St. Investment Advisors, LLC | 14,918 | $535.5K | 0.36% | +7,265+94.9% | Added |
| Atria Wealth Solutions, Inc. | 14,852 | $533.2K | 0.01% | +37+0.2% | Added |
| Campion Asset Management LLC | 14,758 | $529.8K | 0.45% | −235−1.6% | Reduced |
| Plimoth Trust Co LLC | 14,685 | $527.2K | 0.15% | −370−2.5% | Reduced |
| WCG Wealth Advisors LLC | 14,494 | $520.0K | 0.04% | +1,301+9.9% | Added |
| Stratos Wealth Partners, LTD. | 14,472 | $519.6K | 0.01% | +198+1.4% | Added |
| Ferguson Wellman Capital Management, Inc | 14,417 | $517.6K | 0.01% | −21−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 14,357 | $515.5K | 0.02% | −161−1.1% | Reduced |
| Commerzbank Aktiengesellschaft | 14,327 | $515.0K | 0.02% | +4,253+42.2% | Added |
| Geller Advisors LLC | 14,343 | $514.9K | 0.05% | +7,763+118.0% | Added |
| Invesco, LLC | 14,336 | $514.7K | 0.24% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14,334 | $514.6K | 0.02% | +2,284+19.0% | Added |