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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 14,246 | $511.0K | 0.02% | −1,986−12.2% | Reduced |
| Kestra Private Wealth Services, LLC | 14,215 | $510.3K | 0.01% | +2,202+18.3% | Added |
| Sourcerock Group LLC | 14,200 | $509.8K | 0.05% | +14,200 | New |
| IHT Wealth Management, LLC | 14,136 | $507.5K | 0.02% | +955+7.2% | Added |
| Black Diamond Financial, LLC | 13,788 | $495.0K | 0.13% | 00.0% | Unchanged |
| Signaturefd, LLC | 13,732 | $493.0K | 0.01% | −1,315−8.7% | Reduced |
| Investors Research Corp | 13,709 | $492.2K | 0.12% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 13,693 | $491.6K | 0.04% | −11,726−46.1% | Reduced |
| Archer Investment Corp | 13,668 | $490.7K | 0.16% | 00.0% | Unchanged |
| World Equity Group, Inc. | 13,657 | $490.3K | 0.10% | +20.0% | Added |
| Integrated Wealth Concepts LLC | 13,561 | $486.9K | 0.01% | −360−2.6% | Reduced |
| Azimuth Capital Investment Management LLC | 13,556 | $486.7K | 0.02% | +2,465+22.2% | Added |
| Mather Group, LLC. | 13,448 | $482.8K | 0.01% | +2,042+17.9% | Added |
| LSP Investment Advisors, LLC | 13,274 | $476.5K | 0.23% | 00.0% | Unchanged |
| Old National Bancorp | 13,252 | $475.7K | 0.01% | −58−0.4% | Reduced |
| Kinneret Advisory, LLC | 13,131 | $471.4K | 0.05% | +13,131 | New |
| Apollon Wealth Management, LLC | 13,121 | $471.0K | 0.02% | +5,322+68.2% | Added |
| Partnership Wealth Management, LLC | 13,467 | $468.8K | 0.35% | +13,467 | New |
| Caldwell Trust Co | 13,024 | $467.6K | 0.06% | −1,900−12.7% | Reduced |
| Lantz Financial LLC | 12,974 | $465.8K | 0.17% | +1,362+11.7% | Added |
| Jacobi Capital Management LLC | 12,853 | $461.4K | 0.05% | +198+1.6% | Added |
| Corton Capital Inc. | 12,661 | $454.5K | 0.14% | +12,661 | New |
| Principal Securities, Inc. | 12,598 | $452.3K | 0.02% | +12,598 | New |
| Beacon Pointe Advisors, LLC | 12,584 | $451.8K | 0.01% | −132−1.0% | Reduced |
| Van Cleef Asset Management,Inc | 12,581 | $451.7K | 0.06% | −20−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 12,528 | $449.8K | 0.00% | −2,800−18.3% | Reduced |
| TSFG, LLC | 12,482 | $448.0K | 0.14% | +145+1.2% | Added |
| Spirit of America Management Corp | 12,300 | $441.6K | 0.10% | +400+3.4% | Added |
| Bank of New Hampshire | 12,290 | $441.2K | 0.13% | −375−3.0% | Reduced |
| Citizens Financial Group Inc | 12,087 | $433.9K | 0.01% | +12,087 | New |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $430.8K | 0.15% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 11,978 | $430.0K | 0.03% | −1,697−12.4% | Reduced |
| Axq Capital, LP | 11,900 | $427.2K | 0.11% | +11,900 | New |
| Harbor Investment Advisory, LLC | 11,777 | $422.8K | 0.05% | −2,246−16.0% | Reduced |
| Boston Private Wealth LLC | 11,773 | $422.7K | 0.01% | +2,381+25.4% | Added |
| Checchi Capital Advisers, LLC | 11,687 | $419.6K | 0.03% | −1,215−9.4% | Reduced |
| Arden Trust Co | 11,623 | $417.3K | 0.06% | −3,169−21.4% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 9,540 | $415.8K | 0.01% | +9,540 | New |
| Ausdal Financial Partners, Inc. | 11,567 | $415.2K | 0.05% | +257+2.3% | Added |
| Blue Bell Private Wealth Management, LLC | 11,549 | $414.6K | 0.10% | +10,692+1,247.6% | Added |
| Allegheny Financial Group LTD | 11,528 | $413.9K | 0.13% | 00.0% | Unchanged |
| Stephens Inc | 11,516 | $413.4K | 0.01% | −1,835−13.7% | Reduced |
| Investment Advisory Services Inc | 11,486 | $412.3K | 0.16% | −1,776−13.4% | Reduced |
| Haverford Trust Co | 11,453 | $411.2K | 0.00% | −31−0.3% | Reduced |
| Hancock Whitney Corp | 11,405 | $409.4K | 0.02% | −701−5.8% | Reduced |
| Cooper Financial Group | 11,398 | $409.2K | 0.07% | −2,139−15.8% | Reduced |
| HAP Trading, LLC | 11,329 | $406.7K | 0.12% | +11,329 | New |
| Cornerstone Advisory, LLC | 11,307 | $405.9K | 0.06% | −70−0.6% | Reduced |
| Synovus Financial Corp | 11,044 | $396.5K | 0.01% | −5,072−31.5% | Reduced |
| Costello Asset Management, INC | 10,919 | $392.0K | 0.33% | −146−1.3% | Reduced |
| Paloma Partners Management Co | 10,818 | $388.4K | 0.06% | +10,818 | New |
| Nexus Investment Management ULC | 10,800 | $387.7K | 0.04% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 10,770 | $386.6K | 0.21% | +2,740+34.1% | Added |
| SeaCrest Wealth Management, LLC | 10,527 | $382.2K | 0.05% | −536−4.8% | Reduced |
| Axxcess Wealth Management, LLC | 10,558 | $379.0K | 0.01% | +602+6.0% | Added |
| Cigna Investments Inc | 10,572 | $379.0K | 0.08% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10,520 | $377.7K | 0.02% | +4,337+70.1% | Added |
| 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 |
| Significant Wealth Partners LLC | 10,462 | $375.6K | 0.27% | +10,462 | New |
| Trust Point Inc. | 10,406 | $373.6K | 0.03% | +10,406 | New |
| Coldstream Capital Management Inc | 10,388 | $372.9K | 0.01% | −3,081−22.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,200 | $366.2K | 0.05% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,616 | $361.8K | 0.02% | +160+1.5% | Added |
| Community Bank & Trust, Waco, Texas | 10,069 | $361.0K | 0.10% | −1,960−16.3% | Reduced |
| Bollard Group LLC | 9,956 | $357.0K | 0.01% | +82+0.8% | Added |
| SageView Advisory Group, LLC | 10,166 | $356.3K | 0.02% | +570+5.9% | Added |
| Lake Street Advisors Group, LLC | 9,913 | $355.9K | 0.02% | −725−6.8% | Reduced |
| E Fund Management Co., Ltd. | 9,913 | $355.9K | 0.02% | −1,031−9.4% | Reduced |
| Unigestion Holding SA | 9,905 | $355.6K | 0.02% | +9,905 | New |
| Meiji Yasuda Life Insurance Co | 9,900 | $355.4K | 0.01% | +9,900 | New |
| Heartland Bank & Trust Co | 9,884 | $354.8K | 0.24% | −501−4.8% | Reduced |
| Cidel Asset Management Inc | 9,882 | $354.8K | 0.02% | +9,882 | New |
| CIBC World Markets Inc. | 9,790 | $351.0K | 0.00% | −108−1.1% | Reduced |
| Paragon Financial Partners, Inc. | 9,773 | $350.9K | 0.34% | −26−0.3% | Reduced |
| Buckingham Strategic Partners | 9,771 | $350.8K | 0.02% | −3,353−25.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 9,661 | $346.8K | 0.04% | +806+9.1% | Added |
| Centre Asset Management, LLC | 9,632 | $346.0K | 0.08% | −145−1.5% | Reduced |
| VeraBank, N.A. | 9,620 | $345.4K | 0.12% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 9,552 | $342.9K | 0.10% | −516−5.1% | Reduced |
| Umb Bank N A | 9,405 | $337.6K | 0.00% | −216−2.2% | Reduced |
| WBH Advisory Inc | 9,390 | $337.1K | 0.04% | −10.0% | Reduced |
| Romano Brothers and Company | 9,351 | $335.7K | 0.05% | +189+2.1% | Added |
| Fifth Third Wealth Advisors LLC | 9,320 | $334.6K | 0.11% | +297+3.3% | Added |
| Aull & Monroe Investment Management Corp | 9,314 | $334.4K | 0.16% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 9,244 | $331.8K | 0.00% | +1,457+18.7% | Added |
| ClearBridge Investments Ltd | 9,242 | $331.8K | 0.01% | −881−8.7% | Reduced |
| XTX Topco Ltd | 9,191 | $330.0K | 0.07% | +1,460+18.9% | Added |
| Stonegate Investment Group, LLC | 9,178 | $329.5K | 0.01% | +34+0.4% | Added |
| Confluence Wealth Services, Inc. | 9,142 | $328.2K | 0.04% | −20−0.2% | Reduced |
| Lloyd Advisory Services, LLC. | 9,112 | $327.1K | 0.15% | +9,112 | New |
| Keybank National Association | 9,108 | $327.0K | 0.00% | −90−1.0% | Reduced |
| UniSuper Management Pty Ltd | 9,094 | $326.5K | 0.00% | +1,694+22.9% | Added |
| RNC Capital Management LLC | 9,091 | $326.4K | 0.02% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 9,075 | $325.8K | 0.11% | −644−6.6% | Reduced |
| Spire Wealth Management | 9,262 | $324.5K | 0.01% | +2,036+28.2% | Added |
| Achmea Investment Management B.V. | 9,020 | $324.0K | 0.01% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 8,958 | $321.6K | 0.22% | −141−1.5% | Reduced |
| CRA Financial Services, LLC | 8,909 | $319.8K | 0.08% | −50−0.6% | Reduced |
| J.W. Cole Advisors, Inc. | 8,885 | $319.0K | 0.02% | −468−5.0% | Reduced |