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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 8,811 | $316.3K | 0.00% | +3,127+55.0% | Added |
| Harvest Fund Management Co., Ltd | 8,747 | $314.0K | 0.05% | +816+10.3% | Added |
| First National Bank & Trust Co of Newtown | 8,721 | $313.0K | 0.07% | −205−2.3% | Reduced |
| Independent Financial Group, LLC | 8,583 | $308.1K | 0.02% | +1,270+17.4% | Added |
| Wolverine Trading, LLC | 8,577 | $307.9K | 0.00% | +8,577 | New |
| Diversified, LLC | 8,537 | $306.5K | 0.07% | +1,674+24.4% | Added |
| Marietta Investment Partners LLC | 8,500 | $305.1K | 0.08% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 8,426 | $302.5K | 0.16% | −99−1.2% | Reduced |
| Strategic Advisors LLC | 8,422 | $302.4K | 0.06% | −24,923−74.7% | Reduced |
| Wesbanco Bank Inc | 8,385 | $301.0K | 0.02% | −2,926−25.9% | Reduced |
| Riverwater Partners LLC | 8,383 | $300.9K | 0.24% | −646−7.2% | Reduced |
| Hendershot Investments Inc. | 8,371 | $300.5K | 0.05% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 8,361 | $300.2K | 0.06% | +2,426+40.9% | Added |
| Centennial Wealth Advisory LLC | 8,359 | $300.1K | 0.15% | +138+1.7% | Added |
| Scotia Capital Inc. | 8,331 | $299.1K | 0.00% | −455−5.2% | Reduced |
| Acropolis Investment Management, LLC | 8,269 | $296.4K | 0.02% | −6,377−43.5% | Reduced |
| First Manhattan Co | 8,235 | $295.6K | 0.00% | +4,055+97.0% | Added |
| Cohen Klingenstein LLC | 8,200 | $294.4K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 8,149 | $292.6K | 0.01% | +2,143+35.7% | Added |
| Private Trust Co NA | 8,146 | $292.4K | 0.03% | −5,768−41.5% | Reduced |
| Perigon Wealth Management, LLC | 8,125 | $291.7K | 0.01% | −341−4.0% | Reduced |
| Savvy Advisors, Inc. | 8,103 | $290.9K | 0.28% | +8,103 | New |
| Northwest Bancshares, Inc. | 8,077 | $290.0K | 0.05% | −25−0.3% | Reduced |
| Vise Technologies, Inc. | 8,024 | $288.1K | 0.06% | +1,255+18.5% | Added |
| Mutual Advisors, LLC | 7,997 | $287.1K | 0.01% | −651−7.5% | Reduced |
| Sigma Planning Corp | 7,994 | $287.0K | 0.02% | −8,546−51.7% | Reduced |
| Principal Street Partners, LLC | 7,988 | $286.8K | 0.07% | +121+1.5% | Added |
| Cullinan Associates Inc | 7,987 | $286.7K | 0.02% | −122,042−93.9% | Reduced |
| Concurrent Investment Advisors, LLC | 7,910 | $283.9K | 0.01% | +7,910 | New |
| Avenue 1 Advisors, LLC | 7,903 | $283.7K | 0.13% | +7,903 | New |
| Alpha Omega Wealth Management LLC | 7,874 | $282.7K | 0.05% | −575−6.8% | Reduced |
| Insight Advisors, LLC | 7,834 | $281.2K | 0.06% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 7,800 | $280.0K | 0.58% | +7,800 | New |
| HB Wealth Management, LLC | 7,750 | $278.3K | 0.00% | −10,074−56.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,610 | $273.2K | 0.01% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 7,581 | $272.2K | 0.02% | −5,149−40.4% | Reduced |
| Wealth Management Associates, Inc. | 7,572 | $271.8K | 0.14% | −1,400−15.6% | Reduced |
| Tiemann Investment Advisors, LLC | 7,565 | $271.6K | 0.13% | −210−2.7% | Reduced |
| Symmetry Partners, LLC | 7,550 | $271.0K | 0.01% | −4,902−39.4% | Reduced |
| KLCM Advisors, Inc. | 7,503 | $269.4K | 0.04% | +1,448+23.9% | Added |
| Hollencrest Capital Management | 7,500 | $269.3K | 0.03% | 00.0% | Unchanged |
| Platform Technology Partners | 7,781 | $267.5K | 0.10% | −3,240−29.4% | Reduced |
| Global Retirement Partners, LLC | 7,464 | $266.5K | 0.01% | −272−3.5% | Reduced |
| Univest Financial Corp | 7,375 | $264.8K | 0.08% | +374+5.3% | Added |
| Verdence Capital Advisors LLC | 7,338 | $263.4K | 0.03% | +250+3.5% | Added |
| Moors & Cabot, Inc. | 7,305 | $262.2K | 0.02% | +300+4.3% | Added |
| Kennedy Investment Group | 7,289 | $261.7K | 0.15% | −2,322−24.2% | Reduced |
| Ellenbecker Investment Group | 7,291 | $261.0K | 0.06% | +202+2.8% | Added |
| Gladstone Institutional Advisory LLC | 7,243 | $260.0K | 0.01% | +864+13.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,235 | $260.0K | 0.13% | −667−8.4% | Reduced |
| Coastline Trust Co | 7,218 | $259.1K | 0.03% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 7,204 | $258.6K | 0.03% | +650+9.9% | Added |
| Forum Financial Management, LP | 7,184 | $257.9K | 0.00% | −2,063−22.3% | Reduced |
| Sherbrooke Park Advisers LLC | 7,178 | $257.7K | 0.12% | +7,178 | New |
| Snowden Capital Advisors LLC | 7,155 | $256.9K | 0.01% | +353+5.2% | Added |
| TownSquare Capital, LLC | 7,152 | $256.8K | 0.00% | −822−10.3% | Reduced |
| Larson Financial Group LLC | 7,102 | $254.9K | 0.02% | −5−0.1% | Reduced |
| GAMMA Investing LLC | 7,312 | $254.5K | 0.07% | +7,312 | New |
| First Heartland Consultants, Inc. | 7,078 | $254.0K | 0.03% | +152+2.2% | Added |
| Hartline Investment Corp | 7,013 | $251.8K | 0.04% | −2,500−26.3% | Reduced |
| Advisory Services Network, LLC | 6,995 | $251.1K | 0.01% | −1,674−19.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 6,952 | $249.6K | 0.00% | +100+1.5% | Added |
| Good Life Advisors, LLC | 6,931 | $248.8K | 0.02% | +60+0.9% | Added |
| Essex Financial Services, Inc. | 6,876 | $246.9K | 0.03% | +135+2.0% | Added |
| Total Clarity Wealth Management, Inc. | 6,875 | $246.8K | 0.10% | +769+12.6% | Added |
| Agf Management Ltd | 6,849 | $245.9K | 0.00% | −45,941−87.0% | Reduced |
| Mirabella Financial Services LLP | 6,797 | $244.0K | 0.03% | +6,797 | New |
| Prospera Financial Services Inc | 6,788 | $243.7K | 0.01% | +6,788 | New |
| Grant/GrossMendelsohn, LLC | 6,955 | $243.5K | 0.10% | +1,407+25.4% | Added |
| Level Four Advisory Services, LLC | 6,759 | $242.7K | 0.01% | +109+1.6% | Added |
| Harbour Investments, Inc. | 6,759 | $242.6K | 0.01% | +2,189+47.9% | Added |
| Successful Portfolios LLC | 6,756 | $242.5K | 0.18% | −13−0.2% | Reduced |
| DGS Capital Management, LLC | 6,747 | $242.2K | 0.09% | −810−10.7% | Reduced |
| Trustco Bank Corp N Y | 6,698 | $240.5K | 0.26% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 6,686 | $240.0K | 0.02% | +26+0.4% | Added |
| Kepos Capital LP | 6,583 | $236.0K | 0.08% | −520−7.3% | Reduced |
| Stratos Wealth Advisors, LLC | 6,573 | $236.0K | 0.01% | −96−1.4% | Reduced |
| Accel Wealth Management | 6,571 | $235.9K | 0.12% | −102−1.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,515 | $233.9K | 0.04% | +133+2.1% | Added |
| Vestmark Advisory Solutions, Inc. | 3,835 | $233.9K | 0.01% | +3,835 | New |
| Ci Investments Inc. | 6,424 | $231.0K | 0.00% | +1,404+28.0% | Added |
| Eudaimonia Partners, LLC | 6,394 | $229.5K | 0.06% | −6,262−49.5% | Reduced |
| Financial Advocates Investment Management | 6,358 | $228.2K | 0.02% | +45+0.7% | Added |
| Beta Wealth Group, Inc. | 6,311 | $226.6K | 0.12% | −194−3.0% | Reduced |
| Graham Capital Management, L.P. | 6,284 | $225.6K | 0.01% | −5,650−47.3% | Reduced |
| Alpha Family Trust | 6,280 | $225.5K | 0.15% | +6,280 | New |
| Kovack Advisors, Inc. | 6,273 | $225.2K | 0.03% | +761+13.8% | Added |
| Johnson Investment Counsel Inc | 6,272 | $225.2K | 0.00% | −66−1.0% | Reduced |
| Fisher Asset Management, LLC | 6,255 | $224.6K | 0.00% | −2,722−30.3% | Reduced |
| BancorpSouth Bank | 6,218 | $223.2K | 0.02% | −110−1.7% | Reduced |
| Segment Wealth Management, LLC | 6,191 | $222.3K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 6,174 | $221.6K | 0.06% | +6,174 | New |
| Fukoku Mutual Life Insurance Co | 6,168 | $221.4K | 0.02% | −942−13.2% | Reduced |
| First Command Advisory Services, Inc. | 6,142 | $220.5K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 6,130 | $220.1K | 0.00% | +5+0.1% | Added |
| Congress Wealth Management LLC | 6,126 | $220.0K | 0.00% | +6,126 | New |
| Phoenix Wealth Advisors | 6,014 | $219.3K | 0.15% | −14−0.2% | Reduced |
| Wedmont Private Capital | 5,962 | $218.7K | 0.02% | −1,226−17.1% | Reduced |
| Court Place Advisors, LLC | 6,090 | $218.6K | 0.07% | −300−4.7% | Reduced |
| Key Financial Inc | 6,073 | $218.0K | 0.06% | 00.0% | Unchanged |