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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 6,052 | $217.3K | 0.01% | −286−4.5% | Reduced |
| Ledyard National Bank | 6,040 | $216.8K | 0.02% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 6,036 | $216.7K | 0.05% | +6,036 | New |
| CIC Wealth, LLC | 6,035 | $216.7K | 0.07% | +12+0.2% | Added |
| Ballentine Partners, LLC | 6,008 | $215.7K | 0.00% | +6,008 | New |
| Clifford Swan Investment Counsel LLC | 6,006 | $215.6K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,990 | $215.0K | 0.01% | −459−7.1% | Reduced |
| Abbrea Capital, LLC | 5,970 | $214.0K | 0.03% | −59−1.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,912 | $212.2K | 0.04% | +347+6.2% | Added |
| Basepoint Wealth LLC | 5,909 | $212.1K | 0.17% | −2,702−31.4% | Reduced |
| IFP Advisors, Inc | 5,885 | $211.3K | 0.01% | −4,495−43.3% | Reduced |
| Enterprise Financial Services Corp | 5,883 | $211.2K | 0.13% | −48−0.8% | Reduced |
| Greenfield Savings Bank | 5,861 | $210.4K | 0.12% | −120−2.0% | Reduced |
| JFS Wealth Advisors, LLC | 5,804 | $208.4K | 0.02% | +50+0.9% | Added |
| Quent Capital, LLC | 5,786 | $207.7K | 0.03% | +682+13.4% | Added |
| Aptus Capital Advisors, LLC | 5,778 | $207.4K | 0.01% | −703−10.8% | Reduced |
| NBT Bank N A | 5,728 | $205.6K | 0.02% | −635−10.0% | Reduced |
| Financial Council Asset Management Inc | 5,724 | $205.5K | 0.14% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 5,705 | $204.8K | 0.02% | −98−1.7% | Reduced |
| Financial Advisors Network, Inc. | 5,680 | $203.9K | 0.04% | +113+2.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,664 | $203.3K | 0.00% | +5,664 | New |
| First Hawaiian Bank | 5,654 | $203.0K | 0.01% | −118−2.0% | Reduced |
| Clarius Group, LLC | 5,602 | $201.1K | 0.02% | −974−14.8% | Reduced |
| Blueshift Asset Management, LLC | 5,601 | $201.1K | 0.11% | +5,601 | New |
| RSM US Wealth Management LLC | 5,600 | $201.0K | 0.01% | +13+0.2% | Added |
| Fiera Capital Corp | 5,600 | $201.0K | 0.00% | +5,600 | New |
| Dorsey & Whitney Trust CO LLC | 5,581 | $200.4K | 0.02% | −784−12.3% | Reduced |
| Duncker Streett & Co Inc | 5,390 | $193.5K | 0.04% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4,996 | $179.4K | 0.03% | +3+0.1% | Added |
| Quadrant Capital Group LLC | 4,922 | $176.7K | 0.02% | −1,462−22.9% | Reduced |
| Tyler-Stone Wealth Management | 4,908 | $176.2K | 0.09% | 00.0% | Unchanged |
| Grove Bank & Trust | 4,887 | $175.4K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 4,885 | $175.4K | 0.07% | −30−0.6% | Reduced |
| Atlas Capital Advisors LLC | 4,860 | $174.5K | 0.03% | −1,227−20.2% | Reduced |
| Parallel Advisors, LLC | 4,855 | $174.3K | 0.01% | −915−15.9% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 4,848 | $174.0K | 0.17% | +4,848 | New |
| Parkside Financial Bank & Trust | 4,697 | $168.6K | 0.03% | +21+0.4% | Added |
| Newton One Investments LLC | 4,578 | $164.3K | 0.08% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 4,607 | $164.0K | 0.00% | −966−17.3% | Reduced |
| Shell Asset Management Co | 4,506 | $162.0K | 0.01% | −1,078−19.3% | Reduced |
| Farther Finance Advisors, LLC | 4,412 | $158.4K | 0.01% | +1,293+41.5% | Added |
| Geneos Wealth Management Inc. | 4,402 | $158.0K | 0.01% | −542−11.0% | Reduced |
| Peoples Financial Services Corp. | 4,374 | $157.0K | 0.07% | −100−2.2% | Reduced |
| First Horizon Advisors, Inc. | 4,334 | $155.6K | 0.01% | +124+2.9% | Added |
| Ronald Blue Trust, Inc. | 4,096 | $155.0K | 0.00% | +516+14.4% | Added |
| Brown Brothers Harriman & Co | 4,227 | $151.7K | 0.00% | −251−5.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,934 | $141.2K | 0.00% | −680−14.7% | Reduced |
| Tompkins Financial Corp | 3,632 | $130.4K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,608 | $129.5K | 0.06% | −95−2.6% | Reduced |
| Hexagon Capital Partners LLC | 3,595 | $129.1K | 0.03% | +382+11.9% | Added |
| West Tower Group, LLC | 3,538 | $127.0K | 0.26% | +3,155+823.8% | Added |
| Cape Investment Advisory, Inc. | 3,509 | $126.0K | 0.06% | +1,054+42.9% | Added |
| Bare Financial Services, Inc | 3,502 | $125.7K | 0.25% | +3,502 | New |
| Aspire Private Capital, LLC | 3,323 | $119.3K | 0.04% | +3,323 | New |
| Benjamin F. Edwards & Company, Inc. | 3,276 | $118.0K | 0.00% | +91+2.9% | Added |
| Planning Capital Management Corp | 3,258 | $117.0K | 0.09% | +3,258 | New |
| CoreFirst Bank & Trust | 3,166 | $113.7K | 0.08% | −119−3.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 3,128 | $112.3K | 0.05% | −9−0.3% | Reduced |
| Whittier Trust Co | 3,115 | $111.8K | 0.00% | −143−4.4% | Reduced |
| Western Pacific Wealth Management, LP | 3,103 | $111.4K | 0.08% | +668+27.4% | Added |
| Clear Street Markets LLC | 3,080 | $111.0K | 0.04% | +2,968+2,650.0% | Added |
| Adirondack Trust Co | 3,059 | $109.6K | 0.05% | −10−0.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,037 | $109.0K | 0.01% | +2,200+262.8% | Added |
| Austin Private Wealth, LLC | 3,030 | $108.8K | 0.01% | +3,030 | New |
| MCF Advisors LLC | 2,936 | $105.4K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 2,926 | $105.0K | 0.09% | +2,926 | New |
| Glassman Wealth Services | 2,888 | $103.7K | 0.01% | +50+1.8% | Added |
| Federation des caisses Desjardins du Quebec | 2,880 | $103.4K | 0.00% | −6,694−69.9% | Reduced |
| GeoWealth Management, LLC | 2,835 | $102.0K | 0.01% | +2,835 | New |
| Alta Advisers Ltd | 2,800 | $100.5K | 0.05% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,794 | $100.3K | 0.02% | +22+0.8% | Added |
| Farmers & Merchants Investments Inc | 2,785 | $100.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,769 | $99.4K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,714 | $97.4K | 0.04% | −375−12.1% | Reduced |
| EntryPoint Capital, LLC | 2,656 | $95.3K | 0.09% | +2,656 | New |
| Transamerica Financial Advisors, Inc. | 2,609 | $94.0K | 0.01% | −641−19.7% | Reduced |
| City Holding Co | 2,535 | $91.0K | 0.01% | −80−3.1% | Reduced |
| Webster Bank, N. A. | 2,508 | $90.0K | 0.01% | +885+54.5% | Added |
| First United Bank Trust | 2,502 | $89.8K | 0.04% | +2,502 | New |
| Gradient Investments LLC | 2,479 | $89.0K | 0.00% | −1,425−36.5% | Reduced |
| Rakuten Investment Management, Inc. | 2,462 | $88.3K | 0.00% | +2,462 | New |
| Focused Wealth Management, Inc | 2,448 | $87.9K | 0.01% | +4+0.2% | Added |
| JNBA Financial Advisors | 2,446 | $87.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 2,324 | $83.4K | 0.02% | −2,124−47.8% | Reduced |
| Sachetta, LLC | 2,310 | $82.9K | 0.04% | +2,310 | New |
| Massmutual Trust Co FSB | 2,268 | $81.4K | 0.00% | −640−22.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,248 | $80.7K | 0.00% | +13+0.6% | Added |
| Trust Co of Vermont | 2,244 | $80.6K | 0.01% | +159+7.6% | Added |
| Norwood Financial Corp | 2,210 | $79.3K | 0.12% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,195 | $78.8K | 0.01% | +24+1.1% | Added |
| Eagle Bay Advisors LLC | 2,115 | $75.9K | 0.05% | −1,743−45.2% | Reduced |
| HM Payson & Co | 2,110 | $75.7K | 0.00% | −82−3.7% | Reduced |
| China Universal Asset Management Co., Ltd. | 2,003 | $71.9K | 0.01% | −1,705−46.0% | Reduced |
| Proequities, Inc. | 1,975 | $70.9K | 0.01% | −239−10.8% | Reduced |
| Lindbrook Capital, LLC | 1,957 | $70.3K | 0.01% | +180+10.1% | Added |
| First PREMIER Bank | 1,883 | $68.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,839 | $66.0K | 0.01% | +1,702+1,242.3% | Added |
| EverSource Wealth Advisors, LLC | 1,783 | $64.0K | 0.01% | +825+86.1% | Added |
| Deseret Mutual Benefit Administrators | 1,745 | $62.6K | 0.04% | −525−23.1% | Reduced |
| Quarry LP | 1,726 | $62.0K | 0.03% | +1,726 | New |