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 |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 1,705 | $61.2K | 0.01% | +631+58.8% | Added |
| Gables Capital Management Inc. | 1,700 | $61.0K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,692 | $61.0K | 0.06% | 00.0% | Unchanged |
| Able Wealth Management LLC | 1,699 | $61.0K | 0.06% | +1,699 | New |
| Pathway Financial Advisers, LLC | 1,689 | $60.6K | 0.02% | +10+0.6% | Added |
| Fortis Group Advisors, LLC | 1,664 | $59.7K | 0.01% | +832+100.0% | Added |
| Citizens National Bank Trust Department | 1,650 | $59.2K | 0.02% | −200−10.8% | Reduced |
| Washington Trust Co | 1,650 | $59.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,645 | $59.1K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 1,625 | $58.3K | 0.03% | +690+73.8% | Added |
| Rosenberg Matthew Hamilton | 1,622 | $58.2K | 0.02% | −90−5.3% | Reduced |
| Prestige Wealth Management Group LLC | 1,614 | $57.9K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,575 | $56.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,562 | $56.1K | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 1,537 | $55.2K | 0.04% | +1,537 | New |
| Vestor Capital, LLC | 1,493 | $54.0K | 0.01% | −19−1.3% | Reduced |
| Hantz Financial Services, Inc. | 1,516 | $54.0K | 0.00% | +1,516 | New |
| Ramirez Asset Management, Inc. | 1,500 | $53.9K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 1,493 | $53.6K | 0.05% | +1,493 | New |
| Dynamic Wealth Strategies, LLC | 1,493 | $53.6K | 0.05% | +1,493 | New |
| JJJ Advisors Inc. | 1,488 | $53.4K | 0.01% | +674+82.8% | Added |
| Tobam | 1,437 | $52.0K | 0.00% | +1,419+7,883.3% | Added |
| ICA Group Wealth Management, LLC | 1,440 | $51.7K | 0.01% | +1,440 | New |
| Zions Bancorporation, N.A. | 1,392 | $50.0K | 0.00% | +9+0.7% | Added |
| CVA Family Office, LLC | 1,380 | $49.5K | 0.01% | +1,380 | New |
| Strategic Investment Solutions, Inc. | 1,380 | $49.5K | 0.01% | −5,313−79.4% | Reduced |
| Baystate Wealth Management LLC | 1,340 | $48.1K | 0.00% | +19+1.4% | Added |
| Paradigm Asset Management Co LLC | 1,305 | $46.8K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 1,294 | $46.5K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,272 | $45.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,265 | $45.4K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,246 | $44.7K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,234 | $44.0K | 0.02% | −90−6.8% | Reduced |
| Smartleaf Asset Management LLC | 1,313 | $43.0K | 0.01% | +1,313 | New |
| Logan Capital Management Inc | 1,170 | $42.0K | 0.00% | −570−32.8% | Reduced |
| Creekmur Asset Management LLC | 1,157 | $41.5K | 0.01% | +1,157 | New |
| Venturi Wealth Management, LLC | 1,136 | $40.8K | 0.00% | +722+174.4% | Added |
| Old Point Trust & Financial Services N A | 1,100 | $39.5K | 0.02% | +1,100 | New |
| Capital Analysts, LLC | 1,064 | $39.0K | 0.00% | +70+7.0% | Added |
| MV Capital Management, Inc. | 1,074 | $38.6K | 0.00% | −91−7.8% | Reduced |
| Rockbridge Investment Management, LCC | 1,022 | $36.7K | 0.01% | +1,022 | New |
| Atlantic Trust, LLC | 1,022 | $36.7K | 0.01% | −239−19.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $35.9K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $35.9K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 970 | $34.8K | 0.01% | +3+0.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $34.8K | 0.02% | +970 | New |
| Bruce G. Allen Investments, LLC | 940 | $33.7K | 0.03% | +940 | New |
| Catalyst Capital Advisors LLC | 935 | $33.6K | 0.00% | +199+27.0% | Added |
| ORG Partners LLC | 930 | $33.4K | 0.01% | −1,416−60.4% | Reduced |
| Concord Wealth Partners | 923 | $33.1K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 898 | $32.2K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 895 | $32.1K | 0.01% | +25+2.9% | Added |
| Pittenger & Anderson Inc | 850 | $30.5K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 837 | $30.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 840 | $30.0K | 0.00% | +25+3.1% | Added |
| Jones Financial Companies LLLP | 811 | $29.1K | 0.00% | +38+4.9% | Added |
| Salomon & Ludwin, LLC | 740 | $28.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 771 | $27.7K | 0.01% | −74−8.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 758 | $27.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 758 | $27.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 730 | $27.0K | 0.02% | +7+1.0% | Added |
| Beacon Capital Management, LLC | 707 | $26.7K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 700 | $25.1K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 705 | $25.0K | 0.00% | +9+1.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 656 | $23.6K | 0.00% | −159−19.5% | Reduced |
| Missouri Trust & Investment Co | 630 | $22.6K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 630 | $22.6K | 0.01% | +200+46.5% | Added |
| Optimum Investment Advisors | 622 | $22.3K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 622 | $22.3K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 617 | $22.1K | 0.01% | +617 | New |
| Albion Financial Group | 600 | $21.5K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 600 | $21.5K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 600 | $21.5K | 0.00% | +400+200.0% | Added |
| Operose Advisors LLC | 591 | $21.2K | 0.01% | −513−46.5% | Reduced |
| Princeton Global Asset Management LLC | 591 | $21.2K | 0.01% | +1+0.2% | Added |
| Plante Moran Financial Advisors, LLC | 590 | $21.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 579 | $20.8K | 0.01% | +579 | New |
| Oakworth Capital, Inc. | 559 | $20.1K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 550 | $19.7K | 0.01% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 550 | $19.7K | 0.00% | +550 | New |
| Wela Strategies, Inc. | 18,702 | $18.7K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 513 | $18.4K | 0.01% | +5+1.0% | Added |
| Covestor Ltd | 510 | $18.0K | 0.01% | +11+2.2% | Added |
| Monetary Management Group Inc | 500 | $17.9K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 497 | $17.8K | 0.01% | +497 | New |
| Barrett & Company, Inc. | 490 | $17.6K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 500 | $17.4K | 0.01% | +500 | New |
| Hazlett, Burt & Watson, Inc. | 474 | $17.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 480 | $17.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 518 | $17.0K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 458 | $16.4K | 0.00% | +458 | New |
| Raleigh Capital Management Inc. | 451 | $16.2K | 0.01% | +180+66.4% | Added |
| Stephens Consulting, LLC | 439 | $15.8K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 431 | $15.5K | 0.01% | −523−54.8% | Reduced |
| Fortitude Family Office, LLC | 422 | $15.2K | 0.01% | +422 | New |
| Capital Advisors, Ltd. LLC | 412 | $15.0K | 0.00% | −288−41.1% | Reduced |
| TCTC Holdings, LLC | 393 | $14.1K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 383 | $13.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 361 | $13.0K | 0.01% | −38−9.5% | Reduced |
| Highlander Capital Management, LLC | 350 | $12.6K | 0.00% | 00.0% | Unchanged |