Exelon Corp

EXC

Exchange: Nasdaq
Industry: Electric & Other Services Combined
SEC CIK: 0001109357

SEC filings (opens in a new tab)

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, Q1 2024

Institutional positions in Exelon Corp as of Mar 31, 2024. 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: 1,009; +3 vs. Q4 2023
Shares held: 823.8M; +24.6M (+3.1%) vs. Q4 2023
Total value: $30.9B; +$2.25B (+7.8%) vs. Q4 2023
New holders: 113; 339 more added
Sold out: 110; 382 more reduced

14 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 1,009 institutions

Value heldQ1 2024: $30.9B

Institutions holding EXC and their total value by quarter
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, Q1 2024

Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q4 2023.

Institutions holding EXC in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dogwood Wealth Management LLC	0	$4	0.00%	0	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	2	$76	0.00%	+2	New
Abich Financial Wealth Management LLC	4	$150	0.00%	+4	New
DHJJ Financial Advisors, Ltd.	4	$151	0.00%	00.0%	Unchanged
Caitlin John, LLC	9	$344	0.00%	−2−18.2%	Reduced
ClariVest Asset Management LLC	11	$410	0.00%	−2−15.4%	Reduced
Kayne Anderson Rudnick Investment Management LLC	11	$413	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	15	$564	0.00%	+1+7.1%	Added
Sofos Investments, Inc.	16	$610	0.00%	+16	New
Financial Synergies Wealth Advisors, Inc.	18	$677	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	19	$714	0.00%	−145−88.4%	Reduced
True Wealth Design, LLC	19	$714	0.00%	+8+72.7%	Added
Global Assets Advisory, LLC	27,923	$750	0.03%	+27,923	New
Cedar Wealth Management, LLC	22	$827	0.00%	−11−33.3%	Reduced
Cassady Schiller Wealth Management, LLC	24	$902	0.00%	+24	New
VitalStone Financial, LLC	29	$1.00K	0.00%	−54−65.1%	Reduced
West Oak Capital, LLC	16	$1.00K	0.00%	00.0%	Unchanged
Frank, Rimerman Advisors LLC	28	$1.05K	0.00%	00.0%	Unchanged
TFC Financial Management	29	$1.10K	0.00%	+6+26.1%	Added
Wolff Wiese Magana LLC	30	$1.13K	0.00%	+30	New
Delos Wealth Advisors, LLC	33	$1.24K	0.00%	+18+120.0%	Added
Valued Wealth Advisors LLC	34	$1.28K	0.00%	−12−26.1%	Reduced
Private Ocean, LLC	38	$1.43K	0.00%	00.0%	Unchanged
Motco	39	$1.47K	0.00%	−1−2.5%	Reduced
Colonial Trust Advisors	40	$1.50K	0.00%	−24−37.5%	Reduced
Aspect Partners, LLC	40	$1.50K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	41	$1.54K	0.00%	−1−2.4%	Reduced
Core Alternative Capital	43	$1.62K	0.00%	−297−87.4%	Reduced
DT Investment Partners, LLC	53	$1.99K	0.00%	00.0%	Unchanged
Guardian Wealth Management, Inc.	53	$2.01K	0.00%	00.0%	Unchanged
Anchor Investment Management, LLC	56	$2.10K	0.00%	+31+124.0%	Added
Main Street Group, LTD	72	$2.68K	0.00%	+1+1.4%	Added
FSA Wealth Management LLC	72	$2.71K	0.00%	00.0%	Unchanged
Transcendent Capital Group LLC	73	$2.74K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	81	$3.00K	0.00%	−4,526−98.2%	Reduced
Coston, McIsaac & Partners	93	$3.00K	0.00%	00.0%	Unchanged
Avion Wealth	58	$3.00K	0.00%	+19+48.7%	Added
Rakuten Securities, Inc.	80	$3.01K	0.00%	+30+60.0%	Added
Highline Wealth Partners LLC	81	$3.04K	0.00%	+1+1.3%	Added
Jackson, Grant Investment Advisers, Inc.	85	$3.19K	0.00%	00.0%	Unchanged
Paladin Advisory Group, LLC	87	$3.24K	0.00%	00.0%	Unchanged
Semmax Financial Advisors Inc.	87	$3.33K	0.00%	00.0%	Unchanged
Arrow Financial Corp	100	$3.76K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	100	$3.76K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	104	$3.91K	0.00%	+34+48.6%	Added
SYSTM Wealth Solutions LLC	104	$3.91K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	107	$4.00K	0.00%	−55−34.0%	Reduced
Financial Connections Group, Inc.	93	$4.00K	0.00%	+93	New
Thompson Investment Management, Inc.	108	$4.06K	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	98	$4.11K	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	110	$4.13K	0.00%	00.0%	Unchanged
Pinnacle Bancorp, Inc.	111	$4.17K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	112	$4.21K	0.00%	+13+13.1%	Added
Householder Group Estate & Retirement Specialist, LLC	123	$4.64K	0.00%	−29−19.1%	Reduced
Winch Advisory Services, LLC	126	$4.75K	0.00%	+126	New
Ruedi Wealth Management, Inc.	127	$4.77K	0.00%	00.0%	Unchanged
Tower View Investment Management & Research LLC	134	$5.04K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	143	$5.26K	0.00%	00.0%	Unchanged
Abound Wealth Management	148	$5.57K	0.00%	−12−7.5%	Reduced
Carolina Wealth Advisors, LLC	150	$5.63K	0.00%	+150	New
Baldwin Brothers Inc	150	$5.64K	0.00%	00.0%	Unchanged
SRS Capital Advisors, Inc.	150	$5.64K	0.00%	+150	New
Retirement Group, LLC	165	$6.20K	0.00%	00.0%	Unchanged
Creekmur Asset Management LLC	168	$6.30K	0.00%	−989−85.5%	Reduced
Advantage Trust Co	168	$6.31K	0.00%	−168−50.0%	Reduced
Clean Yield Group	174	$6.54K	0.00%	00.0%	Unchanged
JDM Financial Group LLC	176	$6.61K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	184	$6.91K	0.00%	00.0%	Unchanged
Proffitt & Goodson Inc	185	$6.95K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	186	$6.99K	0.00%	−93−33.3%	Reduced
RE Dickinson Investment Advisors, LLC	199	$7.00K	0.00%	+199	New
Mascoma Wealth Management LLC	188	$7.06K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	188	$7.06K	0.00%	−1−0.5%	Reduced
Northwest Capital Management Inc	190	$7.14K	0.00%	00.0%	Unchanged
Piscataqua Savings Bank	200	$7.51K	0.01%	00.0%	Unchanged
Heritage Wealth Advisors	200	$7.51K	0.00%	−400−66.7%	Reduced
Bangor Savings Bank	200	$7.51K	0.00%	00.0%	Unchanged
Creative Capital Management Investments LLC	200	$7.51K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	207	$7.78K	0.00%	+10+5.1%	Added
Valley National Advisers Inc	219	$8.00K	0.00%	−55−20.1%	Reduced
Roble, Belko & Company, Inc	200	$8.00K	0.00%	00.0%	Unchanged
Ulland Investment Advisors, LLC	200	$8.00K	0.01%	00.0%	Unchanged
Ancora Advisors, LLC	214	$8.04K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	223	$8.38K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	225	$8.45K	0.00%	00.0%	Unchanged
Cetera Trust Company, N.A	226	$8.49K	0.01%	00.0%	Unchanged
Raleigh Capital Management Inc.	230	$8.64K	0.00%	−221−49.0%	Reduced
Northwest Bank & Trust Co	230	$8.64K	0.01%	00.0%	Unchanged
Cambridge Trust Co	232	$8.72K	0.00%	+232	New
McIlrath & Eck, LLC	241	$9.05K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	246	$9.24K	0.00%	00.0%	Unchanged
Wetzel Investment Advisors, Inc.	253	$9.28K	0.01%	00.0%	Unchanged
Laurel Wealth Advisors LLC	250	$9.39K	0.00%	00.0%	Unchanged
American National Bank	250	$9.39K	0.00%	+250	New
Bell Investment Advisors, Inc	252	$9.47K	0.00%	+8+3.3%	Added
Stone House Investment Management, LLC	261	$9.81K	0.00%	+124+90.5%	Added
PrairieView Partners, LLC	254	$10.0K	0.00%	00.0%	Unchanged
Caldwell Sutter Capital, Inc.	271	$10.2K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	275	$10.3K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	282	$10.6K	0.00%	00.0%	Unchanged