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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strengthening Families & Communities, LLC | 301 | $11.0K | 0.01% | −130−30.2% | Reduced |
| MidAtlantic Capital Management, Inc. | 297 | $11.2K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $11.3K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 300 | $11.3K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 303 | $11.4K | 0.00% | +203+203.0% | Added |
| Impact Partnership Wealth, LLC | 316 | $11.9K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 340 | $12.8K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 350 | $13.2K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 350 | $13.2K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 374 | $14.1K | 0.01% | +156+71.6% | Added |
| TCTC Holdings, LLC | 393 | $14.8K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 393 | $14.8K | 0.01% | +203+106.8% | Added |
| Ransom Advisory, Ltd | 400 | $15.0K | 0.01% | +400 | New |
| Bare Financial Services, Inc | 408 | $15.3K | 0.01% | −3,094−88.3% | Reduced |
| Group One Trading, L.P. | 424 | $15.9K | 0.00% | +424 | New |
| Capital Advisors, Ltd. LLC | 426 | $16.0K | 0.00% | +14+3.4% | Added |
| Park Place Capital Corp | 430 | $16.2K | 0.01% | +69+19.1% | Added |
| CBIZ Investment Advisory Services, LLC | 433 | $16.3K | 0.00% | +433 | New |
| Stephens Consulting, LLC | 439 | $16.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 518 | $17.0K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 474 | $17.8K | 0.00% | +474 | New |
| Hazlett, Burt & Watson, Inc. | 474 | $18.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 480 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 480 | $18.0K | 0.00% | −1,999−80.6% | Reduced |
| Sound Income Strategies, LLC | 482 | $18.1K | 0.00% | −1,357−73.8% | Reduced |
| Barrett & Company, Inc. | 490 | $18.4K | 0.01% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 18,702 | $18.7K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 500 | $18.8K | 0.01% | −1,125−69.2% | Reduced |
| Monetary Management Group Inc | 500 | $18.8K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 500 | $18.8K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 511 | $19.2K | 0.00% | +443+651.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 513 | $19.3K | 0.04% | +513 | New |
| Financial Perspectives, Inc | 518 | $19.5K | 0.01% | +5+1.0% | Added |
| Bruce G. Allen Investments, LLC | 535 | $20.1K | 0.02% | −405−43.1% | Reduced |
| Laffer Tengler Investments | 550 | $20.7K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 549 | $21.0K | 0.00% | −2,060−79.0% | Reduced |
| Oakworth Capital, Inc. | 559 | $21.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 563 | $21.1K | 0.00% | −573−50.4% | Reduced |
| Leonteq Securities AG | 571 | $21.4K | 0.00% | +571 | New |
| Plante Moran Financial Advisors, LLC | 590 | $22.2K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 591 | $22.2K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 593 | $22.3K | 0.01% | +2+0.3% | Added |
| WR Wealth Planners, LLC | 594 | $22.3K | 0.01% | +594 | New |
| Albion Financial Group | 600 | $22.5K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 617 | $23.2K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 622 | $23.4K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 622 | $23.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 624 | $23.5K | 0.01% | +624 | New |
| CNB Bank | 630 | $23.7K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 630 | $23.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 641 | $24.1K | 0.02% | +219+51.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 656 | $24.6K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 667 | $25.1K | 0.00% | +647+3,235.0% | Added |
| Lowe Wealth Advisors, LLC | 679 | $25.5K | 0.01% | −92−11.9% | Reduced |
| Crewe Advisors LLC | 681 | $25.6K | 0.00% | +681 | New |
| Independence Bank of Kentucky | 700 | $26.3K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 700 | $26.3K | 0.01% | +700 | New |
| Quarry LP | 702 | $26.4K | 0.01% | −1,024−59.3% | Reduced |
| Beacon Capital Management, LLC | 707 | $26.6K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 717 | $27.0K | 0.00% | −123−14.6% | Reduced |
| GW&K Investment Management, LLC | 708 | $27.0K | 0.00% | +3+0.4% | Added |
| Salomon & Ludwin, LLC | 740 | $27.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 740 | $27.8K | 0.01% | +161+27.8% | Added |
| Evolution Advisers, Inc. | 738 | $28.0K | 0.02% | +8+1.1% | Added |
| SOA Wealth Advisors, LLC. | 793 | $29.8K | 0.01% | −177−18.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 801 | $30.1K | 0.00% | +43+5.7% | Added |
| Fortis Group Advisors, LLC | 832 | $31.3K | 0.01% | −832−50.0% | Reduced |
| Pittenger & Anderson Inc | 850 | $31.9K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 857 | $32.2K | 0.01% | +20+2.4% | Added |
| Colonial Trust Co | 892 | $33.3K | 0.01% | −3−0.3% | Reduced |
| AllSquare Wealth Management LLC | 898 | $33.7K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 918 | $34.5K | 0.00% | −156−14.5% | Reduced |
| Concord Wealth Partners | 923 | $34.7K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 927 | $34.8K | 0.01% | +579+166.4% | Added |
| JJJ Advisors Inc. | 928 | $34.9K | 0.01% | −560−37.6% | Reduced |
| Catalyst Capital Advisors LLC | 946 | $35.5K | 0.00% | +11+1.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $36.4K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $37.6K | 0.03% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $37.6K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,066 | $40.0K | 0.03% | −427−28.6% | Reduced |
| Capital Analysts, LLC | 1,074 | $41.0K | 0.00% | +10+0.9% | Added |
| Old Point Trust & Financial Services N A | 1,100 | $41.3K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,115 | $41.9K | 0.01% | +93+9.1% | Added |
| Logan Capital Management Inc | 1,170 | $44.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,230 | $47.1K | 0.01% | +1,230 | New |
| Center for Financial Planning, Inc. | 1,265 | $47.5K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,272 | $47.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,284 | $48.2K | 0.00% | −108−7.8% | Reduced |
| City State Bank | 1,301 | $49.0K | 0.02% | +67+5.4% | Added |
| Paradigm Asset Management Co LLC | 1,305 | $49.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,310 | $49.2K | 0.00% | −5,792−81.6% | Reduced |
| FinTrust Capital Advisors, LLC | 1,400 | $52.6K | 0.01% | +1,075+330.8% | Added |
| CVA Family Office, LLC | 1,404 | $52.7K | 0.01% | +24+1.7% | Added |
| CoreFirst Bank & Trust | 1,406 | $52.8K | 0.03% | −1,760−55.6% | Reduced |
| Central Pacific Bank - Trust Division | 1,439 | $53.6K | 0.01% | +1,439 | New |
| ICA Group Wealth Management, LLC | 1,440 | $54.1K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,500 | $56.4K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,645 | $59.1K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,575 | $59.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,602 | $60.2K | 0.01% | −12−0.7% | Reduced |