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 |
|---|---|---|---|---|---|
| Vestor Capital, LLC | 1,616 | $61.0K | 0.01% | +123+8.2% | Added |
| Washington Trust Co | 1,650 | $62.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,650 | $62.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,676 | $63.0K | 0.00% | +114+7.3% | Added |
| Pathway Financial Advisers, LLC | 1,699 | $63.9K | 0.02% | +10+0.6% | Added |
| Gables Capital Management Inc. | 1,700 | $63.9K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,692 | $64.0K | 0.06% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,705 | $64.1K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,785 | $67.1K | 0.01% | −723−28.8% | Reduced |
| Jones Financial Companies LLLP | 1,881 | $70.7K | 0.00% | +1,070+131.9% | Added |
| First PREMIER Bank | 1,883 | $71.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,921 | $72.0K | 0.05% | +1,411+276.7% | Added |
| Western Pacific Wealth Management, LP | 1,975 | $74.2K | 0.05% | −1,128−36.4% | Reduced |
| Deseret Mutual Benefit Administrators | 1,989 | $74.7K | 0.04% | +244+14.0% | Added |
| City Holding Co | 1,995 | $74.9K | 0.01% | −540−21.3% | Reduced |
| Cape Investment Advisory, Inc. | 2,000 | $75.1K | 0.04% | −1,509−43.0% | Reduced |
| Proequities, Inc. | 2,005 | $75.3K | 0.00% | +30+1.5% | Added |
| HM Payson & Co | 2,110 | $79.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,138 | $80.0K | 0.00% | −1,138−34.7% | Reduced |
| Rosenberg Matthew Hamilton | 2,182 | $81.2K | 0.02% | +560+34.5% | Added |
| Eagle Bay Advisors LLC | 2,170 | $81.5K | 0.05% | +55+2.6% | Added |
| Delta Asset Management LLC | 2,195 | $82.5K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 2,310 | $82.9K | 0.04% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,210 | $83.0K | 0.12% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,248 | $84.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,399 | $90.1K | 0.01% | +616+34.5% | Added |
| JNBA Financial Advisors | 2,446 | $91.9K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 2,452 | $92.1K | 0.03% | −50−2.0% | Reduced |
| Tobam | 2,469 | $93.0K | 0.01% | +1,032+71.8% | Added |
| Institutional & Family Asset Management, LLC | 2,631 | $98.8K | 0.02% | −163−5.8% | Reduced |
| Indiana Trust & Investment Management CO | 2,714 | $102.0K | 0.04% | 00.0% | Unchanged |
| BFSG, LLC | 2,721 | $102.2K | 0.01% | +2,263+494.1% | Added |
| Old Second National Bank of Aurora | 2,769 | $104.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,777 | $104.3K | 0.01% | +820+41.9% | Added |
| Farmers & Merchants Investments Inc | 2,785 | $104.6K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,800 | $105.2K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,816 | $105.8K | 0.01% | +2,816 | New |
| Massmutual Trust Co FSB | 2,871 | $107.9K | 0.00% | +603+26.6% | Added |
| Planning Capital Management Corp | 2,993 | $112.4K | 0.08% | −265−8.1% | Reduced |
| MCF Advisors LLC | 3,019 | $113.4K | 0.01% | +83+2.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,037 | $114.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 3,059 | $114.9K | 0.05% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 3,128 | $117.5K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,135 | $117.8K | 0.01% | +891+39.7% | Added |
| Hilltop National Bank | 3,172 | $119.2K | 0.04% | +3,172 | New |
| IFP Advisors, Inc | 3,412 | $128.2K | 0.01% | −2,473−42.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,513 | $132.0K | 0.05% | −95−2.6% | Reduced |
| EntryPoint Capital, LLC | 3,517 | $132.1K | 0.12% | +861+32.4% | Added |
| Hexagon Capital Partners LLC | 3,536 | $132.8K | 0.03% | −59−1.6% | Reduced |
| Tompkins Financial Corp | 3,632 | $136.5K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,715 | $138.6K | 0.03% | +2,402+182.9% | Added |
| First Horizon Advisors, Inc. | 3,762 | $141.4K | 0.00% | −572−13.2% | Reduced |
| Brown Brothers Harriman & Co | 4,047 | $152.0K | 0.00% | −180−4.3% | Reduced |
| Peoples Financial Services Corp. | 4,174 | $156.8K | 0.07% | −200−4.6% | Reduced |
| Whittier Trust Co | 4,175 | $156.8K | 0.00% | +1,060+34.0% | Added |
| Geneos Wealth Management Inc. | 4,196 | $157.6K | 0.01% | −206−4.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,201 | $157.8K | 0.00% | +267+6.8% | Added |
| China Universal Asset Management Co., Ltd. | 4,508 | $169.4K | 0.02% | +2,505+125.1% | Added |
| Parkside Financial Bank & Trust | 4,513 | $169.6K | 0.03% | −184−3.9% | Reduced |
| Atlas Capital Advisors LLC | 4,517 | $169.7K | 0.03% | −343−7.1% | Reduced |
| Grove Bank & Trust | 4,539 | $170.5K | 0.03% | −348−7.1% | Reduced |
| Gen-Wealth Partners Inc | 4,569 | $171.7K | 0.09% | +4,569 | New |
| Newton One Investments LLC | 4,578 | $172.0K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,645 | $174.5K | 0.01% | −277−5.6% | Reduced |
| Farther Finance Advisors, LLC | 4,703 | $175.1K | 0.01% | +291+6.6% | Added |
| GeoWealth Management, LLC | 4,811 | $180.7K | 0.01% | +1,976+69.7% | Added |
| Vermillion & White Wealth Management Group, LLC | 4,848 | $182.1K | 0.15% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 4,887 | $183.6K | 0.07% | +20.0% | Added |
| Tyler-Stone Wealth Management | 4,908 | $184.4K | 0.08% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4,996 | $187.7K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,090 | $191.2K | 0.04% | −300−5.6% | Reduced |
| Payden & Rygel | 5,110 | $192.0K | 0.01% | −252,100−98.0% | Reduced |
| Payden & Rygel Investment Group | 5,110 | $192.0K | 0.01% | +5,110 | New |
| ABLE Financial Group, LLC | 5,327 | $200.1K | 0.08% | +5,327 | New |
| Bill Few Associates, Inc. | 5,366 | $201.6K | 0.08% | +5,366 | New |
| Quad-Cities Investment Group, LLC | 5,367 | $201.7K | 0.12% | +5,367 | New |
| CIC Wealth, LLC | 5,393 | $202.6K | 0.06% | −642−10.6% | Reduced |
| Stratos Wealth Advisors, LLC | 5,449 | $204.7K | 0.01% | −1,124−17.1% | Reduced |
| Clarius Group, LLC | 5,507 | $206.9K | 0.01% | −95−1.7% | Reduced |
| Hartline Investment Corp | 5,510 | $207.0K | 0.04% | −1,503−21.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,510 | $207.0K | 0.04% | +5,510 | New |
| Welch & Forbes LLC | 5,516 | $207.2K | 0.00% | +5,516 | New |
| Patten & Patten Inc | 5,544 | $208.3K | 0.01% | +5,544 | New |
| Financial Council Asset Management Inc | 5,549 | $208.5K | 0.12% | −175−3.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,557 | $208.8K | 0.01% | +5,557 | New |
| Glenview Trust Co | 5,562 | $209.0K | 0.00% | +5,562 | New |
| MTM Investment Management, LLC | 5,568 | $209.2K | 0.09% | +5,568 | New |
| RFG Advisory, LLC | 5,570 | $209.3K | 0.01% | +5,570 | New |
| Pallas Capital Advisors LLC | 5,608 | $210.7K | 0.01% | +5,608 | New |
| Smith, Moore & Co. | 5,637 | $211.8K | 0.02% | +5,637 | New |
| Sentry Investment Management LLC | 5,641 | $212.0K | 0.08% | +5,641 | New |
| Compton Financial Group, LLC | 5,656 | $212.5K | 0.07% | +5,656 | New |
| NBT Bank N A | 5,663 | $212.8K | 0.02% | −65−1.1% | Reduced |
| RSM US Wealth Management LLC | 5,711 | $214.5K | 0.01% | +111+2.0% | Added |
| BancorpSouth Bank | 5,718 | $214.8K | 0.02% | −500−8.0% | Reduced |
| Brighton Jones LLC | 5,740 | $215.7K | 0.01% | +5,740 | New |
| JFS Wealth Advisors, LLC | 5,749 | $216.0K | 0.02% | −55−0.9% | Reduced |
| Federated Hermes, Inc. | 5,758 | $216.3K | 0.00% | −441,656−98.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,773 | $216.9K | 0.01% | −233−3.9% | Reduced |
| Greenfield Savings Bank | 5,811 | $218.3K | 0.11% | −50−0.9% | Reduced |