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 |
|---|---|---|---|---|---|
| First Hawaiian Bank | 5,816 | $218.5K | 0.01% | +162+2.9% | Added |
| Enterprise Financial Services Corp | 5,839 | $219.4K | 0.13% | −44−0.7% | Reduced |
| Phoenix Wealth Advisors | 5,846 | $219.6K | 0.13% | −168−2.8% | Reduced |
| Resonant Capital Advisors, LLC | 5,869 | $220.5K | 0.02% | +5,869 | New |
| Argent Trust Co | 5,882 | $221.0K | 0.01% | +5,882 | New |
| Essex Savings Bank | 6,174 | $221.6K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,928 | $222.7K | 0.03% | +142+2.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 5,968 | $224.0K | 0.00% | −98,600−94.3% | Reduced |
| Abbrea Capital, LLC | 5,970 | $224.0K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 5,995 | $225.2K | 0.03% | −4,532−43.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,001 | $225.5K | 0.02% | +420+7.5% | Added |
| Court Place Advisors, LLC | 6,007 | $225.7K | 0.07% | −83−1.4% | Reduced |
| Ledyard National Bank | 6,040 | $226.9K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 6,073 | $228.2K | 0.06% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 6,114 | $229.7K | 0.00% | +6,114 | New |
| Clark Capital Management Group, Inc. | 6,120 | $229.9K | 0.00% | +6,120 | New |
| Redhawk Wealth Advisors, Inc. | 6,130 | $230.3K | 0.04% | +218+3.7% | Added |
| First Command Advisory Services, Inc. | 6,142 | $230.8K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,144 | $230.8K | 0.01% | +154+2.6% | Added |
| Gsa Capital Partners LLP | 6,155 | $231.0K | 0.02% | +6,155 | New |
| Fukoku Mutual Life Insurance Co | 6,168 | $231.7K | 0.02% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 6,191 | $232.6K | 0.02% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 6,191 | $232.6K | 0.15% | +6,191 | New |
| Fiera Capital Corp | 6,200 | $232.9K | 0.00% | +600+10.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 6,263 | $235.3K | 0.02% | +6,263 | New |
| Davenport & Co LLC | 6,290 | $236.3K | 0.00% | +160+2.6% | Added |
| Ronald Blue Trust, Inc. | 6,292 | $236.4K | 0.00% | +2,196+53.6% | Added |
| Trustco Bank Corp N Y | 6,353 | $238.7K | 0.25% | −345−5.2% | Reduced |
| Kepos Capital LP | 6,394 | $239.0K | 0.06% | −189−2.9% | Reduced |
| Summit Trail Advisors, LLC | 6,374 | $239.5K | 0.01% | +6,374 | New |
| Financial Advocates Investment Management | 6,385 | $239.9K | 0.01% | +27+0.4% | Added |
| Eudaimonia Partners, LLC | 6,394 | $240.2K | 0.06% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 6,399 | $240.4K | 0.43% | +6,399 | New |
| Acropolis Investment Management, LLC | 6,403 | $240.6K | 0.02% | −1,866−22.6% | Reduced |
| Level Four Advisory Services, LLC | 6,759 | $242.7K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 6,465 | $243.0K | 0.01% | −71,313−91.7% | Reduced |
| Gladstone Institutional Advisory LLC | 6,469 | $243.0K | 0.01% | −774−10.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,473 | $243.2K | 0.04% | −42−0.6% | Reduced |
| Valeo Financial Advisors, LLC | 6,453 | $243.7K | 0.01% | +6,453 | New |
| Aviso Wealth Management | 6,499 | $244.2K | 0.15% | +6,499 | New |
| Successful Portfolios LLC | 6,545 | $245.9K | 0.17% | −211−3.1% | Reduced |
| RIA Advisory Group LLC | 6,572 | $246.9K | 0.10% | +6,572 | New |
| Change Path, LLC | 6,587 | $247.0K | 0.01% | +6,587 | New |
| Accel Wealth Management | 6,578 | $247.1K | 0.10% | +7+0.1% | Added |
| Parallel Advisors, LLC | 6,580 | $247.2K | 0.01% | +1,725+35.5% | Added |
| Scotia Capital Inc. | 6,604 | $248.1K | 0.00% | −1,727−20.7% | Reduced |
| Chicago Trust Co NA | 6,607 | $248.2K | 0.05% | +6,607 | New |
| Capital Investment Advisors, LLC | 6,635 | $249.3K | 0.01% | +6,635 | New |
| Wealth Management Associates, Inc. | 7,272 | $251.7K | 0.12% | −300−4.0% | Reduced |
| Virtu Financial LLC | 6,697 | $252.0K | 0.02% | +6,697 | New |
| Pine Valley Investments Ltd Liability Co | 6,743 | $253.4K | 0.02% | −838−11.1% | Reduced |
| Harbour Investments, Inc. | 6,767 | $254.3K | 0.01% | +8+0.1% | Added |
| Total Clarity Wealth Management, Inc. | 6,769 | $254.3K | 0.09% | −106−1.5% | Reduced |
| Essex Financial Services, Inc. | 6,797 | $255.3K | 0.02% | −79−1.1% | Reduced |
| Westover Capital Advisors, LLC | 6,806 | $255.7K | 0.07% | −2,269−25.0% | Reduced |
| Longfellow Investment Management Co LLC | 6,813 | $256.0K | 0.06% | +6,813 | New |
| True Link Financial Advisors, LLC | 6,817 | $256.1K | 0.02% | +6,817 | New |
| Forum Financial Management, LP | 6,862 | $257.8K | 0.00% | −322−4.5% | Reduced |
| Verdence Capital Advisors LLC | 6,881 | $258.5K | 0.02% | −457−6.2% | Reduced |
| Tiemann Investment Advisors, LLC | 6,915 | $259.8K | 0.12% | −650−8.6% | Reduced |
| Advisory Services Network, LLC | 6,998 | $262.9K | 0.01% | +30.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,007 | $263.0K | 0.11% | −228−3.2% | Reduced |
| Marcum Wealth, LLC | 7,014 | $263.5K | 0.03% | +1,309+22.9% | Added |
| Ellenbecker Investment Group | 7,050 | $264.9K | 0.06% | −241−3.3% | Reduced |
| Warren Averett Asset Management, LLC | 7,102 | $266.8K | 0.01% | +7,102 | New |
| Good Life Advisors, LLC | 7,103 | $266.9K | 0.02% | +172+2.5% | Added |
| Coastline Trust Co | 7,150 | $268.6K | 0.03% | −68−0.9% | Reduced |
| First Heartland Consultants, Inc. | 7,159 | $269.0K | 0.03% | +81+1.1% | Added |
| Cullinan Associates Inc | 7,187 | $270.0K | 0.02% | −800−10.0% | Reduced |
| Carret Asset Management, LLC | 7,194 | $270.3K | 0.03% | −10−0.1% | Reduced |
| Avantax Planning Partners, Inc. | 7,223 | $271.4K | 0.01% | +7,223 | New |
| Garrett Investment Advisors LLC | 7,225 | $271.4K | 0.03% | +7,225 | New |
| KLCM Advisors, Inc. | 7,253 | $272.5K | 0.03% | −250−3.3% | Reduced |
| Independent Financial Group, LLC | 7,270 | $273.1K | 0.01% | −1,313−15.3% | Reduced |
| Kennedy Investment Group | 7,325 | $275.2K | 0.15% | +36+0.5% | Added |
| Univest Financial Corp | 7,345 | $276.0K | 0.08% | −30−0.4% | Reduced |
| Spire Wealth Management | 7,352 | $276.2K | 0.01% | −1,910−20.6% | Reduced |
| Diversified, LLC | 7,370 | $276.9K | 0.04% | −1,167−13.7% | Reduced |
| LGT Group Foundation | 7,382 | $277.3K | 0.01% | +7,382 | New |
| Invesco, LLC | 7,420 | $278.8K | 0.12% | −6,916−48.2% | Reduced |
| Principal Street Partners, LLC | 7,442 | $279.7K | 0.05% | −546−6.8% | Reduced |
| Hollencrest Capital Management | 7,500 | $281.8K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 7,550 | $284.0K | 0.02% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 7,562 | $284.1K | 0.55% | +7,562 | New |
| Global Retirement Partners, LLC | 7,631 | $286.7K | 0.01% | +167+2.2% | Added |
| Grant/GrossMendelsohn, LLC | 7,680 | $290.8K | 0.14% | +725+10.4% | Added |
| Cassaday & Co Wealth Management LLC | 7,758 | $291.5K | 0.01% | +148+1.9% | Added |
| Concurrent Investment Advisors, LLC | 7,805 | $293.2K | 0.01% | −105−1.3% | Reduced |
| Insight Advisors, LLC | 7,841 | $294.6K | 0.06% | +7+0.1% | Added |
| Alpha Omega Wealth Management LLC | 7,874 | $295.8K | 0.05% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 7,903 | $296.9K | 0.12% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 7,906 | $297.0K | 0.00% | −671−7.8% | Reduced |
| Sentinus, LLC | 7,916 | $297.4K | 0.10% | +7,916 | New |
| Moors & Cabot, Inc. | 7,937 | $298.2K | 0.02% | +632+8.7% | Added |
| Northwest Bancshares, Inc. | 8,076 | $303.4K | 0.05% | −10.0% | Reduced |
| Strategic Blueprint, LLC | 8,132 | $305.5K | 0.02% | −23,774−74.5% | Reduced |
| Mutual Advisors, LLC | 8,162 | $306.7K | 0.01% | +165+2.1% | Added |
| First Manhattan Co | 8,180 | $307.3K | 0.00% | −55−0.7% | Reduced |
| Cohen Klingenstein LLC | 8,200 | $308.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 8,211 | $308.5K | 0.06% | −150−1.8% | Reduced |