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 |
|---|---|---|---|---|---|
| Transform Wealth, LLC | 8,219 | $308.8K | 0.03% | −39,755−82.9% | Reduced |
| ASB Consultores, LLC | 8,229 | $309.2K | 0.08% | +8,229 | New |
| Significant Wealth Partners LLC | 8,235 | $309.4K | 0.20% | −2,227−21.3% | Reduced |
| Aigen Investment Management, LP | 8,271 | $310.7K | 0.07% | +8,271 | New |
| Riverwater Partners LLC | 8,296 | $311.7K | 0.23% | −87−1.0% | Reduced |
| CRA Financial Services, LLC | 8,297 | $311.7K | 0.07% | −612−6.9% | Reduced |
| Systematic Financial Management LP | 8,314 | $312.4K | 0.01% | +7,965+2,282.2% | Added |
| Systematic Portfolios LLC | 8,342 | $313.4K | 1.08% | +8,342 | New |
| GAMMA Investing LLC | 8,347 | $313.6K | 0.06% | +1,035+14.2% | Added |
| Centennial Wealth Advisory LLC | 8,368 | $314.4K | 0.15% | +9+0.1% | Added |
| Hendershot Investments Inc. | 8,371 | $314.5K | 0.04% | 00.0% | Unchanged |
| Strategic Advisors LLC | 8,400 | $315.6K | 0.06% | −22−0.3% | Reduced |
| Lake Street Advisors Group, LLC | 8,483 | $318.7K | 0.01% | −1,430−14.4% | Reduced |
| Marietta Investment Partners LLC | 8,500 | $319.3K | 0.07% | 00.0% | Unchanged |
| AIA Group Ltd | 8,511 | $319.8K | 0.01% | +8,511 | New |
| Prospera Financial Services Inc | 8,540 | $320.9K | 0.01% | +1,752+25.8% | Added |
| Ci Investments Inc. | 8,539 | $321.0K | 0.00% | +2,115+32.9% | Added |
| Savvy Advisors, Inc. | 8,557 | $321.5K | 0.19% | +454+5.6% | Added |
| Unigestion Holding SA | 8,623 | $324.0K | 0.02% | −1,282−12.9% | Reduced |
| Cipher Capital LP | 8,658 | $325.3K | 0.15% | +8,658 | New |
| First National Bank & Trust Co of Newtown | 8,721 | $327.6K | 0.07% | 00.0% | Unchanged |
| RNC Capital Management LLC | 8,889 | $333.9K | 0.02% | −202−2.2% | Reduced |
| WBH Advisory Inc | 8,945 | $336.1K | 0.03% | −445−4.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,959 | $336.6K | 0.05% | −361−3.9% | Reduced |
| Romano Brothers and Company | 9,061 | $340.4K | 0.05% | −290−3.1% | Reduced |
| Johnson Investment Counsel Inc | 9,069 | $340.7K | 0.00% | +2,797+44.6% | Added |
| Aptus Capital Advisors, LLC | 9,108 | $342.2K | 0.01% | +3,330+57.6% | Added |
| Aull & Monroe Investment Management Corp | 9,184 | $345.0K | 0.16% | −130−1.4% | Reduced |
| ClearBridge Investments Ltd | 9,242 | $347.2K | 0.01% | 00.0% | Unchanged |
| Addis & Hill, Inc | 9,342 | $348.0K | 0.30% | +9,342 | New |
| VeraBank, N.A. | 9,300 | $349.4K | 0.11% | −320−3.3% | Reduced |
| Catalyst Financial Partners LLC | 9,600 | $349.6K | 0.09% | +48+0.5% | Added |
| Bessemer Group Inc | 9,313 | $350.0K | 0.00% | −9,656−50.9% | Reduced |
| Centre Asset Management, LLC | 9,307 | $350.0K | 0.08% | −325−3.4% | Reduced |
| TownSquare Capital, LLC | 9,338 | $350.8K | 0.01% | +2,186+30.6% | Added |
| J.W. Cole Advisors, Inc. | 9,357 | $351.5K | 0.02% | +472+5.3% | Added |
| Umb Bank N A | 9,406 | $353.4K | 0.01% | +10.0% | Added |
| Advisors Asset Management, Inc. | 9,543 | $358.5K | 0.01% | −8,454−47.0% | Reduced |
| Two Sigma Investments, LP | 9,602 | $360.7K | 0.00% | +9,602 | New |
| Vantage Consulting Group Inc | 9,645 | $362.4K | 0.23% | +687+7.7% | Added |
| NorthRock Partners, LLC | 9,653 | $362.7K | 0.01% | +1,504+18.5% | Added |
| Heartland Bank & Trust Co | 9,723 | $365.3K | 0.21% | −161−1.6% | Reduced |
| Stonegate Investment Group, LLC | 9,756 | $366.5K | 0.01% | +578+6.3% | Added |
| Paragon Financial Partners, Inc. | 9,773 | $367.2K | 0.30% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 9,791 | $367.9K | 0.01% | +1,666+20.5% | Added |
| E Fund Management Co., Ltd. | 9,831 | $369.4K | 0.02% | −82−0.8% | Reduced |
| Central Trust Co | 9,945 | $373.6K | 0.01% | −6,265−38.6% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 9,951 | $373.9K | 0.04% | +290+3.0% | Added |
| Geller Advisors LLC | 9,952 | $373.9K | 0.03% | −4,391−30.6% | Reduced |
| SageView Advisory Group, LLC | 9,993 | $375.4K | 0.02% | −173−1.7% | Reduced |
| Bollard Group LLC | 10,046 | $377.0K | 0.01% | +90+0.9% | Added |
| Keybank National Association | 10,037 | $377.1K | 0.00% | +929+10.2% | Added |
| Community Bank & Trust, Waco, Texas | 10,069 | $378.0K | 0.09% | 00.0% | Unchanged |
| Private Trust Co NA | 10,173 | $382.2K | 0.04% | +2,027+24.9% | Added |
| NJ State Employees Deferred Compensation Plan | 10,200 | $383.2K | 0.05% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 10,243 | $384.8K | 0.03% | +1,101+12.0% | Added |
| Harbor Investment Advisory, LLC | 10,279 | $386.2K | 0.04% | −1,498−12.7% | Reduced |
| Siemens Fonds Invest GmbH | 10,329 | $388.1K | 0.03% | −4,599−30.8% | Reduced |
| EP Wealth Advisors, LLC | 10,367 | $389.5K | 0.00% | +1,123+12.1% | Added |
| Axxcess Wealth Management, LLC | 10,396 | $390.6K | 0.01% | −162−1.5% | Reduced |
| Wesbanco Bank Inc | 10,406 | $391.0K | 0.01% | +2,021+24.1% | Added |
| Bank of New Hampshire | 10,418 | $391.4K | 0.10% | −1,872−15.2% | Reduced |
| Clearstead Advisors, LLC | 10,297 | $392.6K | 0.02% | −223−2.1% | Reduced |
| Cidel Asset Management Inc | 10,521 | $395.3K | 0.03% | +639+6.5% | Added |
| Cigna Investments Inc | 10,572 | $397.0K | 0.08% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 10,587 | $397.8K | 0.05% | +10,587 | New |
| Chicago Partners Investment Group LLC | 10,663 | $400.5K | 0.02% | +47+0.4% | Added |
| Arden Trust Co | 10,668 | $400.8K | 0.06% | −955−8.2% | Reduced |
| Simplicity Wealth,LLC | 10,686 | $401.5K | 0.01% | +10,686 | New |
| Bleakley Financial Group, LLC | 10,735 | $403.3K | 0.01% | +249+2.4% | Added |
| Allegheny Financial Group LTD | 10,766 | $404.5K | 0.12% | −762−6.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,770 | $404.6K | 0.24% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 10,800 | $405.8K | 0.04% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 10,847 | $407.6K | 0.01% | +10,847 | New |
| Costello Asset Management, INC | 10,923 | $410.4K | 0.29% | +40.0% | Added |
| Trust Point Inc. | 10,953 | $411.5K | 0.03% | +547+5.3% | Added |
| Investment Advisory Services Inc | 11,109 | $417.4K | 0.15% | −377−3.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 11,153 | $419.0K | 0.01% | +2,342+26.6% | Added |
| Snowden Capital Advisors LLC | 11,157 | $419.2K | 0.01% | +4,002+55.9% | Added |
| Hancock Whitney Corp | 11,176 | $419.9K | 0.01% | −229−2.0% | Reduced |
| Ausdal Financial Partners, Inc. | 11,194 | $420.6K | 0.05% | −373−3.2% | Reduced |
| Haverford Trust Co | 11,490 | $431.7K | 0.00% | +37+0.3% | Added |
| Coldstream Capital Management Inc | 11,512 | $432.5K | 0.01% | +1,124+10.8% | Added |
| Thrive Capital Management, LLC | 11,552 | $434.0K | 0.23% | +3,126+37.1% | Added |
| Blue Bell Private Wealth Management, LLC | 11,558 | $434.2K | 0.09% | +9+0.1% | Added |
| Cornerstone Advisory, LLC | 11,587 | $435.3K | 0.06% | +280+2.5% | Added |
| Syon Capital LLC | 11,591 | $435.5K | 0.04% | +11,591 | New |
| BLB&B Advisors, LLC | 11,778 | $442.5K | 0.02% | −200−1.7% | Reduced |
| Synovus Financial Corp | 11,847 | $445.1K | 0.01% | +803+7.3% | Added |
| Stephens Inc | 11,853 | $445.3K | 0.01% | +337+2.9% | Added |
| Petrus Trust Company, LTA | 11,945 | $448.8K | 0.04% | +11,945 | New |
| Apollon Wealth Management, LLC | 11,971 | $449.8K | 0.01% | −1,150−8.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $450.8K | 0.14% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 12,220 | $459.1K | 0.01% | −2,895−19.2% | Reduced |
| TSFG, LLC | 12,248 | $460.0K | 0.12% | −234−1.9% | Reduced |
| Spirit of America Management Corp | 12,300 | $462.1K | 0.09% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,476 | $468.7K | 0.03% | +12,476 | New |
| Van Cleef Asset Management,Inc | 12,480 | $468.9K | 0.06% | −101−0.8% | Reduced |
| Boston Private Wealth LLC | 12,542 | $471.2K | 0.01% | +769+6.5% | Added |
| Kingswood Wealth Advisors, LLC | 12,589 | $473.0K | 0.05% | +12,589 | New |