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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 12,597 | $473.3K | 0.09% | +4,573+57.0% | Added |
| Lantz Financial LLC | 12,612 | $473.9K | 0.15% | −362−2.8% | Reduced |
| Convergence Investment Partners, LLC | 12,669 | $476.0K | 0.18% | +12,669 | New |
| Checchi Capital Advisers, LLC | 12,751 | $479.1K | 0.04% | +1,064+9.1% | Added |
| CIBC Private Wealth Group, LLC | 12,924 | $481.2K | 0.00% | +396+3.2% | Added |
| Kestra Private Wealth Services, LLC | 12,826 | $481.9K | 0.01% | −1,389−9.8% | Reduced |
| Mather Group, LLC. | 13,496 | $484.5K | 0.01% | +48+0.4% | Added |
| HB Wealth Management, LLC | 13,070 | $491.0K | 0.01% | +5,320+68.6% | Added |
| Jacobi Capital Management LLC | 13,077 | $491.3K | 0.05% | +224+1.7% | Added |
| Kinneret Advisory, LLC | 13,090 | $491.8K | 0.05% | −41−0.3% | Reduced |
| Alethea Capital Management, LLC | 13,126 | $493.1K | 0.40% | +13,126 | New |
| Black Diamond Financial, LLC | 13,788 | $495.0K | 0.13% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,247 | $497.7K | 0.02% | −889−6.3% | Reduced |
| LSP Investment Advisors, LLC | 13,274 | $498.7K | 0.27% | 00.0% | Unchanged |
| TCW Group Inc | 13,416 | $504.0K | 0.01% | −2,309−14.7% | Reduced |
| Azimuth Capital Investment Management LLC | 13,456 | $505.5K | 0.02% | −100−0.7% | Reduced |
| Partnership Wealth Management, LLC | 13,467 | $506.0K | 0.35% | 00.0% | Unchanged |
| Investors Research Corp | 13,484 | $506.6K | 0.12% | −225−1.6% | Reduced |
| World Equity Group, Inc. | 13,517 | $507.8K | 0.10% | −140−1.0% | Reduced |
| Bailard, Inc. | 13,550 | $509.1K | 0.01% | −6,199−31.4% | Reduced |
| Cooper Financial Group | 13,582 | $510.3K | 0.08% | +2,184+19.2% | Added |
| Old National Bancorp | 13,732 | $515.9K | 0.01% | +480+3.6% | Added |
| Ballentine Partners, LLC | 13,838 | $519.9K | 0.01% | +7,830+130.3% | Added |
| Integrated Wealth Concepts LLC | 13,842 | $520.1K | 0.01% | +281+2.1% | Added |
| Benjamin Edwards Inc | 13,977 | $525.0K | 0.10% | −4,216−23.2% | Reduced |
| Waratah Capital Advisors Ltd. | 14,112 | $530.2K | 0.03% | +14,112 | New |
| Caldwell Trust Co | 14,116 | $530.3K | 0.06% | +1,092+8.4% | Added |
| Plimoth Trust Co LLC | 14,125 | $530.7K | 0.14% | −560−3.8% | Reduced |
| Stratos Wealth Partners, LTD. | 14,395 | $540.8K | 0.01% | −77−0.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 14,799 | $546.0K | 0.31% | −119−0.8% | Reduced |
| WCG Wealth Advisors LLC | 14,528 | $546.0K | 0.05% | +34+0.2% | Added |
| Brinker Capital Investments, LLC | 14,536 | $546.1K | 0.01% | −1,657−10.2% | Reduced |
| Orion Portfolio Solutions, LLC | 14,536 | $546.1K | 0.01% | −1,657−10.2% | Reduced |
| Great Valley Advisor Group, Inc. | 14,562 | $547.4K | 0.02% | +205+1.4% | Added |
| Archer Investment Corp | 14,613 | $549.0K | 0.17% | +945+6.9% | Added |
| Campion Asset Management LLC | 14,688 | $551.8K | 0.43% | −70−0.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,727 | $553.3K | 0.01% | +310+2.2% | Added |
| Avantax Advisory Services, Inc. | 14,733 | $553.5K | 0.00% | −719−4.7% | Reduced |
| Beacon Pointe Advisors, LLC | 14,753 | $554.3K | 0.01% | +2,169+17.2% | Added |
| Cornerstone National Bank & Trust Co | 14,860 | $558.3K | 0.28% | −13,449−47.5% | Reduced |
| Two Sigma Securities, LLC | 14,924 | $560.7K | 0.03% | +14,924 | New |
| Moody National Bank Trust Division | 15,026 | $564.5K | 0.04% | +1,333+9.7% | Added |
| Signaturefd, LLC | 15,090 | $566.9K | 0.01% | +1,358+9.9% | Added |
| Corton Capital Inc. | 15,181 | $570.4K | 0.21% | +2,520+19.9% | Added |
| TD Private Client Wealth LLC | 15,182 | $570.4K | 0.02% | +848+5.9% | Added |
| Intrust Bank NA | 15,196 | $570.9K | 0.06% | −4,013−20.9% | Reduced |
| CWA Asset Management Group, LLC | 15,319 | $575.5K | 0.03% | −118,624−88.6% | Reduced |
| Independent Advisor Alliance | 15,355 | $576.9K | 0.02% | −370−2.4% | Reduced |
| Sigma Planning Corp | 15,529 | $583.5K | 0.02% | +7,535+94.3% | Added |
| Commerzbank Aktiengesellschaft | 15,530 | $584.0K | 0.02% | +1,203+8.4% | Added |
| Equitable Holdings, Inc. | 15,548 | $584.1K | 0.01% | −5,233−25.2% | Reduced |
| Sourcerock Group LLC | 15,620 | $586.8K | 0.05% | +1,420+10.0% | Added |
| Principal Securities, Inc. | 15,722 | $590.7K | 0.02% | +3,124+24.8% | Added |
| Ingalls & Snyder LLC | 15,765 | $592.0K | 0.03% | +1,519+10.7% | Added |
| Walleye Trading LLC | 15,803 | $593.7K | 0.01% | +15,803 | New |
| Atria Wealth Solutions, Inc. | 16,002 | $601.2K | 0.01% | +1,150+7.7% | Added |
| Sumitomo Life Insurance Co | 16,027 | $602.1K | 0.02% | −894−5.3% | Reduced |
| Investment Management Corp of Ontario | 16,044 | $602.8K | 0.02% | −7,200−31.0% | Reduced |
| Nomura Holdings Inc | 16,083 | $604.2K | 0.00% | −326,148−95.3% | Reduced |
| Midland Wealth Advisors LLC | 16,357 | $614.5K | 0.04% | −1,800−9.9% | Reduced |
| Regal Investment Advisors LLC | 16,408 | $616.5K | 0.04% | −522−3.1% | Reduced |
| Vident Advisory, LLC | 16,485 | $619.4K | 0.01% | −58,175−77.9% | Reduced |
| Integrated Advisors Network LLC | 16,869 | $633.8K | 0.03% | −1,711−9.2% | Reduced |
| IMC-Chicago, LLC | 16,925 | $635.9K | 0.02% | −3,214−16.0% | Reduced |
| STF Management LP | 17,027 | $639.7K | 0.28% | +80+0.5% | Added |
| Lakeside Advisors, INC. | 17,058 | $640.9K | 0.41% | −200−1.2% | Reduced |
| LSV Asset Management | 17,100 | $642.0K | 0.00% | −13,300−43.8% | Reduced |
| Wetherby Asset Management Inc | 17,370 | $652.6K | 0.03% | +1,342+8.4% | Added |
| Willis Johnson & Associates, Inc. | 17,480 | $656.7K | 0.06% | +170+1.0% | Added |
| Ameritas Advisory Services, LLC | 17,392 | $656.9K | 0.03% | +17,392 | New |
| Sherbrooke Park Advisers LLC | 17,530 | $658.6K | 0.13% | +10,352+144.2% | Added |
| Bokf, NA | 17,722 | $659.8K | 0.01% | +1,257+7.6% | Added |
| Boston Financial Mangement LLC | 17,638 | $662.7K | 0.02% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 17,673 | $664.0K | 0.19% | −573−3.1% | Reduced |
| Stephenson National Bank & Trust | 17,794 | $668.5K | 0.23% | −2,037−10.3% | Reduced |
| Lido Advisors, LLC | 17,821 | $669.5K | 0.01% | −5,956−25.0% | Reduced |
| Horizon Investments, LLC | 18,004 | $669.7K | 0.02% | +158+0.9% | Added |
| Asset Dedication, LLC | 17,742 | $672.0K | 0.05% | −12,561−41.5% | Reduced |
| North Star Investment Management Corp. | 17,902 | $672.6K | 0.05% | −158−0.9% | Reduced |
| Buckingham Strategic Partners | 18,045 | $678.0K | 0.02% | +8,274+84.7% | Added |
| Boothbay Fund Management, LLC | 18,098 | $679.9K | 0.02% | −8,203−31.2% | Reduced |
| Acadian Asset Management LLC | 18,176 | $681.0K | 0.00% | +18,176 | New |
| Capstone Investment Advisors, LLC | 18,333 | $688.8K | 0.01% | −538−2.9% | Reduced |
| Kingsview Wealth Management, LLC | 18,419 | $692.0K | 0.02% | −16,510−47.3% | Reduced |
| Meeder Advisory Services, Inc. | 18,429 | $692.4K | 0.07% | −733−3.8% | Reduced |
| Simmons Bank | 18,951 | $712.0K | 0.05% | −1,071−5.3% | Reduced |
| NBC Securities, Inc. | 18,976 | $712.0K | 0.07% | −63,801−77.1% | Reduced |
| Wealthspire Advisors, LLC | 19,074 | $716.6K | 0.01% | −500−2.6% | Reduced |
| Wealthcare Advisory Partners LLC | 19,173 | $720.3K | 0.02% | +80+0.4% | Added |
| Affinity Investment Advisors, LLC | 19,316 | $725.7K | 0.53% | −79−0.4% | Reduced |
| Sowell Financial Services LLC | 19,760 | $742.0K | 0.04% | +571+3.0% | Added |
| Raymond James Trust N.A. | 19,927 | $748.7K | 0.02% | +503+2.6% | Added |
| V-Square Quantitative Management LLC | 20,097 | $755.0K | 0.13% | +3,948+24.4% | Added |
| Park Avenue Securities LLC | 20,360 | $765.0K | 0.01% | −668−3.2% | Reduced |
| Shell Asset Management Co | 22,230 | $769.0K | 0.04% | +17,724+393.3% | Added |
| Hartford Financial Management Inc. | 20,500 | $770.2K | 0.16% | 00.0% | Unchanged |
| Danica Pension, Livsforsikringsaktieselskab | 20,740 | $779.2K | 0.02% | +20,740 | New |
| Vestmark Advisory Solutions, Inc. | 20,757 | $779.8K | 0.03% | +16,922+441.3% | Added |
| Greenleaf Trust | 20,759 | $779.9K | 0.01% | −2,227−9.7% | Reduced |
| Abundance Wealth Counselors | 20,880 | $784.0K | 0.18% | +2,050+10.9% | Added |