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 |
|---|---|---|---|---|---|
| Adviser Investments LLC | 22,527 | $846.4K | 0.01% | −234−1.0% | Reduced |
| National Asset Management, Inc. | 22,248 | $840.8K | 0.02% | +2,075+10.3% | Added |
| United Capital Financial Advisers, LLC | 22,361 | $840.1K | 0.01% | +814+3.8% | Added |
| Fox Run Management, L.L.C. | 21,935 | $824.1K | 0.18% | +21,935 | New |
| Quantinno Capital Management LP | 21,605 | $812.0K | 0.02% | +1,232+6.0% | Added |
| Allworth Financial LP | 21,449 | $805.9K | 0.01% | −3,491−14.0% | Reduced |
| Sequoia Financial Advisors, LLC | 21,170 | $795.3K | 0.01% | −4,173−16.5% | Reduced |
| Chartwell Investment Partners, LLC | 20,998 | $789.0K | 0.03% | −22,784−52.0% | Reduced |
| Qtron Investments LLC | 20,975 | $788.0K | 0.11% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 20,880 | $784.0K | 0.18% | +2,050+10.9% | Added |
| Greenleaf Trust | 20,759 | $779.9K | 0.01% | −2,227−9.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 20,757 | $779.8K | 0.03% | +16,922+441.3% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 20,740 | $779.2K | 0.02% | +20,740 | New |
| Hartford Financial Management Inc. | 20,500 | $770.2K | 0.16% | 00.0% | Unchanged |
| Shell Asset Management Co | 22,230 | $769.0K | 0.04% | +17,724+393.3% | Added |
| Park Avenue Securities LLC | 20,360 | $765.0K | 0.01% | −668−3.2% | Reduced |
| V-Square Quantitative Management LLC | 20,097 | $755.0K | 0.13% | +3,948+24.4% | Added |
| Raymond James Trust N.A. | 19,927 | $748.7K | 0.02% | +503+2.6% | Added |
| Sowell Financial Services LLC | 19,760 | $742.0K | 0.04% | +571+3.0% | Added |
| Affinity Investment Advisors, LLC | 19,316 | $725.7K | 0.53% | −79−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 19,173 | $720.3K | 0.02% | +80+0.4% | Added |
| Wealthspire Advisors, LLC | 19,074 | $716.6K | 0.01% | −500−2.6% | Reduced |
| NBC Securities, Inc. | 18,976 | $712.0K | 0.07% | −63,801−77.1% | Reduced |
| Simmons Bank | 18,951 | $712.0K | 0.05% | −1,071−5.3% | Reduced |
| Meeder Advisory Services, Inc. | 18,429 | $692.4K | 0.07% | −733−3.8% | Reduced |
| Kingsview Wealth Management, LLC | 18,419 | $692.0K | 0.02% | −16,510−47.3% | Reduced |
| Capstone Investment Advisors, LLC | 18,333 | $688.8K | 0.01% | −538−2.9% | Reduced |
| Acadian Asset Management LLC | 18,176 | $681.0K | 0.00% | +18,176 | New |
| Boothbay Fund Management, LLC | 18,098 | $679.9K | 0.02% | −8,203−31.2% | Reduced |
| Buckingham Strategic Partners | 18,045 | $678.0K | 0.02% | +8,274+84.7% | Added |
| North Star Investment Management Corp. | 17,902 | $672.6K | 0.05% | −158−0.9% | Reduced |
| Asset Dedication, LLC | 17,742 | $672.0K | 0.05% | −12,561−41.5% | Reduced |
| Horizon Investments, LLC | 18,004 | $669.7K | 0.02% | +158+0.9% | Added |
| Lido Advisors, LLC | 17,821 | $669.5K | 0.01% | −5,956−25.0% | Reduced |
| Stephenson National Bank & Trust | 17,794 | $668.5K | 0.23% | −2,037−10.3% | Reduced |
| Marshall Financial Group LLC | 17,673 | $664.0K | 0.19% | −573−3.1% | Reduced |
| Boston Financial Mangement LLC | 17,638 | $662.7K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 17,722 | $659.8K | 0.01% | +1,257+7.6% | Added |
| Sherbrooke Park Advisers LLC | 17,530 | $658.6K | 0.13% | +10,352+144.2% | Added |
| Ameritas Advisory Services, LLC | 17,392 | $656.9K | 0.03% | +17,392 | New |
| Willis Johnson & Associates, Inc. | 17,480 | $656.7K | 0.06% | +170+1.0% | Added |
| Wetherby Asset Management Inc | 17,370 | $652.6K | 0.03% | +1,342+8.4% | Added |
| LSV Asset Management | 17,100 | $642.0K | 0.00% | −13,300−43.8% | Reduced |
| Lakeside Advisors, INC. | 17,058 | $640.9K | 0.41% | −200−1.2% | Reduced |
| STF Management LP | 17,027 | $639.7K | 0.28% | +80+0.5% | Added |
| IMC-Chicago, LLC | 16,925 | $635.9K | 0.02% | −3,214−16.0% | Reduced |
| Integrated Advisors Network LLC | 16,869 | $633.8K | 0.03% | −1,711−9.2% | Reduced |
| Vident Advisory, LLC | 16,485 | $619.4K | 0.01% | −58,175−77.9% | Reduced |
| Regal Investment Advisors LLC | 16,408 | $616.5K | 0.04% | −522−3.1% | Reduced |
| Midland Wealth Advisors LLC | 16,357 | $614.5K | 0.04% | −1,800−9.9% | Reduced |
| Nomura Holdings Inc | 16,083 | $604.2K | 0.00% | −326,148−95.3% | Reduced |
| Investment Management Corp of Ontario | 16,044 | $602.8K | 0.02% | −7,200−31.0% | Reduced |
| Sumitomo Life Insurance Co | 16,027 | $602.1K | 0.02% | −894−5.3% | Reduced |
| Atria Wealth Solutions, Inc. | 16,002 | $601.2K | 0.01% | +1,150+7.7% | Added |
| Walleye Trading LLC | 15,803 | $593.7K | 0.01% | +15,803 | New |
| Ingalls & Snyder LLC | 15,765 | $592.0K | 0.03% | +1,519+10.7% | Added |
| Principal Securities, Inc. | 15,722 | $590.7K | 0.02% | +3,124+24.8% | Added |
| Sourcerock Group LLC | 15,620 | $586.8K | 0.05% | +1,420+10.0% | Added |
| Equitable Holdings, Inc. | 15,548 | $584.1K | 0.01% | −5,233−25.2% | Reduced |
| Commerzbank Aktiengesellschaft | 15,530 | $584.0K | 0.02% | +1,203+8.4% | Added |
| Sigma Planning Corp | 15,529 | $583.5K | 0.02% | +7,535+94.3% | Added |
| Independent Advisor Alliance | 15,355 | $576.9K | 0.02% | −370−2.4% | Reduced |
| CWA Asset Management Group, LLC | 15,319 | $575.5K | 0.03% | −118,624−88.6% | Reduced |
| Intrust Bank NA | 15,196 | $570.9K | 0.06% | −4,013−20.9% | Reduced |
| TD Private Client Wealth LLC | 15,182 | $570.4K | 0.02% | +848+5.9% | Added |
| Corton Capital Inc. | 15,181 | $570.4K | 0.21% | +2,520+19.9% | Added |
| Signaturefd, LLC | 15,090 | $566.9K | 0.01% | +1,358+9.9% | Added |
| Moody National Bank Trust Division | 15,026 | $564.5K | 0.04% | +1,333+9.7% | Added |
| Two Sigma Securities, LLC | 14,924 | $560.7K | 0.03% | +14,924 | New |
| Cornerstone National Bank & Trust Co | 14,860 | $558.3K | 0.28% | −13,449−47.5% | Reduced |
| Beacon Pointe Advisors, LLC | 14,753 | $554.3K | 0.01% | +2,169+17.2% | Added |
| Avantax Advisory Services, Inc. | 14,733 | $553.5K | 0.00% | −719−4.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,727 | $553.3K | 0.01% | +310+2.2% | Added |
| Campion Asset Management LLC | 14,688 | $551.8K | 0.43% | −70−0.5% | Reduced |
| Archer Investment Corp | 14,613 | $549.0K | 0.17% | +945+6.9% | Added |
| Great Valley Advisor Group, Inc. | 14,562 | $547.4K | 0.02% | +205+1.4% | 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 |
| 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 |
| Stratos Wealth Partners, LTD. | 14,395 | $540.8K | 0.01% | −77−0.5% | Reduced |
| Plimoth Trust Co LLC | 14,125 | $530.7K | 0.14% | −560−3.8% | Reduced |
| Caldwell Trust Co | 14,116 | $530.3K | 0.06% | +1,092+8.4% | Added |
| Waratah Capital Advisors Ltd. | 14,112 | $530.2K | 0.03% | +14,112 | New |
| Benjamin Edwards Inc | 13,977 | $525.0K | 0.10% | −4,216−23.2% | Reduced |
| Integrated Wealth Concepts LLC | 13,842 | $520.1K | 0.01% | +281+2.1% | Added |
| Ballentine Partners, LLC | 13,838 | $519.9K | 0.01% | +7,830+130.3% | Added |
| Old National Bancorp | 13,732 | $515.9K | 0.01% | +480+3.6% | Added |
| Cooper Financial Group | 13,582 | $510.3K | 0.08% | +2,184+19.2% | Added |
| Bailard, Inc. | 13,550 | $509.1K | 0.01% | −6,199−31.4% | Reduced |
| World Equity Group, Inc. | 13,517 | $507.8K | 0.10% | −140−1.0% | Reduced |
| Investors Research Corp | 13,484 | $506.6K | 0.12% | −225−1.6% | Reduced |
| Partnership Wealth Management, LLC | 13,467 | $506.0K | 0.35% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 13,456 | $505.5K | 0.02% | −100−0.7% | Reduced |
| TCW Group Inc | 13,416 | $504.0K | 0.01% | −2,309−14.7% | Reduced |
| LSP Investment Advisors, LLC | 13,274 | $498.7K | 0.27% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,247 | $497.7K | 0.02% | −889−6.3% | Reduced |
| Black Diamond Financial, LLC | 13,788 | $495.0K | 0.13% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 13,126 | $493.1K | 0.40% | +13,126 | New |
| Kinneret Advisory, LLC | 13,090 | $491.8K | 0.05% | −41−0.3% | Reduced |