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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 13,077 | $491.3K | 0.05% | +224+1.7% | Added |
| HB Wealth Management, LLC | 13,070 | $491.0K | 0.01% | +5,320+68.6% | Added |
| Mather Group, LLC. | 13,496 | $484.5K | 0.01% | +48+0.4% | Added |
| Kestra Private Wealth Services, LLC | 12,826 | $481.9K | 0.01% | −1,389−9.8% | Reduced |
| CIBC Private Wealth Group, LLC | 12,924 | $481.2K | 0.00% | +396+3.2% | Added |
| Checchi Capital Advisers, LLC | 12,751 | $479.1K | 0.04% | +1,064+9.1% | Added |
| Convergence Investment Partners, LLC | 12,669 | $476.0K | 0.18% | +12,669 | New |
| Lantz Financial LLC | 12,612 | $473.9K | 0.15% | −362−2.8% | Reduced |
| Vise Technologies, Inc. | 12,597 | $473.3K | 0.09% | +4,573+57.0% | Added |
| Kingswood Wealth Advisors, LLC | 12,589 | $473.0K | 0.05% | +12,589 | New |
| Boston Private Wealth LLC | 12,542 | $471.2K | 0.01% | +769+6.5% | Added |
| Van Cleef Asset Management,Inc | 12,480 | $468.9K | 0.06% | −101−0.8% | Reduced |
| PFG Investments, LLC | 12,476 | $468.7K | 0.03% | +12,476 | New |
| Spirit of America Management Corp | 12,300 | $462.1K | 0.09% | 00.0% | Unchanged |
| TSFG, LLC | 12,248 | $460.0K | 0.12% | −234−1.9% | Reduced |
| Pinnacle Associates Ltd | 12,220 | $459.1K | 0.01% | −2,895−19.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $450.8K | 0.14% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 11,971 | $449.8K | 0.01% | −1,150−8.8% | Reduced |
| Petrus Trust Company, LTA | 11,945 | $448.8K | 0.04% | +11,945 | New |
| Stephens Inc | 11,853 | $445.3K | 0.01% | +337+2.9% | Added |
| Synovus Financial Corp | 11,847 | $445.1K | 0.01% | +803+7.3% | Added |
| BLB&B Advisors, LLC | 11,778 | $442.5K | 0.02% | −200−1.7% | Reduced |
| Syon Capital LLC | 11,591 | $435.5K | 0.04% | +11,591 | New |
| Cornerstone Advisory, LLC | 11,587 | $435.3K | 0.06% | +280+2.5% | Added |
| Blue Bell Private Wealth Management, LLC | 11,558 | $434.2K | 0.09% | +9+0.1% | Added |
| Thrive Capital Management, LLC | 11,552 | $434.0K | 0.23% | +3,126+37.1% | Added |
| Coldstream Capital Management Inc | 11,512 | $432.5K | 0.01% | +1,124+10.8% | Added |
| Haverford Trust Co | 11,490 | $431.7K | 0.00% | +37+0.3% | Added |
| Ausdal Financial Partners, Inc. | 11,194 | $420.6K | 0.05% | −373−3.2% | Reduced |
| Hancock Whitney Corp | 11,176 | $419.9K | 0.01% | −229−2.0% | Reduced |
| Snowden Capital Advisors LLC | 11,157 | $419.2K | 0.01% | +4,002+55.9% | Added |
| Prime Capital Investment Advisors, LLC | 11,153 | $419.0K | 0.01% | +2,342+26.6% | Added |
| Investment Advisory Services Inc | 11,109 | $417.4K | 0.15% | −377−3.3% | Reduced |
| Trust Point Inc. | 10,953 | $411.5K | 0.03% | +547+5.3% | Added |
| Costello Asset Management, INC | 10,923 | $410.4K | 0.29% | +40.0% | Added |
| Connectus Wealth, LLC | 10,847 | $407.6K | 0.01% | +10,847 | New |
| Nexus Investment Management ULC | 10,800 | $405.8K | 0.04% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 10,770 | $404.6K | 0.24% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 10,766 | $404.5K | 0.12% | −762−6.6% | Reduced |
| Bleakley Financial Group, LLC | 10,735 | $403.3K | 0.01% | +249+2.4% | Added |
| Simplicity Wealth,LLC | 10,686 | $401.5K | 0.01% | +10,686 | New |
| Arden Trust Co | 10,668 | $400.8K | 0.06% | −955−8.2% | Reduced |
| Chicago Partners Investment Group LLC | 10,663 | $400.5K | 0.02% | +47+0.4% | Added |
| Prosperity Consulting Group, LLC | 10,587 | $397.8K | 0.05% | +10,587 | New |
| Cigna Investments Inc | 10,572 | $397.0K | 0.08% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 10,521 | $395.3K | 0.03% | +639+6.5% | Added |
| Clearstead Advisors, LLC | 10,297 | $392.6K | 0.02% | −223−2.1% | Reduced |
| Bank of New Hampshire | 10,418 | $391.4K | 0.10% | −1,872−15.2% | Reduced |
| Wesbanco Bank Inc | 10,406 | $391.0K | 0.01% | +2,021+24.1% | Added |
| Axxcess Wealth Management, LLC | 10,396 | $390.6K | 0.01% | −162−1.5% | Reduced |
| EP Wealth Advisors, LLC | 10,367 | $389.5K | 0.00% | +1,123+12.1% | Added |
| Siemens Fonds Invest GmbH | 10,329 | $388.1K | 0.03% | −4,599−30.8% | Reduced |
| Harbor Investment Advisory, LLC | 10,279 | $386.2K | 0.04% | −1,498−12.7% | Reduced |
| Confluence Wealth Services, Inc. | 10,243 | $384.8K | 0.03% | +1,101+12.0% | Added |
| NJ State Employees Deferred Compensation Plan | 10,200 | $383.2K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 10,173 | $382.2K | 0.04% | +2,027+24.9% | Added |
| Community Bank & Trust, Waco, Texas | 10,069 | $378.0K | 0.09% | 00.0% | Unchanged |
| Keybank National Association | 10,037 | $377.1K | 0.00% | +929+10.2% | Added |
| Bollard Group LLC | 10,046 | $377.0K | 0.01% | +90+0.9% | Added |
| SageView Advisory Group, LLC | 9,993 | $375.4K | 0.02% | −173−1.7% | Reduced |
| Geller Advisors LLC | 9,952 | $373.9K | 0.03% | −4,391−30.6% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 9,951 | $373.9K | 0.04% | +290+3.0% | Added |
| Central Trust Co | 9,945 | $373.6K | 0.01% | −6,265−38.6% | Reduced |
| E Fund Management Co., Ltd. | 9,831 | $369.4K | 0.02% | −82−0.8% | Reduced |
| Perigon Wealth Management, LLC | 9,791 | $367.9K | 0.01% | +1,666+20.5% | Added |
| Paragon Financial Partners, Inc. | 9,773 | $367.2K | 0.30% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 9,756 | $366.5K | 0.01% | +578+6.3% | Added |
| Heartland Bank & Trust Co | 9,723 | $365.3K | 0.21% | −161−1.6% | Reduced |
| NorthRock Partners, LLC | 9,653 | $362.7K | 0.01% | +1,504+18.5% | Added |
| Vantage Consulting Group Inc | 9,645 | $362.4K | 0.23% | +687+7.7% | Added |
| Two Sigma Investments, LP | 9,602 | $360.7K | 0.00% | +9,602 | New |
| Advisors Asset Management, Inc. | 9,543 | $358.5K | 0.01% | −8,454−47.0% | Reduced |
| Umb Bank N A | 9,406 | $353.4K | 0.01% | +10.0% | Added |
| J.W. Cole Advisors, Inc. | 9,357 | $351.5K | 0.02% | +472+5.3% | Added |
| TownSquare Capital, LLC | 9,338 | $350.8K | 0.01% | +2,186+30.6% | 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 |
| Catalyst Financial Partners LLC | 9,600 | $349.6K | 0.09% | +48+0.5% | Added |
| VeraBank, N.A. | 9,300 | $349.4K | 0.11% | −320−3.3% | Reduced |
| Addis & Hill, Inc | 9,342 | $348.0K | 0.30% | +9,342 | New |
| ClearBridge Investments Ltd | 9,242 | $347.2K | 0.01% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 9,184 | $345.0K | 0.16% | −130−1.4% | Reduced |
| Aptus Capital Advisors, LLC | 9,108 | $342.2K | 0.01% | +3,330+57.6% | Added |
| Johnson Investment Counsel Inc | 9,069 | $340.7K | 0.00% | +2,797+44.6% | Added |
| Romano Brothers and Company | 9,061 | $340.4K | 0.05% | −290−3.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,959 | $336.6K | 0.05% | −361−3.9% | Reduced |
| WBH Advisory Inc | 8,945 | $336.1K | 0.03% | −445−4.7% | Reduced |
| RNC Capital Management LLC | 8,889 | $333.9K | 0.02% | −202−2.2% | Reduced |
| First National Bank & Trust Co of Newtown | 8,721 | $327.6K | 0.07% | 00.0% | Unchanged |
| Cipher Capital LP | 8,658 | $325.3K | 0.15% | +8,658 | New |
| Unigestion Holding SA | 8,623 | $324.0K | 0.02% | −1,282−12.9% | Reduced |
| Savvy Advisors, Inc. | 8,557 | $321.5K | 0.19% | +454+5.6% | Added |
| Ci Investments Inc. | 8,539 | $321.0K | 0.00% | +2,115+32.9% | Added |
| Prospera Financial Services Inc | 8,540 | $320.9K | 0.01% | +1,752+25.8% | Added |
| AIA Group Ltd | 8,511 | $319.8K | 0.01% | +8,511 | New |
| Marietta Investment Partners LLC | 8,500 | $319.3K | 0.07% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 8,483 | $318.7K | 0.01% | −1,430−14.4% | Reduced |
| Strategic Advisors LLC | 8,400 | $315.6K | 0.06% | −22−0.3% | Reduced |
| Hendershot Investments Inc. | 8,371 | $314.5K | 0.04% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 8,368 | $314.4K | 0.15% | +9+0.1% | Added |