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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 8,347 | $313.6K | 0.06% | +1,035+14.2% | Added |
| Systematic Portfolios LLC | 8,342 | $313.4K | 1.08% | +8,342 | New |
| Systematic Financial Management LP | 8,314 | $312.4K | 0.01% | +7,965+2,282.2% | Added |
| CRA Financial Services, LLC | 8,297 | $311.7K | 0.07% | −612−6.9% | Reduced |
| Riverwater Partners LLC | 8,296 | $311.7K | 0.23% | −87−1.0% | Reduced |
| Aigen Investment Management, LP | 8,271 | $310.7K | 0.07% | +8,271 | New |
| Significant Wealth Partners LLC | 8,235 | $309.4K | 0.20% | −2,227−21.3% | Reduced |
| ASB Consultores, LLC | 8,229 | $309.2K | 0.08% | +8,229 | New |
| Transform Wealth, LLC | 8,219 | $308.8K | 0.03% | −39,755−82.9% | Reduced |
| Glen Eagle Advisors, LLC | 8,211 | $308.5K | 0.06% | −150−1.8% | Reduced |
| Cohen Klingenstein LLC | 8,200 | $308.1K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 8,180 | $307.3K | 0.00% | −55−0.7% | Reduced |
| Mutual Advisors, LLC | 8,162 | $306.7K | 0.01% | +165+2.1% | Added |
| Strategic Blueprint, LLC | 8,132 | $305.5K | 0.02% | −23,774−74.5% | Reduced |
| Northwest Bancshares, Inc. | 8,076 | $303.4K | 0.05% | −10.0% | Reduced |
| Moors & Cabot, Inc. | 7,937 | $298.2K | 0.02% | +632+8.7% | Added |
| Sentinus, LLC | 7,916 | $297.4K | 0.10% | +7,916 | New |
| Wolverine Trading, LLC | 7,906 | $297.0K | 0.00% | −671−7.8% | Reduced |
| Avenue 1 Advisors, LLC | 7,903 | $296.9K | 0.12% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 7,874 | $295.8K | 0.05% | 00.0% | Unchanged |
| Insight Advisors, LLC | 7,841 | $294.6K | 0.06% | +7+0.1% | Added |
| Concurrent Investment Advisors, LLC | 7,805 | $293.2K | 0.01% | −105−1.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,758 | $291.5K | 0.01% | +148+1.9% | Added |
| Grant/GrossMendelsohn, LLC | 7,680 | $290.8K | 0.14% | +725+10.4% | Added |
| Global Retirement Partners, LLC | 7,631 | $286.7K | 0.01% | +167+2.2% | Added |
| International Private Wealth Advisors LLC | 7,562 | $284.1K | 0.55% | +7,562 | New |
| Symmetry Partners, LLC | 7,550 | $284.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7,500 | $281.8K | 0.01% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 7,442 | $279.7K | 0.05% | −546−6.8% | Reduced |
| Invesco, LLC | 7,420 | $278.8K | 0.12% | −6,916−48.2% | Reduced |
| LGT Group Foundation | 7,382 | $277.3K | 0.01% | +7,382 | New |
| Diversified, LLC | 7,370 | $276.9K | 0.04% | −1,167−13.7% | Reduced |
| Spire Wealth Management | 7,352 | $276.2K | 0.01% | −1,910−20.6% | Reduced |
| Univest Financial Corp | 7,345 | $276.0K | 0.08% | −30−0.4% | Reduced |
| Kennedy Investment Group | 7,325 | $275.2K | 0.15% | +36+0.5% | Added |
| Independent Financial Group, LLC | 7,270 | $273.1K | 0.01% | −1,313−15.3% | Reduced |
| KLCM Advisors, Inc. | 7,253 | $272.5K | 0.03% | −250−3.3% | Reduced |
| Garrett Investment Advisors LLC | 7,225 | $271.4K | 0.03% | +7,225 | New |
| Avantax Planning Partners, Inc. | 7,223 | $271.4K | 0.01% | +7,223 | New |
| Carret Asset Management, LLC | 7,194 | $270.3K | 0.03% | −10−0.1% | Reduced |
| Cullinan Associates Inc | 7,187 | $270.0K | 0.02% | −800−10.0% | Reduced |
| First Heartland Consultants, Inc. | 7,159 | $269.0K | 0.03% | +81+1.1% | Added |
| Coastline Trust Co | 7,150 | $268.6K | 0.03% | −68−0.9% | Reduced |
| Good Life Advisors, LLC | 7,103 | $266.9K | 0.02% | +172+2.5% | Added |
| Warren Averett Asset Management, LLC | 7,102 | $266.8K | 0.01% | +7,102 | New |
| Ellenbecker Investment Group | 7,050 | $264.9K | 0.06% | −241−3.3% | Reduced |
| Marcum Wealth, LLC | 7,014 | $263.5K | 0.03% | +1,309+22.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,007 | $263.0K | 0.11% | −228−3.2% | Reduced |
| Advisory Services Network, LLC | 6,998 | $262.9K | 0.01% | +30.0% | Added |
| Tiemann Investment Advisors, LLC | 6,915 | $259.8K | 0.12% | −650−8.6% | Reduced |
| Verdence Capital Advisors LLC | 6,881 | $258.5K | 0.02% | −457−6.2% | Reduced |
| Forum Financial Management, LP | 6,862 | $257.8K | 0.00% | −322−4.5% | Reduced |
| True Link Financial Advisors, LLC | 6,817 | $256.1K | 0.02% | +6,817 | New |
| Longfellow Investment Management Co LLC | 6,813 | $256.0K | 0.06% | +6,813 | New |
| Westover Capital Advisors, LLC | 6,806 | $255.7K | 0.07% | −2,269−25.0% | Reduced |
| Essex Financial Services, Inc. | 6,797 | $255.3K | 0.02% | −79−1.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,769 | $254.3K | 0.09% | −106−1.5% | Reduced |
| Harbour Investments, Inc. | 6,767 | $254.3K | 0.01% | +8+0.1% | Added |
| Pine Valley Investments Ltd Liability Co | 6,743 | $253.4K | 0.02% | −838−11.1% | Reduced |
| Virtu Financial LLC | 6,697 | $252.0K | 0.02% | +6,697 | New |
| Wealth Management Associates, Inc. | 7,272 | $251.7K | 0.12% | −300−4.0% | Reduced |
| Capital Investment Advisors, LLC | 6,635 | $249.3K | 0.01% | +6,635 | New |
| Chicago Trust Co NA | 6,607 | $248.2K | 0.05% | +6,607 | New |
| Scotia Capital Inc. | 6,604 | $248.1K | 0.00% | −1,727−20.7% | Reduced |
| Parallel Advisors, LLC | 6,580 | $247.2K | 0.01% | +1,725+35.5% | Added |
| Accel Wealth Management | 6,578 | $247.1K | 0.10% | +7+0.1% | Added |
| Change Path, LLC | 6,587 | $247.0K | 0.01% | +6,587 | New |
| RIA Advisory Group LLC | 6,572 | $246.9K | 0.10% | +6,572 | New |
| Successful Portfolios LLC | 6,545 | $245.9K | 0.17% | −211−3.1% | Reduced |
| Aviso Wealth Management | 6,499 | $244.2K | 0.15% | +6,499 | New |
| Valeo Financial Advisors, LLC | 6,453 | $243.7K | 0.01% | +6,453 | New |
| Baker Tilly Wealth Management, LLC | 6,473 | $243.2K | 0.04% | −42−0.6% | Reduced |
| Gladstone Institutional Advisory LLC | 6,469 | $243.0K | 0.01% | −774−10.7% | Reduced |
| Banque Cantonale Vaudoise | 6,465 | $243.0K | 0.01% | −71,313−91.7% | Reduced |
| Level Four Advisory Services, LLC | 6,759 | $242.7K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 6,403 | $240.6K | 0.02% | −1,866−22.6% | Reduced |
| Oracle Alpha Inc. | 6,399 | $240.4K | 0.43% | +6,399 | New |
| Eudaimonia Partners, LLC | 6,394 | $240.2K | 0.06% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 6,385 | $239.9K | 0.01% | +27+0.4% | Added |
| Summit Trail Advisors, LLC | 6,374 | $239.5K | 0.01% | +6,374 | New |
| Kepos Capital LP | 6,394 | $239.0K | 0.06% | −189−2.9% | Reduced |
| Trustco Bank Corp N Y | 6,353 | $238.7K | 0.25% | −345−5.2% | Reduced |
| Ronald Blue Trust, Inc. | 6,292 | $236.4K | 0.00% | +2,196+53.6% | Added |
| Davenport & Co LLC | 6,290 | $236.3K | 0.00% | +160+2.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 6,263 | $235.3K | 0.02% | +6,263 | New |
| Fiera Capital Corp | 6,200 | $232.9K | 0.00% | +600+10.7% | Added |
| 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 |
| Fukoku Mutual Life Insurance Co | 6,168 | $231.7K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,155 | $231.0K | 0.02% | +6,155 | New |
| We Are One Seven, LLC | 6,144 | $230.8K | 0.01% | +154+2.6% | Added |
| First Command Advisory Services, Inc. | 6,142 | $230.8K | 0.00% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 6,130 | $230.3K | 0.04% | +218+3.7% | Added |
| Clark Capital Management Group, Inc. | 6,120 | $229.9K | 0.00% | +6,120 | New |
| Vontobel Holding Ltd. | 6,114 | $229.7K | 0.00% | +6,114 | New |
| Key Financial Inc | 6,073 | $228.2K | 0.06% | 00.0% | Unchanged |
| Ledyard National Bank | 6,040 | $226.9K | 0.02% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 6,007 | $225.7K | 0.07% | −83−1.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,001 | $225.5K | 0.02% | +420+7.5% | Added |
| SeaCrest Wealth Management, LLC | 5,995 | $225.2K | 0.03% | −4,532−43.1% | Reduced |