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 |
|---|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 5,968 | $224.0K | 0.00% | −98,600−94.3% | Reduced |
| Abbrea Capital, LLC | 5,970 | $224.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,928 | $222.7K | 0.03% | +142+2.5% | Added |
| Essex Savings Bank | 6,174 | $221.6K | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 5,882 | $221.0K | 0.01% | +5,882 | New |
| Resonant Capital Advisors, LLC | 5,869 | $220.5K | 0.02% | +5,869 | New |
| Phoenix Wealth Advisors | 5,846 | $219.6K | 0.13% | −168−2.8% | Reduced |
| Enterprise Financial Services Corp | 5,839 | $219.4K | 0.13% | −44−0.7% | Reduced |
| First Hawaiian Bank | 5,816 | $218.5K | 0.01% | +162+2.9% | Added |
| Greenfield Savings Bank | 5,811 | $218.3K | 0.11% | −50−0.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,773 | $216.9K | 0.01% | −233−3.9% | Reduced |
| Federated Hermes, Inc. | 5,758 | $216.3K | 0.00% | −441,656−98.7% | Reduced |
| JFS Wealth Advisors, LLC | 5,749 | $216.0K | 0.02% | −55−0.9% | Reduced |
| Brighton Jones LLC | 5,740 | $215.7K | 0.01% | +5,740 | New |
| BancorpSouth Bank | 5,718 | $214.8K | 0.02% | −500−8.0% | Reduced |
| RSM US Wealth Management LLC | 5,711 | $214.5K | 0.01% | +111+2.0% | Added |
| NBT Bank N A | 5,663 | $212.8K | 0.02% | −65−1.1% | Reduced |
| Compton Financial Group, LLC | 5,656 | $212.5K | 0.07% | +5,656 | New |
| Sentry Investment Management LLC | 5,641 | $212.0K | 0.08% | +5,641 | New |
| Smith, Moore & Co. | 5,637 | $211.8K | 0.02% | +5,637 | New |
| Pallas Capital Advisors LLC | 5,608 | $210.7K | 0.01% | +5,608 | New |
| RFG Advisory, LLC | 5,570 | $209.3K | 0.01% | +5,570 | New |
| MTM Investment Management, LLC | 5,568 | $209.2K | 0.09% | +5,568 | New |
| Glenview Trust Co | 5,562 | $209.0K | 0.00% | +5,562 | New |
| Baltimore-Washington Financial Advisors, Inc. | 5,557 | $208.8K | 0.01% | +5,557 | New |
| Financial Council Asset Management Inc | 5,549 | $208.5K | 0.12% | −175−3.1% | Reduced |
| Patten & Patten Inc | 5,544 | $208.3K | 0.01% | +5,544 | New |
| Welch & Forbes LLC | 5,516 | $207.2K | 0.00% | +5,516 | New |
| Hartline Investment Corp | 5,510 | $207.0K | 0.04% | −1,503−21.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,510 | $207.0K | 0.04% | +5,510 | New |
| Clarius Group, LLC | 5,507 | $206.9K | 0.01% | −95−1.7% | Reduced |
| Stratos Wealth Advisors, LLC | 5,449 | $204.7K | 0.01% | −1,124−17.1% | Reduced |
| CIC Wealth, LLC | 5,393 | $202.6K | 0.06% | −642−10.6% | Reduced |
| Quad-Cities Investment Group, LLC | 5,367 | $201.7K | 0.12% | +5,367 | New |
| Bill Few Associates, Inc. | 5,366 | $201.6K | 0.08% | +5,366 | New |
| ABLE Financial Group, LLC | 5,327 | $200.1K | 0.08% | +5,327 | New |
| Payden & Rygel | 5,110 | $192.0K | 0.01% | −252,100−98.0% | Reduced |
| Payden & Rygel Investment Group | 5,110 | $192.0K | 0.01% | +5,110 | New |
| Duncker Streett & Co Inc | 5,090 | $191.2K | 0.04% | −300−5.6% | Reduced |
| Nemes Rush Group LLC | 4,996 | $187.7K | 0.03% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4,908 | $184.4K | 0.08% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 4,887 | $183.6K | 0.07% | +20.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 4,848 | $182.1K | 0.15% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,811 | $180.7K | 0.01% | +1,976+69.7% | Added |
| Farther Finance Advisors, LLC | 4,703 | $175.1K | 0.01% | +291+6.6% | Added |
| Quadrant Capital Group LLC | 4,645 | $174.5K | 0.01% | −277−5.6% | Reduced |
| Newton One Investments LLC | 4,578 | $172.0K | 0.08% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4,569 | $171.7K | 0.09% | +4,569 | New |
| Grove Bank & Trust | 4,539 | $170.5K | 0.03% | −348−7.1% | Reduced |
| Atlas Capital Advisors LLC | 4,517 | $169.7K | 0.03% | −343−7.1% | Reduced |
| Parkside Financial Bank & Trust | 4,513 | $169.6K | 0.03% | −184−3.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 4,508 | $169.4K | 0.02% | +2,505+125.1% | Added |
| Cullen/Frost Bankers, Inc. | 4,201 | $157.8K | 0.00% | +267+6.8% | Added |
| Geneos Wealth Management Inc. | 4,196 | $157.6K | 0.01% | −206−4.7% | Reduced |
| Whittier Trust Co | 4,175 | $156.8K | 0.00% | +1,060+34.0% | Added |
| Peoples Financial Services Corp. | 4,174 | $156.8K | 0.07% | −200−4.6% | Reduced |
| Brown Brothers Harriman & Co | 4,047 | $152.0K | 0.00% | −180−4.3% | Reduced |
| First Horizon Advisors, Inc. | 3,762 | $141.4K | 0.00% | −572−13.2% | Reduced |
| Smartleaf Asset Management LLC | 3,715 | $138.6K | 0.03% | +2,402+182.9% | Added |
| Tompkins Financial Corp | 3,632 | $136.5K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,536 | $132.8K | 0.03% | −59−1.6% | Reduced |
| EntryPoint Capital, LLC | 3,517 | $132.1K | 0.12% | +861+32.4% | Added |
| Carmichael Hill & Associates, Inc. | 3,513 | $132.0K | 0.05% | −95−2.6% | Reduced |
| IFP Advisors, Inc | 3,412 | $128.2K | 0.01% | −2,473−42.0% | Reduced |
| Hilltop National Bank | 3,172 | $119.2K | 0.04% | +3,172 | New |
| Trust Co of Vermont | 3,135 | $117.8K | 0.01% | +891+39.7% | Added |
| Glass Jacobson Investment Advisors llc | 3,128 | $117.5K | 0.04% | 00.0% | Unchanged |
| Adirondack Trust Co | 3,059 | $114.9K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,037 | $114.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,019 | $113.4K | 0.01% | +83+2.8% | Added |
| Planning Capital Management Corp | 2,993 | $112.4K | 0.08% | −265−8.1% | Reduced |
| Massmutual Trust Co FSB | 2,871 | $107.9K | 0.00% | +603+26.6% | Added |
| CoreCap Advisors, LLC | 2,816 | $105.8K | 0.01% | +2,816 | New |
| Alta Advisers Ltd | 2,800 | $105.2K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,785 | $104.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,777 | $104.3K | 0.01% | +820+41.9% | Added |
| Old Second National Bank of Aurora | 2,769 | $104.0K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 2,721 | $102.2K | 0.01% | +2,263+494.1% | Added |
| Indiana Trust & Investment Management CO | 2,714 | $102.0K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,631 | $98.8K | 0.02% | −163−5.8% | Reduced |
| Tobam | 2,469 | $93.0K | 0.01% | +1,032+71.8% | Added |
| First United Bank Trust | 2,452 | $92.1K | 0.03% | −50−2.0% | Reduced |
| JNBA Financial Advisors | 2,446 | $91.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,399 | $90.1K | 0.01% | +616+34.5% | Added |
| Whittier Trust Co of Nevada Inc | 2,248 | $84.4K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,210 | $83.0K | 0.12% | 00.0% | Unchanged |
| Sachetta, LLC | 2,310 | $82.9K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,195 | $82.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,170 | $81.5K | 0.05% | +55+2.6% | Added |
| Rosenberg Matthew Hamilton | 2,182 | $81.2K | 0.02% | +560+34.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,138 | $80.0K | 0.00% | −1,138−34.7% | Reduced |
| HM Payson & Co | 2,110 | $79.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,005 | $75.3K | 0.00% | +30+1.5% | Added |
| Cape Investment Advisory, Inc. | 2,000 | $75.1K | 0.04% | −1,509−43.0% | Reduced |
| City Holding Co | 1,995 | $74.9K | 0.01% | −540−21.3% | Reduced |
| Deseret Mutual Benefit Administrators | 1,989 | $74.7K | 0.04% | +244+14.0% | Added |
| Western Pacific Wealth Management, LP | 1,975 | $74.2K | 0.05% | −1,128−36.4% | Reduced |
| Covestor Ltd | 1,921 | $72.0K | 0.05% | +1,411+276.7% | Added |
| First PREMIER Bank | 1,883 | $71.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,881 | $70.7K | 0.00% | +1,070+131.9% | Added |