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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 1,785 | $67.1K | 0.01% | −723−28.8% | Reduced |
| Tortoise Investment Management, LLC | 1,705 | $64.1K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,692 | $64.0K | 0.06% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,700 | $63.9K | 0.04% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,699 | $63.9K | 0.02% | +10+0.6% | Added |
| Sandy Spring Bank | 1,676 | $63.0K | 0.00% | +114+7.3% | Added |
| Washington Trust Co | 1,650 | $62.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,650 | $62.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,616 | $61.0K | 0.01% | +123+8.2% | Added |
| Prestige Wealth Management Group LLC | 1,602 | $60.2K | 0.01% | −12−0.7% | Reduced |
| Montag A & Associates Inc | 1,575 | $59.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,645 | $59.1K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,500 | $56.4K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,440 | $54.1K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,439 | $53.6K | 0.01% | +1,439 | New |
| CoreFirst Bank & Trust | 1,406 | $52.8K | 0.03% | −1,760−55.6% | Reduced |
| CVA Family Office, LLC | 1,404 | $52.7K | 0.01% | +24+1.7% | Added |
| FinTrust Capital Advisors, LLC | 1,400 | $52.6K | 0.01% | +1,075+330.8% | Added |
| Larson Financial Group LLC | 1,310 | $49.2K | 0.00% | −5,792−81.6% | Reduced |
| Paradigm Asset Management Co LLC | 1,305 | $49.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,301 | $49.0K | 0.02% | +67+5.4% | Added |
| Zions Bancorporation, N.A. | 1,284 | $48.2K | 0.00% | −108−7.8% | Reduced |
| St Germain D J Co Inc | 1,272 | $47.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,265 | $47.5K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,230 | $47.1K | 0.01% | +1,230 | New |
| Logan Capital Management Inc | 1,170 | $44.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,115 | $41.9K | 0.01% | +93+9.1% | Added |
| Old Point Trust & Financial Services N A | 1,100 | $41.3K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,074 | $41.0K | 0.00% | +10+0.9% | Added |
| Dynamic Wealth Strategies, LLC | 1,066 | $40.0K | 0.03% | −427−28.6% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $37.6K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $37.6K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $36.4K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 946 | $35.5K | 0.00% | +11+1.2% | Added |
| JJJ Advisors Inc. | 928 | $34.9K | 0.01% | −560−37.6% | Reduced |
| Addison Advisors LLC | 927 | $34.8K | 0.01% | +579+166.4% | Added |
| Concord Wealth Partners | 923 | $34.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 918 | $34.5K | 0.00% | −156−14.5% | Reduced |
| AllSquare Wealth Management LLC | 898 | $33.7K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 892 | $33.3K | 0.01% | −3−0.3% | Reduced |
| NVWM, LLC | 857 | $32.2K | 0.01% | +20+2.4% | Added |
| Pittenger & Anderson Inc | 850 | $31.9K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 832 | $31.3K | 0.01% | −832−50.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 801 | $30.1K | 0.00% | +43+5.7% | Added |
| SOA Wealth Advisors, LLC. | 793 | $29.8K | 0.01% | −177−18.2% | Reduced |
| Evolution Advisers, Inc. | 738 | $28.0K | 0.02% | +8+1.1% | Added |
| Salomon & Ludwin, LLC | 740 | $27.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 740 | $27.8K | 0.01% | +161+27.8% | Added |
| Loomis Sayles & Co L P | 717 | $27.0K | 0.00% | −123−14.6% | Reduced |
| GW&K Investment Management, LLC | 708 | $27.0K | 0.00% | +3+0.4% | Added |
| Beacon Capital Management, LLC | 707 | $26.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 702 | $26.4K | 0.01% | −1,024−59.3% | Reduced |
| Independence Bank of Kentucky | 700 | $26.3K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 700 | $26.3K | 0.01% | +700 | New |
| Crewe Advisors LLC | 681 | $25.6K | 0.00% | +681 | New |
| Lowe Wealth Advisors, LLC | 679 | $25.5K | 0.01% | −92−11.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 667 | $25.1K | 0.00% | +647+3,235.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 656 | $24.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 641 | $24.1K | 0.02% | +219+51.9% | Added |
| CNB Bank | 630 | $23.7K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 630 | $23.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 624 | $23.5K | 0.01% | +624 | New |
| Optimum Investment Advisors | 622 | $23.4K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 622 | $23.4K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 617 | $23.2K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 600 | $22.5K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 594 | $22.3K | 0.01% | +594 | New |
| Princeton Global Asset Management LLC | 593 | $22.3K | 0.01% | +2+0.3% | Added |
| Operose Advisors LLC | 591 | $22.2K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 590 | $22.2K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 571 | $21.4K | 0.00% | +571 | New |
| Venturi Wealth Management, LLC | 563 | $21.1K | 0.00% | −573−50.4% | Reduced |
| Oakworth Capital, Inc. | 559 | $21.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 549 | $21.0K | 0.00% | −2,060−79.0% | Reduced |
| Laffer Tengler Investments | 550 | $20.7K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 535 | $20.1K | 0.02% | −405−43.1% | Reduced |
| Financial Perspectives, Inc | 518 | $19.5K | 0.01% | +5+1.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 513 | $19.3K | 0.04% | +513 | New |
| Manchester Capital Management LLC | 511 | $19.2K | 0.00% | +443+651.5% | Added |
| Kiely Wealth Advisory Group, Inc. | 500 | $18.8K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $18.8K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 500 | $18.8K | 0.01% | −1,125−69.2% | Reduced |
| Wela Strategies, Inc. | 18,702 | $18.7K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 490 | $18.4K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 482 | $18.1K | 0.00% | −1,357−73.8% | Reduced |
| Gradient Investments LLC | 480 | $18.0K | 0.00% | −1,999−80.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 474 | $18.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 480 | $18.0K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 474 | $17.8K | 0.00% | +474 | New |
| Smithfield Trust Co | 518 | $17.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 439 | $16.5K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 433 | $16.3K | 0.00% | +433 | New |
| Park Place Capital Corp | 430 | $16.2K | 0.01% | +69+19.1% | Added |
| Capital Advisors, Ltd. LLC | 426 | $16.0K | 0.00% | +14+3.4% | Added |
| Group One Trading, L.P. | 424 | $15.9K | 0.00% | +424 | New |
| Bare Financial Services, Inc | 408 | $15.3K | 0.01% | −3,094−88.3% | Reduced |
| Ransom Advisory, Ltd | 400 | $15.0K | 0.01% | +400 | New |
| TCTC Holdings, LLC | 393 | $14.8K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 393 | $14.8K | 0.01% | +203+106.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 374 | $14.1K | 0.01% | +156+71.6% | Added |