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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, Q2 2024

Institutional positions in Exelon Corp as of Jun 30, 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
992
−2 vs. Q1 2024
Shares held
828.4M
+6.71M (+0.8%) vs. Q1 2024
Total value
$28.7B
−$2.19B (−7.1%) vs. Q1 2024
New holders
91
358 more added
Sold out
93
335 more reduced

15 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 992 institutions
Q1 2021: 925 institutionsQ2 2021: 923 institutionsQ3 2021: 937 institutionsQ4 2021: 1,071 institutionsQ1 2022: 1,026 institutionsQ2 2022: 1,021 institutionsQ3 2022: 990 institutionsQ4 2022: 1,007 institutionsQ1 2023: 1,003 institutionsQ2 2023: 1,005 institutionsQ3 2023: 1,001 institutionsQ4 2023: 1,020 institutionsQ1 2024: 1,009 institutionsQ2 2024: 992 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,102 institutionsQ1 2025: 1,196 institutionsQ2 2025: 1,177 institutionsQ3 2025: 1,201 institutionsQ4 2025: 1,249 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,291 institutions
Value heldQ2 2024: $28.7B
Q1 2021: $34.1BQ2 2021: $34.9BQ3 2021: $38.1BQ4 2021: $45.4BQ1 2022: $38.4BQ2 2022: $36.8BQ3 2022: $30.3BQ4 2022: $35.2BQ1 2023: $34.2BQ2 2023: $33.0BQ3 2023: $30.9BQ4 2023: $29.1BQ1 2024: $30.9BQ2 2024: $28.7BQ3 2024: $33.2BQ4 2024: $30.8BQ1 2025: $38.3BQ2 2025: $36.8BQ3 2025: $38.1BQ4 2025: $40.2BQ1 2026: $45.1BQ2 2026: $44.2B
Institutions holding EXC and their total value by quarter
QuarterHoldersValue
Q2 20261,291$44.2B
Q1 20261,285$45.1B
Q4 20251,249$40.2B
Q3 20251,201$38.1B
Q2 20251,177$36.8B
Q1 20251,196$38.3B
Q4 20241,102$30.8B
Q3 20241,055$33.2B
Q2 2024992$28.7B
Q1 20241,009$30.9B
Q4 20231,020$29.1B
Q3 20231,001$30.9B
Q2 20231,005$33.0B
Q1 20231,003$34.2B
Q4 20221,007$35.2B
Q3 2022990$30.3B
Q2 20221,021$36.8B
Q1 20221,026$38.4B
Q4 20211,071$45.4B
Q3 2021937$38.1B
Q2 2021923$34.9B
Q1 2021925$34.1B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q1 2024.

Institutions holding EXC in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
E Fund Management (Hong Kong) Co., Ltd.7$00.00%+7New
Dogwood Wealth Management LLC0$40.00%0Unchanged
Caitlin John, LLC1$350.00%−8−88.9%Reduced
Abich Financial Wealth Management LLC4$1380.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.4$1390.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC11$3810.00%00.0%Unchanged
WestEnd Advisors, LLC15$5190.00%00.0%Unchanged
West Oak Capital, LLC16$5540.00%00.0%Unchanged
Cedar Wealth Management, LLC22$7610.00%00.0%Unchanged
True Wealth Design, LLC22$7620.00%+3+15.8%Added
Cassady Schiller Wealth Management, LLC24$8310.00%00.0%Unchanged
Anfield Capital Management, LLC29$1.00K0.00%+29New
Delos Wealth Advisors, LLC33$1.14K0.00%00.0%Unchanged
Valued Wealth Advisors LLC34$1.18K0.00%00.0%Unchanged
TFC Financial Management34$1.18K0.00%+5+17.2%Added
Main Street Group, LTD39$1.35K0.00%−33−45.8%Reduced
Motco39$1.35K0.00%00.0%Unchanged
Aspect Partners, LLC40$1.38K0.00%00.0%Unchanged
SJS Investment Consulting Inc.40$1.39K0.00%−1−2.4%Reduced
Core Alternative Capital43$1.49K0.00%00.0%Unchanged
Plato Investment Management Ltd44$1.52K0.00%+44New
DT Investment Partners, LLC53$1.83K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.54$1.87K0.00%+1+1.9%Added
Anchor Investment Management, LLC56$1.94K0.00%00.0%Unchanged
Great Lakes Retirement, Inc.64$2.21K0.00%+64New
Flputnam Investment Management Co65$2.26K0.00%+65New
RFP Financial Group LLC70$2.42K0.00%+70New
Unique Wealth Strategies, LLC65$2.44K0.00%+65New
Transcendent Capital Group LLC73$2.53K0.00%00.0%Unchanged
Rakuten Securities, Inc.80$2.77K0.00%00.0%Unchanged
Highline Wealth Partners LLC82$2.83K0.00%+1+1.2%Added
Fairway Wealth LLC83$2.87K0.00%+83New
Jackson, Grant Investment Advisers, Inc.85$2.94K0.00%00.0%Unchanged
South State Corp.85$2.94K0.00%+85New
Financial Connections Group, Inc.93$3.00K0.00%00.0%Unchanged
Penserra Capital Management LLC81$3.00K0.00%00.0%Unchanged
Avion Wealth99$3.00K0.00%+41+70.7%Added
Coston, McIsaac & Partners93$3.00K0.00%00.0%Unchanged
Paladin Advisory Group, LLC87$3.01K0.00%00.0%Unchanged
Arrow Financial Corp100$3.46K0.00%00.0%Unchanged
American Capital Advisory, LLC98$3.52K0.00%00.0%Unchanged
Thompson Investment Management, Inc.108$3.74K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC110$3.81K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC123$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.107$4.00K0.00%00.0%Unchanged
Dunhill Financial, LLC132$4.58K0.00%+20+17.9%Added
Ruedi Wealth Management, Inc.133$4.60K0.00%+6+4.7%Added
Coppell Advisory Solutions LLC133$4.60K0.00%+133New
Tower View Investment Management & Research LLC134$4.64K0.00%00.0%Unchanged
Creekmur Asset Management LLC134$4.65K0.00%−34−20.2%Reduced
Sound Income Strategies, LLC137$4.74K0.00%−345−71.6%Reduced
Stone House Investment Management, LLC137$4.74K0.00%−124−47.5%Reduced
Pacifica Partners Inc.143$4.96K0.00%00.0%Unchanged
Clear Street Markets LLC132$5.00K0.00%+132New
Baldwin Brothers Inc150$5.19K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC150$5.19K0.00%00.0%Unchanged
Colonial Trust Advisors155$5.37K0.00%+115+287.5%Added
Advantage Trust Co168$5.81K0.00%00.0%Unchanged
JDM Financial Group LLC176$6.09K0.00%00.0%Unchanged
Bogart Wealth, LLC184$6.37K0.00%00.0%Unchanged
Proffitt & Goodson Inc185$6.40K0.00%00.0%Unchanged
Annapolis Financial Services, LLC186$6.44K0.00%00.0%Unchanged
Mascoma Wealth Management LLC188$6.51K0.00%00.0%Unchanged
Bangor Savings Bank189$6.54K0.00%−11−5.5%Reduced
DiNuzzo Private Wealth, Inc.197$6.82K0.00%+9+4.8%Added
RE Dickinson Investment Advisors, LLC199$6.89K0.00%00.0%Unchanged
Heritage Wealth Advisors200$6.92K0.00%00.0%Unchanged
Piscataqua Savings Bank200$6.92K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.200$6.92K0.00%+200New
Roble, Belko & Company, Inc200$7.00K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC200$7.00K0.00%00.0%Unchanged
Raleigh Capital Management Inc.210$7.27K0.00%−20−8.7%Reduced
Ancora Advisors, LLC214$7.41K0.00%00.0%Unchanged
Raffa Wealth Management, LLC223$7.72K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC225$7.79K0.00%00.0%Unchanged
Cetera Trust Company, N.A226$7.82K0.00%00.0%Unchanged
Northwest Bank & Trust Co230$7.96K0.01%00.0%Unchanged
Resources Management Corp240$8.00K0.00%−240−50.0%Reduced
PrairieView Partners, LLC242$8.00K0.00%−12−4.7%Reduced
TruNorth Capital Management, LLC237$8.20K0.00%+237New
Park Place Capital Corp239$8.27K0.00%−191−44.4%Reduced
McIlrath & Eck, LLC241$8.34K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC242$8.39K0.00%−425−63.7%Reduced
Atwood & Palmer Inc246$8.52K0.00%00.0%Unchanged
American National Bank250$8.65K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC250$8.65K0.00%00.0%Unchanged
Bell Investment Advisors, Inc251$8.69K0.00%−1−0.4%Reduced
Carolinas Wealth Consulting LLC254$8.79K0.00%+47+22.7%Added
EdgeRock Capital LLC257$8.89K0.01%+257New
PSI Advisors, LLC262$9.07K0.00%+262New
Caldwell Sutter Capital, Inc.271$9.38K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.253$9.51K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group275$9.52K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.256$9.62K0.00%+169+194.3%Added
Iron Horse Wealth Management, LLC282$9.76K0.00%00.0%Unchanged
Valley National Advisers Inc299$10.0K0.00%+80+36.5%Added
MidAtlantic Capital Management, Inc.297$10.3K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC300$10.4K0.01%00.0%Unchanged
Studio Investment Management LLC300$10.4K0.00%00.0%Unchanged
Sunbelt Securities, Inc.303$10.5K0.00%00.0%Unchanged