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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strengthening Families & Communities, LLC | 304 | $11.0K | 0.00% | +3+1.0% | Added |
| Rocky Mountain Advisers, LLC | 340 | $11.8K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 345 | $11.9K | 0.01% | −334−49.2% | Reduced |
| Richardson Capital Management LLC | 350 | $12.1K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 330 | $12.4K | 0.01% | −170−34.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 374 | $12.9K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 379 | $13.1K | 0.00% | +379 | New |
| TCTC Holdings, LLC | 393 | $13.6K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 393 | $13.6K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 400 | $13.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 408 | $14.1K | 0.00% | −393−49.1% | Reduced |
| Capital Advisors, Ltd. LLC | 434 | $15.0K | 0.00% | +8+1.9% | Added |
| CBIZ Investment Advisory Services, LLC | 434 | $15.0K | 0.00% | +1+0.2% | Added |
| Bare Financial Services, Inc | 408 | $15.2K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 439 | $15.2K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 458 | $15.9K | 0.00% | −2,263−83.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 474 | $16.0K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 474 | $16.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 518 | $17.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 492 | $17.0K | 0.01% | +2+0.4% | Added |
| CNB Bank | 500 | $17.3K | 0.01% | −130−20.6% | Reduced |
| Monetary Management Group Inc | 500 | $17.3K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 500 | $17.3K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 500 | $17.3K | 0.01% | +500 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 513 | $17.8K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 524 | $18.1K | 0.01% | +6+1.2% | Added |
| Transamerica Financial Advisors, Inc. | 549 | $19.0K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 550 | $19.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 559 | $19.3K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 572 | $19.8K | 0.01% | +572 | New |
| Bruce G. Allen Investments, LLC | 586 | $20.3K | 0.02% | +51+9.5% | Added |
| Plante Moran Financial Advisors, LLC | 590 | $20.4K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 591 | $20.5K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 600 | $20.8K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 610 | $21.1K | 0.01% | +16+2.7% | Added |
| Pacific Capital Wealth Advisors, Inc | 617 | $21.4K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 622 | $21.5K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 622 | $21.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 625 | $21.6K | 0.01% | −115−15.5% | Reduced |
| Missouri Trust & Investment Co | 630 | $21.8K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 631 | $21.8K | 0.01% | +7+1.1% | Added |
| Fortitude Family Office, LLC | 641 | $22.2K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 656 | $22.7K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 665 | $23.0K | 0.01% | +72+12.1% | Added |
| Crewe Advisors LLC | 681 | $23.6K | 0.00% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 695 | $24.0K | 0.00% | +695 | New |
| Independence Bank of Kentucky | 700 | $24.2K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 700 | $24.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 704 | $24.4K | 0.00% | −219−23.7% | Reduced |
| Beacon Capital Management, LLC | 707 | $24.5K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 745 | $25.0K | 0.01% | +7+0.9% | Added |
| Loomis Sayles & Co L P | 732 | $25.0K | 0.00% | +15+2.1% | Added |
| Salomon & Ludwin, LLC | 740 | $25.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 755 | $26.0K | 0.02% | −1,166−60.7% | Reduced |
| Versant Capital Management, Inc | 776 | $26.9K | 0.01% | +672+646.2% | Added |
| Umb Bank N A | 793 | $27.4K | 0.00% | −8,613−91.6% | Reduced |
| SOA Wealth Advisors, LLC. | 797 | $27.6K | 0.01% | +4+0.5% | Added |
| J.Safra Asset Management Corp | 802 | $27.8K | 0.00% | +802 | New |
| Fortis Group Advisors, LLC | 832 | $28.8K | 0.01% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 18,994 | $28.8K | 0.01% | +292+1.6% | Added |
| GW&K Investment Management, LLC | 849 | $29.0K | 0.00% | +141+19.9% | Added |
| Pittenger & Anderson Inc | 850 | $29.4K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 862 | $29.8K | 0.01% | +5+0.6% | Added |
| Larson Financial Group LLC | 875 | $30.3K | 0.00% | −435−33.2% | Reduced |
| Abound Wealth Management | 892 | $30.9K | 0.01% | +744+502.7% | Added |
| Colonial Trust Co | 892 | $31.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 898 | $31.1K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 928 | $32.1K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $33.6K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 978 | $33.8K | 0.00% | +32+3.4% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $34.6K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $34.6K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,041 | $36.0K | 0.00% | +530+103.7% | Added |
| MV Capital Management, Inc. | 1,043 | $36.1K | 0.00% | +125+13.6% | Added |
| Atlantic Trust, LLC | 1,043 | $36.1K | 0.01% | −72−6.5% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,066 | $37.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,107 | $38.0K | 0.00% | +33+3.1% | Added |
| Old Point Trust & Financial Services N A | 1,100 | $38.1K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,134 | $39.2K | 0.01% | +207+22.3% | Added |
| CVA Family Office, LLC | 1,144 | $39.6K | 0.01% | −260−18.5% | Reduced |
| Logan Capital Management Inc | 1,170 | $40.5K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,171 | $40.5K | 0.00% | +1,171 | New |
| Gables Capital Management Inc. | 1,200 | $41.5K | 0.02% | −500−29.4% | Reduced |
| Continuum Advisory, LLC | 1,237 | $42.8K | 0.01% | +7+0.6% | Added |
| Cornerstone Planning Group LLC | 1,154 | $43.3K | 0.01% | +1,154 | New |
| Eagle Bay Advisors LLC | 1,255 | $43.4K | 0.03% | −915−42.2% | Reduced |
| Center for Financial Planning, Inc. | 1,265 | $43.8K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,272 | $44.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,281 | $44.3K | 0.00% | −3−0.2% | Reduced |
| City State Bank | 1,301 | $45.0K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,305 | $45.2K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,389 | $48.1K | 0.01% | −50−3.5% | Reduced |
| Sandy Spring Bank | 1,411 | $48.8K | 0.00% | −265−15.8% | Reduced |
| ICA Group Wealth Management, LLC | 1,414 | $49.0K | 0.03% | −26−1.8% | Reduced |
| Ramirez Asset Management, Inc. | 1,500 | $51.9K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,575 | $54.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,602 | $55.4K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,616 | $56.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,620 | $56.1K | 0.01% | +220+15.7% | Added |
| Armstrong Advisory Group, Inc | 1,645 | $56.9K | 0.01% | 00.0% | Unchanged |