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 |
|---|---|---|---|---|---|
| Redhawk Wealth Advisors, Inc. | 6,119 | $211.8K | 0.03% | −11−0.2% | Reduced |
| Successful Portfolios LLC | 6,136 | $212.4K | 0.15% | −409−6.2% | Reduced |
| First Command Advisory Services, Inc. | 6,142 | $212.6K | 0.00% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 6,168 | $213.5K | 0.02% | 00.0% | Unchanged |
| Summit Financial, LLC | 6,176 | $213.8K | 0.01% | +6,176 | New |
| Segment Wealth Management, LLC | 6,191 | $214.3K | 0.02% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 6,191 | $214.3K | 0.14% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 6,194 | $214.4K | 0.02% | −549−8.1% | Reduced |
| Accel Wealth Management | 6,278 | $217.3K | 0.09% | −300−4.6% | Reduced |
| Davenport & Co LLC | 6,308 | $218.3K | 0.00% | +18+0.3% | Added |
| Resources Investment Advisors, LLC. | 6,317 | $218.6K | 0.00% | +6,317 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,341 | $219.0K | 0.09% | −666−9.5% | Reduced |
| Parallel Advisors, LLC | 6,390 | $221.1K | 0.01% | −190−2.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,422 | $222.3K | 0.02% | +421+7.0% | Added |
| Colony Group, LLC | 6,438 | $223.0K | 0.00% | +6,438 | New |
| Moors & Cabot, Inc. | 6,497 | $224.9K | 0.01% | −1,440−18.1% | Reduced |
| Vontobel Holding Ltd. | 6,536 | $226.2K | 0.00% | +422+6.9% | Added |
| Total Clarity Wealth Management, Inc. | 6,649 | $230.1K | 0.08% | −120−1.8% | Reduced |
| First Heartland Consultants, Inc. | 6,766 | $234.0K | 0.02% | −393−5.5% | Reduced |
| Aaron Wealth Advisors | 6,781 | $234.7K | 0.03% | +6,781 | New |
| Cassaday & Co Wealth Management LLC | 6,815 | $235.9K | 0.01% | −943−12.2% | Reduced |
| Verdence Capital Advisors LLC | 6,822 | $236.1K | 0.02% | −59−0.9% | Reduced |
| Longfellow Investment Management Co LLC | 6,859 | $237.4K | 0.06% | +46+0.7% | Added |
| Marcum Wealth, LLC | 6,866 | $237.6K | 0.02% | −148−2.1% | Reduced |
| Kennedy Investment Group | 6,876 | $238.0K | 0.12% | −449−6.1% | Reduced |
| MQS Management LLC | 6,880 | $238.1K | 0.14% | +6,880 | New |
| Tiemann Investment Advisors, LLC | 6,925 | $239.7K | 0.11% | +10+0.1% | Added |
| Essex Savings Bank | 6,963 | $241.0K | 0.06% | +789+12.8% | Added |
| Centre Asset Management, LLC | 6,976 | $241.0K | 0.06% | −2,331−25.0% | Reduced |
| Advisory Services Network, LLC | 6,972 | $241.3K | 0.00% | −26−0.4% | Reduced |
| Ellenbecker Investment Group | 6,976 | $241.5K | 0.05% | −74−1.0% | Reduced |
| Hartline Investment Corp | 7,013 | $242.7K | 0.03% | +1,503+27.3% | Added |
| Forum Financial Management, LP | 7,023 | $243.1K | 0.00% | +161+2.3% | Added |
| Bank & Trust Co | 7,027 | $243.2K | 0.21% | +7,027 | New |
| Strategic Blueprint, LLC | 7,064 | $244.5K | 0.02% | −1,068−13.1% | Reduced |
| CRA Financial Services, LLC | 7,097 | $245.6K | 0.05% | −1,200−14.5% | Reduced |
| Pensionmark Financial Group, LLC | 7,099 | $245.7K | 0.02% | +7,099 | New |
| Coastline Trust Co | 7,150 | $247.5K | 0.03% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 7,154 | $247.6K | 0.00% | −112,867−94.0% | Reduced |
| Cullinan Associates Inc | 7,187 | $248.7K | 0.01% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 7,219 | $249.8K | 0.03% | +25+0.3% | Added |
| Avantax Planning Partners, Inc. | 7,223 | $250.0K | 0.01% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 7,225 | $250.1K | 0.03% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 7,257 | $251.2K | 0.02% | +154+2.2% | Added |
| Independent Financial Group, LLC | 7,270 | $251.6K | 0.01% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 7,272 | $251.7K | 0.12% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 7,278 | $251.9K | 0.01% | +7,278 | New |
| Principal Street Partners, LLC | 7,287 | $252.2K | 0.05% | −155−2.1% | Reduced |
| Harbour Investments, Inc. | 7,323 | $253.5K | 0.01% | +556+8.2% | Added |
| Univest Financial Corp | 7,345 | $254.2K | 0.07% | 00.0% | Unchanged |
| GTS Securities LLC | 7,379 | $255.4K | 0.01% | +7,379 | New |
| Invesco, LLC | 7,420 | $256.8K | 0.11% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 7,453 | $257.9K | 0.03% | +200+2.8% | Added |
| Northwest Bancshares, Inc. | 7,461 | $258.2K | 0.04% | −615−7.6% | Reduced |
| Spire Wealth Management | 7,489 | $259.2K | 0.01% | +137+1.9% | Added |
| Hollencrest Capital Management | 7,500 | $259.6K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 7,550 | $261.0K | 0.01% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 7,680 | $265.8K | 0.12% | 00.0% | Unchanged |
| Platform Technology Partners | 7,781 | $269.3K | 0.09% | +7,781 | New |
| Insight Advisors, LLC | 7,834 | $271.1K | 0.05% | −7−0.1% | Reduced |
| Capital Square, LLC | 7,497 | $271.8K | 0.18% | +7,497 | New |
| Vantage Consulting Group Inc | 7,867 | $272.3K | 0.20% | −1,778−18.4% | Reduced |
| Avenue 1 Advisors, LLC | 7,872 | $272.4K | 0.11% | −31−0.4% | Reduced |
| Alpha Omega Wealth Management LLC | 7,874 | $272.5K | 0.05% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 7,425 | $278.7K | 0.02% | +628+9.2% | Added |
| Brinker Capital Investments, LLC | 8,067 | $279.2K | 0.00% | −6,469−44.5% | Reduced |
| Orion Portfolio Solutions, LLC | 8,067 | $279.2K | 0.00% | −6,469−44.5% | Reduced |
| Riverwater Partners LLC | 8,126 | $281.2K | 0.21% | −170−2.0% | Reduced |
| First Manhattan Co | 8,180 | $283.1K | 0.00% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 8,200 | $283.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 8,203 | $283.9K | 0.03% | −1,970−19.4% | Reduced |
| Cohen & Steers, Inc. | 8,202 | $284.0K | 0.00% | −153,810−94.9% | Reduced |
| Gsa Capital Partners LLP | 8,273 | $286.0K | 0.02% | +2,118+34.4% | Added |
| PEAK6 Investments LLC | 8,278 | $286.5K | 0.01% | +8,278 | New |
| Hendershot Investments Inc. | 8,371 | $289.7K | 0.04% | 00.0% | Unchanged |
| Strategic Advisors LLC | 8,404 | $290.9K | 0.06% | +40.0% | Added |
| Savvy Advisors, Inc. | 8,465 | $293.0K | 0.10% | −92−1.1% | Reduced |
| WBH Advisory Inc | 8,486 | $293.7K | 0.03% | −459−5.1% | Reduced |
| Cornerstone Advisory, LLC | 8,492 | $293.9K | 0.04% | −3,095−26.7% | Reduced |
| Marietta Investment Partners LLC | 8,500 | $294.2K | 0.06% | 00.0% | Unchanged |
| AIA Group Ltd | 8,511 | $294.6K | 0.01% | 00.0% | Unchanged |
| Lantz Financial LLC | 8,621 | $298.4K | 0.09% | −3,991−31.6% | Reduced |
| Hancock Whitney Corp | 8,633 | $298.8K | 0.01% | −2,543−22.8% | Reduced |
| First National Bank & Trust Co of Newtown | 8,721 | $301.8K | 0.06% | 00.0% | Unchanged |
| Sienna Gestion | 8,778 | $303.7K | 0.03% | −268,736−96.8% | Reduced |
| Compagnie Lombard Odier SCmA | 8,781 | $303.9K | 0.01% | −168,876−95.1% | Reduced |
| Ronald Blue Trust, Inc. | 8,175 | $307.1K | 0.00% | +1,883+29.9% | Added |
| Romano Brothers and Company | 8,911 | $308.4K | 0.04% | −150−1.7% | Reduced |
| Oxford Asset Management LLP | 8,925 | $308.9K | 0.30% | +8,925 | New |
| LGT Group Foundation | 8,947 | $309.7K | 0.00% | +1,565+21.2% | Added |
| RNC Capital Management LLC | 8,969 | $310.4K | 0.02% | +80+0.9% | Added |
| Voloridge Investment Management, LLC | 9,056 | $313.4K | 0.00% | +9,056 | New |
| Bokf, NA | 9,079 | $314.2K | 0.01% | −8,643−48.8% | Reduced |
| Apollon Wealth Management, LLC | 9,092 | $314.7K | 0.01% | −2,879−24.0% | Reduced |
| Walleye Trading LLC | 9,139 | $316.3K | 0.01% | −6,664−42.2% | Reduced |
| Boston Private Wealth LLC | 9,169 | $317.3K | 0.01% | −3,373−26.9% | Reduced |
| Aull & Monroe Investment Management Corp | 9,184 | $317.9K | 0.16% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 9,212 | $318.8K | 0.02% | −121,822−93.0% | Reduced |
| ClearBridge Investments Ltd | 9,242 | $319.9K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 9,258 | $320.4K | 0.01% | −285−3.0% | Reduced |