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 |
|---|---|---|---|---|---|
| Aviso Wealth Management | 9,269 | $320.8K | 0.19% | +2,770+42.6% | Added |
| Modern Wealth Management, LLC | 9,296 | $321.7K | 0.02% | +9,296 | New |
| VeraBank, N.A. | 9,300 | $321.9K | 0.10% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 9,381 | $324.7K | 0.00% | +312+3.4% | Added |
| Aptus Capital Advisors, LLC | 9,412 | $325.7K | 0.01% | +304+3.3% | Added |
| Harbor Investment Advisory, LLC | 9,420 | $326.0K | 0.03% | −859−8.4% | Reduced |
| Heartland Bank & Trust Co | 9,501 | $328.8K | 0.19% | −222−2.3% | Reduced |
| Lake Street Advisors Group, LLC | 9,538 | $330.1K | 0.02% | +1,055+12.4% | Added |
| ClearAlpha Technologies LP | 9,547 | $330.4K | 0.13% | +9,547 | New |
| Perigon Wealth Management, LLC | 9,637 | $333.5K | 0.01% | −154−1.6% | Reduced |
| Bessemer Group Inc | 9,674 | $336.0K | 0.00% | +361+3.9% | Added |
| Catalyst Financial Partners LLC | 9,710 | $336.1K | 0.07% | +110+1.1% | Added |
| Clearstead Advisors, LLC | 9,725 | $336.6K | 0.01% | −572−5.6% | Reduced |
| Concurrent Investment Advisors, LLC | 9,765 | $338.0K | 0.01% | +1,960+25.1% | Added |
| Paragon Financial Partners, Inc. | 9,773 | $338.2K | 0.26% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 9,831 | $340.3K | 0.01% | −575−5.5% | Reduced |
| Prospera Financial Services Inc | 9,850 | $340.9K | 0.01% | +1,310+15.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 9,930 | $343.7K | 0.24% | −840−7.8% | Reduced |
| E Fund Management Co., Ltd. | 10,018 | $346.7K | 0.02% | +187+1.9% | Added |
| Community Bank & Trust, Waco, Texas | 10,037 | $347.0K | 0.09% | −32−0.3% | Reduced |
| Frank, Rimerman Advisors LLC | 10,101 | $349.6K | 0.02% | +10,073+35,975.0% | Added |
| Costello Asset Management, INC | 10,107 | $349.8K | 0.26% | −816−7.5% | Reduced |
| Bollard Group LLC | 10,143 | $351.0K | 0.01% | +97+1.0% | Added |
| Bank of New Hampshire | 10,148 | $351.2K | 0.09% | −270−2.6% | Reduced |
| EP Wealth Advisors, LLC | 10,177 | $352.2K | 0.00% | −190−1.8% | Reduced |
| NorthRock Partners, LLC | 10,195 | $352.8K | 0.01% | +542+5.6% | Added |
| Ci Investments Inc. | 10,209 | $353.0K | 0.00% | +1,670+19.6% | Added |
| NJ State Employees Deferred Compensation Plan | 10,200 | $353.0K | 0.04% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 10,243 | $354.5K | 0.03% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 10,266 | $355.3K | 0.01% | −420−3.9% | Reduced |
| Bleakley Financial Group, LLC | 10,272 | $355.5K | 0.01% | −463−4.3% | Reduced |
| Unigestion Holding SA | 9,905 | $355.6K | 0.02% | +1,282+14.9% | Added |
| Trust Point Inc. | 10,317 | $357.1K | 0.03% | −636−5.8% | Reduced |
| Global Retirement Partners, LLC | 10,387 | $359.5K | 0.01% | +2,756+36.1% | Added |
| Haverford Trust Co | 10,401 | $360.0K | 0.00% | −1,089−9.5% | Reduced |
| J.W. Cole Advisors, Inc. | 10,407 | $360.2K | 0.02% | +1,050+11.2% | Added |
| Axxcess Wealth Management, LLC | 10,408 | $360.2K | 0.01% | +12+0.1% | Added |
| Cigna Investments Inc | 10,444 | $362.0K | 0.07% | −128−1.2% | Reduced |
| Significant Wealth Partners LLC | 10,523 | $364.2K | 0.20% | +2,288+27.8% | Added |
| Arden Trust Co | 10,524 | $364.2K | 0.05% | −144−1.3% | Reduced |
| Stonegate Investment Group, LLC | 10,539 | $364.8K | 0.01% | +783+8.0% | Added |
| Keybank National Association | 10,596 | $366.7K | 0.00% | +559+5.6% | Added |
| Snowden Capital Advisors LLC | 10,611 | $367.2K | 0.01% | −546−4.9% | Reduced |
| Virtu Financial LLC | 10,642 | $368.0K | 0.03% | +3,945+58.9% | Added |
| Prosperity Consulting Group, LLC | 10,649 | $368.6K | 0.05% | +62+0.6% | Added |
| Central Trust Co | 10,677 | $369.5K | 0.01% | +732+7.4% | Added |
| Integrated Wealth Concepts LLC | 10,684 | $369.8K | 0.01% | −3,158−22.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 10,701 | $370.4K | 0.08% | −857−7.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,774 | $372.9K | 0.01% | −379−3.4% | Reduced |
| Nexus Investment Management ULC | 10,800 | $373.8K | 0.04% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 10,828 | $374.8K | 0.02% | +4,359+67.4% | Added |
| Siemens Fonds Invest GmbH | 10,834 | $375.0K | 0.03% | +505+4.9% | Added |
| Entropy Technologies, LP | 10,903 | $377.4K | 0.04% | +10,903 | New |
| Coldstream Capital Management Inc | 10,907 | $377.5K | 0.01% | −605−5.3% | Reduced |
| Stratos Wealth Partners, LTD. | 10,914 | $377.7K | 0.01% | −3,481−24.2% | Reduced |
| Synovus Financial Corp | 10,936 | $378.5K | 0.00% | −911−7.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,946 | $378.8K | 0.03% | −1,643−13.1% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 10,985 | $380.2K | 0.05% | +1,034+10.4% | Added |
| Cidel Asset Management Inc | 11,012 | $381.1K | 0.03% | +491+4.7% | Added |
| SageView Advisory Group, LLC | 11,092 | $383.9K | 0.02% | +1,099+11.0% | Added |
| Investment Advisory Services Inc | 11,099 | $384.1K | 0.14% | −10−0.1% | Reduced |
| BLB&B Advisors, LLC | 11,250 | $389.4K | 0.02% | −528−4.5% | Reduced |
| Sentinus, LLC | 11,301 | $391.1K | 0.13% | +3,385+42.8% | Added |
| Checchi Capital Advisers, LLC | 11,438 | $395.9K | 0.03% | −1,313−10.3% | Reduced |
| Syon Capital LLC | 11,489 | $397.6K | 0.04% | −102−0.9% | Reduced |
| Allegheny Financial Group LTD | 11,684 | $404.4K | 0.12% | +918+8.5% | Added |
| Pinnacle Associates Ltd | 11,860 | $410.5K | 0.01% | −360−2.9% | Reduced |
| Goldstone Financial Group, LLC | 11,882 | $411.2K | 0.08% | +11,882 | New |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $415.3K | 0.13% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 12,048 | $417.0K | 0.04% | +854+7.6% | Added |
| GAMMA Investing LLC | 12,162 | $420.9K | 0.06% | +3,815+45.7% | Added |
| TSFG, LLC | 12,262 | $424.0K | 0.10% | +14+0.1% | Added |
| Van Cleef Asset Management,Inc | 12,464 | $431.4K | 0.05% | −16−0.1% | Reduced |
| Walleye Capital LLC | 12,600 | $436.1K | 0.00% | −14,138−52.9% | Reduced |
| Stephens Inc | 12,651 | $437.8K | 0.01% | +798+6.7% | Added |
| PFG Investments, LLC | 12,697 | $439.5K | 0.03% | +221+1.8% | Added |
| Spirit of America Management Corp | 12,700 | $439.5K | 0.09% | +400+3.3% | Added |
| Diversified, LLC | 12,743 | $441.0K | 0.05% | +5,373+72.9% | Added |
| Vise Technologies, Inc. | 12,766 | $441.8K | 0.08% | +169+1.3% | Added |
| Thrive Capital Management, LLC | 12,830 | $444.0K | 0.20% | +1,278+11.1% | Added |
| Kestra Private Wealth Services, LLC | 12,929 | $447.5K | 0.01% | +103+0.8% | Added |
| Old National Bancorp | 12,957 | $448.4K | 0.01% | −775−5.6% | Reduced |
| Beacon Pointe Advisors, LLC | 13,081 | $452.7K | 0.01% | −1,672−11.3% | Reduced |
| LSP Investment Advisors, LLC | 13,274 | $459.4K | 0.26% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 13,442 | $460.3K | 0.00% | +518+4.0% | Added |
| Azimuth Capital Investment Management LLC | 13,306 | $460.5K | 0.02% | −150−1.1% | Reduced |
| TownSquare Capital, LLC | 13,309 | $460.6K | 0.01% | +3,971+42.5% | Added |
| Partnership Wealth Management, LLC | 13,467 | $466.1K | 0.34% | 00.0% | Unchanged |
| World Equity Group, Inc. | 13,479 | $466.5K | 0.14% | −38−0.3% | Reduced |
| Investors Research Corp | 13,484 | $466.7K | 0.11% | 00.0% | Unchanged |
| Bailard, Inc. | 13,566 | $469.5K | 0.01% | +16+0.1% | Added |
| Ballentine Partners, LLC | 13,637 | $472.0K | 0.01% | −201−1.5% | Reduced |
| Signaturefd, LLC | 13,719 | $474.8K | 0.01% | −1,371−9.1% | Reduced |
| Atria Wealth Solutions, Inc. | 13,812 | $478.0K | 0.01% | −2,190−13.7% | Reduced |
| Plimoth Trust Co LLC | 13,830 | $478.7K | 0.13% | −295−2.1% | Reduced |
| TCW Group Inc | 13,949 | $482.8K | 0.00% | +533+4.0% | Added |
| Black Diamond Financial, LLC | 14,067 | $486.9K | 0.09% | +279+2.0% | Added |
| Sumitomo Life Insurance Co | 14,071 | $487.0K | 0.01% | −1,956−12.2% | Reduced |
| Marshall Financial Group LLC | 14,384 | $497.8K | 0.14% | −3,289−18.6% | Reduced |
| Kinneret Advisory, LLC | 14,455 | $500.3K | 0.05% | +1,365+10.4% | Added |