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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
Campion Asset Management LLC14,503$501.9K0.39%−185−1.3%Reduced
Graham Capital Management, L.P.14,528$502.8K0.02%+14,528New
Jacobi Capital Management LLC14,755$510.7K0.04%+1,678+12.8%Added
Benjamin Edwards Inc14,840$514.0K0.10%+863+6.2%Added
Cornerstone National Bank & Trust Co14,860$514.3K0.25%00.0%Unchanged
LaSalle St. Investment Advisors, LLC14,871$515.0K0.26%+72+0.5%Added
TD Private Client Wealth LLC14,940$517.1K0.02%−242−1.6%Reduced
Fifth Third Wealth Advisors LLC15,098$522.5K0.04%+6,139+68.5%Added
Ingalls & Snyder LLC15,279$529.0K0.02%−486−3.1%Reduced
Sourcerock Group LLC15,610$540.3K0.04%−10−0.1%Reduced
Empowered Funds, LLC15,613$540.4K0.01%−168,356−91.5%Reduced
Archer Investment Corp15,678$542.6K0.16%+1,065+7.3%Added
Caldwell Trust Co15,708$543.7K0.06%+1,592+11.3%Added
Inceptionr LLC15,761$545.5K0.15%+15,761New
Summit Trail Advisors, LLC15,776$546.0K0.01%+9,402+147.5%Added
Regal Investment Advisors LLC15,814$547.3K0.04%−594−3.6%Reduced
Moody National Bank Trust Division15,850$548.6K0.04%+824+5.5%Added
LSV Asset Management16,100$557.0K0.00%−1,000−5.8%Reduced
Ahl Investment Management, Inc.16,150$559.0K0.41%+16,150New
STF Management LP16,173$559.7K0.24%−854−5.0%Reduced
Intrust Bank NA16,333$565.3K0.06%+1,137+7.5%Added
Lakeside Advisors, INC.16,358$566.1K0.37%−700−4.1%Reduced
D. E. Shaw & Co., Inc.16,366$566.4K0.00%+16,366New
HB Wealth Management, LLC16,510$571.4K0.01%+3,440+26.3%Added
Wetherby Asset Management Inc16,527$572.0K0.03%−843−4.9%Reduced
Citizens Financial Group Inc16,604$574.7K0.01%+16,604New
Wolverine Trading, LLC16,640$575.9K0.01%+8,734+110.5%Added
Jefferies Financial Group Inc.16,650$576.3K0.01%+16,650New
Oak Thistle LLC16,701$578.0K0.43%+16,701New
Chicago Partners Investment Group LLC15,560$579.1K0.02%+4,897+45.9%Added
Centiva Capital, LP16,772$580.5K0.03%+16,772New
Federated Hermes, Inc.16,856$583.4K0.00%+11,098+192.7%Added
Independent Advisor Alliance16,861$583.6K0.02%+1,506+9.8%Added
Stephenson National Bank & Trust16,891$584.6K0.20%−903−5.1%Reduced
Sigma Planning Corp16,914$585.4K0.02%+1,385+8.9%Added
Nippon Life Global Investors Americas, Inc.17,100$591.8K0.03%+17,100New
Asset Dedication, LLC17,135$593.0K0.04%−607−3.4%Reduced
Ameritas Advisory Services, LLC17,167$594.2K0.02%−225−1.3%Reduced
Equitable Holdings, Inc.17,442$603.7K0.01%+1,894+12.2%Added
Willis Johnson & Associates, Inc.17,480$605.0K0.05%00.0%Unchanged
Mather Group, LLC.16,179$607.8K0.01%+2,683+19.9%Added
Cooper Financial Group17,780$615.4K0.09%+4,198+30.9%Added
Integrated Advisors Network LLC17,809$616.4K0.03%+940+5.6%Added
North Star Investment Management Corp.17,960$621.6K0.05%+58+0.3%Added
National Asset Management, Inc.18,074$625.5K0.02%−4,174−18.8%Reduced
Horizon Investments, LLC18,196$629.8K0.02%+192+1.1%Added
Simmons Bank18,294$633.2K0.05%−657−3.5%Reduced
Midland Wealth Advisors LLC18,827$651.6K0.04%+2,470+15.1%Added
Sowell Financial Services LLC19,200$665.0K0.03%−560−2.8%Reduced
Affinity Investment Advisors, LLC19,249$666.2K0.50%−67−0.3%Reduced
Kingsview Wealth Management, LLC19,356$669.9K0.02%+937+5.1%Added
Teacher Retirement System of Texas19,441$673.0K0.00%−5,867−23.2%Reduced
Vident Advisory, LLC19,493$674.7K0.02%+3,008+18.2%Added
Principal Securities, Inc.19,656$680.3K0.02%+3,934+25.0%Added
IHT Wealth Management, LLC19,677$681.0K0.03%+6,430+48.5%Added
Diversified Trust Co20,190$698.8K0.02%−13,901−40.8%Reduced
NBC Securities, Inc.20,346$704.0K0.06%+1,370+7.2%Added
Raymond James Trust N.A.20,347$704.2K0.02%+420+2.1%Added
Hartford Financial Management Inc.20,500$709.5K0.15%00.0%Unchanged
Greenleaf Trust20,654$714.8K0.01%−105−0.5%Reduced
Park Avenue Securities LLC20,901$723.0K0.01%+541+2.7%Added
Meeder Advisory Services, Inc.21,217$734.3K0.05%+2,788+15.1%Added
V-Square Quantitative Management LLC21,346$738.8K0.12%+1,249+6.2%Added
Allworth Financial LP20,490$740.3K0.00%−959−4.5%Reduced
Pearl River Capital, LLC21,571$746.6K0.12%+21,571New
nVerses Capital, LLC21,600$747.6K0.45%+21,600New
Buckingham Strategic Partners21,861$756.6K0.02%+3,816+21.1%Added
Atria Investments LLC22,048$763.1K0.01%+22,048New
Elevated Capital Advisors, LLC22,334$773.0K0.22%+22,334New
Investment Management Corp of Ontario22,344$773.3K0.02%+6,300+39.3%Added
Argyle Capital Management Inc.22,442$776.7K0.32%−1,717−7.1%Reduced
Two Sigma Investments, LP22,524$779.6K0.00%+12,922+134.6%Added
Adviser Investments LLC22,527$779.7K0.01%00.0%Unchanged
Groupama Asset Managment22,696$785.5K0.02%+12,906+131.8%Added
Quest Partners LLC22,778$788.3K0.11%+22,778New
Great Valley Advisor Group, Inc.22,800$788.8K0.02%+8,238+56.6%Added
Wealthcare Advisory Partners LLC22,828$790.1K0.02%+3,655+19.1%Added
Two Sigma Securities, LLC22,884$792.0K0.04%+7,960+53.3%Added
United Capital Financial Advisers, LLC23,010$796.4K0.01%+649+2.9%Added
Abundance Wealth Counselors23,170$802.0K0.37%+2,290+11.0%Added
Wedbush Securities Inc23,351$808.0K0.03%+405+1.8%Added
Sequoia Financial Advisors, LLC23,378$809.1K0.01%+2,208+10.4%Added
AdvisorNet Financial, Inc23,546$814.9K0.07%−412−1.7%Reduced
HBK Sorce Advisory LLC23,576$816.0K0.03%+425+1.8%Added
Community Bank, N.A.23,836$825.0K0.11%−7,895−24.9%Reduced
Buckingham Strategic Wealth, LLC24,007$830.9K0.01%+388+1.6%Added
Beech Hill Advisors, Inc.24,265$839.8K0.35%+24,265New
RSM US Wealth Management LLC24,874$859.6K0.01%+19,163+335.5%Added
International Assets Investment Management, LLC24,899$861.8K0.08%−216−0.9%Reduced
D.A. Davidson & Co.25,066$867.6K0.01%+423+1.7%Added
Uncommon Cents Investing LLC25,095$868.5K0.27%−490−1.9%Reduced
Westpac Banking Corp25,124$869.5K0.07%00.0%Unchanged
Beck Bode, LLC25,278$874.9K0.18%−6,815−21.2%Reduced
Vestmark Advisory Solutions, Inc.25,787$892.5K0.04%+5,030+24.2%Added
Transcend Wealth Collective, LLC25,991$899.5K0.07%−669−2.5%Reduced
FRG Family Wealth Advisors LLC24,454$919.2K0.18%−925−3.6%Reduced
AlphaStar Capital Management, LLC26,563$919.4K0.08%+3,824+16.8%Added
Wealthspire Advisors, LLC27,042$935.9K0.01%+7,968+41.8%Added
Samjo Management, LLC27,100$937.9K0.35%00.0%Unchanged
DC Investments Management, LLC27,173$940.5K0.79%00.0%Unchanged