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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 13,637 | $472.0K | 0.01% | −201−1.5% | Reduced |
| Bailard, Inc. | 13,566 | $469.5K | 0.01% | +16+0.1% | Added |
| Investors Research Corp | 13,484 | $466.7K | 0.11% | 00.0% | Unchanged |
| World Equity Group, Inc. | 13,479 | $466.5K | 0.14% | −38−0.3% | Reduced |
| Partnership Wealth Management, LLC | 13,467 | $466.1K | 0.34% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 13,309 | $460.6K | 0.01% | +3,971+42.5% | Added |
| Azimuth Capital Investment Management LLC | 13,306 | $460.5K | 0.02% | −150−1.1% | Reduced |
| CIBC Private Wealth Group, LLC | 13,442 | $460.3K | 0.00% | +518+4.0% | Added |
| LSP Investment Advisors, LLC | 13,274 | $459.4K | 0.26% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 13,081 | $452.7K | 0.01% | −1,672−11.3% | Reduced |
| Old National Bancorp | 12,957 | $448.4K | 0.01% | −775−5.6% | Reduced |
| Kestra Private Wealth Services, LLC | 12,929 | $447.5K | 0.01% | +103+0.8% | Added |
| Thrive Capital Management, LLC | 12,830 | $444.0K | 0.20% | +1,278+11.1% | Added |
| Vise Technologies, Inc. | 12,766 | $441.8K | 0.08% | +169+1.3% | Added |
| Diversified, LLC | 12,743 | $441.0K | 0.05% | +5,373+72.9% | Added |
| Spirit of America Management Corp | 12,700 | $439.5K | 0.09% | +400+3.3% | Added |
| PFG Investments, LLC | 12,697 | $439.5K | 0.03% | +221+1.8% | Added |
| Stephens Inc | 12,651 | $437.8K | 0.01% | +798+6.7% | Added |
| Walleye Capital LLC | 12,600 | $436.1K | 0.00% | −14,138−52.9% | Reduced |
| Van Cleef Asset Management,Inc | 12,464 | $431.4K | 0.05% | −16−0.1% | Reduced |
| TSFG, LLC | 12,262 | $424.0K | 0.10% | +14+0.1% | Added |
| GAMMA Investing LLC | 12,162 | $420.9K | 0.06% | +3,815+45.7% | Added |
| Ausdal Financial Partners, Inc. | 12,048 | $417.0K | 0.04% | +854+7.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $415.3K | 0.13% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 11,882 | $411.2K | 0.08% | +11,882 | New |
| Pinnacle Associates Ltd | 11,860 | $410.5K | 0.01% | −360−2.9% | Reduced |
| Allegheny Financial Group LTD | 11,684 | $404.4K | 0.12% | +918+8.5% | Added |
| Syon Capital LLC | 11,489 | $397.6K | 0.04% | −102−0.9% | Reduced |
| Checchi Capital Advisers, LLC | 11,438 | $395.9K | 0.03% | −1,313−10.3% | Reduced |
| Sentinus, LLC | 11,301 | $391.1K | 0.13% | +3,385+42.8% | Added |
| BLB&B Advisors, LLC | 11,250 | $389.4K | 0.02% | −528−4.5% | Reduced |
| Investment Advisory Services Inc | 11,099 | $384.1K | 0.14% | −10−0.1% | Reduced |
| SageView Advisory Group, LLC | 11,092 | $383.9K | 0.02% | +1,099+11.0% | Added |
| Cidel Asset Management Inc | 11,012 | $381.1K | 0.03% | +491+4.7% | Added |
| ICICI Prudential Asset Management Co Ltd | 10,985 | $380.2K | 0.05% | +1,034+10.4% | Added |
| Kingswood Wealth Advisors, LLC | 10,946 | $378.8K | 0.03% | −1,643−13.1% | Reduced |
| Synovus Financial Corp | 10,936 | $378.5K | 0.00% | −911−7.7% | Reduced |
| Stratos Wealth Partners, LTD. | 10,914 | $377.7K | 0.01% | −3,481−24.2% | Reduced |
| Coldstream Capital Management Inc | 10,907 | $377.5K | 0.01% | −605−5.3% | Reduced |
| Entropy Technologies, LP | 10,903 | $377.4K | 0.04% | +10,903 | New |
| Siemens Fonds Invest GmbH | 10,834 | $375.0K | 0.03% | +505+4.9% | Added |
| Gladstone Institutional Advisory LLC | 10,828 | $374.8K | 0.02% | +4,359+67.4% | Added |
| Nexus Investment Management ULC | 10,800 | $373.8K | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,774 | $372.9K | 0.01% | −379−3.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 10,701 | $370.4K | 0.08% | −857−7.4% | Reduced |
| Integrated Wealth Concepts LLC | 10,684 | $369.8K | 0.01% | −3,158−22.8% | Reduced |
| Central Trust Co | 10,677 | $369.5K | 0.01% | +732+7.4% | Added |
| Prosperity Consulting Group, LLC | 10,649 | $368.6K | 0.05% | +62+0.6% | Added |
| Virtu Financial LLC | 10,642 | $368.0K | 0.03% | +3,945+58.9% | Added |
| Snowden Capital Advisors LLC | 10,611 | $367.2K | 0.01% | −546−4.9% | Reduced |
| Keybank National Association | 10,596 | $366.7K | 0.00% | +559+5.6% | Added |
| Stonegate Investment Group, LLC | 10,539 | $364.8K | 0.01% | +783+8.0% | Added |
| Arden Trust Co | 10,524 | $364.2K | 0.05% | −144−1.3% | Reduced |
| Significant Wealth Partners LLC | 10,523 | $364.2K | 0.20% | +2,288+27.8% | Added |
| Cigna Investments Inc | 10,444 | $362.0K | 0.07% | −128−1.2% | Reduced |
| Axxcess Wealth Management, LLC | 10,408 | $360.2K | 0.01% | +12+0.1% | Added |
| J.W. Cole Advisors, Inc. | 10,407 | $360.2K | 0.02% | +1,050+11.2% | Added |
| Haverford Trust Co | 10,401 | $360.0K | 0.00% | −1,089−9.5% | Reduced |
| Global Retirement Partners, LLC | 10,387 | $359.5K | 0.01% | +2,756+36.1% | Added |
| Trust Point Inc. | 10,317 | $357.1K | 0.03% | −636−5.8% | Reduced |
| Unigestion Holding SA | 9,905 | $355.6K | 0.02% | +1,282+14.9% | Added |
| Bleakley Financial Group, LLC | 10,272 | $355.5K | 0.01% | −463−4.3% | Reduced |
| Simplicity Wealth,LLC | 10,266 | $355.3K | 0.01% | −420−3.9% | Reduced |
| Confluence Wealth Services, Inc. | 10,243 | $354.5K | 0.03% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,200 | $353.0K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 10,209 | $353.0K | 0.00% | +1,670+19.6% | Added |
| NorthRock Partners, LLC | 10,195 | $352.8K | 0.01% | +542+5.6% | Added |
| EP Wealth Advisors, LLC | 10,177 | $352.2K | 0.00% | −190−1.8% | Reduced |
| Bank of New Hampshire | 10,148 | $351.2K | 0.09% | −270−2.6% | Reduced |
| Bollard Group LLC | 10,143 | $351.0K | 0.01% | +97+1.0% | Added |
| Costello Asset Management, INC | 10,107 | $349.8K | 0.26% | −816−7.5% | Reduced |
| Frank, Rimerman Advisors LLC | 10,101 | $349.6K | 0.02% | +10,073+35,975.0% | Added |
| Community Bank & Trust, Waco, Texas | 10,037 | $347.0K | 0.09% | −32−0.3% | Reduced |
| E Fund Management Co., Ltd. | 10,018 | $346.7K | 0.02% | +187+1.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 9,930 | $343.7K | 0.24% | −840−7.8% | Reduced |
| Prospera Financial Services Inc | 9,850 | $340.9K | 0.01% | +1,310+15.3% | Added |
| Wesbanco Bank Inc | 9,831 | $340.3K | 0.01% | −575−5.5% | Reduced |
| Paragon Financial Partners, Inc. | 9,773 | $338.2K | 0.26% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 9,765 | $338.0K | 0.01% | +1,960+25.1% | Added |
| Clearstead Advisors, LLC | 9,725 | $336.6K | 0.01% | −572−5.6% | Reduced |
| Catalyst Financial Partners LLC | 9,710 | $336.1K | 0.07% | +110+1.1% | Added |
| Bessemer Group Inc | 9,674 | $336.0K | 0.00% | +361+3.9% | Added |
| Perigon Wealth Management, LLC | 9,637 | $333.5K | 0.01% | −154−1.6% | Reduced |
| ClearAlpha Technologies LP | 9,547 | $330.4K | 0.13% | +9,547 | New |
| Lake Street Advisors Group, LLC | 9,538 | $330.1K | 0.02% | +1,055+12.4% | Added |
| Heartland Bank & Trust Co | 9,501 | $328.8K | 0.19% | −222−2.3% | Reduced |
| Harbor Investment Advisory, LLC | 9,420 | $326.0K | 0.03% | −859−8.4% | Reduced |
| Aptus Capital Advisors, LLC | 9,412 | $325.7K | 0.01% | +304+3.3% | Added |
| Johnson Investment Counsel Inc | 9,381 | $324.7K | 0.00% | +312+3.4% | Added |
| VeraBank, N.A. | 9,300 | $321.9K | 0.10% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 9,296 | $321.7K | 0.02% | +9,296 | New |
| Aviso Wealth Management | 9,269 | $320.8K | 0.19% | +2,770+42.6% | Added |
| Advisors Asset Management, Inc. | 9,258 | $320.4K | 0.01% | −285−3.0% | Reduced |
| ClearBridge Investments Ltd | 9,242 | $319.9K | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 9,212 | $318.8K | 0.02% | −121,822−93.0% | Reduced |
| Aull & Monroe Investment Management Corp | 9,184 | $317.9K | 0.16% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 9,169 | $317.3K | 0.01% | −3,373−26.9% | Reduced |
| Walleye Trading LLC | 9,139 | $316.3K | 0.01% | −6,664−42.2% | Reduced |
| Apollon Wealth Management, LLC | 9,092 | $314.7K | 0.01% | −2,879−24.0% | Reduced |
| Bokf, NA | 9,079 | $314.2K | 0.01% | −8,643−48.8% | Reduced |