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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 9,056 | $313.4K | 0.00% | +9,056 | New |
| RNC Capital Management LLC | 8,969 | $310.4K | 0.02% | +80+0.9% | Added |
| LGT Group Foundation | 8,947 | $309.7K | 0.00% | +1,565+21.2% | Added |
| Oxford Asset Management LLP | 8,925 | $308.9K | 0.30% | +8,925 | New |
| Romano Brothers and Company | 8,911 | $308.4K | 0.04% | −150−1.7% | Reduced |
| Ronald Blue Trust, Inc. | 8,175 | $307.1K | 0.00% | +1,883+29.9% | Added |
| Compagnie Lombard Odier SCmA | 8,781 | $303.9K | 0.01% | −168,876−95.1% | Reduced |
| Sienna Gestion | 8,778 | $303.7K | 0.03% | −268,736−96.8% | Reduced |
| First National Bank & Trust Co of Newtown | 8,721 | $301.8K | 0.06% | 00.0% | Unchanged |
| Hancock Whitney Corp | 8,633 | $298.8K | 0.01% | −2,543−22.8% | Reduced |
| Lantz Financial LLC | 8,621 | $298.4K | 0.09% | −3,991−31.6% | Reduced |
| AIA Group Ltd | 8,511 | $294.6K | 0.01% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 8,500 | $294.2K | 0.06% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 8,492 | $293.9K | 0.04% | −3,095−26.7% | Reduced |
| WBH Advisory Inc | 8,486 | $293.7K | 0.03% | −459−5.1% | Reduced |
| Savvy Advisors, Inc. | 8,465 | $293.0K | 0.10% | −92−1.1% | Reduced |
| Strategic Advisors LLC | 8,404 | $290.9K | 0.06% | +40.0% | Added |
| Hendershot Investments Inc. | 8,371 | $289.7K | 0.04% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 8,278 | $286.5K | 0.01% | +8,278 | New |
| Gsa Capital Partners LLP | 8,273 | $286.0K | 0.02% | +2,118+34.4% | Added |
| Cohen & Steers, Inc. | 8,202 | $284.0K | 0.00% | −153,810−94.9% | Reduced |
| Private Trust Co NA | 8,203 | $283.9K | 0.03% | −1,970−19.4% | Reduced |
| Cohen Klingenstein LLC | 8,200 | $283.8K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 8,180 | $283.1K | 0.00% | 00.0% | Unchanged |
| Riverwater Partners LLC | 8,126 | $281.2K | 0.21% | −170−2.0% | Reduced |
| 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 |
| Essex Financial Services, Inc. | 7,425 | $278.7K | 0.02% | +628+9.2% | Added |
| Alpha Omega Wealth Management LLC | 7,874 | $272.5K | 0.05% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 7,872 | $272.4K | 0.11% | −31−0.4% | Reduced |
| Vantage Consulting Group Inc | 7,867 | $272.3K | 0.20% | −1,778−18.4% | Reduced |
| Capital Square, LLC | 7,497 | $271.8K | 0.18% | +7,497 | New |
| Insight Advisors, LLC | 7,834 | $271.1K | 0.05% | −7−0.1% | Reduced |
| Platform Technology Partners | 7,781 | $269.3K | 0.09% | +7,781 | New |
| Grant/GrossMendelsohn, LLC | 7,680 | $265.8K | 0.12% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 7,550 | $261.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7,500 | $259.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 7,489 | $259.2K | 0.01% | +137+1.9% | Added |
| Northwest Bancshares, Inc. | 7,461 | $258.2K | 0.04% | −615−7.6% | Reduced |
| KLCM Advisors, Inc. | 7,453 | $257.9K | 0.03% | +200+2.8% | Added |
| Invesco, LLC | 7,420 | $256.8K | 0.11% | 00.0% | Unchanged |
| GTS Securities LLC | 7,379 | $255.4K | 0.01% | +7,379 | New |
| Univest Financial Corp | 7,345 | $254.2K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,323 | $253.5K | 0.01% | +556+8.2% | Added |
| Principal Street Partners, LLC | 7,287 | $252.2K | 0.05% | −155−2.1% | Reduced |
| Foundations Investment Advisors, LLC | 7,278 | $251.9K | 0.01% | +7,278 | New |
| Wealth Management Associates, Inc. | 7,272 | $251.7K | 0.12% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 7,270 | $251.6K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 7,257 | $251.2K | 0.02% | +154+2.2% | Added |
| Garrett Investment Advisors LLC | 7,225 | $250.1K | 0.03% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 7,223 | $250.0K | 0.01% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 7,219 | $249.8K | 0.03% | +25+0.3% | Added |
| Cullinan Associates Inc | 7,187 | $248.7K | 0.01% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 7,154 | $247.6K | 0.00% | −112,867−94.0% | Reduced |
| Coastline Trust Co | 7,150 | $247.5K | 0.03% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 7,099 | $245.7K | 0.02% | +7,099 | New |
| CRA Financial Services, LLC | 7,097 | $245.6K | 0.05% | −1,200−14.5% | Reduced |
| Strategic Blueprint, LLC | 7,064 | $244.5K | 0.02% | −1,068−13.1% | Reduced |
| Bank & Trust Co | 7,027 | $243.2K | 0.21% | +7,027 | New |
| Forum Financial Management, LP | 7,023 | $243.1K | 0.00% | +161+2.3% | Added |
| Hartline Investment Corp | 7,013 | $242.7K | 0.03% | +1,503+27.3% | Added |
| Ellenbecker Investment Group | 6,976 | $241.5K | 0.05% | −74−1.0% | Reduced |
| Advisory Services Network, LLC | 6,972 | $241.3K | 0.00% | −26−0.4% | Reduced |
| Centre Asset Management, LLC | 6,976 | $241.0K | 0.06% | −2,331−25.0% | Reduced |
| Essex Savings Bank | 6,963 | $241.0K | 0.06% | +789+12.8% | Added |
| Tiemann Investment Advisors, LLC | 6,925 | $239.7K | 0.11% | +10+0.1% | Added |
| MQS Management LLC | 6,880 | $238.1K | 0.14% | +6,880 | New |
| Kennedy Investment Group | 6,876 | $238.0K | 0.12% | −449−6.1% | Reduced |
| Marcum Wealth, LLC | 6,866 | $237.6K | 0.02% | −148−2.1% | Reduced |
| Longfellow Investment Management Co LLC | 6,859 | $237.4K | 0.06% | +46+0.7% | Added |
| Verdence Capital Advisors LLC | 6,822 | $236.1K | 0.02% | −59−0.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 6,815 | $235.9K | 0.01% | −943−12.2% | Reduced |
| Aaron Wealth Advisors | 6,781 | $234.7K | 0.03% | +6,781 | New |
| First Heartland Consultants, Inc. | 6,766 | $234.0K | 0.02% | −393−5.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,649 | $230.1K | 0.08% | −120−1.8% | Reduced |
| Vontobel Holding Ltd. | 6,536 | $226.2K | 0.00% | +422+6.9% | Added |
| Moors & Cabot, Inc. | 6,497 | $224.9K | 0.01% | −1,440−18.1% | Reduced |
| Colony Group, LLC | 6,438 | $223.0K | 0.00% | +6,438 | New |
| Dorsey & Whitney Trust CO LLC | 6,422 | $222.3K | 0.02% | +421+7.0% | Added |
| Parallel Advisors, LLC | 6,390 | $221.1K | 0.01% | −190−2.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,341 | $219.0K | 0.09% | −666−9.5% | Reduced |
| Resources Investment Advisors, LLC. | 6,317 | $218.6K | 0.00% | +6,317 | New |
| Davenport & Co LLC | 6,308 | $218.3K | 0.00% | +18+0.3% | Added |
| Accel Wealth Management | 6,278 | $217.3K | 0.09% | −300−4.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,194 | $214.4K | 0.02% | −549−8.1% | Reduced |
| 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 |
| Summit Financial, LLC | 6,176 | $213.8K | 0.01% | +6,176 | New |
| Fukoku Mutual Life Insurance Co | 6,168 | $213.5K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 6,142 | $212.6K | 0.00% | 00.0% | Unchanged |
| Successful Portfolios LLC | 6,136 | $212.4K | 0.15% | −409−6.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 6,119 | $211.8K | 0.03% | −11−0.2% | Reduced |
| SeaCrest Wealth Management, LLC | 6,112 | $211.5K | 0.02% | +117+2.0% | Added |
| Key Financial Inc | 6,073 | $210.2K | 0.05% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 6,066 | $209.9K | 0.02% | +6,066 | New |
| Ledyard National Bank | 6,040 | $209.0K | 0.02% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 6,013 | $208.1K | 0.03% | +1,505+33.4% | Added |
| Phoenix Wealth Advisors | 6,004 | $207.8K | 0.10% | +158+2.7% | Added |
| We Are One Seven, LLC | 5,988 | $207.2K | 0.01% | −156−2.5% | Reduced |
| Abbrea Capital, LLC | 5,970 | $207.0K | 0.03% | 00.0% | Unchanged |