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 |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 1,389 | $48.1K | 0.01% | −50−3.5% | Reduced |
| Paradigm Asset Management Co LLC | 1,305 | $45.2K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,301 | $45.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,281 | $44.3K | 0.00% | −3−0.2% | Reduced |
| St Germain D J Co Inc | 1,272 | $44.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,265 | $43.8K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,255 | $43.4K | 0.03% | −915−42.2% | Reduced |
| Cornerstone Planning Group LLC | 1,154 | $43.3K | 0.01% | +1,154 | New |
| Continuum Advisory, LLC | 1,237 | $42.8K | 0.01% | +7+0.6% | Added |
| Gables Capital Management Inc. | 1,200 | $41.5K | 0.02% | −500−29.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,171 | $40.5K | 0.00% | +1,171 | New |
| Logan Capital Management Inc | 1,170 | $40.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,144 | $39.6K | 0.01% | −260−18.5% | Reduced |
| Addison Advisors LLC | 1,134 | $39.2K | 0.01% | +207+22.3% | Added |
| Old Point Trust & Financial Services N A | 1,100 | $38.1K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,107 | $38.0K | 0.00% | +33+3.1% | Added |
| Dynamic Wealth Strategies, LLC | 1,066 | $37.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,043 | $36.1K | 0.01% | −72−6.5% | Reduced |
| MV Capital Management, Inc. | 1,043 | $36.1K | 0.00% | +125+13.6% | Added |
| Manchester Capital Management LLC | 1,041 | $36.0K | 0.00% | +530+103.7% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $34.6K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $34.6K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 978 | $33.8K | 0.00% | +32+3.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $33.6K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 928 | $32.1K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 898 | $31.1K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 892 | $31.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 892 | $30.9K | 0.01% | +744+502.7% | Added |
| Larson Financial Group LLC | 875 | $30.3K | 0.00% | −435−33.2% | Reduced |
| NVWM, LLC | 862 | $29.8K | 0.01% | +5+0.6% | Added |
| Pittenger & Anderson Inc | 850 | $29.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 849 | $29.0K | 0.00% | +141+19.9% | Added |
| Wela Strategies, Inc. | 18,994 | $28.8K | 0.01% | +292+1.6% | Added |
| Fortis Group Advisors, LLC | 832 | $28.8K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 802 | $27.8K | 0.00% | +802 | New |
| SOA Wealth Advisors, LLC. | 797 | $27.6K | 0.01% | +4+0.5% | Added |
| Umb Bank N A | 793 | $27.4K | 0.00% | −8,613−91.6% | Reduced |
| Versant Capital Management, Inc | 776 | $26.9K | 0.01% | +672+646.2% | Added |
| Covestor Ltd | 755 | $26.0K | 0.02% | −1,166−60.7% | Reduced |
| Salomon & Ludwin, LLC | 740 | $25.6K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 745 | $25.0K | 0.01% | +7+0.9% | Added |
| Loomis Sayles & Co L P | 732 | $25.0K | 0.00% | +15+2.1% | Added |
| Beacon Capital Management, LLC | 707 | $24.5K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 704 | $24.4K | 0.00% | −219−23.7% | Reduced |
| Independence Bank of Kentucky | 700 | $24.2K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 700 | $24.2K | 0.01% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 695 | $24.0K | 0.00% | +695 | New |
| Crewe Advisors LLC | 681 | $23.6K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 665 | $23.0K | 0.01% | +72+12.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 656 | $22.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 641 | $22.2K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 631 | $21.8K | 0.01% | +7+1.1% | Added |
| Missouri Trust & Investment Co | 630 | $21.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 625 | $21.6K | 0.01% | −115−15.5% | Reduced |
| Optimum Investment Advisors | 622 | $21.5K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 622 | $21.5K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 617 | $21.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 610 | $21.1K | 0.01% | +16+2.7% | Added |
| Albion Financial Group | 600 | $20.8K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 591 | $20.5K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 590 | $20.4K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 586 | $20.3K | 0.02% | +51+9.5% | Added |
| Hobbs Group Advisors, LLC | 572 | $19.8K | 0.01% | +572 | New |
| Oakworth Capital, Inc. | 559 | $19.3K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 550 | $19.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 549 | $19.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 524 | $18.1K | 0.01% | +6+1.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 513 | $17.8K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 500 | $17.3K | 0.01% | −130−20.6% | Reduced |
| Monetary Management Group Inc | 500 | $17.3K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 500 | $17.3K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 500 | $17.3K | 0.01% | +500 | New |
| Barrett & Company, Inc. | 492 | $17.0K | 0.01% | +2+0.4% | Added |
| Smithfield Trust Co | 518 | $17.0K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 474 | $16.4K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 474 | $16.0K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 458 | $15.9K | 0.00% | −2,263−83.2% | Reduced |
| Stephens Consulting, LLC | 439 | $15.2K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 408 | $15.2K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 434 | $15.0K | 0.00% | +1+0.2% | Added |
| Capital Advisors, Ltd. LLC | 434 | $15.0K | 0.00% | +8+1.9% | Added |
| Bartlett & Co. Wealth Management LLC | 408 | $14.1K | 0.00% | −393−49.1% | Reduced |
| Ransom Advisory, Ltd | 400 | $13.8K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 393 | $13.6K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 393 | $13.6K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 379 | $13.1K | 0.00% | +379 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 374 | $12.9K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 330 | $12.4K | 0.01% | −170−34.0% | Reduced |
| Richardson Capital Management LLC | 350 | $12.1K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 345 | $11.9K | 0.01% | −334−49.2% | Reduced |
| Rocky Mountain Advisers, LLC | 340 | $11.8K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 304 | $11.0K | 0.00% | +3+1.0% | Added |
| Sunbelt Securities, Inc. | 303 | $10.5K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $10.4K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 297 | $10.3K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 299 | $10.0K | 0.00% | +80+36.5% | Added |
| Iron Horse Wealth Management, LLC | 282 | $9.76K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 256 | $9.62K | 0.00% | +169+194.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 275 | $9.52K | 0.00% | 00.0% | Unchanged |