Exelon Corp

EXC

Exchange: Nasdaq
Industry: Electric & Other Services Combined
SEC CIK: 0001109357

SEC filings (opens in a new tab)

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, Q3 2024

Institutional positions in Exelon Corp as of Sep 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: 1,055; +74 vs. Q2 2024
Shares held: 819.5M; +92.6M (+12.7%) vs. Q2 2024
Total value: $33.2B; +$8.05B (+32.0%) vs. Q2 2024
New holders: 139; 408 more added
Sold out: 65; 326 more reduced

11 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 1,055 institutions

Value heldQ3 2024: $33.2B

Institutions holding EXC and their total value by quarter
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, Q3 2024

Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q2 2024.

Institutions holding EXC in Q3 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
E Fund Management (Hong Kong) Co., Ltd.	7	$0	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	0	$5	0.00%	0	Unchanged
Morse Asset Management, Inc	1	$41	0.00%	+1	New
Mendota Financial Group, LLC	1	$41	0.00%	+1	New
West Branch Capital LLC	1	$45	0.00%	+1	New
Coppell Advisory Solutions LLC	4	$162	0.00%	−129−97.0%	Reduced
DHJJ Financial Advisors, Ltd.	4	$163	0.00%	00.0%	Unchanged
Chesapeake Asset Management LLC	5	$202	0.00%	+5	New
Reston Wealth Management LLC	7	$284	0.00%	+7	New
Kayne Anderson Rudnick Investment Management LLC	11	$446	0.00%	00.0%	Unchanged
Voisard Asset Management Group, Inc.	11	$447	0.00%	+11	New
Claris Advisors, LLC	12	$487	0.00%	+12	New
WestEnd Advisors, LLC	14	$568	0.00%	−1−6.7%	Reduced
West Oak Capital, LLC	16	$600	0.00%	00.0%	Unchanged
Cedar Wealth Management, LLC	22	$892	0.00%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	24	$973	0.00%	00.0%	Unchanged
True Wealth Design, LLC	25	$1.01K	0.00%	+3+13.6%	Added
TFC Financial Management	28	$1.14K	0.00%	−6−17.6%	Reduced
Anfield Capital Management, LLC	29	$1.18K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	30	$1.22K	0.00%	+30	New
Motco	39	$1.58K	0.00%	00.0%	Unchanged
Main Street Group, LTD	39	$1.58K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	40	$1.62K	0.00%	00.0%	Unchanged
Pathway Financial Advisers, LLC	69,840	$1.72K	0.00%	+68,128+3,979.4%	Added
Core Alternative Capital	43	$1.74K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	44	$1.78K	0.00%	+4+10.0%	Added
Guardian Wealth Management, Inc.	55	$2.23K	0.00%	+1+1.9%	Added
Valued Wealth Advisors LLC	65	$2.64K	0.00%	+31+91.2%	Added
FSA Wealth Management LLC	72	$2.92K	0.00%	+72	New
Transcendent Capital Group LLC	74	$2.99K	0.00%	+1+1.4%	Added
Penserra Capital Management LLC	84	$3.00K	0.00%	+3+3.7%	Added
Coston, McIsaac & Partners	93	$3.00K	0.00%	00.0%	Unchanged
Arlington Trust Co LLC	80	$3.24K	0.00%	+80	New
Jackson, Grant Investment Advisers, Inc.	85	$3.45K	0.00%	00.0%	Unchanged
Paladin Advisory Group, LLC	87	$3.53K	0.00%	00.0%	Unchanged
GHP Investment Advisors, Inc.	87	$3.53K	0.00%	+87	New
American Capital Advisory, LLC	98	$3.97K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	107	$4.00K	0.00%	00.0%	Unchanged
Avion Wealth	123	$4.00K	0.00%	+24+24.2%	Added
Arrow Financial Corp	100	$4.05K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	100	$4.05K	0.00%	+100	New
Highline Wealth Partners LLC	106	$4.32K	0.00%	+24+29.3%	Added
SRS Capital Advisors, Inc.	107	$4.34K	0.00%	+107	New
Alpine Bank Wealth Management	107	$4.34K	0.00%	+107	New
Thompson Investment Management, Inc.	108	$4.38K	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	110	$4.46K	0.00%	00.0%	Unchanged
Householder Group Estate & Retirement Specialist, LLC	123	$5.00K	0.00%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	127	$5.15K	0.00%	−6−4.5%	Reduced
Creekmur Asset Management LLC	132	$5.37K	0.00%	−2−1.5%	Reduced
Tower View Investment Management & Research LLC	134	$5.43K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	137	$5.55K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	143	$5.80K	0.00%	00.0%	Unchanged
Baldwin Brothers Inc	150	$6.08K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	150	$6.08K	0.00%	00.0%	Unchanged
Colonial Trust Advisors	155	$6.29K	0.00%	00.0%	Unchanged
Paladin Wealth, LLC	160	$6.49K	0.01%	+160	New
Abound Wealth Management	166	$6.75K	0.00%	−726−81.4%	Reduced
Bangor Savings Bank	169	$6.85K	0.00%	−20−10.6%	Reduced
Valley National Advisers Inc	174	$7.00K	0.00%	−125−41.8%	Reduced
Capital Performance Advisors LLP	183	$7.41K	0.00%	+183	New
Bogart Wealth, LLC	184	$7.46K	0.00%	00.0%	Unchanged
Proffitt & Goodson Inc	185	$7.50K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	188	$7.62K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	190	$7.68K	0.00%	+4+2.2%	Added
Semmax Financial Advisors Inc.	202	$7.80K	0.00%	−54−21.1%	Reduced
Stone House Investment Management, LLC	193	$7.83K	0.00%	+56+40.9%	Added
Roble, Belko & Company, Inc	200	$8.00K	0.00%	00.0%	Unchanged
Ulland Investment Advisors, LLC	200	$8.00K	0.01%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	199	$8.07K	0.00%	00.0%	Unchanged
Piscataqua Savings Bank	200	$8.11K	0.01%	00.0%	Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.	200	$8.11K	0.00%	00.0%	Unchanged
Heritage Wealth Advisors	200	$8.11K	0.00%	00.0%	Unchanged
JDM Financial Group LLC	202	$8.19K	0.00%	+26+14.8%	Added
DiNuzzo Private Wealth, Inc.	202	$8.19K	0.00%	+5+2.5%	Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	219	$8.91K	0.00%	−23−9.5%	Reduced
Rakuten Securities, Inc.	220	$8.92K	0.00%	+140+175.0%	Added
Ancora Advisors, LLC	221	$8.96K	0.00%	+7+3.3%	Added
PrairieView Partners, LLC	242	$9.00K	0.00%	00.0%	Unchanged
Riverview Trust Co	223	$9.04K	0.01%	+223	New
Raleigh Capital Management Inc.	224	$9.08K	0.00%	+14+6.7%	Added
Cetera Trust Company, N.A	226	$9.16K	0.01%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	227	$9.21K	0.00%	+2+0.9%	Added
Northwest Bank & Trust Co	230	$9.32K	0.01%	00.0%	Unchanged
Bell Investment Advisors, Inc	238	$9.65K	0.00%	−13−5.2%	Reduced
Park Place Capital Corp	239	$9.69K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	241	$9.77K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	243	$9.85K	0.01%	+111+84.1%	Added
Atwood & Palmer Inc	246	$9.98K	0.00%	00.0%	Unchanged
Resources Management Corp	240	$10.0K	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	250	$10.1K	0.00%	00.0%	Unchanged
Sunbelt Securities, Inc.	254	$10.3K	0.00%	−49−16.2%	Reduced
PSI Advisors, LLC	262	$10.6K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	266	$10.8K	0.00%	+12+4.7%	Added
Caldwell Sutter Capital, Inc.	271	$11.0K	0.01%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	275	$11.2K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	282	$11.4K	0.00%	00.0%	Unchanged
MidAtlantic Capital Management, Inc.	297	$12.0K	0.01%	00.0%	Unchanged
Raffa Wealth Management, LLC	298	$12.1K	0.00%	+75+33.6%	Added
CNB Bank	300	$12.2K	0.01%	−200−40.0%	Reduced
Mark Sheptoff Financial Planning, LLC	300	$12.2K	0.01%	00.0%	Unchanged