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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sugarloaf Wealth Management, LLC | 302 | $12.2K | 0.00% | +302 | New |
| Strengthening Families & Communities, LLC | 307 | $12.5K | 0.00% | +3+1.0% | Added |
| Kiely Wealth Advisory Group, Inc. | 330 | $12.6K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 324 | $13.1K | 0.01% | −21−6.1% | Reduced |
| Operose Advisors LLC | 337 | $13.7K | 0.00% | −254−43.0% | Reduced |
| Rocky Mountain Advisers, LLC | 340 | $13.8K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 350 | $14.2K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 353 | $14.3K | 0.00% | +116+48.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 374 | $15.2K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 390 | $15.8K | 0.00% | +337+635.8% | Added |
| TCTC Holdings, LLC | 393 | $15.9K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 393 | $15.9K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 400 | $16.2K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 408 | $16.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 408 | $16.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 429 | $17.0K | 0.00% | −5−1.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 434 | $17.6K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 439 | $17.8K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 458 | $18.6K | 0.00% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 18,702 | $18.7K | 0.01% | −292−1.5% | Reduced |
| Smithfield Trust Co | 518 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 474 | $19.0K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 474 | $19.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 492 | $19.9K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 500 | $20.3K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $20.3K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 500 | $20.3K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 500 | $20.3K | 0.01% | +500 | New |
| Princeton Global Asset Management LLC | 509 | $20.6K | 0.00% | −156−23.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 513 | $20.8K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 520 | $21.1K | 0.00% | +464+828.6% | Added |
| Financial Perspectives, Inc | 529 | $21.4K | 0.01% | +5+1.0% | Added |
| Peterson Financial Group, Inc. | 555 | $22.5K | 0.09% | +555 | New |
| Oakworth Capital, Inc. | 568 | $23.0K | 0.00% | +9+1.6% | Added |
| Hobbs Group Advisors, LLC | 572 | $23.2K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 578 | $23.4K | 0.02% | −8−1.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 590 | $23.9K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 600 | $24.3K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 617 | $25.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 622 | $25.2K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 622 | $25.2K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 630 | $25.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 637 | $25.8K | 0.01% | +6+1.0% | Added |
| Hemington Wealth Management | 683 | $26.0K | 0.01% | +683 | New |
| Leonteq Securities AG | 653 | $26.5K | 0.00% | −1,257−65.8% | Reduced |
| WR Wealth Planners, LLC | 653 | $26.5K | 0.01% | +43+7.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 656 | $26.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 668 | $27.1K | 0.01% | −108−13.9% | Reduced |
| Crewe Advisors LLC | 681 | $27.6K | 0.00% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 695 | $28.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 697 | $28.3K | 0.00% | +447+178.8% | Added |
| Salomon & Ludwin, LLC | 700 | $28.4K | 0.00% | −40−5.4% | Reduced |
| Concord Wealth Partners | 704 | $28.5K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 707 | $28.7K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 746 | $30.0K | 0.00% | +14+1.9% | Added |
| Evolution Advisers, Inc. | 752 | $30.0K | 0.02% | +7+0.9% | Added |
| Dynamic Wealth Strategies, LLC | 779 | $32.0K | 0.03% | −287−26.9% | Reduced |
| Ashton Thomas Securities, LLC | 797 | $32.3K | 0.01% | +797 | New |
| J.Safra Asset Management Corp | 802 | $32.4K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 801 | $32.5K | 0.01% | +4+0.5% | Added |
| Fortis Group Advisors, LLC | 832 | $33.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 837 | $33.9K | 0.01% | +212+33.9% | Added |
| Pittenger & Anderson Inc | 850 | $34.5K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 857 | $34.8K | 0.01% | −5−0.6% | Reduced |
| GW&K Investment Management, LLC | 879 | $36.0K | 0.00% | +30+3.5% | Added |
| Logan Capital Management Inc | 897 | $36.4K | 0.00% | −273−23.3% | Reduced |
| AllSquare Wealth Management LLC | 898 | $36.4K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 936 | $37.8K | 0.01% | +44+4.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $39.3K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $40.5K | 0.03% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $40.5K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 1,024 | $41.5K | 0.00% | +1,024 | New |
| MV Capital Management, Inc. | 1,052 | $42.7K | 0.00% | +9+0.9% | Added |
| Manchester Capital Management LLC | 1,052 | $42.7K | 0.00% | +11+1.1% | Added |
| Atlantic Trust, LLC | 1,054 | $42.7K | 0.01% | +11+1.1% | Added |
| Venturi Wealth Management, LLC | 1,083 | $43.9K | 0.00% | −762−41.3% | Reduced |
| Old Point Trust & Financial Services N A | 1,100 | $44.6K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,117 | $45.0K | 0.00% | +10+0.9% | Added |
| Cornerstone Planning Group LLC | 1,163 | $46.0K | 0.01% | +9+0.8% | Added |
| Addison Advisors LLC | 1,177 | $47.7K | 0.01% | +43+3.8% | Added |
| Gables Capital Management Inc. | 1,200 | $48.7K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,204 | $48.8K | 0.01% | −484−28.7% | Reduced |
| Zions Bancorporation, N.A. | 1,204 | $48.8K | 0.00% | −77−6.0% | Reduced |
| Clear Street Markets LLC | 1,231 | $50.0K | 0.03% | +1,099+832.6% | Added |
| Continuum Advisory, LLC | 1,316 | $50.2K | 0.01% | +79+6.4% | Added |
| Center for Financial Planning, Inc. | 1,265 | $51.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,269 | $51.5K | 0.01% | +125+10.9% | Added |
| Armstrong Advisory Group, Inc | 1,275 | $51.7K | 0.00% | −370−22.5% | Reduced |
| City State Bank | 1,301 | $52.8K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,305 | $52.9K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,334 | $53.0K | 0.02% | −395−22.8% | Reduced |
| Strategic Investment Solutions, Inc. | 1,314 | $53.3K | 0.02% | −190−12.6% | Reduced |
| CoreFirst Bank & Trust | 1,366 | $55.4K | 0.03% | +1,366 | New |
| Eagle Bay Advisors LLC | 1,404 | $56.9K | 0.02% | +149+11.9% | Added |
| Sandy Spring Bank | 1,411 | $57.2K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,500 | $60.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,528 | $62.0K | 0.00% | +735+92.7% | Added |
| City Holding Co | 1,535 | $62.2K | 0.01% | −145−8.6% | Reduced |
| Montag A & Associates Inc | 1,575 | $63.9K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,598 | $64.8K | 0.00% | +620+63.4% | Added |