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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 1,602 | $65.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,616 | $66.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,647 | $66.8K | 0.00% | +375+29.5% | Added |
| Washington Trust Co | 1,650 | $66.9K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,650 | $66.9K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,692 | $68.0K | 0.06% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,686 | $68.4K | 0.01% | +1,686 | New |
| FinTrust Capital Advisors, LLC | 1,759 | $71.3K | 0.01% | +139+8.6% | Added |
| Planned Solutions, Inc. | 1,814 | $73.6K | 0.03% | +1,814 | New |
| Webster Bank, N. A. | 1,854 | $75.2K | 0.01% | +69+3.9% | Added |
| First PREMIER Bank | 1,883 | $76.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,900 | $77.0K | 0.02% | +1,200+171.4% | Added |
| Fortitude Family Office, LLC | 1,915 | $77.7K | 0.03% | +1,274+198.8% | Added |
| Proequities, Inc. | 1,934 | $78.4K | 0.00% | +50+2.7% | Added |
| Western Pacific Wealth Management, LP | 1,975 | $80.1K | 0.05% | 00.0% | Unchanged |
| Northwest Financial Advisors | 1,982 | $80.4K | 0.06% | +1,982 | New |
| Cape Investment Advisory, Inc. | 2,000 | $81.1K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2,046 | $83.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 2,058 | $83.5K | 0.03% | −113−5.2% | Reduced |
| IFP Advisors, Inc | 2,064 | $83.7K | 0.00% | −542−20.8% | Reduced |
| Delta Asset Management LLC | 2,171 | $88.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,182 | $88.5K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 2,191 | $88.8K | 0.00% | +81+3.8% | Added |
| Deseret Mutual Benefit Administrators | 2,243 | $91.0K | 0.05% | +254+12.8% | Added |
| Whittier Trust Co of Nevada Inc | 2,248 | $91.1K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,299 | $93.2K | 0.06% | 00.0% | Unchanged |
| ORG Partners LLC | 2,346 | $95.1K | 0.02% | −512−17.9% | Reduced |
| Indiana Trust & Investment Management CO | 2,414 | $97.9K | 0.03% | −300−11.1% | Reduced |
| First United Bank Trust | 2,452 | $99.4K | 0.04% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,519 | $102.1K | 0.02% | −250−9.0% | Reduced |
| Planning Capital Management Corp | 2,643 | $107.2K | 0.07% | −350−11.7% | Reduced |
| Lindbrook Capital, LLC | 2,649 | $107.4K | 0.01% | +126+5.0% | Added |
| Y.D. More Investments Ltd | 2,779 | $112.7K | 0.01% | +93+3.5% | Added |
| Farmers & Merchants Investments Inc | 2,785 | $112.9K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,800 | $113.5K | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,885 | $117.0K | 0.01% | −250−8.0% | Reduced |
| McMahon Financial Advisors, LLC | 2,917 | $118.3K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,953 | $119.8K | 0.01% | −438−12.9% | Reduced |
| MCF Advisors LLC | 3,019 | $122.4K | 0.01% | 00.0% | Unchanged |
| Tobam | 3,026 | $123.0K | 0.02% | +739+32.3% | Added |
| Grove Bank & Trust | 3,036 | $123.1K | 0.02% | −268−8.1% | Reduced |
| Adirondack Trust Co | 3,059 | $124.0K | 0.05% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 3,128 | $126.8K | 0.04% | 00.0% | Unchanged |
| Hilltop National Bank | 3,172 | $128.6K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,448 | $139.8K | 0.03% | −90−2.5% | Reduced |
| Central Pacific Bank - Trust Division | 3,474 | $140.9K | 0.02% | +2,085+150.1% | Added |
| Carmichael Hill & Associates, Inc. | 3,497 | $141.8K | 0.05% | −22−0.6% | Reduced |
| Quent Capital, LLC | 3,620 | $146.8K | 0.01% | −318−8.1% | Reduced |
| Quarry LP | 3,625 | $147.0K | 0.04% | −1,638−31.1% | Reduced |
| Larson Financial Group LLC | 3,676 | $149.1K | 0.01% | +2,801+320.1% | Added |
| Cullen/Frost Bankers, Inc. | 3,762 | $152.5K | 0.00% | −1,349−26.4% | Reduced |
| Massmutual Trust Co FSB | 3,969 | $160.9K | 0.00% | +493+14.2% | Added |
| Kepos Capital LP | 4,022 | $163.0K | 0.07% | −1,101−21.5% | Reduced |
| Geneos Wealth Management Inc. | 4,029 | $163.4K | 0.01% | +296+7.9% | Added |
| Tompkins Financial Corp | 4,102 | $166.3K | 0.02% | +470+12.9% | Added |
| Peoples Financial Services Corp. | 4,174 | $169.2K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co | 4,175 | $169.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,186 | $169.7K | 0.02% | −263−5.9% | Reduced |
| Brown Brothers Harriman & Co | 4,253 | $172.5K | 0.00% | +211+5.2% | Added |
| First Horizon Advisors, Inc. | 4,315 | $175.0K | 0.00% | +219+5.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 4,408 | $178.7K | 0.13% | −440−9.1% | Reduced |
| EverSource Wealth Advisors, LLC | 4,523 | $183.4K | 0.01% | +452+11.1% | Added |
| Skopos Labs, Inc. | 4,541 | $184.1K | 0.06% | +4,541 | New |
| GeoWealth Management, LLC | 4,558 | $184.8K | 0.01% | −597−11.6% | Reduced |
| Atlas Capital Advisors LLC | 4,561 | $184.9K | 0.03% | +44+1.0% | Added |
| Nemes Rush Group LLC | 4,996 | $187.7K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 4,682 | $190.0K | 0.08% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 4,848 | $196.6K | 0.05% | −39−0.8% | Reduced |
| Rice Partnership, LLC | 4,933 | $200.0K | 0.04% | +4,933 | New |
| Retirement Planning Co of New England, Inc. | 4,949 | $200.7K | 0.10% | +4,949 | New |
| Baldwin Investment Management, LLC | 4,950 | $200.7K | 0.03% | +4,950 | New |
| Gateway Investment Advisers LLC | 4,978 | $201.9K | 0.00% | +4,978 | New |
| Aurora Private Wealth, Inc. | 4,979 | $202.0K | 0.16% | +4,979 | New |
| Marietta Wealth Management, LLC | 5,000 | $202.8K | 0.03% | +5,000 | New |
| XTX Topco Ltd | 5,023 | $203.7K | 0.01% | +5,023 | New |
| Mather Group, LLC. | 5,035 | $204.2K | 0.00% | −11,144−68.9% | Reduced |
| Court Place Advisors, LLC | 5,057 | $205.1K | 0.06% | +5,057 | New |
| Avestar Capital, LLC | 5,067 | $205.5K | 0.02% | +5,067 | New |
| True Link Financial Advisors, LLC | 5,082 | $206.1K | 0.02% | −750−12.9% | Reduced |
| Bill Few Associates, Inc. | 5,085 | $206.2K | 0.07% | +5,085 | New |
| Duncker Streett & Co Inc | 5,090 | $206.4K | 0.04% | 00.0% | Unchanged |
| Payden & Rygel | 5,110 | $207.0K | 0.02% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 5,106 | $207.1K | 0.15% | +5,106 | New |
| Wedmont Private Capital | 5,259 | $208.0K | 0.01% | +5,259 | New |
| Edgestream Partners, L.P. | 5,145 | $208.6K | 0.01% | −4,067−44.1% | Reduced |
| Clearwater Capital Advisors, LLC | 5,180 | $210.0K | 0.02% | +5,180 | New |
| Stiles Financial Services Inc | 5,252 | $213.0K | 0.08% | +5,252 | New |
| Telos Capital Management, Inc. | 5,298 | $214.8K | 0.02% | −768−12.7% | Reduced |
| Kestra Investment Management, LLC | 5,299 | $214.9K | 0.01% | +5,299 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,296 | $215.0K | 0.08% | −1,045−16.5% | Reduced |
| Arkadios Wealth Advisors | 5,334 | $216.3K | 0.01% | +5,334 | New |
| Chicago Trust Co NA | 5,339 | $216.5K | 0.04% | +5,339 | New |
| Pennsylvania Capital Management Inc | 5,355 | $217.2K | 0.08% | +5,355 | New |
| Warren Averett Asset Management, LLC | 5,397 | $218.8K | 0.00% | +5,397 | New |
| CIC Wealth, LLC | 5,420 | $219.8K | 0.06% | +5,420 | New |
| Fidelis Capital Partners, LLC | 5,401 | $220.1K | 0.03% | +5,401 | New |
| RFG Advisory, LLC | 5,459 | $221.4K | 0.01% | +5,459 | New |
| Calton & Associates, Inc. | 5,466 | $221.7K | 0.08% | +5,466 | New |
| Smith, Moore & Co. | 5,477 | $222.1K | 0.02% | +5,477 | New |
| NBT Bank N A | 5,488 | $222.5K | 0.01% | +5,488 | New |