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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 5,503 | $223.4K | 0.02% | −368−6.3% | Reduced |
| Argent Trust Co | 5,520 | $223.8K | 0.01% | −362−6.2% | Reduced |
| MTM Investment Management, LLC | 5,568 | $223.9K | 0.09% | +5,568 | New |
| Patten & Patten Inc | 5,524 | $224.0K | 0.01% | +5,524 | New |
| Scotia Capital Inc. | 5,528 | $224.2K | 0.00% | −287−4.9% | Reduced |
| Glenview Trust Co | 5,531 | $224.3K | 0.00% | +5,531 | New |
| Baltimore-Washington Financial Advisors, Inc. | 5,537 | $224.5K | 0.01% | +5,537 | New |
| Financial Council Asset Management Inc | 5,549 | $225.0K | 0.12% | +5,549 | New |
| Acropolis Investment Management, LLC | 5,556 | $225.3K | 0.01% | −270−4.6% | Reduced |
| Quadrant Capital Group LLC | 5,572 | $225.9K | 0.02% | −129−2.3% | Reduced |
| Marion Wealth Management | 5,581 | $226.3K | 0.06% | +5,581 | New |
| Stratos Wealth Advisors, LLC | 5,592 | $226.8K | 0.01% | +5,592 | New |
| Pitcairn Co | 5,646 | $228.9K | 0.01% | +5,646 | New |
| Compton Financial Group, LLC | 5,660 | $229.5K | 0.07% | +5,660 | New |
| Valeo Financial Advisors, LLC | 5,669 | $229.9K | 0.01% | +5,669 | New |
| Westover Capital Advisors, LLC | 5,708 | $231.5K | 0.04% | +5,708 | New |
| Clifford Swan Investment Counsel LLC | 5,723 | $232.1K | 0.01% | +5,723 | New |
| Resonant Capital Advisors, LLC | 5,724 | $232.1K | 0.02% | +5,724 | New |
| SeaCrest Wealth Management, LLC | 5,725 | $232.1K | 0.03% | −387−6.3% | Reduced |
| Moors & Cabot, Inc. | 5,731 | $232.4K | 0.01% | −766−11.8% | Reduced |
| BancorpSouth Bank | 5,731 | $232.4K | 0.02% | +5,731 | New |
| Key Financial Inc | 5,744 | $232.9K | 0.05% | −329−5.4% | Reduced |
| Callan Capital, LLC | 5,750 | $233.2K | 0.02% | +5,750 | New |
| We Are One Seven, LLC | 5,759 | $233.5K | 0.01% | −229−3.8% | Reduced |
| Greenfield Savings Bank | 5,789 | $234.7K | 0.11% | −10.0% | Reduced |
| C M Bidwell & Associates Ltd | 5,805 | $235.4K | 0.14% | +5,805 | New |
| Enterprise Financial Services Corp | 5,829 | $236.4K | 0.14% | −17−0.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,843 | $236.9K | 0.04% | +5,843 | New |
| Fulton Bank, N.A. | 5,859 | $237.6K | 0.01% | −32−0.5% | Reduced |
| Phoenix Wealth Advisors | 5,890 | $238.8K | 0.11% | −114−1.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,934 | $240.0K | 0.03% | −79,005−93.0% | Reduced |
| Davenport & Co LLC | 5,924 | $240.2K | 0.00% | −384−6.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,924 | $240.2K | 0.02% | +5,924 | New |
| Advisory Services Network, LLC | 6,972 | $241.3K | 0.00% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,985 | $242.7K | 0.03% | −134−2.2% | Reduced |
| Glen Eagle Advisors, LLC | 5,985 | $242.7K | 0.04% | +13+0.2% | Added |
| JFS Wealth Advisors, LLC | 5,987 | $242.8K | 0.02% | +138+2.4% | Added |
| Successful Portfolios LLC | 6,013 | $243.8K | 0.16% | −123−2.0% | Reduced |
| Unigestion Holding SA | 6,032 | $244.6K | 0.01% | −3,873−39.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,037 | $244.8K | 0.01% | −385−6.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 6,068 | $246.0K | 0.00% | +6,068 | New |
| Pine Valley Investments Ltd Liability Co | 6,120 | $248.2K | 0.02% | −74−1.2% | Reduced |
| Earnest Partners LLC | 6,122 | $248.2K | 0.00% | +6,122 | New |
| First Command Advisory Services, Inc. | 6,143 | $249.1K | 0.00% | +10.0% | Added |
| Fukoku Mutual Life Insurance Co | 6,168 | $250.1K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 6,185 | $250.8K | 0.01% | +6,185 | New |
| Plotkin Financial Advisors, LLC | 6,191 | $251.0K | 0.15% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 6,200 | $251.4K | 0.06% | +6,200 | New |
| Vontobel Holding Ltd. | 6,220 | $252.2K | 0.00% | −316−4.8% | Reduced |
| Smartleaf Asset Management LLC | 6,252 | $252.5K | 0.03% | +2,074+49.6% | Added |
| Pallas Capital Advisors LLC | 6,206 | $252.6K | 0.01% | +6,206 | New |
| Eisler Capital (UK) Ltd. | 6,248 | $253.4K | 0.06% | +6,248 | New |
| Ledyard National Bank | 6,348 | $257.4K | 0.02% | +308+5.1% | Added |
| Bridgefront Capital, LLC | 6,353 | $257.6K | 0.10% | +6,353 | New |
| Harbour Investments, Inc. | 6,370 | $258.3K | 0.01% | −953−13.0% | Reduced |
| Covestor Ltd | 6,386 | $259.0K | 0.16% | +5,631+745.8% | Added |
| Jones Financial Companies LLLP | 6,431 | $259.8K | 0.00% | +2,766+75.5% | Added |
| Marcum Wealth, LLC | 6,450 | $261.5K | 0.02% | −416−6.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,470 | $262.4K | 0.08% | −179−2.7% | Reduced |
| Segment Wealth Management, LLC | 6,595 | $267.4K | 0.02% | +404+6.5% | Added |
| Change Path, LLC | 6,598 | $267.6K | 0.01% | +6,598 | New |
| First Hawaiian Bank | 6,602 | $267.7K | 0.01% | +6,602 | New |
| CRA Financial Services, LLC | 6,632 | $268.9K | 0.05% | −465−6.6% | Reduced |
| Tiemann Investment Advisors, LLC | 6,725 | $272.7K | 0.12% | −200−2.9% | Reduced |
| Kennedy Investment Group | 6,727 | $272.8K | 0.13% | −149−2.2% | Reduced |
| RIA Advisory Group LLC | 6,809 | $276.1K | 0.10% | +6,809 | New |
| Centre Asset Management, LLC | 6,841 | $277.0K | 0.06% | −135−1.9% | Reduced |
| NewEdge Wealth, LLC | 6,841 | $277.4K | 0.01% | +6,841 | New |
| Norden Group LLC | 6,869 | $278.5K | 0.03% | +6,869 | New |
| Pensionmark Financial Group, LLC | 6,887 | $279.3K | 0.01% | −212−3.0% | Reduced |
| Longfellow Investment Management Co LLC | 6,900 | $279.8K | 0.07% | +41+0.6% | Added |
| First Heartland Consultants, Inc. | 6,918 | $281.0K | 0.03% | +152+2.2% | Added |
| Cassaday & Co Wealth Management LLC | 6,942 | $281.5K | 0.01% | +127+1.9% | Added |
| Northwest Bancshares, Inc. | 6,945 | $281.6K | 0.05% | −516−6.9% | Reduced |
| Resources Investment Advisors, LLC. | 6,955 | $282.0K | 0.00% | +638+10.1% | Added |
| West Tower Group, LLC | 7,000 | $283.9K | 0.61% | +7,000 | New |
| Hartline Investment Corp | 7,013 | $284.4K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,024 | $284.8K | 0.01% | −3,587−33.8% | Reduced |
| Ci Investments Inc. | 7,030 | $285.0K | 0.00% | −3,179−31.1% | Reduced |
| Summit Financial, LLC | 7,106 | $288.2K | 0.01% | +930+15.1% | Added |
| Principal Street Partners, LLC | 7,317 | $288.4K | 0.05% | +30+0.4% | Added |
| Bank & Trust Co | 7,147 | $289.8K | 0.24% | +120+1.7% | Added |
| Ellenbecker Investment Group | 7,148 | $289.9K | 0.05% | +172+2.5% | Added |
| Cullinan Associates Inc | 7,187 | $292.0K | 0.02% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 7,223 | $292.9K | 0.01% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 7,225 | $293.0K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,246 | $293.8K | 0.01% | +2,339+47.7% | Added |
| Wealth Management Associates, Inc. | 7,272 | $294.9K | 0.13% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 7,330 | $297.2K | 0.02% | +73+1.0% | Added |
| Independent Financial Group, LLC | 7,380 | $299.3K | 0.01% | +110+1.5% | Added |
| Invesco, LLC | 7,420 | $300.9K | 0.12% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 7,453 | $302.2K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7,500 | $304.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,512 | $304.6K | 0.01% | +1,122+17.6% | Added |
| Thrive Capital Management, LLC | 7,530 | $305.3K | 0.14% | −5,300−41.3% | Reduced |
| Foundations Investment Advisors, LLC | 7,533 | $305.5K | 0.01% | +255+3.5% | Added |
| Aaron Wealth Advisors | 7,583 | $307.5K | 0.04% | +802+11.8% | Added |
| RNC Capital Management LLC | 8,969 | $310.4K | 0.02% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 7,680 | $311.4K | 0.13% | 00.0% | Unchanged |
| Essex Savings Bank | 7,718 | $312.9K | 0.08% | +755+10.8% | Added |