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 |
|---|---|---|---|---|---|
| Vivaldi Capital Management, LLC | 7,720 | $313.0K | 0.09% | +7,720 | New |
| Petrus Trust Company, LTA | 7,774 | $315.2K | 0.03% | +7,774 | New |
| Insight Advisors, LLC | 7,834 | $317.7K | 0.06% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 7,872 | $319.2K | 0.12% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 7,874 | $319.3K | 0.06% | 00.0% | Unchanged |
| ClearBridge Investments Ltd | 7,905 | $320.5K | 0.01% | −1,337−14.5% | Reduced |
| Platform Technology Partners | 7,940 | $321.9K | 0.10% | +159+2.0% | Added |
| Cornerstone Advisory, LLC | 7,955 | $322.6K | 0.04% | −537−6.3% | Reduced |
| Yardley Wealth Management LLC | 8,000 | $324.0K | 0.19% | +8,000 | New |
| Compagnie Lombard Odier SCmA | 8,025 | $325.4K | 0.01% | −756−8.6% | Reduced |
| Riverwater Partners LLC | 7,987 | $327.1K | 0.16% | −139−1.7% | Reduced |
| Marshall Financial Group LLC | 8,079 | $327.6K | 0.08% | −6,305−43.8% | Reduced |
| Romano Brothers and Company | 8,146 | $330.3K | 0.04% | −765−8.6% | Reduced |
| Forum Financial Management, LP | 8,177 | $331.6K | 0.01% | +1,154+16.4% | Added |
| Cohen Klingenstein LLC | 8,200 | $332.5K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,248 | $334.5K | 0.03% | +1,426+20.9% | Added |
| Hendershot Investments Inc. | 8,267 | $335.2K | 0.05% | −104−1.2% | Reduced |
| MBB Public Markets I LLC | 8,280 | $335.8K | 0.03% | −63,630−88.5% | Reduced |
| First Manhattan Co | 8,404 | $340.8K | 0.00% | +224+2.7% | Added |
| Strategic Advisors LLC | 8,408 | $340.9K | 0.06% | +40.0% | Added |
| Old National Bancorp | 8,433 | $342.0K | 0.01% | −4,524−34.9% | Reduced |
| Marietta Investment Partners LLC | 8,500 | $344.7K | 0.07% | 00.0% | Unchanged |
| AIA Group Ltd | 8,511 | $345.1K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 8,564 | $347.3K | 0.01% | −69−0.8% | Reduced |
| Private Trust Co NA | 8,593 | $348.4K | 0.04% | +390+4.8% | Added |
| WBH Advisory Inc | 8,640 | $350.4K | 0.03% | +154+1.8% | Added |
| Lake Street Advisors Group, LLC | 8,650 | $350.7K | 0.02% | −888−9.3% | Reduced |
| Lantz Financial LLC | 8,705 | $353.0K | 0.10% | +84+1.0% | Added |
| First National Bank & Trust Co of Newtown | 8,721 | $353.5K | 0.07% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 8,755 | $354.0K | 0.00% | +8,755 | New |
| Sienna Gestion | 8,778 | $355.1K | 0.02% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 8,839 | $358.4K | 0.19% | +2,863+47.9% | Added |
| VeraBank, N.A. | 8,895 | $360.7K | 0.11% | −405−4.4% | Reduced |
| Harbor Investment Advisory, LLC | 8,908 | $361.2K | 0.04% | −512−5.4% | Reduced |
| Ameritas Advisory Services, LLC | 8,916 | $361.5K | 0.02% | −8,251−48.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,919 | $361.7K | 0.01% | −1,855−17.2% | Reduced |
| Confluence Wealth Services, Inc. | 8,922 | $361.7K | 0.03% | −1,321−12.9% | Reduced |
| GTS Securities LLC | 8,936 | $362.4K | 0.01% | +1,557+21.1% | Added |
| Exchange Traded Concepts, LLC | 9,035 | $366.4K | 0.01% | +9,035 | New |
| Carret Asset Management, LLC | 9,044 | $366.7K | 0.04% | +1,825+25.3% | Added |
| Summit Global Investments | 9,041 | $367.0K | 0.02% | +9,041 | New |
| Brinker Capital Investments, LLC | 9,118 | $369.7K | 0.00% | +1,051+13.0% | Added |
| Orion Portfolio Solutions, LLC | 9,118 | $369.7K | 0.00% | +1,051+13.0% | Added |
| Bokf, NA | 9,083 | $370.4K | 0.01% | +40.0% | Added |
| Heartland Bank & Trust Co | 9,148 | $371.0K | 0.20% | −353−3.7% | Reduced |
| Savvy Advisors, Inc. | 9,180 | $372.2K | 0.08% | +715+8.4% | Added |
| Aull & Monroe Investment Management Corp | 9,184 | $372.4K | 0.17% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10,763 | $372.5K | 0.00% | +2,588+31.7% | Added |
| Johnson Investment Counsel Inc | 9,190 | $372.6K | 0.00% | −191−2.0% | Reduced |
| Seeds Investor LLC | 9,257 | $375.4K | 0.14% | +9,257 | New |
| Bryn Mawr Trust Co | 9,261 | $375.5K | 0.01% | +9,261 | New |
| Concurrent Investment Advisors, LLC | 9,280 | $376.3K | 0.01% | −485−5.0% | Reduced |
| Spire Wealth Management | 9,434 | $382.5K | 0.01% | +1,945+26.0% | Added |
| Bank of New Hampshire | 9,460 | $383.6K | 0.10% | −688−6.8% | Reduced |
| Bessemer Group Inc | 9,572 | $388.0K | 0.00% | −102−1.1% | Reduced |
| Oak Thistle LLC | 9,571 | $388.1K | 0.13% | −7,130−42.7% | Reduced |
| Atom Investors LP | 9,579 | $388.4K | 0.04% | −19,743−67.3% | Reduced |
| First Trust Investment Solutions L.P. | 9,596 | $389.1K | 0.04% | −34,045−78.0% | Reduced |
| Wesbanco Bank Inc | 9,655 | $391.5K | 0.01% | −176−1.8% | Reduced |
| Tyler-Stone Wealth Management | 9,656 | $391.6K | 0.07% | +4,828+100.0% | Added |
| EP Wealth Advisors, LLC | 9,688 | $392.9K | 0.00% | −489−4.8% | Reduced |
| Paragon Financial Partners, Inc. | 9,773 | $396.3K | 0.29% | 00.0% | Unchanged |
| Central Trust Co | 9,801 | $397.4K | 0.01% | −876−8.2% | Reduced |
| Capital Square, LLC | 9,809 | $397.8K | 0.24% | +2,312+30.8% | Added |
| NorthRock Partners, LLC | 9,860 | $399.8K | 0.01% | −335−3.3% | Reduced |
| Clearstead Advisors, LLC | 9,882 | $400.7K | 0.01% | +157+1.6% | Added |
| Community Bank & Trust, Waco, Texas | 9,887 | $401.0K | 0.09% | −150−1.5% | Reduced |
| Addis & Hill, Inc | 9,884 | $401.0K | 0.31% | +9,884 | New |
| SageView Advisory Group, LLC | 9,896 | $401.3K | 0.02% | −1,196−10.8% | Reduced |
| Global Retirement Partners, LLC | 9,898 | $401.4K | 0.01% | −489−4.7% | Reduced |
| CBOE Vest Financial, LLC | 9,908 | $401.8K | 0.01% | +9,908 | New |
| Asset Dedication, LLC | 9,930 | $402.6K | 0.03% | −7,205−42.0% | Reduced |
| Catalyst Financial Partners LLC | 10,120 | $410.4K | 0.08% | +410+4.2% | Added |
| Integrated Wealth Concepts LLC | 10,172 | $412.5K | 0.01% | −512−4.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,200 | $413.6K | 0.05% | 00.0% | Unchanged |
| Bollard Group LLC | 10,231 | $415.0K | 0.01% | +88+0.9% | Added |
| Trust Point Inc. | 10,252 | $415.7K | 0.03% | −65−0.6% | Reduced |
| Cigna Investments Inc | 10,256 | $416.0K | 0.07% | −188−1.8% | Reduced |
| Costello Asset Management, INC | 10,261 | $416.1K | 0.28% | +154+1.5% | Added |
| Haverford Trust Co | 10,281 | $416.9K | 0.00% | −120−1.2% | Reduced |
| Aptus Capital Advisors, LLC | 10,317 | $418.4K | 0.01% | +905+9.6% | Added |
| Perigon Wealth Management, LLC | 10,359 | $420.0K | 0.01% | +722+7.5% | Added |
| Significant Wealth Partners LLC | 10,400 | $421.7K | 0.22% | −123−1.2% | Reduced |
| Axxcess Wealth Management, LLC | 10,419 | $422.5K | 0.01% | +11+0.1% | Added |
| Modern Wealth Management, LLC | 10,521 | $426.6K | 0.03% | +1,225+13.2% | Added |
| Alethea Capital Management, LLC | 10,575 | $428.8K | 0.31% | +10,575 | New |
| Bleakley Financial Group, LLC | 10,634 | $431.2K | 0.01% | +362+3.5% | Added |
| Checchi Capital Advisers, LLC | 10,643 | $431.6K | 0.03% | −795−7.0% | Reduced |
| Prosperity Consulting Group, LLC | 10,653 | $432.0K | 0.03% | +40.0% | Added |
| Blue Bell Private Wealth Management, LLC | 10,692 | $433.6K | 0.08% | −9−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 10,730 | $435.1K | 0.02% | +323+3.1% | Added |
| Wexford Capital LP | 10,753 | $436.0K | 0.10% | +10,753 | New |
| Nexus Investment Management ULC | 10,800 | $437.9K | 0.04% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 10,804 | $438.1K | 0.02% | +786+7.8% | Added |
| Siemens Fonds Invest GmbH | 10,834 | $438.2K | 0.03% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 10,910 | $442.4K | 0.06% | −1,856−14.5% | Reduced |
| Gladstone Institutional Advisory LLC | 10,913 | $442.5K | 0.02% | +85+0.8% | Added |
| Aquila Investment Management LLC | 11,000 | $446.1K | 0.50% | +11,000 | New |
| Investment Advisory Services Inc | 11,099 | $450.1K | 0.16% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 11,123 | $451.0K | 0.02% | −127−1.1% | Reduced |