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 |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 11,269 | $457.0K | 0.03% | +1,168+11.6% | Added |
| Sentinus, LLC | 11,374 | $461.2K | 0.17% | +73+0.6% | Added |
| Cidel Asset Management Inc | 11,375 | $461.3K | 0.03% | +363+3.3% | Added |
| Apollon Wealth Management, LLC | 11,448 | $464.2K | 0.01% | +2,356+25.9% | Added |
| Ausdal Financial Partners, Inc. | 11,472 | $465.2K | 0.05% | −576−4.8% | Reduced |
| Prospera Financial Services Inc | 11,511 | $466.9K | 0.01% | +1,661+16.9% | Added |
| Cora Capital Advisors LLC | 11,943 | $484.3K | 0.24% | +11,943 | New |
| Azimuth Capital Investment Management LLC | 12,000 | $486.6K | 0.02% | −1,306−9.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $486.6K | 0.14% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 12,090 | $490.3K | 0.01% | +1,551+14.7% | Added |
| Syon Capital LLC | 12,111 | $491.1K | 0.04% | +622+5.4% | Added |
| Beacon Pointe Advisors, LLC | 12,116 | $491.3K | 0.01% | −965−7.4% | Reduced |
| Allegheny Financial Group LTD | 12,171 | $493.5K | 0.12% | +487+4.2% | Added |
| Aigen Investment Management, LP | 12,174 | $493.7K | 0.10% | +12,174 | New |
| Goldstone Financial Group, LLC | 12,190 | $494.3K | 0.09% | +308+2.6% | Added |
| Keybank National Association | 12,319 | $499.5K | 0.00% | +1,723+16.3% | Added |
| TSFG, LLC | 12,342 | $500.0K | 0.11% | +80+0.7% | Added |
| Van Cleef Asset Management,Inc | 12,468 | $505.6K | 0.06% | +40.0% | Added |
| Diversified, LLC | 12,495 | $506.7K | 0.06% | −248−1.9% | Reduced |
| Diversified Enterprises, LLC | 12,495 | $506.7K | 0.06% | +12,495 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,537 | $508.1K | 0.03% | +10,100+414.4% | Added |
| Stephens Inc | 12,544 | $508.6K | 0.01% | −107−0.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 12,690 | $514.6K | 0.06% | +6,677+111.0% | Added |
| Walleye Capital LLC | 12,749 | $517.0K | 0.01% | +149+1.2% | Added |
| PFG Investments, LLC | 12,846 | $520.9K | 0.03% | +149+1.2% | Added |
| Cornerstone National Bank & Trust Co | 12,860 | $521.5K | 0.24% | −2,000−13.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 13,061 | $529.6K | 0.06% | +2,076+18.9% | Added |
| LSP Investment Advisors, LLC | 13,274 | $538.3K | 0.29% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 15,115 | $542.6K | 0.01% | +3,255+27.4% | Added |
| Partnership Wealth Management, LLC | 13,467 | $546.1K | 0.39% | 00.0% | Unchanged |
| Investors Research Corp | 13,484 | $546.8K | 0.12% | 00.0% | Unchanged |
| Signaturefd, LLC | 13,487 | $546.9K | 0.01% | −232−1.7% | Reduced |
| TCW Group Inc | 13,619 | $552.3K | 0.00% | −330−2.4% | Reduced |
| Plimoth Trust Co LLC | 13,650 | $553.5K | 0.14% | −180−1.3% | Reduced |
| Spirit of America Management Corp | 13,700 | $555.5K | 0.11% | +1,000+7.9% | Added |
| Blueshift Asset Management, LLC | 13,863 | $562.1K | 0.14% | +13,863 | New |
| Ballentine Partners, LLC | 13,922 | $564.5K | 0.01% | +285+2.1% | Added |
| Campion Asset Management LLC | 13,998 | $567.6K | 0.42% | −505−3.5% | Reduced |
| Quadrature Capital Ltd | 14,048 | $569.5K | 0.01% | +14,048 | New |
| Atria Wealth Solutions, Inc. | 14,067 | $570.4K | 0.01% | +255+1.8% | Added |
| Black Diamond Financial, LLC | 14,148 | $573.7K | 0.10% | +81+0.6% | Added |
| Sumitomo Life Insurance Co | 14,216 | $576.5K | 0.01% | +145+1.0% | Added |
| CWA Asset Management Group, LLC | 14,245 | $577.6K | 0.03% | +14,245 | New |
| Kinneret Advisory, LLC | 14,269 | $578.6K | 0.05% | −186−1.3% | Reduced |
| STF Management LP | 14,412 | $584.4K | 0.27% | −1,761−10.9% | Reduced |
| Quest Partners LLC | 14,446 | $585.8K | 0.05% | −8,332−36.6% | Reduced |
| CIBC Private Wealth Group, LLC | 14,534 | $589.4K | 0.00% | +1,092+8.1% | Added |
| Bailard, Inc. | 14,641 | $593.7K | 0.02% | +1,075+7.9% | Added |
| Summit Trail Advisors, LLC | 14,917 | $604.9K | 0.01% | −859−5.4% | Reduced |
| Midland Wealth Advisors LLC | 15,141 | $614.0K | 0.04% | −3,686−19.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 15,143 | $614.0K | 0.24% | +272+1.8% | Added |
| Parallax Volatility Advisers, L.P. | 15,172 | $615.2K | 0.02% | +15,172 | New |
| Cooper Financial Group | 15,222 | $617.3K | 0.08% | −2,558−14.4% | Reduced |
| Ingalls & Snyder LLC | 15,234 | $618.0K | 0.02% | −45−0.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 15,443 | $626.2K | 0.04% | +345+2.3% | Added |
| World Equity Group, Inc. | 15,550 | $630.5K | 0.23% | +2,071+15.4% | Added |
| Wetherby Asset Management Inc | 15,582 | $631.9K | 0.03% | −945−5.7% | Reduced |
| Coldstream Capital Management Inc | 15,802 | $632.5K | 0.01% | +4,895+44.9% | Added |
| Kestra Private Wealth Services, LLC | 15,605 | $632.8K | 0.01% | +2,676+20.7% | Added |
| Sourcerock Group LLC | 15,610 | $633.0K | 0.05% | 00.0% | Unchanged |
| Archer Investment Corp | 15,678 | $635.7K | 0.17% | 00.0% | Unchanged |
| Caldwell Trust Co | 15,708 | $637.0K | 0.07% | 00.0% | Unchanged |
| GAMMA Investing LLC | 15,778 | $639.8K | 0.06% | +3,616+29.7% | Added |
| LSV Asset Management | 16,100 | $653.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 16,118 | $653.6K | 0.05% | +1,363+9.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 16,292 | $660.7K | 0.01% | +16,292 | New |
| Moody National Bank Trust Division | 16,310 | $661.4K | 0.07% | +460+2.9% | Added |
| Lakeside Advisors, INC. | 16,358 | $663.3K | 0.42% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 16,385 | $664.4K | 0.05% | +571+3.6% | Added |
| Independent Advisor Alliance | 16,415 | $665.6K | 0.02% | −446−2.6% | Reduced |
| TownSquare Capital, LLC | 16,517 | $669.7K | 0.01% | +3,208+24.1% | Added |
| Vident Advisory, LLC | 16,588 | $672.8K | 0.02% | −2,905−14.9% | Reduced |
| Empowered Funds, LLC | 16,980 | $688.5K | 0.01% | +1,367+8.8% | Added |
| Sigma Planning Corp | 17,035 | $690.8K | 0.02% | +121+0.7% | Added |
| Integrated Advisors Network LLC | 17,044 | $691.1K | 0.03% | −765−4.3% | Reduced |
| Atria Investments LLC | 17,071 | $692.2K | 0.01% | −4,977−22.6% | Reduced |
| ING Groep NV | 17,093 | $693.1K | 0.00% | −109,902−86.5% | Reduced |
| Stephenson National Bank & Trust | 17,306 | $701.8K | 0.22% | +415+2.5% | Added |
| Park Avenue Securities LLC | 17,318 | $702.0K | 0.01% | −3,583−17.1% | Reduced |
| Willis Johnson & Associates, Inc. | 17,480 | $708.8K | 0.05% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 17,488 | $709.1K | 0.06% | −5,396−23.6% | Reduced |
| Intrust Bank NA | 17,591 | $713.3K | 0.07% | +1,258+7.7% | Added |
| Benjamin Edwards Inc | 17,581 | $713.7K | 0.01% | +2,741+18.5% | Added |
| HB Wealth Management, LLC | 17,650 | $715.7K | 0.01% | +1,140+6.9% | Added |
| Chicago Partners Investment Group LLC | 17,640 | $718.7K | 0.03% | +2,080+13.4% | Added |
| North Star Investment Management Corp. | 18,031 | $731.2K | 0.05% | +71+0.4% | Added |
| Stratos Wealth Partners, LTD. | 18,194 | $737.8K | 0.01% | +7,280+66.7% | Added |
| Altfest L J & Co Inc | 18,231 | $739.0K | 0.10% | +18,231 | New |
| Simmons Bank | 18,257 | $740.3K | 0.05% | −37−0.2% | Reduced |
| Horizon Investments, LLC | 18,476 | $741.8K | 0.02% | +280+1.5% | Added |
| Groupama Asset Managment | 22,811 | $742.6K | 0.02% | +115+0.5% | Added |
| Scientech Research LLC | 18,344 | $743.8K | 0.15% | +18,344 | New |
| Dark Forest Capital Management LP | 18,470 | $749.0K | 0.10% | +18,470 | New |
| Machina Capital S.A.S. | 18,601 | $754.3K | 0.30% | −20,052−51.9% | Reduced |
| Synovus Financial Corp | 18,649 | $756.3K | 0.01% | +7,713+70.5% | Added |
| Buckingham Strategic Partners | 18,808 | $762.7K | 0.02% | −3,053−14.0% | Reduced |
| Sowell Financial Services LLC | 18,968 | $769.0K | 0.04% | −232−1.2% | Reduced |
| Wedbush Securities Inc | 19,057 | $773.0K | 0.03% | −4,294−18.4% | Reduced |
| LGT Group Foundation | 19,148 | $784.1K | 0.01% | +10,201+114.0% | Added |
| Affinity Investment Advisors, LLC | 19,594 | $794.5K | 0.55% | +345+1.8% | Added |