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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 19,657 | $797.1K | 0.02% | +4,717+31.6% | Added |
| Kingsview Wealth Management, LLC | 19,687 | $798.3K | 0.02% | +331+1.7% | Added |
| Greenleaf Trust | 19,913 | $807.5K | 0.01% | −741−3.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 19,969 | $809.7K | 0.06% | +9,023+82.4% | Added |
| IHT Wealth Management, LLC | 20,117 | $816.1K | 0.02% | +440+2.2% | Added |
| Reaves W H & Co Inc | 20,235 | $821.0K | 0.02% | −471,961−95.9% | Reduced |
| Principal Securities, Inc. | 20,452 | $829.3K | 0.02% | +796+4.0% | Added |
| Hartford Financial Management Inc. | 20,500 | $831.3K | 0.17% | 00.0% | Unchanged |
| Allworth Financial LP | 20,801 | $843.5K | 0.01% | +311+1.5% | Added |
| NBC Securities, Inc. | 20,953 | $849.0K | 0.07% | +607+3.0% | Added |
| United Capital Financial Advisers, LLC | 20,957 | $849.8K | 0.01% | −2,053−8.9% | Reduced |
| Raymond James Trust N.A. | 21,185 | $859.1K | 0.02% | +838+4.1% | Added |
| National Asset Management, Inc. | 21,318 | $865.1K | 0.02% | +3,244+17.9% | Added |
| Community Bank, N.A. | 21,391 | $867.2K | 0.11% | −2,445−10.3% | Reduced |
| Argyle Capital Management Inc. | 21,442 | $869.5K | 0.35% | −1,000−4.5% | Reduced |
| Equitable Holdings, Inc. | 21,768 | $882.7K | 0.01% | +4,326+24.8% | Added |
| Elevated Capital Advisors, LLC | 21,889 | $887.6K | 0.24% | −445−2.0% | Reduced |
| V-Square Quantitative Management LLC | 21,910 | $888.5K | 0.13% | +564+2.6% | Added |
| United Services Automobile Association | 21,990 | $891.7K | 0.02% | −5,205−19.1% | Reduced |
| HBK Sorce Advisory LLC | 22,131 | $897.4K | 0.03% | −1,445−6.1% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 22,230 | $901.4K | 0.04% | +5,130+30.0% | Added |
| Boothbay Fund Management, LLC | 22,335 | $905.7K | 0.03% | −7,651−25.5% | Reduced |
| Meeder Advisory Services, Inc. | 22,370 | $907.1K | 0.06% | +1,153+5.4% | Added |
| nVerses Capital, LLC | 22,400 | $908.3K | 0.42% | +800+3.7% | Added |
| Wealthcare Advisory Partners LLC | 22,711 | $920.9K | 0.03% | −117−0.5% | Reduced |
| 44 Wealth Management LLC | 22,931 | $934.2K | 0.33% | +22,931 | New |
| AdvisorNet Financial, Inc | 23,612 | $957.5K | 0.07% | +66+0.3% | Added |
| Great Valley Advisor Group, Inc. | 23,841 | $966.5K | 0.02% | +1,041+4.6% | Added |
| Federated Hermes, Inc. | 23,941 | $970.8K | 0.00% | +7,085+42.0% | Added |
| Stevens Capital Management LP | 24,018 | $974.0K | 0.14% | −8,566−26.3% | Reduced |
| Adviser Investments LLC | 24,229 | $982.5K | 0.01% | +1,702+7.6% | Added |
| FRG Family Wealth Advisors LLC | 24,454 | $991.6K | 0.18% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 24,684 | $1.00M | 0.07% | +24,684 | New |
| Sequoia Financial Advisors, LLC | 24,840 | $1.01M | 0.01% | +1,462+6.3% | Added |
| Burney Co | 25,248 | $1.02M | 0.04% | −8,988−26.3% | Reduced |
| Uncommon Cents Investing LLC | 25,515 | $1.03M | 0.29% | +420+1.7% | Added |
| Gsa Capital Partners LLP | 25,607 | $1.04M | 0.08% | +17,334+209.5% | Added |
| Beech Hill Advisors, Inc. | 25,834 | $1.05M | 0.40% | +1,569+6.5% | Added |
| D.A. Davidson & Co. | 25,851 | $1.05M | 0.01% | +785+3.1% | Added |
| Tiaa Trust, National Association | 25,935 | $1.05M | 0.00% | −1,286−4.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 26,246 | $1.06M | 0.01% | −10,751−29.1% | Reduced |
| Transcend Wealth Collective, LLC | 26,585 | $1.08M | 0.07% | +594+2.3% | Added |
| Aviso Wealth Management | 26,702 | $1.08M | 0.59% | +17,433+188.1% | Added |
| Advanced Asset Management Advisors Inc | 31,317 | $1.08M | 0.29% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 26,973 | $1.09M | 0.11% | +26,973 | New |
| Samjo Management, LLC | 27,100 | $1.10M | 0.38% | 00.0% | Unchanged |
| DC Investments Management, LLC | 27,173 | $1.10M | 0.77% | 00.0% | Unchanged |
| Lido Advisors, LLC | 27,217 | $1.10M | 0.01% | −865−3.1% | Reduced |
| FCG Investment Co | 27,468 | $1.11M | 0.73% | +27,468 | New |
| Howard Capital Management Inc. | 28,003 | $1.14M | 0.02% | +28,003 | New |
| RSM US Wealth Management LLC | 65,316 | $1.15M | 0.02% | +40,442+162.6% | Added |
| Harbor Capital Advisors, Inc. | 28,392 | $1.15M | 0.05% | +274+1.0% | Added |
| Colony Group, LLC | 29,295 | $1.19M | 0.00% | +22,857+355.0% | Added |
| Plato Investment Management Ltd | 29,596 | $1.20M | 0.10% | +29,552+67,163.6% | Added |
| MAI Capital Management | 29,573 | $1.20M | 0.01% | −1,258−4.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 29,607 | $1.20M | 0.08% | −2,648−8.2% | Reduced |
| Wealthspire Advisors, LLC | 29,788 | $1.21M | 0.01% | +2,746+10.2% | Added |
| Jump Financial, LLC | 29,860 | $1.21M | 0.02% | −28,591−48.9% | Reduced |
| Peapack Gladstone Financial Corp | 30,082 | $1.22M | 0.02% | −1,250−4.0% | Reduced |
| Two Sigma Advisers, LP | 30,800 | $1.25M | 0.00% | +30,800 | New |
| Decade Renewable Partners LP | 30,800 | $1.25M | 0.66% | +30,800 | New |
| Westpac Banking Corp | 30,975 | $1.26M | 0.08% | +5,851+23.3% | Added |
| GWM Advisors LLC | 31,083 | $1.26M | 0.01% | −571−1.8% | Reduced |
| AlphaStar Capital Management, LLC | 31,567 | $1.28M | 0.10% | +5,004+18.8% | Added |
| Baird Financial Group, Inc. | 31,569 | $1.28M | 0.00% | −97−0.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 31,694 | $1.29M | 0.03% | −131−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 31,753 | $1.29M | 0.01% | +774+2.5% | Added |
| StoneX Group Inc. | 32,140 | $1.30M | 0.09% | +456+1.4% | Added |
| Pensionfund Sabic | 32,500 | $1.32M | 0.41% | −3,000−8.5% | Reduced |
| Erste Asset Management GmbH | 32,761 | $1.33M | 0.02% | +32,761 | New |
| Investment Management Corp of Ontario | 33,244 | $1.35M | 0.03% | +10,900+48.8% | Added |
| Oppenheimer & Co Inc | 33,393 | $1.35M | 0.02% | +2,208+7.1% | Added |
| Versor Investments LP | 34,100 | $1.38M | 0.22% | +34,100 | New |
| Empirical Finance, LLC | 34,193 | $1.39M | 0.08% | +741+2.2% | Added |
| Paloma Partners Management Co | 34,263 | $1.39M | 0.07% | −4,299−11.1% | Reduced |
| Essex LLC | 34,341 | $1.39M | 0.29% | −265−0.8% | Reduced |
| Omers Administration Corp | 34,533 | $1.40M | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 34,635 | $1.40M | 0.01% | +1,378+4.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 35,294 | $1.43M | 0.05% | −1,499−4.1% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 35,572 | $1.44M | 0.03% | 00.0% | Unchanged |
| Foster & Motley Inc | 36,037 | $1.46M | 0.09% | −1,437−3.8% | Reduced |
| Everence Capital Management Inc | 36,210 | $1.47M | 0.09% | 00.0% | Unchanged |
| Savant Capital, LLC | 36,330 | $1.47M | 0.01% | −9,586−20.9% | Reduced |
| Sherbrooke Park Advisers LLC | 36,546 | $1.48M | 0.34% | −25,967−41.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 36,818 | $1.49M | 0.07% | +2,282+6.6% | Added |
| Radnor Capital Management, LLC | 36,925 | $1.50M | 0.22% | +649+1.8% | Added |
| Trust Co of Toledo NA | 37,201 | $1.51M | 0.20% | +1,574+4.4% | Added |
| Diversified Trust Co | 37,517 | $1.52M | 0.04% | +17,327+85.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 37,836 | $1.53M | 0.00% | +8,053+27.0% | Added |
| Veriti Management LLC | 37,883 | $1.54M | 0.08% | +4,652+14.0% | Added |
| CWM, LLC | 38,377 | $1.56M | 0.01% | +379+1.0% | Added |
| Sterling Capital Management LLC | 38,443 | $1.56M | 0.02% | +38,443 | New |
| Sanctuary Advisors, LLC | 40,438 | $1.57M | 0.01% | +7,894+24.3% | Added |
| Etesian Wealth Advisors, Inc. | 38,704 | $1.57M | 0.71% | −1,532−3.8% | Reduced |
| Providence Wealth Advisors, LLC | 39,378 | $1.59M | 1.18% | +833+2.2% | Added |
| CAPROCK Group, Inc. | 39,459 | $1.60M | 0.06% | +6,789+20.8% | Added |
| Rothschild Investment LLC | 39,595 | $1.61M | 0.11% | −759−1.9% | Reduced |
| Assetmark, Inc | 39,611 | $1.61M | 0.00% | +11,565+41.2% | Added |
| Graham Capital Management, L.P. | 39,764 | $1.61M | 0.05% | +25,236+173.7% | Added |
| E. Ohman J:or Asset Management AB | 40,224 | $1.63M | 0.04% | 00.0% | Unchanged |