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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 707 | $28.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 704 | $28.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 700 | $28.4K | 0.00% | −40−5.4% | Reduced |
| American National Bank | 697 | $28.3K | 0.00% | +447+178.8% | Added |
| Beach Investment Counsel Inc | 695 | $28.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 681 | $27.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 668 | $27.1K | 0.01% | −108−13.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 656 | $26.6K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 653 | $26.5K | 0.01% | +43+7.0% | Added |
| Leonteq Securities AG | 653 | $26.5K | 0.00% | −1,257−65.8% | Reduced |
| Hemington Wealth Management | 683 | $26.0K | 0.01% | +683 | New |
| Rise Advisors, LLC | 637 | $25.8K | 0.01% | +6+1.0% | Added |
| Missouri Trust & Investment Co | 630 | $25.5K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 622 | $25.2K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 622 | $25.2K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 617 | $25.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 600 | $24.3K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 590 | $23.9K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 578 | $23.4K | 0.02% | −8−1.4% | Reduced |
| Hobbs Group Advisors, LLC | 572 | $23.2K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 568 | $23.0K | 0.00% | +9+1.6% | Added |
| Peterson Financial Group, Inc. | 555 | $22.5K | 0.09% | +555 | New |
| Financial Perspectives, Inc | 529 | $21.4K | 0.01% | +5+1.0% | Added |
| Anchor Investment Management, LLC | 520 | $21.1K | 0.00% | +464+828.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 513 | $20.8K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 509 | $20.6K | 0.00% | −156−23.5% | Reduced |
| First Financial Corp | 500 | $20.3K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $20.3K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 500 | $20.3K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 500 | $20.3K | 0.01% | +500 | New |
| Barrett & Company, Inc. | 492 | $19.9K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 474 | $19.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 518 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 474 | $19.0K | 0.01% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 18,702 | $18.7K | 0.01% | −292−1.5% | Reduced |
| BFSG, LLC | 458 | $18.6K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 439 | $17.8K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 434 | $17.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 429 | $17.0K | 0.00% | −5−1.2% | Reduced |
| Bare Financial Services, Inc | 408 | $16.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 408 | $16.5K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 400 | $16.2K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 393 | $15.9K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 393 | $15.9K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 390 | $15.8K | 0.00% | +337+635.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 374 | $15.2K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 353 | $14.3K | 0.00% | +116+48.9% | Added |
| Richardson Capital Management LLC | 350 | $14.2K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 340 | $13.8K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 337 | $13.7K | 0.00% | −254−43.0% | Reduced |
| Lowe Wealth Advisors, LLC | 324 | $13.1K | 0.01% | −21−6.1% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 330 | $12.6K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 307 | $12.5K | 0.00% | +3+1.0% | Added |
| Sugarloaf Wealth Management, LLC | 302 | $12.2K | 0.00% | +302 | New |
| CNB Bank | 300 | $12.2K | 0.01% | −200−40.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 300 | $12.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 298 | $12.1K | 0.00% | +75+33.6% | Added |
| MidAtlantic Capital Management, Inc. | 297 | $12.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 282 | $11.4K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 275 | $11.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 271 | $11.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 266 | $10.8K | 0.00% | +12+4.7% | Added |
| PSI Advisors, LLC | 262 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 254 | $10.3K | 0.00% | −49−16.2% | Reduced |
| Laurel Wealth Advisors LLC | 250 | $10.1K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 240 | $10.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 246 | $9.98K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 243 | $9.85K | 0.01% | +111+84.1% | Added |
| McIlrath & Eck, LLC | 241 | $9.77K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 239 | $9.69K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 238 | $9.65K | 0.00% | −13−5.2% | Reduced |
| Northwest Bank & Trust Co | 230 | $9.32K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 227 | $9.21K | 0.00% | +2+0.9% | Added |
| Cetera Trust Company, N.A | 226 | $9.16K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 224 | $9.08K | 0.00% | +14+6.7% | Added |
| Riverview Trust Co | 223 | $9.04K | 0.01% | +223 | New |
| PrairieView Partners, LLC | 242 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 221 | $8.96K | 0.00% | +7+3.3% | Added |
| Rakuten Securities, Inc. | 220 | $8.92K | 0.00% | +140+175.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 219 | $8.91K | 0.00% | −23−9.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 202 | $8.19K | 0.00% | +5+2.5% | Added |
| JDM Financial Group LLC | 202 | $8.19K | 0.00% | +26+14.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $8.11K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $8.11K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $8.11K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 199 | $8.07K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 193 | $7.83K | 0.00% | +56+40.9% | Added |
| Semmax Financial Advisors Inc. | 202 | $7.80K | 0.00% | −54−21.1% | Reduced |
| Annapolis Financial Services, LLC | 190 | $7.68K | 0.00% | +4+2.2% | Added |
| Mascoma Wealth Management LLC | 188 | $7.62K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 185 | $7.50K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 184 | $7.46K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 183 | $7.41K | 0.00% | +183 | New |
| Valley National Advisers Inc | 174 | $7.00K | 0.00% | −125−41.8% | Reduced |
| Bangor Savings Bank | 169 | $6.85K | 0.00% | −20−10.6% | Reduced |
| Abound Wealth Management | 166 | $6.75K | 0.00% | −726−81.4% | Reduced |
| Paladin Wealth, LLC | 160 | $6.49K | 0.01% | +160 | New |
| Colonial Trust Advisors | 155 | $6.29K | 0.00% | 00.0% | Unchanged |