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 |
|---|---|---|---|---|---|
| Baldwin Brothers Inc | 150 | $6.08K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 150 | $6.08K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 143 | $5.80K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 137 | $5.55K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 134 | $5.43K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 132 | $5.37K | 0.00% | −2−1.5% | Reduced |
| Ruedi Wealth Management, Inc. | 127 | $5.15K | 0.00% | −6−4.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 110 | $4.46K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 108 | $4.38K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 107 | $4.34K | 0.00% | +107 | New |
| Alpine Bank Wealth Management | 107 | $4.34K | 0.00% | +107 | New |
| Highline Wealth Partners LLC | 106 | $4.32K | 0.00% | +24+29.3% | Added |
| Arrow Financial Corp | 100 | $4.05K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $4.05K | 0.00% | +100 | New |
| Financial Management Professionals, Inc. | 107 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 123 | $4.00K | 0.00% | +24+24.2% | Added |
| American Capital Advisory, LLC | 98 | $3.97K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 87 | $3.53K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 87 | $3.53K | 0.00% | +87 | New |
| Jackson, Grant Investment Advisers, Inc. | 85 | $3.45K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 80 | $3.24K | 0.00% | +80 | New |
| Penserra Capital Management LLC | 84 | $3.00K | 0.00% | +3+3.7% | Added |
| Coston, McIsaac & Partners | 93 | $3.00K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 74 | $2.99K | 0.00% | +1+1.4% | Added |
| FSA Wealth Management LLC | 72 | $2.92K | 0.00% | +72 | New |
| Valued Wealth Advisors LLC | 65 | $2.64K | 0.00% | +31+91.2% | Added |
| Guardian Wealth Management, Inc. | 55 | $2.23K | 0.00% | +1+1.9% | Added |
| SJS Investment Consulting Inc. | 44 | $1.78K | 0.00% | +4+10.0% | Added |
| Core Alternative Capital | 43 | $1.74K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 69,840 | $1.72K | 0.00% | +68,128+3,979.4% | Added |
| Aspect Partners, LLC | 40 | $1.62K | 0.00% | 00.0% | Unchanged |
| Motco | 39 | $1.58K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 39 | $1.58K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 30 | $1.22K | 0.00% | +30 | New |
| Anfield Capital Management, LLC | 29 | $1.18K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 28 | $1.14K | 0.00% | −6−17.6% | Reduced |
| True Wealth Design, LLC | 25 | $1.01K | 0.00% | +3+13.6% | Added |
| Cassady Schiller Wealth Management, LLC | 24 | $973 | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 22 | $892 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 16 | $600 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 14 | $568 | 0.00% | −1−6.7% | Reduced |
| Claris Advisors, LLC | 12 | $487 | 0.00% | +12 | New |
| Voisard Asset Management Group, Inc. | 11 | $447 | 0.00% | +11 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $446 | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 7 | $284 | 0.00% | +7 | New |
| Chesapeake Asset Management LLC | 5 | $202 | 0.00% | +5 | New |
| DHJJ Financial Advisors, Ltd. | 4 | $163 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 4 | $162 | 0.00% | −129−97.0% | Reduced |
| West Branch Capital LLC | 1 | $45 | 0.00% | +1 | New |
| Morse Asset Management, Inc | 1 | $41 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $41 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | – | – | −545−99.3% | Reduced |
| Perpetual Ltd | 0 | $0 | 0.00% | −2,870,209−100.0% | Sold out |
| Soroban Capital Partners LP | 0 | $0 | 0.00% | −2,158,129−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −1,677,456−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −1,219,088−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −355,800−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −138,100−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −134,059−100.0% | Sold out |
| Nekton Capital Ltd. | 0 | $0 | 0.00% | −129,989−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −64,250−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −36,891−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −32,634−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −32,025−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −31,600−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −30,900−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −27,276−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −25,787−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −21,571−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −16,650−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −16,640−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −16,604−100.0% | Sold out |
| Ahl Investment Management, Inc. | 0 | $0 | 0.00% | −16,150−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −10,903−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,642−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −10,266−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −9,930−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −9,547−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −9,258−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −9,169−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −9,139−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −8,925−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −8,278−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −7,425−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −7,867−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −7,550−100.0% | Sold out |
| Univest Financial Corp | 0 | $0 | 0.00% | −7,345−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −7,154−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −7,150−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −7,064−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,880−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −6,278−100.0% | Sold out |
| Newton One Investments LLC | 0 | $0 | 0.00% | −4,578−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −4,223−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,925−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −2,928−100.0% | Sold out |