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 |
|---|---|---|---|---|---|
| Plato Investment Management Ltd | 29,596 | $1.20M | 0.10% | +29,552+67,163.6% | Added |
| Colony Group, LLC | 29,295 | $1.19M | 0.00% | +22,857+355.0% | Added |
| Harbor Capital Advisors, Inc. | 28,392 | $1.15M | 0.05% | +274+1.0% | Added |
| RSM US Wealth Management LLC | 65,316 | $1.15M | 0.02% | +40,442+162.6% | Added |
| Howard Capital Management Inc. | 28,003 | $1.14M | 0.02% | +28,003 | New |
| FCG Investment Co | 27,468 | $1.11M | 0.73% | +27,468 | New |
| Lido Advisors, LLC | 27,217 | $1.10M | 0.01% | −865−3.1% | Reduced |
| DC Investments Management, LLC | 27,173 | $1.10M | 0.77% | 00.0% | Unchanged |
| Samjo Management, LLC | 27,100 | $1.10M | 0.38% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 26,973 | $1.09M | 0.11% | +26,973 | New |
| Advanced Asset Management Advisors Inc | 31,317 | $1.08M | 0.29% | 00.0% | Unchanged |
| Aviso Wealth Management | 26,702 | $1.08M | 0.59% | +17,433+188.1% | Added |
| Transcend Wealth Collective, LLC | 26,585 | $1.08M | 0.07% | +594+2.3% | Added |
| Schonfeld Strategic Advisors LLC | 26,246 | $1.06M | 0.01% | −10,751−29.1% | Reduced |
| Tiaa Trust, National Association | 25,935 | $1.05M | 0.00% | −1,286−4.7% | Reduced |
| D.A. Davidson & Co. | 25,851 | $1.05M | 0.01% | +785+3.1% | Added |
| Beech Hill Advisors, Inc. | 25,834 | $1.05M | 0.40% | +1,569+6.5% | Added |
| Gsa Capital Partners LLP | 25,607 | $1.04M | 0.08% | +17,334+209.5% | Added |
| Uncommon Cents Investing LLC | 25,515 | $1.03M | 0.29% | +420+1.7% | Added |
| Burney Co | 25,248 | $1.02M | 0.04% | −8,988−26.3% | Reduced |
| Sequoia Financial Advisors, LLC | 24,840 | $1.01M | 0.01% | +1,462+6.3% | Added |
| Campbell & CO Investment Adviser LLC | 24,684 | $1.00M | 0.07% | +24,684 | New |
| FRG Family Wealth Advisors LLC | 24,454 | $991.6K | 0.18% | 00.0% | Unchanged |
| Adviser Investments LLC | 24,229 | $982.5K | 0.01% | +1,702+7.6% | Added |
| Stevens Capital Management LP | 24,018 | $974.0K | 0.14% | −8,566−26.3% | Reduced |
| Federated Hermes, Inc. | 23,941 | $970.8K | 0.00% | +7,085+42.0% | Added |
| Great Valley Advisor Group, Inc. | 23,841 | $966.5K | 0.02% | +1,041+4.6% | Added |
| AdvisorNet Financial, Inc | 23,612 | $957.5K | 0.07% | +66+0.3% | Added |
| 44 Wealth Management LLC | 22,931 | $934.2K | 0.33% | +22,931 | New |
| Wealthcare Advisory Partners LLC | 22,711 | $920.9K | 0.03% | −117−0.5% | Reduced |
| nVerses Capital, LLC | 22,400 | $908.3K | 0.42% | +800+3.7% | Added |
| Meeder Advisory Services, Inc. | 22,370 | $907.1K | 0.06% | +1,153+5.4% | Added |
| Boothbay Fund Management, LLC | 22,335 | $905.7K | 0.03% | −7,651−25.5% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 22,230 | $901.4K | 0.04% | +5,130+30.0% | Added |
| HBK Sorce Advisory LLC | 22,131 | $897.4K | 0.03% | −1,445−6.1% | Reduced |
| United Services Automobile Association | 21,990 | $891.7K | 0.02% | −5,205−19.1% | Reduced |
| V-Square Quantitative Management LLC | 21,910 | $888.5K | 0.13% | +564+2.6% | Added |
| Elevated Capital Advisors, LLC | 21,889 | $887.6K | 0.24% | −445−2.0% | Reduced |
| Equitable Holdings, Inc. | 21,768 | $882.7K | 0.01% | +4,326+24.8% | Added |
| Argyle Capital Management Inc. | 21,442 | $869.5K | 0.35% | −1,000−4.5% | Reduced |
| Community Bank, N.A. | 21,391 | $867.2K | 0.11% | −2,445−10.3% | Reduced |
| National Asset Management, Inc. | 21,318 | $865.1K | 0.02% | +3,244+17.9% | Added |
| Raymond James Trust N.A. | 21,185 | $859.1K | 0.02% | +838+4.1% | Added |
| United Capital Financial Advisers, LLC | 20,957 | $849.8K | 0.01% | −2,053−8.9% | Reduced |
| NBC Securities, Inc. | 20,953 | $849.0K | 0.07% | +607+3.0% | Added |
| Allworth Financial LP | 20,801 | $843.5K | 0.01% | +311+1.5% | Added |
| Hartford Financial Management Inc. | 20,500 | $831.3K | 0.17% | 00.0% | Unchanged |
| Principal Securities, Inc. | 20,452 | $829.3K | 0.02% | +796+4.0% | Added |
| Reaves W H & Co Inc | 20,235 | $821.0K | 0.02% | −471,961−95.9% | Reduced |
| IHT Wealth Management, LLC | 20,117 | $816.1K | 0.02% | +440+2.2% | Added |
| Kingswood Wealth Advisors, LLC | 19,969 | $809.7K | 0.06% | +9,023+82.4% | Added |
| Greenleaf Trust | 19,913 | $807.5K | 0.01% | −741−3.6% | Reduced |
| Kingsview Wealth Management, LLC | 19,687 | $798.3K | 0.02% | +331+1.7% | Added |
| TD Private Client Wealth LLC | 19,657 | $797.1K | 0.02% | +4,717+31.6% | Added |
| Affinity Investment Advisors, LLC | 19,594 | $794.5K | 0.55% | +345+1.8% | Added |
| LGT Group Foundation | 19,148 | $784.1K | 0.01% | +10,201+114.0% | Added |
| Wedbush Securities Inc | 19,057 | $773.0K | 0.03% | −4,294−18.4% | Reduced |
| Sowell Financial Services LLC | 18,968 | $769.0K | 0.04% | −232−1.2% | Reduced |
| Buckingham Strategic Partners | 18,808 | $762.7K | 0.02% | −3,053−14.0% | Reduced |
| Synovus Financial Corp | 18,649 | $756.3K | 0.01% | +7,713+70.5% | Added |
| Machina Capital S.A.S. | 18,601 | $754.3K | 0.30% | −20,052−51.9% | Reduced |
| Dark Forest Capital Management LP | 18,470 | $749.0K | 0.10% | +18,470 | New |
| Scientech Research LLC | 18,344 | $743.8K | 0.15% | +18,344 | New |
| Groupama Asset Managment | 22,811 | $742.6K | 0.02% | +115+0.5% | Added |
| Horizon Investments, LLC | 18,476 | $741.8K | 0.02% | +280+1.5% | Added |
| Simmons Bank | 18,257 | $740.3K | 0.05% | −37−0.2% | Reduced |
| Altfest L J & Co Inc | 18,231 | $739.0K | 0.10% | +18,231 | New |
| Stratos Wealth Partners, LTD. | 18,194 | $737.8K | 0.01% | +7,280+66.7% | Added |
| North Star Investment Management Corp. | 18,031 | $731.2K | 0.05% | +71+0.4% | Added |
| Chicago Partners Investment Group LLC | 17,640 | $718.7K | 0.03% | +2,080+13.4% | Added |
| HB Wealth Management, LLC | 17,650 | $715.7K | 0.01% | +1,140+6.9% | Added |
| Benjamin Edwards Inc | 17,581 | $713.7K | 0.01% | +2,741+18.5% | Added |
| Intrust Bank NA | 17,591 | $713.3K | 0.07% | +1,258+7.7% | Added |
| Two Sigma Securities, LLC | 17,488 | $709.1K | 0.06% | −5,396−23.6% | Reduced |
| Willis Johnson & Associates, Inc. | 17,480 | $708.8K | 0.05% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 17,318 | $702.0K | 0.01% | −3,583−17.1% | Reduced |
| Stephenson National Bank & Trust | 17,306 | $701.8K | 0.22% | +415+2.5% | Added |
| ING Groep NV | 17,093 | $693.1K | 0.00% | −109,902−86.5% | Reduced |
| Atria Investments LLC | 17,071 | $692.2K | 0.01% | −4,977−22.6% | Reduced |
| Integrated Advisors Network LLC | 17,044 | $691.1K | 0.03% | −765−4.3% | Reduced |
| Sigma Planning Corp | 17,035 | $690.8K | 0.02% | +121+0.7% | Added |
| Empowered Funds, LLC | 16,980 | $688.5K | 0.01% | +1,367+8.8% | Added |
| Vident Advisory, LLC | 16,588 | $672.8K | 0.02% | −2,905−14.9% | Reduced |
| TownSquare Capital, LLC | 16,517 | $669.7K | 0.01% | +3,208+24.1% | Added |
| Independent Advisor Alliance | 16,415 | $665.6K | 0.02% | −446−2.6% | Reduced |
| Regal Investment Advisors LLC | 16,385 | $664.4K | 0.05% | +571+3.6% | Added |
| Lakeside Advisors, INC. | 16,358 | $663.3K | 0.42% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 16,310 | $661.4K | 0.07% | +460+2.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 16,292 | $660.7K | 0.01% | +16,292 | New |
| Jacobi Capital Management LLC | 16,118 | $653.6K | 0.05% | +1,363+9.2% | Added |
| LSV Asset Management | 16,100 | $653.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 15,778 | $639.8K | 0.06% | +3,616+29.7% | Added |
| Caldwell Trust Co | 15,708 | $637.0K | 0.07% | 00.0% | Unchanged |
| Archer Investment Corp | 15,678 | $635.7K | 0.17% | 00.0% | Unchanged |
| Sourcerock Group LLC | 15,610 | $633.0K | 0.05% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 15,605 | $632.8K | 0.01% | +2,676+20.7% | Added |
| Coldstream Capital Management Inc | 15,802 | $632.5K | 0.01% | +4,895+44.9% | Added |
| Wetherby Asset Management Inc | 15,582 | $631.9K | 0.03% | −945−5.7% | Reduced |
| World Equity Group, Inc. | 15,550 | $630.5K | 0.23% | +2,071+15.4% | Added |
| Fifth Third Wealth Advisors LLC | 15,443 | $626.2K | 0.04% | +345+2.3% | Added |