Skip to main content

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.

Institutional holdersQ3 2024: 1,055 institutions
Q1 2021: 925 institutionsQ2 2021: 923 institutionsQ3 2021: 937 institutionsQ4 2021: 1,071 institutionsQ1 2022: 1,026 institutionsQ2 2022: 1,021 institutionsQ3 2022: 990 institutionsQ4 2022: 1,007 institutionsQ1 2023: 1,003 institutionsQ2 2023: 1,005 institutionsQ3 2023: 1,001 institutionsQ4 2023: 1,020 institutionsQ1 2024: 1,009 institutionsQ2 2024: 992 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,102 institutionsQ1 2025: 1,196 institutionsQ2 2025: 1,177 institutionsQ3 2025: 1,201 institutionsQ4 2025: 1,249 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,291 institutions
Value heldQ3 2024: $33.2B
Q1 2021: $34.1BQ2 2021: $34.9BQ3 2021: $38.1BQ4 2021: $45.4BQ1 2022: $38.4BQ2 2022: $36.8BQ3 2022: $30.3BQ4 2022: $35.2BQ1 2023: $34.2BQ2 2023: $33.0BQ3 2023: $30.9BQ4 2023: $29.1BQ1 2024: $30.9BQ2 2024: $28.7BQ3 2024: $33.2BQ4 2024: $30.8BQ1 2025: $38.3BQ2 2025: $36.8BQ3 2025: $38.1BQ4 2025: $40.2BQ1 2026: $45.1BQ2 2026: $44.2B
Institutions holding EXC and their total value by quarter
QuarterHoldersValue
Q2 20261,291$44.2B
Q1 20261,285$45.1B
Q4 20251,249$40.2B
Q3 20251,201$38.1B
Q2 20251,177$36.8B
Q1 20251,196$38.3B
Q4 20241,102$30.8B
Q3 20241,055$33.2B
Q2 2024992$28.7B
Q1 20241,009$30.9B
Q4 20231,020$29.1B
Q3 20231,001$30.9B
Q2 20231,005$33.0B
Q1 20231,003$34.2B
Q4 20221,007$35.2B
Q3 2022990$30.3B
Q2 20221,021$36.8B
Q1 20221,026$38.4B
Q4 20211,071$45.4B
Q3 2021937$38.1B
Q2 2021923$34.9B
Q1 2021925$34.1B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q2 2024.

Institutions holding EXC in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Ingalls & Snyder LLC15,234$618.0K0.02%−45−0.3%Reduced
Cooper Financial Group15,222$617.3K0.08%−2,558−14.4%Reduced
Parallax Volatility Advisers, L.P.15,172$615.2K0.02%+15,172New
LaSalle St. Investment Advisors, LLC15,143$614.0K0.24%+272+1.8%Added
Midland Wealth Advisors LLC15,141$614.0K0.04%−3,686−19.6%Reduced
Summit Trail Advisors, LLC14,917$604.9K0.01%−859−5.4%Reduced
Bailard, Inc.14,641$593.7K0.02%+1,075+7.9%Added
CIBC Private Wealth Group, LLC14,534$589.4K0.00%+1,092+8.1%Added
Quest Partners LLC14,446$585.8K0.05%−8,332−36.6%Reduced
STF Management LP14,412$584.4K0.27%−1,761−10.9%Reduced
Kinneret Advisory, LLC14,269$578.6K0.05%−186−1.3%Reduced
CWA Asset Management Group, LLC14,245$577.6K0.03%+14,245New
Sumitomo Life Insurance Co14,216$576.5K0.01%+145+1.0%Added
Black Diamond Financial, LLC14,148$573.7K0.10%+81+0.6%Added
Atria Wealth Solutions, Inc.14,067$570.4K0.01%+255+1.8%Added
Quadrature Capital Ltd14,048$569.5K0.01%+14,048New
Campion Asset Management LLC13,998$567.6K0.42%−505−3.5%Reduced
Ballentine Partners, LLC13,922$564.5K0.01%+285+2.1%Added
Blueshift Asset Management, LLC13,863$562.1K0.14%+13,863New
Spirit of America Management Corp13,700$555.5K0.11%+1,000+7.9%Added
Plimoth Trust Co LLC13,650$553.5K0.14%−180−1.3%Reduced
TCW Group Inc13,619$552.3K0.00%−330−2.4%Reduced
Signaturefd, LLC13,487$546.9K0.01%−232−1.7%Reduced
Investors Research Corp13,484$546.8K0.12%00.0%Unchanged
Partnership Wealth Management, LLC13,467$546.1K0.39%00.0%Unchanged
Pinnacle Associates Ltd15,115$542.6K0.01%+3,255+27.4%Added
LSP Investment Advisors, LLC13,274$538.3K0.29%00.0%Unchanged
ICICI Prudential Asset Management Co Ltd13,061$529.6K0.06%+2,076+18.9%Added
Cornerstone National Bank & Trust Co12,860$521.5K0.24%−2,000−13.5%Reduced
PFG Investments, LLC12,846$520.9K0.03%+149+1.2%Added
Walleye Capital LLC12,749$517.0K0.01%+149+1.2%Added
China Universal Asset Management Co., Ltd.12,690$514.6K0.06%+6,677+111.0%Added
Stephens Inc12,544$508.6K0.01%−107−0.8%Reduced
Livforsakringsbolaget Skandia, Omsesidigt12,537$508.1K0.03%+10,100+414.4%Added
Diversified, LLC12,495$506.7K0.06%−248−1.9%Reduced
Diversified Enterprises, LLC12,495$506.7K0.06%+12,495New
Van Cleef Asset Management,Inc12,468$505.6K0.06%+40.0%Added
TSFG, LLC12,342$500.0K0.11%+80+0.7%Added
Keybank National Association12,319$499.5K0.00%+1,723+16.3%Added
Goldstone Financial Group, LLC12,190$494.3K0.09%+308+2.6%Added
Aigen Investment Management, LP12,174$493.7K0.10%+12,174New
Allegheny Financial Group LTD12,171$493.5K0.12%+487+4.2%Added
Beacon Pointe Advisors, LLC12,116$491.3K0.01%−965−7.4%Reduced
Syon Capital LLC12,111$491.1K0.04%+622+5.4%Added
Stonegate Investment Group, LLC12,090$490.3K0.01%+1,551+14.7%Added
Azimuth Capital Investment Management LLC12,000$486.6K0.02%−1,306−9.8%Reduced
Supplemental Annuity Collective Trust of NJ12,000$486.6K0.14%00.0%Unchanged
Cora Capital Advisors LLC11,943$484.3K0.24%+11,943New
Prospera Financial Services Inc11,511$466.9K0.01%+1,661+16.9%Added
Ausdal Financial Partners, Inc.11,472$465.2K0.05%−576−4.8%Reduced
Apollon Wealth Management, LLC11,448$464.2K0.01%+2,356+25.9%Added
Cidel Asset Management Inc11,375$461.3K0.03%+363+3.3%Added
Sentinus, LLC11,374$461.2K0.17%+73+0.6%Added
Frank, Rimerman Advisors LLC11,269$457.0K0.03%+1,168+11.6%Added
BLB&B Advisors, LLC11,123$451.0K0.02%−127−1.1%Reduced
Investment Advisory Services Inc11,099$450.1K0.16%00.0%Unchanged
Aquila Investment Management LLC11,000$446.1K0.50%+11,000New
Gladstone Institutional Advisory LLC10,913$442.5K0.02%+85+0.8%Added
Vise Technologies, Inc.10,910$442.4K0.06%−1,856−14.5%Reduced
Siemens Fonds Invest GmbH10,834$438.2K0.03%00.0%Unchanged
E Fund Management Co., Ltd.10,804$438.1K0.02%+786+7.8%Added
Nexus Investment Management ULC10,800$437.9K0.04%00.0%Unchanged
Wexford Capital LP10,753$436.0K0.10%+10,753New
J.W. Cole Advisors, Inc.10,730$435.1K0.02%+323+3.1%Added
Blue Bell Private Wealth Management, LLC10,692$433.6K0.08%−9−0.1%Reduced
Prosperity Consulting Group, LLC10,653$432.0K0.03%+40.0%Added
Checchi Capital Advisers, LLC10,643$431.6K0.03%−795−7.0%Reduced
Bleakley Financial Group, LLC10,634$431.2K0.01%+362+3.5%Added
Alethea Capital Management, LLC10,575$428.8K0.31%+10,575New
Modern Wealth Management, LLC10,521$426.6K0.03%+1,225+13.2%Added
Axxcess Wealth Management, LLC10,419$422.5K0.01%+11+0.1%Added
Significant Wealth Partners LLC10,400$421.7K0.22%−123−1.2%Reduced
Perigon Wealth Management, LLC10,359$420.0K0.01%+722+7.5%Added
Aptus Capital Advisors, LLC10,317$418.4K0.01%+905+9.6%Added
Haverford Trust Co10,281$416.9K0.00%−120−1.2%Reduced
Costello Asset Management, INC10,261$416.1K0.28%+154+1.5%Added
Cigna Investments Inc10,256$416.0K0.07%−188−1.8%Reduced
Trust Point Inc.10,252$415.7K0.03%−65−0.6%Reduced
Bollard Group LLC10,231$415.0K0.01%+88+0.9%Added
NJ State Employees Deferred Compensation Plan10,200$413.6K0.05%00.0%Unchanged
Integrated Wealth Concepts LLC10,172$412.5K0.01%−512−4.8%Reduced
Catalyst Financial Partners LLC10,120$410.4K0.08%+410+4.2%Added
Asset Dedication, LLC9,930$402.6K0.03%−7,205−42.0%Reduced
CBOE Vest Financial, LLC9,908$401.8K0.01%+9,908New
Global Retirement Partners, LLC9,898$401.4K0.01%−489−4.7%Reduced
SageView Advisory Group, LLC9,896$401.3K0.02%−1,196−10.8%Reduced
Community Bank & Trust, Waco, Texas9,887$401.0K0.09%−150−1.5%Reduced
Addis & Hill, Inc9,884$401.0K0.31%+9,884New
Clearstead Advisors, LLC9,882$400.7K0.01%+157+1.6%Added
NorthRock Partners, LLC9,860$399.8K0.01%−335−3.3%Reduced
Capital Square, LLC9,809$397.8K0.24%+2,312+30.8%Added
Central Trust Co9,801$397.4K0.01%−876−8.2%Reduced
Paragon Financial Partners, Inc.9,773$396.3K0.29%00.0%Unchanged
EP Wealth Advisors, LLC9,688$392.9K0.00%−489−4.8%Reduced
Tyler-Stone Wealth Management9,656$391.6K0.07%+4,828+100.0%Added
Wesbanco Bank Inc9,655$391.5K0.01%−176−1.8%Reduced
First Trust Investment Solutions L.P.9,596$389.1K0.04%−34,045−78.0%Reduced
Atom Investors LP9,579$388.4K0.04%−19,743−67.3%Reduced
Oak Thistle LLC9,571$388.1K0.13%−7,130−42.7%Reduced
Bessemer Group Inc9,572$388.0K0.00%−102−1.1%Reduced