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 |
|---|---|---|---|---|---|
| Bank of New Hampshire | 9,460 | $383.6K | 0.10% | −688−6.8% | Reduced |
| Spire Wealth Management | 9,434 | $382.5K | 0.01% | +1,945+26.0% | Added |
| Concurrent Investment Advisors, LLC | 9,280 | $376.3K | 0.01% | −485−5.0% | Reduced |
| Bryn Mawr Trust Co | 9,261 | $375.5K | 0.01% | +9,261 | New |
| Seeds Investor LLC | 9,257 | $375.4K | 0.14% | +9,257 | New |
| Johnson Investment Counsel Inc | 9,190 | $372.6K | 0.00% | −191−2.0% | Reduced |
| Ronald Blue Trust, Inc. | 10,763 | $372.5K | 0.00% | +2,588+31.7% | Added |
| Aull & Monroe Investment Management Corp | 9,184 | $372.4K | 0.17% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 9,180 | $372.2K | 0.08% | +715+8.4% | Added |
| Heartland Bank & Trust Co | 9,148 | $371.0K | 0.20% | −353−3.7% | Reduced |
| Bokf, NA | 9,083 | $370.4K | 0.01% | +40.0% | Added |
| Brinker Capital Investments, LLC | 9,118 | $369.7K | 0.00% | +1,051+13.0% | Added |
| Orion Portfolio Solutions, LLC | 9,118 | $369.7K | 0.00% | +1,051+13.0% | Added |
| Summit Global Investments | 9,041 | $367.0K | 0.02% | +9,041 | New |
| Carret Asset Management, LLC | 9,044 | $366.7K | 0.04% | +1,825+25.3% | Added |
| Exchange Traded Concepts, LLC | 9,035 | $366.4K | 0.01% | +9,035 | New |
| GTS Securities LLC | 8,936 | $362.4K | 0.01% | +1,557+21.1% | Added |
| Confluence Wealth Services, Inc. | 8,922 | $361.7K | 0.03% | −1,321−12.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,919 | $361.7K | 0.01% | −1,855−17.2% | Reduced |
| Ameritas Advisory Services, LLC | 8,916 | $361.5K | 0.02% | −8,251−48.1% | Reduced |
| Harbor Investment Advisory, LLC | 8,908 | $361.2K | 0.04% | −512−5.4% | Reduced |
| VeraBank, N.A. | 8,895 | $360.7K | 0.11% | −405−4.4% | Reduced |
| Blackston Financial Advisory Group, LLC | 8,839 | $358.4K | 0.19% | +2,863+47.9% | Added |
| Sienna Gestion | 8,778 | $355.1K | 0.02% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 8,755 | $354.0K | 0.00% | +8,755 | New |
| First National Bank & Trust Co of Newtown | 8,721 | $353.5K | 0.07% | 00.0% | Unchanged |
| Lantz Financial LLC | 8,705 | $353.0K | 0.10% | +84+1.0% | Added |
| Lake Street Advisors Group, LLC | 8,650 | $350.7K | 0.02% | −888−9.3% | Reduced |
| WBH Advisory Inc | 8,640 | $350.4K | 0.03% | +154+1.8% | Added |
| Private Trust Co NA | 8,593 | $348.4K | 0.04% | +390+4.8% | Added |
| Hancock Whitney Corp | 8,564 | $347.3K | 0.01% | −69−0.8% | Reduced |
| AIA Group Ltd | 8,511 | $345.1K | 0.01% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 8,500 | $344.7K | 0.07% | 00.0% | Unchanged |
| Old National Bancorp | 8,433 | $342.0K | 0.01% | −4,524−34.9% | Reduced |
| Strategic Advisors LLC | 8,408 | $340.9K | 0.06% | +40.0% | Added |
| First Manhattan Co | 8,404 | $340.8K | 0.00% | +224+2.7% | Added |
| MBB Public Markets I LLC | 8,280 | $335.8K | 0.03% | −63,630−88.5% | Reduced |
| Hendershot Investments Inc. | 8,267 | $335.2K | 0.05% | −104−1.2% | Reduced |
| Verdence Capital Advisors LLC | 8,248 | $334.5K | 0.03% | +1,426+20.9% | Added |
| Cohen Klingenstein LLC | 8,200 | $332.5K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 8,177 | $331.6K | 0.01% | +1,154+16.4% | Added |
| Romano Brothers and Company | 8,146 | $330.3K | 0.04% | −765−8.6% | Reduced |
| Marshall Financial Group LLC | 8,079 | $327.6K | 0.08% | −6,305−43.8% | Reduced |
| Riverwater Partners LLC | 7,987 | $327.1K | 0.16% | −139−1.7% | Reduced |
| Compagnie Lombard Odier SCmA | 8,025 | $325.4K | 0.01% | −756−8.6% | Reduced |
| Yardley Wealth Management LLC | 8,000 | $324.0K | 0.19% | +8,000 | New |
| Cornerstone Advisory, LLC | 7,955 | $322.6K | 0.04% | −537−6.3% | Reduced |
| Platform Technology Partners | 7,940 | $321.9K | 0.10% | +159+2.0% | Added |
| ClearBridge Investments Ltd | 7,905 | $320.5K | 0.01% | −1,337−14.5% | Reduced |
| Alpha Omega Wealth Management LLC | 7,874 | $319.3K | 0.06% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 7,872 | $319.2K | 0.12% | 00.0% | Unchanged |
| Insight Advisors, LLC | 7,834 | $317.7K | 0.06% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 7,774 | $315.2K | 0.03% | +7,774 | New |
| Vivaldi Capital Management, LLC | 7,720 | $313.0K | 0.09% | +7,720 | New |
| Essex Savings Bank | 7,718 | $312.9K | 0.08% | +755+10.8% | Added |
| Grant/GrossMendelsohn, LLC | 7,680 | $311.4K | 0.13% | 00.0% | Unchanged |
| RNC Capital Management LLC | 8,969 | $310.4K | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 7,583 | $307.5K | 0.04% | +802+11.8% | Added |
| Foundations Investment Advisors, LLC | 7,533 | $305.5K | 0.01% | +255+3.5% | Added |
| Thrive Capital Management, LLC | 7,530 | $305.3K | 0.14% | −5,300−41.3% | Reduced |
| Parallel Advisors, LLC | 7,512 | $304.6K | 0.01% | +1,122+17.6% | Added |
| Hollencrest Capital Management | 7,500 | $304.1K | 0.01% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 7,453 | $302.2K | 0.04% | 00.0% | Unchanged |
| Invesco, LLC | 7,420 | $300.9K | 0.12% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 7,380 | $299.3K | 0.01% | +110+1.5% | Added |
| Good Life Advisors, LLC | 7,330 | $297.2K | 0.02% | +73+1.0% | Added |
| Wealth Management Associates, Inc. | 7,272 | $294.9K | 0.13% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,246 | $293.8K | 0.01% | +2,339+47.7% | Added |
| Garrett Investment Advisors LLC | 7,225 | $293.0K | 0.03% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 7,223 | $292.9K | 0.01% | 00.0% | Unchanged |
| Cullinan Associates Inc | 7,187 | $292.0K | 0.02% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 7,148 | $289.9K | 0.05% | +172+2.5% | Added |
| Bank & Trust Co | 7,147 | $289.8K | 0.24% | +120+1.7% | Added |
| Principal Street Partners, LLC | 7,317 | $288.4K | 0.05% | +30+0.4% | Added |
| Summit Financial, LLC | 7,106 | $288.2K | 0.01% | +930+15.1% | Added |
| Ci Investments Inc. | 7,030 | $285.0K | 0.00% | −3,179−31.1% | Reduced |
| Snowden Capital Advisors LLC | 7,024 | $284.8K | 0.01% | −3,587−33.8% | Reduced |
| Hartline Investment Corp | 7,013 | $284.4K | 0.04% | 00.0% | Unchanged |
| West Tower Group, LLC | 7,000 | $283.9K | 0.61% | +7,000 | New |
| Resources Investment Advisors, LLC. | 6,955 | $282.0K | 0.00% | +638+10.1% | Added |
| Northwest Bancshares, Inc. | 6,945 | $281.6K | 0.05% | −516−6.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 6,942 | $281.5K | 0.01% | +127+1.9% | Added |
| First Heartland Consultants, Inc. | 6,918 | $281.0K | 0.03% | +152+2.2% | Added |
| Longfellow Investment Management Co LLC | 6,900 | $279.8K | 0.07% | +41+0.6% | Added |
| Pensionmark Financial Group, LLC | 6,887 | $279.3K | 0.01% | −212−3.0% | Reduced |
| Norden Group LLC | 6,869 | $278.5K | 0.03% | +6,869 | New |
| NewEdge Wealth, LLC | 6,841 | $277.4K | 0.01% | +6,841 | New |
| Centre Asset Management, LLC | 6,841 | $277.0K | 0.06% | −135−1.9% | Reduced |
| RIA Advisory Group LLC | 6,809 | $276.1K | 0.10% | +6,809 | New |
| Kennedy Investment Group | 6,727 | $272.8K | 0.13% | −149−2.2% | Reduced |
| Tiemann Investment Advisors, LLC | 6,725 | $272.7K | 0.12% | −200−2.9% | Reduced |
| CRA Financial Services, LLC | 6,632 | $268.9K | 0.05% | −465−6.6% | Reduced |
| First Hawaiian Bank | 6,602 | $267.7K | 0.01% | +6,602 | New |
| Change Path, LLC | 6,598 | $267.6K | 0.01% | +6,598 | New |
| Segment Wealth Management, LLC | 6,595 | $267.4K | 0.02% | +404+6.5% | Added |
| Total Clarity Wealth Management, Inc. | 6,470 | $262.4K | 0.08% | −179−2.7% | Reduced |
| Marcum Wealth, LLC | 6,450 | $261.5K | 0.02% | −416−6.1% | Reduced |
| Jones Financial Companies LLLP | 6,431 | $259.8K | 0.00% | +2,766+75.5% | Added |
| Covestor Ltd | 6,386 | $259.0K | 0.16% | +5,631+745.8% | Added |
| Harbour Investments, Inc. | 6,370 | $258.3K | 0.01% | −953−13.0% | Reduced |