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 |
|---|---|---|---|---|---|
| Bridgefront Capital, LLC | 6,353 | $257.6K | 0.10% | +6,353 | New |
| Ledyard National Bank | 6,348 | $257.4K | 0.02% | +308+5.1% | Added |
| Eisler Capital (UK) Ltd. | 6,248 | $253.4K | 0.06% | +6,248 | New |
| Pallas Capital Advisors LLC | 6,206 | $252.6K | 0.01% | +6,206 | New |
| Smartleaf Asset Management LLC | 6,252 | $252.5K | 0.03% | +2,074+49.6% | Added |
| Vontobel Holding Ltd. | 6,220 | $252.2K | 0.00% | −316−4.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 6,200 | $251.4K | 0.06% | +6,200 | New |
| Plotkin Financial Advisors, LLC | 6,191 | $251.0K | 0.15% | 00.0% | Unchanged |
| Group One Trading, L.P. | 6,185 | $250.8K | 0.01% | +6,185 | New |
| Fukoku Mutual Life Insurance Co | 6,168 | $250.1K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 6,143 | $249.1K | 0.00% | +10.0% | Added |
| Earnest Partners LLC | 6,122 | $248.2K | 0.00% | +6,122 | New |
| Pine Valley Investments Ltd Liability Co | 6,120 | $248.2K | 0.02% | −74−1.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 6,068 | $246.0K | 0.00% | +6,068 | New |
| Dorsey & Whitney Trust CO LLC | 6,037 | $244.8K | 0.01% | −385−6.0% | Reduced |
| Unigestion Holding SA | 6,032 | $244.6K | 0.01% | −3,873−39.1% | Reduced |
| Successful Portfolios LLC | 6,013 | $243.8K | 0.16% | −123−2.0% | Reduced |
| JFS Wealth Advisors, LLC | 5,987 | $242.8K | 0.02% | +138+2.4% | Added |
| Glen Eagle Advisors, LLC | 5,985 | $242.7K | 0.04% | +13+0.2% | Added |
| Redhawk Wealth Advisors, Inc. | 5,985 | $242.7K | 0.03% | −134−2.2% | Reduced |
| Advisory Services Network, LLC | 6,972 | $241.3K | 0.00% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 5,924 | $240.2K | 0.02% | +5,924 | New |
| Davenport & Co LLC | 5,924 | $240.2K | 0.00% | −384−6.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,934 | $240.0K | 0.03% | −79,005−93.0% | Reduced |
| Phoenix Wealth Advisors | 5,890 | $238.8K | 0.11% | −114−1.9% | Reduced |
| Fulton Bank, N.A. | 5,859 | $237.6K | 0.01% | −32−0.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,843 | $236.9K | 0.04% | +5,843 | New |
| Enterprise Financial Services Corp | 5,829 | $236.4K | 0.14% | −17−0.3% | Reduced |
| C M Bidwell & Associates Ltd | 5,805 | $235.4K | 0.14% | +5,805 | New |
| Greenfield Savings Bank | 5,789 | $234.7K | 0.11% | −10.0% | Reduced |
| We Are One Seven, LLC | 5,759 | $233.5K | 0.01% | −229−3.8% | Reduced |
| Callan Capital, LLC | 5,750 | $233.2K | 0.02% | +5,750 | New |
| Key Financial Inc | 5,744 | $232.9K | 0.05% | −329−5.4% | Reduced |
| BancorpSouth Bank | 5,731 | $232.4K | 0.02% | +5,731 | New |
| Moors & Cabot, Inc. | 5,731 | $232.4K | 0.01% | −766−11.8% | Reduced |
| SeaCrest Wealth Management, LLC | 5,725 | $232.1K | 0.03% | −387−6.3% | Reduced |
| Resonant Capital Advisors, LLC | 5,724 | $232.1K | 0.02% | +5,724 | New |
| Clifford Swan Investment Counsel LLC | 5,723 | $232.1K | 0.01% | +5,723 | New |
| Westover Capital Advisors, LLC | 5,708 | $231.5K | 0.04% | +5,708 | New |
| Valeo Financial Advisors, LLC | 5,669 | $229.9K | 0.01% | +5,669 | New |
| Compton Financial Group, LLC | 5,660 | $229.5K | 0.07% | +5,660 | New |
| Pitcairn Co | 5,646 | $228.9K | 0.01% | +5,646 | New |
| Stratos Wealth Advisors, LLC | 5,592 | $226.8K | 0.01% | +5,592 | New |
| Marion Wealth Management | 5,581 | $226.3K | 0.06% | +5,581 | New |
| Quadrant Capital Group LLC | 5,572 | $225.9K | 0.02% | −129−2.3% | Reduced |
| Acropolis Investment Management, LLC | 5,556 | $225.3K | 0.01% | −270−4.6% | Reduced |
| Financial Council Asset Management Inc | 5,549 | $225.0K | 0.12% | +5,549 | New |
| Baltimore-Washington Financial Advisors, Inc. | 5,537 | $224.5K | 0.01% | +5,537 | New |
| Glenview Trust Co | 5,531 | $224.3K | 0.00% | +5,531 | New |
| Scotia Capital Inc. | 5,528 | $224.2K | 0.00% | −287−4.9% | Reduced |
| Patten & Patten Inc | 5,524 | $224.0K | 0.01% | +5,524 | New |
| MTM Investment Management, LLC | 5,568 | $223.9K | 0.09% | +5,568 | New |
| Argent Trust Co | 5,520 | $223.8K | 0.01% | −362−6.2% | Reduced |
| Clarius Group, LLC | 5,503 | $223.4K | 0.02% | −368−6.3% | Reduced |
| NBT Bank N A | 5,488 | $222.5K | 0.01% | +5,488 | New |
| Smith, Moore & Co. | 5,477 | $222.1K | 0.02% | +5,477 | New |
| Calton & Associates, Inc. | 5,466 | $221.7K | 0.08% | +5,466 | New |
| RFG Advisory, LLC | 5,459 | $221.4K | 0.01% | +5,459 | New |
| Fidelis Capital Partners, LLC | 5,401 | $220.1K | 0.03% | +5,401 | New |
| CIC Wealth, LLC | 5,420 | $219.8K | 0.06% | +5,420 | New |
| Warren Averett Asset Management, LLC | 5,397 | $218.8K | 0.00% | +5,397 | New |
| Pennsylvania Capital Management Inc | 5,355 | $217.2K | 0.08% | +5,355 | New |
| Chicago Trust Co NA | 5,339 | $216.5K | 0.04% | +5,339 | New |
| Arkadios Wealth Advisors | 5,334 | $216.3K | 0.01% | +5,334 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,296 | $215.0K | 0.08% | −1,045−16.5% | Reduced |
| Kestra Investment Management, LLC | 5,299 | $214.9K | 0.01% | +5,299 | New |
| Telos Capital Management, Inc. | 5,298 | $214.8K | 0.02% | −768−12.7% | Reduced |
| Stiles Financial Services Inc | 5,252 | $213.0K | 0.08% | +5,252 | New |
| Clearwater Capital Advisors, LLC | 5,180 | $210.0K | 0.02% | +5,180 | New |
| Edgestream Partners, L.P. | 5,145 | $208.6K | 0.01% | −4,067−44.1% | Reduced |
| Wedmont Private Capital | 5,259 | $208.0K | 0.01% | +5,259 | New |
| Eagle Wealth Strategies LLC | 5,106 | $207.1K | 0.15% | +5,106 | New |
| Payden & Rygel | 5,110 | $207.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,090 | $206.4K | 0.04% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 5,085 | $206.2K | 0.07% | +5,085 | New |
| True Link Financial Advisors, LLC | 5,082 | $206.1K | 0.02% | −750−12.9% | Reduced |
| Avestar Capital, LLC | 5,067 | $205.5K | 0.02% | +5,067 | New |
| Court Place Advisors, LLC | 5,057 | $205.1K | 0.06% | +5,057 | New |
| Mather Group, LLC. | 5,035 | $204.2K | 0.00% | −11,144−68.9% | Reduced |
| XTX Topco Ltd | 5,023 | $203.7K | 0.01% | +5,023 | New |
| Marietta Wealth Management, LLC | 5,000 | $202.8K | 0.03% | +5,000 | New |
| Aurora Private Wealth, Inc. | 4,979 | $202.0K | 0.16% | +4,979 | New |
| Gateway Investment Advisers LLC | 4,978 | $201.9K | 0.00% | +4,978 | New |
| Baldwin Investment Management, LLC | 4,950 | $200.7K | 0.03% | +4,950 | New |
| Retirement Planning Co of New England, Inc. | 4,949 | $200.7K | 0.10% | +4,949 | New |
| Rice Partnership, LLC | 4,933 | $200.0K | 0.04% | +4,933 | New |
| Boyd Watterson Asset Management LLC | 4,848 | $196.6K | 0.05% | −39−0.8% | Reduced |
| Sentry Investment Management LLC | 4,682 | $190.0K | 0.08% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4,996 | $187.7K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,561 | $184.9K | 0.03% | +44+1.0% | Added |
| GeoWealth Management, LLC | 4,558 | $184.8K | 0.01% | −597−11.6% | Reduced |
| Skopos Labs, Inc. | 4,541 | $184.1K | 0.06% | +4,541 | New |
| EverSource Wealth Advisors, LLC | 4,523 | $183.4K | 0.01% | +452+11.1% | Added |
| Vermillion & White Wealth Management Group, LLC | 4,408 | $178.7K | 0.13% | −440−9.1% | Reduced |
| First Horizon Advisors, Inc. | 4,315 | $175.0K | 0.00% | +219+5.3% | Added |
| Brown Brothers Harriman & Co | 4,253 | $172.5K | 0.00% | +211+5.2% | Added |
| Parkside Financial Bank & Trust | 4,186 | $169.7K | 0.02% | −263−5.9% | Reduced |
| Whittier Trust Co | 4,175 | $169.3K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 4,174 | $169.2K | 0.08% | 00.0% | Unchanged |
| Tompkins Financial Corp | 4,102 | $166.3K | 0.02% | +470+12.9% | Added |