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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 4,029 | $163.4K | 0.01% | +296+7.9% | Added |
| Kepos Capital LP | 4,022 | $163.0K | 0.07% | −1,101−21.5% | Reduced |
| Massmutual Trust Co FSB | 3,969 | $160.9K | 0.00% | +493+14.2% | Added |
| Cullen/Frost Bankers, Inc. | 3,762 | $152.5K | 0.00% | −1,349−26.4% | Reduced |
| Larson Financial Group LLC | 3,676 | $149.1K | 0.01% | +2,801+320.1% | Added |
| Quarry LP | 3,625 | $147.0K | 0.04% | −1,638−31.1% | Reduced |
| Quent Capital, LLC | 3,620 | $146.8K | 0.01% | −318−8.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,497 | $141.8K | 0.05% | −22−0.6% | Reduced |
| Central Pacific Bank - Trust Division | 3,474 | $140.9K | 0.02% | +2,085+150.1% | Added |
| Hexagon Capital Partners LLC | 3,448 | $139.8K | 0.03% | −90−2.5% | Reduced |
| Hilltop National Bank | 3,172 | $128.6K | 0.04% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 3,128 | $126.8K | 0.04% | 00.0% | Unchanged |
| Adirondack Trust Co | 3,059 | $124.0K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,036 | $123.1K | 0.02% | −268−8.1% | Reduced |
| Tobam | 3,026 | $123.0K | 0.02% | +739+32.3% | Added |
| MCF Advisors LLC | 3,019 | $122.4K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,953 | $119.8K | 0.01% | −438−12.9% | Reduced |
| McMahon Financial Advisors, LLC | 2,917 | $118.3K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,885 | $117.0K | 0.01% | −250−8.0% | Reduced |
| Alta Advisers Ltd | 2,800 | $113.5K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,785 | $112.9K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,779 | $112.7K | 0.01% | +93+3.5% | Added |
| Lindbrook Capital, LLC | 2,649 | $107.4K | 0.01% | +126+5.0% | Added |
| Planning Capital Management Corp | 2,643 | $107.2K | 0.07% | −350−11.7% | Reduced |
| Old Second National Bank of Aurora | 2,519 | $102.1K | 0.02% | −250−9.0% | Reduced |
| First United Bank Trust | 2,452 | $99.4K | 0.04% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,414 | $97.9K | 0.03% | −300−11.1% | Reduced |
| ORG Partners LLC | 2,346 | $95.1K | 0.02% | −512−17.9% | Reduced |
| Cromwell Holdings LLC | 2,299 | $93.2K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,248 | $91.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,243 | $91.0K | 0.05% | +254+12.8% | Added |
| HM Payson & Co | 2,191 | $88.8K | 0.00% | +81+3.8% | Added |
| Rosenberg Matthew Hamilton | 2,182 | $88.5K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,171 | $88.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,064 | $83.7K | 0.00% | −542−20.8% | Reduced |
| Sachetta, LLC | 2,058 | $83.5K | 0.03% | −113−5.2% | Reduced |
| JNBA Financial Advisors | 2,046 | $83.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,000 | $81.1K | 0.03% | 00.0% | Unchanged |
| Northwest Financial Advisors | 1,982 | $80.4K | 0.06% | +1,982 | New |
| Western Pacific Wealth Management, LP | 1,975 | $80.1K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 1,934 | $78.4K | 0.00% | +50+2.7% | Added |
| Fortitude Family Office, LLC | 1,915 | $77.7K | 0.03% | +1,274+198.8% | Added |
| Independence Bank of Kentucky | 1,900 | $77.0K | 0.02% | +1,200+171.4% | Added |
| First PREMIER Bank | 1,883 | $76.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,854 | $75.2K | 0.01% | +69+3.9% | Added |
| Planned Solutions, Inc. | 1,814 | $73.6K | 0.03% | +1,814 | New |
| FinTrust Capital Advisors, LLC | 1,759 | $71.3K | 0.01% | +139+8.6% | Added |
| Jaffetilchin Investment Partners, LLC | 1,686 | $68.4K | 0.01% | +1,686 | New |
| Pin Oak Investment Advisors Inc | 1,692 | $68.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 1,650 | $66.9K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,650 | $66.9K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,647 | $66.8K | 0.00% | +375+29.5% | Added |
| Vestor Capital, LLC | 1,616 | $66.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,602 | $65.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,598 | $64.8K | 0.00% | +620+63.4% | Added |
| Montag A & Associates Inc | 1,575 | $63.9K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 1,535 | $62.2K | 0.01% | −145−8.6% | Reduced |
| Umb Bank N A | 1,528 | $62.0K | 0.00% | +735+92.7% | Added |
| Ramirez Asset Management, Inc. | 1,500 | $60.8K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,411 | $57.2K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,404 | $56.9K | 0.02% | +149+11.9% | Added |
| CoreFirst Bank & Trust | 1,366 | $55.4K | 0.03% | +1,366 | New |
| Strategic Investment Solutions, Inc. | 1,314 | $53.3K | 0.02% | −190−12.6% | Reduced |
| Gen-Wealth Partners Inc | 1,334 | $53.0K | 0.02% | −395−22.8% | Reduced |
| Paradigm Asset Management Co LLC | 1,305 | $52.9K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,301 | $52.8K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,275 | $51.7K | 0.00% | −370−22.5% | Reduced |
| CVA Family Office, LLC | 1,269 | $51.5K | 0.01% | +125+10.9% | Added |
| Center for Financial Planning, Inc. | 1,265 | $51.3K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,316 | $50.2K | 0.01% | +79+6.4% | Added |
| Clear Street Markets LLC | 1,231 | $50.0K | 0.03% | +1,099+832.6% | Added |
| Tortoise Investment Management, LLC | 1,204 | $48.8K | 0.01% | −484−28.7% | Reduced |
| Zions Bancorporation, N.A. | 1,204 | $48.8K | 0.00% | −77−6.0% | Reduced |
| Gables Capital Management Inc. | 1,200 | $48.7K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,177 | $47.7K | 0.01% | +43+3.8% | Added |
| Cornerstone Planning Group LLC | 1,163 | $46.0K | 0.01% | +9+0.8% | Added |
| Capital Analysts, LLC | 1,117 | $45.0K | 0.00% | +10+0.9% | Added |
| Old Point Trust & Financial Services N A | 1,100 | $44.6K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,083 | $43.9K | 0.00% | −762−41.3% | Reduced |
| Atlantic Trust, LLC | 1,054 | $42.7K | 0.01% | +11+1.1% | Added |
| MV Capital Management, Inc. | 1,052 | $42.7K | 0.00% | +9+0.9% | Added |
| Manchester Capital Management LLC | 1,052 | $42.7K | 0.00% | +11+1.1% | Added |
| Elequin Capital LP | 1,024 | $41.5K | 0.00% | +1,024 | New |
| Hussman Strategic Advisors, Inc. | 1,000 | $40.5K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $40.5K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $39.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 936 | $37.8K | 0.01% | +44+4.9% | Added |
| AllSquare Wealth Management LLC | 898 | $36.4K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 897 | $36.4K | 0.00% | −273−23.3% | Reduced |
| GW&K Investment Management, LLC | 879 | $36.0K | 0.00% | +30+3.5% | Added |
| NVWM, LLC | 857 | $34.8K | 0.01% | −5−0.6% | Reduced |
| Pittenger & Anderson Inc | 850 | $34.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 837 | $33.9K | 0.01% | +212+33.9% | Added |
| Fortis Group Advisors, LLC | 832 | $33.7K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 801 | $32.5K | 0.01% | +4+0.5% | Added |
| J.Safra Asset Management Corp | 802 | $32.4K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 797 | $32.3K | 0.01% | +797 | New |
| Dynamic Wealth Strategies, LLC | 779 | $32.0K | 0.03% | −287−26.9% | Reduced |
| Loomis Sayles & Co L P | 746 | $30.0K | 0.00% | +14+1.9% | Added |
| Evolution Advisers, Inc. | 752 | $30.0K | 0.02% | +7+0.9% | Added |