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Livermore
Livermore
ZHEN

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, Q4 2024

Institutional positions in Exelon Corp as of Dec 31, 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
1,102
+65 vs. Q3 2024
Shares held
818.9M
+590.7K (+0.1%) vs. Q3 2024
Total value
$30.8B
−$2.36B (−7.1%) vs. Q3 2024
New holders
162
426 more added
Sold out
97
350 more reduced

18 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 1,102 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 heldQ4 2024: $30.8B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q3 2024.

Institutions holding EXC in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Morse Asset Management, Inc1$380.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.4$1510.00%00.0%Unchanged
Stance Capital LLC8$3010.00%+8New
Clark Wealth Partners8$3010.00%+8New
Activest Wealth Management10$3760.00%+10New
Nova Wealth Management, Inc.10$3760.00%+10New
Evermay Wealth Management LLC10$3870.00%+10New
Parkworth Wealth Management, Inc.11$4140.00%+11New
Global Financial Private Client, LLC13$4890.00%+13New
West Oak Capital, LLC16$6000.00%00.0%Unchanged
FLP Wealth Management, LLC18$6750.00%+18New
Principia Wealth Advisory, LLC18$6780.00%+18New
Winnow Wealth LLC20$7500.00%+20New
HHM Wealth Advisors, LLC20$7530.00%+20New
NBC Securities, Inc.20$7830.07%−20,933−99.9%Reduced
New Wave Wealth Advisors LLC21$7900.00%+21New
Cedar Wealth Management, LLC22$8280.00%00.0%Unchanged
NewSquare Capital LLC24$9030.00%+24New
WealthTrak Capital Management LLC25$9410.00%+25New
Anfield Capital Management, LLC29$1.09K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC29$1.09K0.00%+29New
SJS Investment Consulting Inc.31$1.17K0.00%−13−29.5%Reduced
Golden State Wealth Management, LLC31$1.17K0.00%+31New
Transce3nd, LLC32$1.20K0.00%+32New
Motco39$1.47K0.00%00.0%Unchanged
Main Street Group, LTD39$1.47K0.00%00.0%Unchanged
Aspect Partners, LLC40$1.51K0.00%00.0%Unchanged
Core Alternative Capital47$1.77K0.00%+4+9.3%Added
IAG Wealth Partners, LLC49$1.84K0.00%+19+63.3%Added
True Wealth Design, LLC50$1.87K0.00%+25+100.0%Added
Bellwether Advisors, LLC50$1.88K0.00%+50New
Tucker Asset Management LLC50$1.88K0.00%+50New
Capital A Wealth Management, LLC53$2.00K0.00%+53New
Guardian Wealth Management, Inc.55$2.08K0.00%00.0%Unchanged
FSA Wealth Management LLC72$2.71K0.00%00.0%Unchanged
Transcendent Capital Group LLC74$2.77K0.00%00.0%Unchanged
Coston, McIsaac & Partners93$3.00K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.81$3.00K0.00%+74+1,057.1%Added
Arlington Trust Co LLC80$3.01K0.00%00.0%Unchanged
Valued Wealth Advisors LLC80$3.01K0.00%+15+23.1%Added
Cassady Schiller Wealth Management, LLC82$3.09K0.00%+58+241.7%Added
Jackson, Grant Investment Advisers, Inc.85$3.20K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.87$3.27K0.00%00.0%Unchanged
Paladin Advisory Group, LLC87$3.27K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd95$3.58K0.00%+95New
American Capital Advisory, LLC98$3.69K0.00%00.0%Unchanged
Prudent Man Investment Management, Inc.100$3.76K0.00%+100New
Avion Wealth107$4.00K0.00%−16−13.0%Reduced
Sierra Ocean, LLC106$4.00K0.00%+106New
Thompson Investment Management, Inc.108$4.07K0.00%00.0%Unchanged
Whipplewood Advisors, LLC108$4.07K0.00%+108New
GPS Wealth Strategies Group, LLC110$4.14K0.00%00.0%Unchanged
Winch Advisory Services, LLC111$4.18K0.00%+111New
Ruedi Wealth Management, Inc.127$4.78K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC144$5.00K0.00%+144New
Aventura Private Wealth, LLC135$5.08K0.00%+135New
Tower View Investment Management & Research LLC135$5.10K0.00%+1+0.7%Added
Lee Danner & Bass Inc136$5.12K0.00%+136New
High Note Wealth, LLC137$5.16K0.00%+137New
Pacifica Partners Inc.143$5.38K0.00%00.0%Unchanged
Creekmur Asset Management LLC143$5.40K0.00%+11+8.3%Added
Highline Wealth Partners LLC144$5.43K0.00%+38+35.8%Added
Carolina Wealth Advisors, LLC150$5.65K0.00%00.0%Unchanged
Curio Wealth, LLC151$5.68K0.00%+151New
Financial Management Professionals, Inc.152$5.72K0.00%+45+42.1%Added
Colonial Trust Advisors155$5.83K0.00%00.0%Unchanged
Clear Street Markets LLC158$5.95K0.00%−1,073−87.2%Reduced
TFC Financial Management158$5.95K0.00%+130+464.3%Added
Oakworth Capital, Inc.159$5.99K0.00%−409−72.0%Reduced
Valley National Advisers Inc179$6.00K0.00%+5+2.9%Added
Abound Wealth Management165$6.19K0.00%−1−0.6%Reduced
Rakuten Securities, Inc.165$6.21K0.00%−55−25.0%Reduced
Bangor Savings Bank169$6.36K0.00%00.0%Unchanged
JDM Financial Group LLC176$6.63K0.00%−26−12.9%Reduced
Steel Peak Wealth Management LLC181$6.81K0.00%+181New
Bogart Wealth, LLC184$6.93K0.00%00.0%Unchanged
Proffitt & Goodson Inc185$6.96K0.00%00.0%Unchanged
Raleigh Capital Management Inc.194$7.30K0.00%−30−13.4%Reduced
DiNuzzo Private Wealth, Inc.194$7.30K0.00%−8−4.0%Reduced
RE Dickinson Investment Advisors, LLC199$7.50K0.00%00.0%Unchanged
Piscataqua Savings Bank200$7.53K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.200$7.53K0.00%00.0%Unchanged
Hopwood Financial Services, Inc.200$7.53K0.01%+200New
Robinswood Financial LLC200$7.53K0.00%+200New
Birchbrook, Inc.210$7.91K0.00%+210New
Park Place Capital Corp211$7.94K0.00%−28−11.7%Reduced
Roble, Belko & Company, Inc200$8.00K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC200$8.00K0.01%00.0%Unchanged
FPC Investment Advisory, Inc.204$8.16K0.01%+204New
Annis Gardner Whiting Capital Advisors, LLC219$8.24K0.00%−155−41.4%Reduced
Ancora Advisors, LLC221$8.32K0.00%00.0%Unchanged
Cetera Trust Company, N.A226$8.51K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC229$8.64K0.00%+2+0.9%Added
Semmax Financial Advisors Inc.203$8.74K0.00%+1+0.5%Added
Newbridge Financial Services Group, Inc.236$8.87K0.00%+236New
Resources Management Corp240$9.00K0.00%00.0%Unchanged
PrairieView Partners, LLC242$9.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC241$9.07K0.00%00.0%Unchanged
Northwest Bank & Trust Co230$9.10K0.01%00.0%Unchanged
Vermillion Wealth Management, Inc.244$9.18K0.00%+244New