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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 246 | $9.26K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 250 | $9.41K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 251 | $9.45K | 0.01% | +28+12.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 251 | $9.45K | 0.00% | +32+14.6% | Added |
| Sunbelt Securities, Inc. | 254 | $9.56K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 261 | $9.81K | 0.00% | +124+90.5% | Added |
| PSI Advisors, LLC | 262 | $9.86K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 268 | $10.1K | 0.00% | +2+0.8% | Added |
| Caldwell Sutter Capital, Inc. | 271 | $10.2K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 275 | $10.4K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 275 | $10.4K | 0.00% | +275 | New |
| Bell Investment Advisors, Inc | 280 | $10.5K | 0.00% | +42+17.6% | Added |
| Iron Horse Wealth Management, LLC | 282 | $10.6K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 292 | $11.0K | 0.01% | +292 | New |
| Dunhill Financial, LLC | 295 | $11.1K | 0.01% | +52+21.4% | Added |
| MidAtlantic Capital Management, Inc. | 297 | $11.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 298 | $11.2K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 299 | $11.3K | 0.00% | −25−7.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 300 | $11.3K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 300 | $11.3K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 305 | $11.5K | 0.00% | +3+1.0% | Added |
| Mascoma Wealth Management LLC | 309 | $11.6K | 0.00% | +121+64.4% | Added |
| Strengthening Families & Communities, LLC | 310 | $12.0K | 0.01% | +3+1.0% | Added |
| Coppell Advisory Solutions LLC | 331 | $12.5K | 0.00% | +327+8,175.0% | Added |
| Hager Investment Management Services, LLC | 335 | $12.6K | 0.01% | +335 | New |
| DT Investment Partners, LLC | 337 | $12.7K | 0.00% | −53−13.6% | Reduced |
| Rocky Mountain Advisers, LLC | 340 | $12.8K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 350 | $13.2K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 353 | $13.3K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 355 | $13.4K | 0.00% | +155+77.5% | Added |
| Kiely Wealth Advisory Group, Inc. | 330 | $13.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 376 | $14.2K | 0.00% | −828−68.8% | Reduced |
| TCTC Holdings, LLC | 393 | $14.8K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 393 | $14.8K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 396 | $14.9K | 0.01% | +396 | New |
| Ransom Advisory, Ltd | 400 | $15.1K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 401 | $15.1K | 0.01% | +401 | New |
| Bartlett & Co. Wealth Management LLC | 408 | $15.4K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 410 | $15.4K | 0.01% | +410 | New |
| Truvestments Capital LLC | 412 | $15.5K | 0.00% | +312+312.0% | Added |
| Bayforest Capital Ltd | 428 | $16.1K | 0.02% | +428 | New |
| CBIZ Investment Advisory Services, LLC | 435 | $16.4K | 0.00% | +1+0.2% | Added |
| Smithfield Trust Co | 518 | $17.0K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 458 | $17.2K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 474 | $17.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 474 | $18.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 492 | $18.5K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 500 | $18.8K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 500 | $18.8K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 509 | $19.2K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 513 | $19.3K | 0.01% | −140−21.4% | Reduced |
| Anchor Investment Management, LLC | 525 | $19.8K | 0.00% | +5+1.0% | Added |
| Meeder Asset Management Inc | 526 | $19.8K | 0.00% | +526 | New |
| Financial Perspectives, Inc | 534 | $20.1K | 0.01% | +5+0.9% | Added |
| SRS Capital Advisors, Inc. | 535 | $20.1K | 0.00% | +428+400.0% | Added |
| WPG Advisers, LLC | 562 | $21.2K | 0.02% | +562 | New |
| Bruce G. Allen Investments, LLC | 578 | $21.8K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 590 | $22.2K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 595 | $22.4K | 0.01% | −739−55.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 596 | $22.4K | 0.00% | +585+5,318.2% | Added |
| Albion Financial Group | 600 | $22.6K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 617 | $23.2K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 620 | $23.3K | 0.02% | +120+24.0% | Added |
| Silvant Capital Management LLC | 622 | $23.4K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 622 | $23.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 644 | $24.2K | 0.01% | +7+1.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 656 | $24.7K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 658 | $24.8K | 0.00% | −49−6.9% | Reduced |
| Ameriflex Group, Inc. | 621 | $24.8K | 0.01% | +621 | New |
| Pension & Wealth Management Advisors, Inc. | 678 | $25.5K | 0.01% | +678 | New |
| Hemington Wealth Management | 698 | $26.0K | 0.01% | +15+2.2% | Added |
| Medallion Wealth Advisors, LLC | 568 | $26.2K | 0.01% | +568 | New |
| Salomon & Ludwin, LLC | 700 | $26.3K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 704 | $26.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 708 | $26.6K | 0.01% | −1,207−63.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 719 | $27.1K | 0.00% | −3,043−80.9% | Reduced |
| Missouri Trust & Investment Co | 730 | $27.5K | 0.01% | +100+15.9% | Added |
| Asset Dedication, LLC | 736 | $27.7K | 0.00% | −9,194−92.6% | Reduced |
| Evolution Advisers, Inc. | 760 | $28.0K | 0.02% | +8+1.1% | Added |
| Millstone Evans Group, LLC | 750 | $28.2K | 0.02% | +750 | New |
| Logan Capital Management Inc | 781 | $29.4K | 0.00% | −116−12.9% | Reduced |
| Stephens Consulting, LLC | 782 | $29.4K | 0.01% | +343+78.1% | Added |
| Brown, Lisle/Cummings, Inc. | 800 | $30.1K | 0.01% | +800 | New |
| Private Wealth Management Group, LLC | 802 | $30.2K | 0.01% | −35−4.2% | Reduced |
| SOA Wealth Advisors, LLC. | 805 | $30.3K | 0.01% | +4+0.5% | Added |
| Fortis Group Advisors, LLC | 832 | $31.3K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 839 | $31.6K | 0.06% | +326+63.5% | Added |
| Pittenger & Anderson Inc | 850 | $32.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 862 | $32.4K | 0.01% | +5+0.6% | Added |
| Crews Bank & Trust | 893 | $33.6K | 0.01% | +893 | New |
| AllSquare Wealth Management LLC | 898 | $33.8K | 0.02% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 511,041 | $34.9K | 0.00% | +511,041 | New |
| Capital Advisors, Ltd. LLC | 942 | $35.0K | 0.00% | +513+119.6% | Added |
| SBI Securities Co., Ltd. | 950 | $35.8K | 0.00% | +950 | New |
| GW&K Investment Management, LLC | 945 | $36.0K | 0.00% | +66+7.5% | Added |
| Eagle Bay Advisors LLC | 963 | $36.2K | 0.02% | −441−31.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $36.5K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $37.6K | 0.03% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $37.6K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,031 | $38.8K | 0.00% | +378+57.9% | Added |