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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 1,047 | $39.4K | 0.01% | +379+56.7% | Added |
| MV Capital Management, Inc. | 1,047 | $39.4K | 0.00% | −5−0.5% | Reduced |
| Continuum Advisory, LLC | 1,050 | $39.5K | 0.01% | −266−20.2% | Reduced |
| Stonebridge Financial Group, LLC | 1,062 | $40.0K | 0.00% | +1,062 | New |
| Atlantic Trust, LLC | 1,064 | $40.1K | 0.01% | +10+0.9% | Added |
| CoreFirst Bank & Trust | 1,072 | $40.4K | 0.02% | −294−21.5% | Reduced |
| Manchester Capital Management LLC | 1,080 | $40.7K | 0.00% | +28+2.7% | Added |
| Old Point Trust & Financial Services N A | 1,100 | $41.4K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,104 | $42.0K | 0.00% | −13−1.2% | Reduced |
| Redwood Park Advisors LLC | 1,170 | $44.0K | 0.04% | +1,170 | New |
| Addison Advisors LLC | 1,177 | $44.3K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,200 | $45.2K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,204 | $45.3K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,273 | $45.7K | 0.02% | −41−3.1% | Reduced |
| Center for Financial Planning, Inc. | 1,265 | $47.6K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,275 | $48.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,199 | $48.8K | 0.01% | +36+3.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,299 | $48.9K | 0.00% | −949−42.2% | Reduced |
| City State Bank | 1,301 | $49.0K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,305 | $49.1K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,332 | $50.1K | 0.00% | −3,967−74.9% | Reduced |
| Colonial Trust Co | 1,344 | $50.6K | 0.01% | +408+43.6% | Added |
| City Holding Co | 1,375 | $51.7K | 0.01% | −160−10.4% | Reduced |
| Mattson Financial Services, LLC | 1,280 | $51.9K | 0.02% | +1,280 | New |
| Sandy Spring Bank | 1,411 | $53.1K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 1,433 | $53.9K | 0.04% | +1,433 | New |
| Ramirez Asset Management, Inc. | 1,500 | $56.5K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,569 | $59.1K | 0.02% | −431−21.6% | Reduced |
| Montag A & Associates Inc | 1,575 | $59.3K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,602 | $60.3K | 0.00% | +800+99.8% | Added |
| Prestige Wealth Management Group LLC | 1,602 | $60.3K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,639 | $61.7K | 0.00% | −2,037−55.4% | Reduced |
| Vestor Capital, LLC | 1,634 | $62.0K | 0.00% | +18+1.1% | Added |
| Washington Trust Co | 1,650 | $62.1K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,650 | $62.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,651 | $62.1K | 0.01% | +382+30.1% | Added |
| Pathway Financial Advisers, LLC | 1,727 | $65.0K | 0.02% | −68,113−97.5% | Reduced |
| Webster Bank, N. A. | 1,785 | $67.2K | 0.01% | −69−3.7% | Reduced |
| Proequities, Inc. | 1,729 | $67.8K | 0.00% | −205−10.6% | Reduced |
| Pin Oak Investment Advisors Inc | 1,692 | $69.0K | 0.06% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 1,844 | $69.4K | 0.06% | +1,844 | New |
| First PREMIER Bank | 1,883 | $71.0K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,889 | $71.1K | 0.02% | −525−21.7% | Reduced |
| Independence Bank of Kentucky | 1,900 | $71.5K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2,046 | $77.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 2,111 | $79.5K | 0.03% | +53+2.6% | Added |
| Reyes Financial Architecture, Inc. | 2,150 | $80.9K | 0.06% | +2,150 | New |
| Delta Asset Management LLC | 2,171 | $81.7K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 2,183 | $82.2K | 0.00% | −8−0.4% | Reduced |
| American National Bank | 2,240 | $84.3K | 0.01% | +1,543+221.4% | Added |
| Deseret Mutual Benefit Administrators | 2,243 | $84.4K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 2,276 | $85.7K | 0.00% | +748+49.0% | Added |
| Adirondack Trust Co | 2,289 | $86.1K | 0.03% | −770−25.2% | Reduced |
| Cromwell Holdings LLC | 2,299 | $86.5K | 0.05% | 00.0% | Unchanged |
| Tobam | 2,341 | $88.0K | 0.03% | −685−22.6% | Reduced |
| ORG Partners LLC | 2,346 | $88.3K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 2,397 | $90.2K | 0.03% | −55−2.2% | Reduced |
| Bare Financial Services, Inc | 2,435 | $91.7K | 0.04% | +2,027+496.8% | Added |
| St Germain D J Co Inc | 2,440 | $91.8K | 0.00% | +793+48.1% | Added |
| Rosenberg Matthew Hamilton | 2,457 | $92.5K | 0.02% | +275+12.6% | Added |
| Old Second National Bank of Aurora | 2,549 | $95.9K | 0.02% | +30+1.2% | Added |
| Whittier Trust Co | 2,554 | $96.1K | 0.00% | −1,621−38.8% | Reduced |
| Penserra Capital Management LLC | 2,628 | $98.0K | 0.00% | +2,544+3,028.6% | Added |
| SIMA Wealth Partners, LLC | 2,707 | $101.9K | 0.09% | +2,707 | New |
| Quarry LP | 2,731 | $102.8K | 0.02% | −894−24.7% | Reduced |
| Farmers & Merchants Investments Inc | 2,780 | $104.6K | 0.00% | −5−0.2% | Reduced |
| MCF Advisors LLC | 3,019 | $113.6K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,097 | $116.6K | 0.02% | +61+2.0% | Added |
| Y.D. More Investments Ltd | 3,119 | $117.4K | 0.01% | +340+12.2% | Added |
| Hilltop National Bank | 3,172 | $119.4K | 0.04% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 3,192 | $120.2K | 0.04% | +64+2.0% | Added |
| Central Pacific Bank - Trust Division | 3,389 | $127.6K | 0.02% | −85−2.4% | Reduced |
| Trust Co of Vermont | 3,485 | $131.2K | 0.01% | +600+20.8% | Added |
| IFP Advisors, Inc | 3,547 | $133.5K | 0.00% | +1,483+71.9% | Added |
| Atlas Capital Advisors LLC | 3,549 | $133.6K | 0.02% | −1,012−22.2% | Reduced |
| Glen Eagle Advisors, LLC | 3,576 | $134.6K | 0.02% | −2,409−40.3% | Reduced |
| Tompkins Financial Corp | 3,632 | $136.7K | 0.01% | −470−11.5% | Reduced |
| Massmutual Trust Co FSB | 3,665 | $138.0K | 0.00% | −304−7.7% | Reduced |
| Hexagon Capital Partners LLC | 3,882 | $146.1K | 0.03% | +434+12.6% | Added |
| Lindbrook Capital, LLC | 3,912 | $147.2K | 0.01% | +1,263+47.7% | Added |
| Geneos Wealth Management Inc. | 3,977 | $149.7K | 0.01% | −52−1.3% | Reduced |
| R Squared Ltd | 4,000 | $150.6K | 0.15% | +4,000 | New |
| CoreCap Advisors, LLC | 4,003 | $150.7K | 0.01% | +1,050+35.6% | Added |
| Brown Brothers Harriman & Co | 4,098 | $154.2K | 0.00% | −155−3.6% | Reduced |
| Walleye Capital LLC | 4,130 | $155.5K | 0.00% | −8,619−67.6% | Reduced |
| Peoples Financial Services Corp. | 4,174 | $157.1K | 0.07% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,267 | $160.6K | 0.00% | −768−15.3% | Reduced |
| GeoWealth Management, LLC | 4,360 | $164.1K | 0.01% | −198−4.3% | Reduced |
| Parkside Financial Bank & Trust | 4,367 | $164.4K | 0.02% | +181+4.3% | Added |
| Catalyst Capital Advisors LLC | 4,404 | $165.8K | 0.00% | +2,806+175.6% | Added |
| Vermillion & White Wealth Management Group, LLC | 4,408 | $165.9K | 0.12% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,530 | $170.5K | 0.01% | +7+0.2% | Added |
| Newton One Investments LLC | 4,578 | $172.3K | 0.07% | +4,578 | New |
| Quent Capital, LLC | 4,599 | $173.1K | 0.02% | +979+27.0% | Added |
| Monetary Management Group Inc | 4,600 | $173.1K | 0.04% | +4,100+820.0% | Added |
| Skopos Labs, Inc. | 4,611 | $173.5K | 0.05% | +70+1.5% | Added |
| Boyd Watterson Asset Management LLC | 4,808 | $181.0K | 0.05% | −40−0.8% | Reduced |
| First Horizon Advisors, Inc. | 4,810 | $181.1K | 0.01% | +495+11.5% | Added |
| Nemes Rush Group LLC | 5,056 | $190.3K | 0.02% | +60+1.2% | Added |
| Payden & Rygel | 5,110 | $192.0K | 0.02% | 00.0% | Unchanged |