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 |
|---|---|---|---|---|---|
| Acropolis Investment Management, LLC | 5,153 | $194.0K | 0.01% | −403−7.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,196 | $196.0K | 0.07% | −100−1.9% | Reduced |
| Duncker Streett & Co Inc | 5,208 | $196.0K | 0.04% | +118+2.3% | Added |
| Chicago Trust Co NA | 5,339 | $201.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,358 | $201.7K | 0.01% | −214−3.8% | Reduced |
| BancorpSouth Bank | 5,364 | $201.9K | 0.01% | −367−6.4% | Reduced |
| 4WEALTH Advisors, Inc. | 5,372 | $202.2K | 0.21% | +5,372 | New |
| Pennsylvania Capital Management Inc | 5,388 | $202.8K | 0.07% | +33+0.6% | Added |
| Strategic Financial Concepts, LLC | 5,411 | $203.7K | 0.04% | +5,411 | New |
| Marion Wealth Management | 5,427 | $204.3K | 0.05% | −154−2.8% | Reduced |
| Merit Financial Group, LLC | 5,438 | $204.7K | 0.00% | +5,438 | New |
| Greenfield Savings Bank | 5,474 | $206.0K | 0.10% | −315−5.4% | Reduced |
| Smith, Moore & Co. | 5,477 | $206.2K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 5,488 | $206.6K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 5,499 | $207.0K | 0.10% | +550+11.1% | Added |
| Pallas Capital Advisors LLC | 5,518 | $207.7K | 0.01% | −688−11.1% | Reduced |
| Argent Trust Co | 5,520 | $207.8K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,527 | $208.0K | 0.01% | −65−1.2% | Reduced |
| Accel Wealth Management | 5,529 | $208.1K | 0.08% | +5,529 | New |
| Glenview Trust Co | 5,531 | $208.2K | 0.00% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 5,549 | $208.9K | 0.11% | 00.0% | Unchanged |
| Avestar Capital, LLC | 5,575 | $209.8K | 0.02% | +508+10.0% | Added |
| Jefferies Financial Group Inc. | 5,636 | $212.1K | 0.00% | +5,636 | New |
| Westover Capital Advisors, LLC | 5,669 | $213.4K | 0.05% | −39−0.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,671 | $213.5K | 0.02% | −253−4.3% | Reduced |
| Phoenix Wealth Advisors | 5,672 | $213.5K | 0.09% | −218−3.7% | Reduced |
| SeaCrest Wealth Management, LLC | 5,674 | $213.6K | 0.02% | −51−0.9% | Reduced |
| C M Bidwell & Associates Ltd | 5,675 | $213.6K | 0.13% | −130−2.2% | Reduced |
| Covestor Ltd | 5,688 | $214.0K | 0.13% | −698−10.9% | Reduced |
| Telos Capital Management, Inc. | 5,687 | $214.1K | 0.02% | +389+7.3% | Added |
| Moors & Cabot, Inc. | 5,731 | $215.7K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 5,762 | $216.9K | 0.01% | +5,762 | New |
| Enterprise Financial Services Corp | 5,812 | $218.8K | 0.12% | −17−0.3% | Reduced |
| RD Lewis Holdings, Inc. | 5,297 | $218.8K | 0.24% | +5,297 | New |
| Venturi Wealth Management, LLC | 5,828 | $219.3K | 0.01% | +4,745+438.1% | Added |
| Successful Portfolios LLC | 5,855 | $220.4K | 0.15% | −158−2.6% | Reduced |
| Earnest Partners LLC | 5,898 | $222.0K | 0.00% | −224−3.7% | Reduced |
| JFS Wealth Advisors, LLC | 5,916 | $222.7K | 0.02% | −71−1.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,945 | $223.8K | 0.01% | −997−14.4% | Reduced |
| Citizens Financial Group Inc | 5,972 | $224.8K | 0.00% | +5,972 | New |
| We Are One Seven, LLC | 5,973 | $224.8K | 0.01% | +214+3.7% | Added |
| Defined Financial Planning LLC | 6,000 | $225.8K | 0.24% | +6,000 | New |
| Davenport & Co LLC | 6,001 | $225.9K | 0.00% | +77+1.3% | Added |
| Redhawk Wealth Advisors, Inc. | 6,018 | $226.5K | 0.03% | +33+0.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 6,037 | $227.2K | 0.01% | +500+9.0% | Added |
| CRA Financial Services, LLC | 6,053 | $227.8K | 0.04% | −579−8.7% | Reduced |
| State of Wyoming | 6,080 | $228.9K | 0.03% | +6,080 | New |
| Harbour Investments, Inc. | 6,091 | $229.3K | 0.01% | −279−4.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,099 | $229.6K | 0.02% | −21−0.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,106 | $229.8K | 0.01% | +69+1.1% | Added |
| First Command Advisory Services, Inc. | 6,142 | $231.2K | 0.00% | −10.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,168 | $232.2K | 0.02% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 6,175 | $232.4K | 0.05% | +6,175 | New |
| Farther Finance Advisors, LLC | 6,183 | $232.7K | 0.01% | −1,063−14.7% | Reduced |
| Plotkin Financial Advisors, LLC | 6,191 | $233.0K | 0.14% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,222 | $234.2K | 0.00% | −4,541−42.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,249 | $235.2K | 0.01% | +6,249 | New |
| Y-Intercept (Hong Kong) Ltd | 6,284 | $236.5K | 0.02% | −36,813−85.4% | Reduced |
| Custom Index Systems, LLC | 6,286 | $236.6K | 0.13% | +6,286 | New |
| Ledyard National Bank | 6,367 | $239.7K | 0.02% | +19+0.3% | Added |
| Callan Family Office, LLC | 6,367 | $239.7K | 0.02% | +6,367 | New |
| Wedmont Private Capital | 6,439 | $240.2K | 0.01% | +1,180+22.4% | Added |
| Financial Advisors Network, Inc. | 6,388 | $240.5K | 0.04% | +6,388 | New |
| Change Path, LLC | 6,392 | $240.6K | 0.01% | −206−3.1% | Reduced |
| Kentucky Trust Co | 6,400 | $240.9K | 0.14% | +6,400 | New |
| First Hawaiian Bank | 6,413 | $241.4K | 0.01% | −189−2.9% | Reduced |
| Key Financial Inc | 6,462 | $243.2K | 0.06% | +718+12.5% | Added |
| Longfellow Investment Management Co LLC | 6,485 | $244.1K | 0.06% | −415−6.0% | Reduced |
| Northwest Bancshares, Inc. | 6,487 | $244.2K | 0.05% | −458−6.6% | Reduced |
| Valeo Financial Advisors, LLC | 6,492 | $244.3K | 0.01% | +823+14.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,525 | $245.6K | 0.04% | +682+11.7% | Added |
| Leigh Baldwin & Co., LLC | 6,575 | $247.5K | 0.21% | +6,575 | New |
| Compton Financial Group, LLC | 6,618 | $249.1K | 0.07% | +958+16.9% | Added |
| Nikulski Financial, Inc. | 6,625 | $249.4K | 0.07% | +6,625 | New |
| Summit Financial, LLC | 6,626 | $249.4K | 0.01% | −480−6.8% | Reduced |
| Congress Wealth Management LLC | 6,648 | $250.3K | 0.00% | +6,648 | New |
| Resources Investment Advisors, LLC. | 6,666 | $250.9K | 0.00% | −289−4.2% | Reduced |
| Essential Planning, LLC. | 6,500 | $252.3K | 0.00% | +6,500 | New |
| Advisory Services Network, LLC | 6,724 | $253.1K | 0.00% | −248−3.6% | Reduced |
| Tiemann Investment Advisors, LLC | 6,725 | $253.1K | 0.11% | 00.0% | Unchanged |
| Manske Wealth Management | 6,726 | $253.2K | 0.10% | +6,726 | New |
| Kennedy Investment Group | 6,768 | $254.7K | 0.12% | +41+0.6% | Added |
| First Heartland Consultants, Inc. | 6,790 | $255.6K | 0.03% | −128−1.9% | Reduced |
| Pensionmark Financial Group, LLC | 6,791 | $255.6K | 0.01% | −96−1.4% | Reduced |
| Verdence Capital Advisors LLC | 6,796 | $255.8K | 0.02% | −1,452−17.6% | Reduced |
| Foundations Investment Advisors, LLC | 6,830 | $257.1K | 0.00% | −703−9.3% | Reduced |
| Hartline Investment Corp | 6,873 | $258.7K | 0.03% | −140−2.0% | Reduced |
| Good Life Advisors, LLC | 6,924 | $260.6K | 0.02% | −406−5.5% | Reduced |
| Resonant Capital Advisors, LLC | 6,953 | $261.7K | 0.02% | +1,229+21.5% | Added |
| Independent Financial Group, LLC | 6,955 | $261.8K | 0.01% | −425−5.8% | Reduced |
| ICONIQ Capital, LLC | 6,979 | $262.7K | 0.00% | +6,979 | New |
| Clarius Group, LLC | 7,001 | $263.5K | 0.02% | +1,498+27.2% | Added |
| Marcum Wealth, LLC | 7,077 | $266.4K | 0.02% | +627+9.7% | Added |
| ClearBridge Investments Ltd | 7,089 | $266.8K | 0.01% | −816−10.3% | Reduced |
| Snowden Capital Advisors LLC | 7,102 | $267.3K | 0.01% | +78+1.1% | Added |
| Segment Wealth Management, LLC | 7,125 | $268.2K | 0.02% | +530+8.0% | Added |
| Berger Financial Group, Inc | 7,132 | $268.4K | 0.02% | +7,132 | New |
| Bank & Trust Co | 7,147 | $269.0K | 0.23% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 7,148 | $269.1K | 0.05% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 7,152 | $269.2K | 0.14% | +7,152 | New |