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 |
|---|---|---|---|---|---|
| Wealth Management Associates, Inc. | 7,222 | $271.8K | 0.12% | −50−0.7% | Reduced |
| Garrett Investment Advisors LLC | 7,225 | $271.9K | 0.03% | 00.0% | Unchanged |
| Norden Group LLC | 7,227 | $272.0K | 0.03% | +358+5.2% | Added |
| Invesco, LLC | 7,307 | $275.0K | 0.11% | −113−1.5% | Reduced |
| VSM Wealth Advisory, LLC | 7,355 | $276.8K | 0.10% | +7,355 | New |
| Centre Asset Management, LLC | 7,351 | $277.0K | 0.06% | +510+7.5% | Added |
| Avantax Planning Partners, Inc. | 7,431 | $279.7K | 0.01% | +208+2.9% | Added |
| Kingswood Wealth Advisors, LLC | 7,440 | $280.0K | 0.02% | −12,529−62.7% | Reduced |
| Hollencrest Capital Management | 7,500 | $282.3K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 7,645 | $287.7K | 0.02% | +2,311+43.3% | Added |
| Grant/GrossMendelsohn, LLC | 7,680 | $289.1K | 0.15% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 7,709 | $290.2K | 0.19% | +7,709 | New |
| Riverwater Partners LLC | 7,730 | $290.9K | 0.14% | −257−3.2% | Reduced |
| Essex Savings Bank | 7,763 | $292.1K | 0.07% | +45+0.6% | Added |
| Petrus Trust Company, LTA | 7,774 | $292.6K | 0.03% | 00.0% | Unchanged |
| Sharpepoint LLC | 7,782 | $292.9K | 0.26% | +7,782 | New |
| Atom Investors LP | 7,792 | $293.3K | 0.04% | −1,787−18.7% | Reduced |
| Insight Advisors, LLC | 7,834 | $294.8K | 0.05% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 7,833 | $294.8K | 0.06% | +516+7.1% | Added |
| Cresset Asset Management, LLC | 7,864 | $296.0K | 0.00% | −72,439−90.2% | Reduced |
| Avenue 1 Advisors, LLC | 7,872 | $296.3K | 0.11% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 7,874 | $296.4K | 0.06% | 00.0% | Unchanged |
| Platform Technology Partners | 7,939 | $298.8K | 0.09% | −10.0% | Reduced |
| Hendershot Investments Inc. | 7,999 | $301.1K | 0.04% | −268−3.2% | Reduced |
| Aaron Wealth Advisors | 8,056 | $303.2K | 0.04% | +473+6.2% | Added |
| Romano Brothers and Company | 8,146 | $306.6K | 0.04% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 8,149 | $306.6K | 0.01% | +8,149 | New |
| Marshall Financial Group LLC | 8,173 | $307.6K | 0.07% | +94+1.2% | Added |
| First Manhattan Co | 8,180 | $307.9K | 0.00% | −224−2.7% | Reduced |
| NorthRock Partners, LLC | 8,182 | $308.0K | 0.01% | −1,678−17.0% | Reduced |
| Cohen Klingenstein LLC | 8,200 | $308.6K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 8,248 | $310.5K | 0.08% | −1,212−12.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 8,284 | $311.8K | 0.22% | +8,284 | New |
| Prime Capital Investment Advisors, LLC | 8,292 | $312.1K | 0.00% | −627−7.0% | Reduced |
| J.W. Cole Advisors, Inc. | 8,313 | $312.9K | 0.01% | −2,417−22.5% | Reduced |
| Parallel Advisors, LLC | 8,356 | $314.5K | 0.01% | +844+11.2% | Added |
| Vivaldi Capital Management, LLC | 7,828 | $318.6K | 0.05% | +108+1.4% | Added |
| Ci Investments Inc. | 8,469 | $319.0K | 0.00% | +1,439+20.5% | Added |
| Marietta Investment Partners LLC | 8,500 | $319.9K | 0.07% | 00.0% | Unchanged |
| Old National Bancorp | 8,517 | $320.6K | 0.01% | +84+1.0% | Added |
| Private Trust Co NA | 8,554 | $322.0K | 0.03% | −39−0.5% | Reduced |
| Stanley-Laman Group, Ltd. | 8,558 | $322.1K | 0.05% | +8,558 | New |
| Brinker Capital Investments, LLC | 8,636 | $325.1K | 0.00% | −482−5.3% | Reduced |
| Orion Portfolio Solutions, LLC | 8,636 | $325.1K | 0.00% | −482−5.3% | Reduced |
| First National Bank & Trust Co of Newtown | 8,721 | $328.2K | 0.07% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 8,395 | $329.4K | 0.02% | −527−5.9% | Reduced |
| Sienna Gestion | 8,778 | $330.4K | 0.02% | 00.0% | Unchanged |
| Lantz Financial LLC | 8,778 | $330.4K | 0.09% | +73+0.8% | Added |
| Goldstone Financial Group, LLC | 8,788 | $330.8K | 0.05% | −3,402−27.9% | Reduced |
| VeraBank, N.A. | 8,895 | $334.8K | 0.09% | 00.0% | Unchanged |
| RNC Capital Management LLC | 8,969 | $337.6K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 9,071 | $338.3K | 0.01% | −12−0.1% | Reduced |
| Avantra Family Wealth, Inc. | 9,037 | $340.2K | 0.32% | +9,037 | New |
| Blueshift Asset Management, LLC | 9,071 | $341.4K | 0.12% | −4,792−34.6% | Reduced |
| Seeds Investor LLC | 9,094 | $342.3K | 0.10% | −163−1.8% | Reduced |
| Heartland Bank & Trust Co | 9,105 | $342.7K | 0.19% | −43−0.5% | Reduced |
| Aull & Monroe Investment Management Corp | 9,184 | $345.7K | 0.18% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 9,228 | $347.3K | 0.04% | +9,228 | New |
| Onyx Bridge Wealth Group LLC | 9,297 | $350.0K | 0.05% | +9,297 | New |
| Clearstead Advisors, LLC | 9,311 | $350.5K | 0.01% | −571−5.8% | Reduced |
| Sentinus, LLC | 9,330 | $351.2K | 0.10% | −2,044−18.0% | Reduced |
| Spire Wealth Management | 9,331 | $351.2K | 0.01% | −103−1.1% | Reduced |
| Harbor Investment Advisory, LLC | 9,384 | $353.2K | 0.03% | +476+5.3% | Added |
| Groupe la Francaise | 9,509 | $353.6K | 0.01% | +9,509 | New |
| Warren Averett Asset Management, LLC | 9,410 | $354.2K | 0.01% | +4,013+74.4% | Added |
| 111 Capital | 9,427 | $354.8K | 0.07% | +9,427 | New |
| Blackston Financial Advisory Group, LLC | 9,455 | $355.9K | 0.18% | +616+7.0% | Added |
| Catalyst Financial Partners LLC | 9,531 | $358.7K | 0.07% | −589−5.8% | Reduced |
| Bleakley Financial Group, LLC | 9,547 | $359.3K | 0.01% | −1,087−10.2% | Reduced |
| Neo Ivy Capital Management | 9,588 | $360.0K | 0.07% | +9,588 | New |
| Total Clarity Wealth Management, Inc. | 9,581 | $360.6K | 0.12% | +3,111+48.1% | Added |
| EP Wealth Advisors, LLC | 9,621 | $362.1K | 0.00% | −67−0.7% | Reduced |
| Finward Bancorp | 9,651 | $363.3K | 0.31% | +9,651 | New |
| Tyler-Stone Wealth Management | 9,656 | $363.5K | 0.06% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 9,661 | $363.6K | 0.04% | +3,409+54.5% | Added |
| Entropy Technologies, LP | 9,725 | $366.0K | 0.04% | +9,725 | New |
| Community Bank & Trust, Waco, Texas | 9,744 | $367.0K | 0.09% | −143−1.4% | Reduced |
| Global Retirement Partners, LLC | 9,755 | $367.2K | 0.01% | −143−1.4% | Reduced |
| Paragon Financial Partners, Inc. | 9,756 | $367.2K | 0.28% | −17−0.2% | Reduced |
| Carret Asset Management, LLC | 9,769 | $367.7K | 0.04% | +725+8.0% | Added |
| Bessemer Group Inc | 9,792 | $368.0K | 0.00% | +220+2.3% | Added |
| Johnson Investment Counsel Inc | 9,792 | $368.6K | 0.00% | +602+6.6% | Added |
| Synovus Financial Corp | 9,810 | $369.3K | 0.00% | −8,839−47.4% | Reduced |
| Bryn Mawr Trust Co | 9,857 | $371.0K | 0.01% | +596+6.4% | Added |
| KLCM Advisors, Inc. | 9,876 | $371.7K | 0.04% | +2,423+32.5% | Added |
| Addis & Hill, Inc | 9,884 | $372.0K | 0.28% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 9,900 | $372.6K | 0.04% | −900−8.3% | Reduced |
| Fidelis Capital Partners, LLC | 9,195 | $373.1K | 0.04% | +3,794+70.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 9,940 | $374.1K | 0.23% | +9,940 | New |
| Checchi Capital Advisers, LLC | 9,950 | $374.5K | 0.03% | −693−6.5% | Reduced |
| Wesbanco Bank Inc | 9,951 | $374.6K | 0.01% | +296+3.1% | Added |
| Exchange Traded Concepts, LLC | 9,973 | $375.4K | 0.01% | +938+10.4% | Added |
| Lake Street Advisors Group, LLC | 9,981 | $375.7K | 0.02% | +1,331+15.4% | Added |
| GTS Securities LLC | 10,012 | $376.9K | 0.02% | +1,076+12.0% | Added |
| Integrated Wealth Concepts LLC | 10,015 | $377.0K | 0.00% | −157−1.5% | Reduced |
| Capital Square, LLC | 9,696 | $381.9K | 0.22% | −113−1.2% | Reduced |
| WBH Advisory Inc | 10,184 | $383.3K | 0.04% | +1,544+17.9% | Added |
| NJ State Employees Deferred Compensation Plan | 10,200 | $383.9K | 0.05% | 00.0% | Unchanged |
| Cigna Investments Inc | 10,256 | $386.0K | 0.07% | 00.0% | Unchanged |
| Costello Asset Management, INC | 10,265 | $386.4K | 0.26% | +40.0% | Added |