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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
Trust Point Inc.10,292$387.4K0.03%+40+0.4%Added
Bollard Group LLC10,325$389.0K0.01%+94+0.9%Added
Central Trust Co10,401$391.5K0.01%+600+6.1%Added
Axxcess Wealth Management, LLC10,431$392.6K0.01%+12+0.1%Added
SG Americas Securities, LLC10,428$393.0K0.00%−410,701−97.5%Reduced
Significant Wealth Partners LLC10,449$393.3K0.20%+49+0.5%Added
Cornerstone Advisory, LLC9,244$396.1K0.04%+1,289+16.2%Added
Union Bancaire Privee, UBP SA11,294$401.7K0.01%+11,294New
Blue Bell Private Wealth Management, LLC10,711$403.2K0.08%+19+0.2%Added
Concurrent Investment Advisors, LLC10,743$404.4K0.01%+1,463+15.8%Added
Prosperity Consulting Group, LLC10,780$405.8K0.03%+127+1.2%Added
Siemens Fonds Invest GmbH10,834$407.7K0.04%00.0%Unchanged
West Chester Capital Advisors, Inc10,959$412.5K0.22%+10,959New
Gladstone Institutional Advisory LLC10,963$412.6K0.02%+50+0.5%Added
Wela Strategies, Inc.11,093$412.9K0.25%−7,609−40.7%Reduced
Smith Group Asset Management, LLC11,000$414.0K0.03%+11,000New
Investment Advisory Services Inc11,107$418.1K0.15%+8+0.1%Added
Buckingham Strategic Partners11,133$419.1K0.01%−7,675−40.8%Reduced
Haverford Trust Co11,178$420.7K0.00%+897+8.7%Added
RIA Advisory Group LLC11,287$424.8K0.14%+4,478+65.8%Added
Pinnacle Associates Ltd11,540$434.4K0.01%−3,575−23.7%Reduced
PharVision Advisers, LLC11,563$435.2K0.37%+11,563New
Flow Traders U.S. LLC11,621$437.0K0.02%+11,621New
CWA Asset Management Group, LLC11,690$440.0K0.02%−2,555−17.9%Reduced
Vontobel Holding Ltd.11,759$442.6K0.00%+5,539+89.1%Added
Ausdal Financial Partners, Inc.11,796$444.0K0.04%+324+2.8%Added
Cidel Asset Management Inc11,813$444.6K0.03%+438+3.9%Added
Sargent Investment Group, LLC11,850$445.1K0.07%+11,850New
Prelude Capital Management, LLC11,870$446.8K0.04%+11,870New
Cora Capital Advisors LLC11,942$449.5K0.22%−10.0%Reduced
Sanibel Captiva Trust Company, Inc.11,985$451.1K0.01%+11,985New
Supplemental Annuity Collective Trust of NJ12,000$451.7K0.13%00.0%Unchanged
Azimuth Capital Investment Management LLC12,000$451.7K0.02%00.0%Unchanged
West Tower Group, LLC12,000$451.7K1.00%+5,000+71.4%Added
Strategic Advisors LLC12,048$453.5K0.08%+3,640+43.3%Added
Callan Capital, LLC12,099$455.4K0.03%+6,349+110.4%Added
Allegheny Financial Group LTD12,175$458.3K0.12%+40.0%Added
XTX Topco Ltd12,273$462.0K0.04%+7,250+144.3%Added
Stonegate Investment Group, LLC12,284$462.4K0.01%+194+1.6%Added
TSFG, LLC12,355$465.0K0.10%+13+0.1%Added
SageView Advisory Group, LLC12,375$465.8K0.02%+2,479+25.1%Added
Legacy Solutions, LLC12,376$465.8K0.51%+12,376New
Keybank National Association12,403$466.8K0.00%+84+0.7%Added
Van Cleef Asset Management,Inc12,428$467.8K0.05%−40−0.3%Reduced
Garda Capital Partners LP12,428$467.8K0.38%+12,428New
Diversified Enterprises, LLC12,500$470.5K0.05%+50.0%Added
Lansing Street Advisors12,500$470.5K0.16%+12,500New
Livforsakringsbolaget Skandia, Omsesidigt12,537$471.9K0.02%00.0%Unchanged
LGT Group Foundation12,647$476.0K0.01%−6,501−34.0%Reduced
Campion Asset Management LLC12,728$479.1K0.36%−1,270−9.1%Reduced
Compagnie Lombard Odier SCmA12,730$479.2K0.01%+4,705+58.6%Added
Regal Investment Advisors LLC12,730$479.2K0.04%−3,655−22.3%Reduced
Cornerstone National Bank & Trust Co12,860$484.1K0.22%00.0%Unchanged
Beacon Pointe Advisors, LLC12,937$487.0K0.01%+821+6.8%Added
Algert Global LLC13,003$489.4K0.01%+13,003New
Boston Private Wealth LLC13,007$489.6K0.01%+13,007New
ICICI Prudential Asset Management Co Ltd13,085$492.5K0.05%+24+0.2%Added
Advisors Asset Management, Inc.13,128$494.1K0.01%+13,128New
PFG Investments, LLC13,151$495.0K0.03%+305+2.4%Added
LSP Investment Advisors, LLC13,274$499.6K0.35%00.0%Unchanged
Prospera Financial Services Inc13,316$501.3K0.01%+1,805+15.7%Added
Jones Financial Companies LLLP13,399$504.4K0.00%+6,968+108.4%Added
Partnership Wealth Management, LLC13,467$506.9K0.42%00.0%Unchanged
Investors Research Corp13,484$507.5K0.11%00.0%Unchanged
Vise Technologies, Inc.13,588$511.5K0.04%+2,678+24.5%Added
Plimoth Trust Co LLC13,600$511.9K0.13%−50−0.4%Reduced
Frank, Rimerman Advisors LLC13,622$512.7K0.04%+2,353+20.9%Added
Kinneret Advisory, LLC13,634$513.2K0.05%−635−4.5%Reduced
Sumitomo Life Insurance Co13,687$515.2K0.01%−529−3.7%Reduced
Kestra Private Wealth Services, LLC13,818$520.1K0.01%−1,787−11.5%Reduced
Atria Wealth Solutions, Inc.13,898$523.1K0.01%−169−1.2%Reduced
TCW Group Inc13,976$526.1K0.00%+357+2.6%Added
LSV Asset Management14,100$531.0K0.00%−2,000−12.4%Reduced
Black Diamond Financial, LLC14,144$532.4K0.08%−40.0%Reduced
Stephens Inc14,154$532.8K0.01%+1,610+12.8%Added
E Fund Management Co., Ltd.14,289$537.8K0.03%+3,485+32.3%Added
BLB&B Advisors, LLC14,300$538.3K0.03%+3,177+28.6%Added
Wetherby Asset Management Inc14,354$540.3K0.03%−1,228−7.9%Reduced
Aptus Capital Advisors, LLC14,366$540.7K0.01%+4,049+39.2%Added
Altfest L J & Co Inc14,709$553.6K0.07%−3,522−19.3%Reduced
MUFG Securities Americas Inc.14,833$558.3K0.07%+14,833New
Cooper Financial Group14,929$561.9K0.07%−293−1.9%Reduced
Signaturefd, LLC15,008$564.9K0.01%+1,521+11.3%Added
Canada Post Corp Registered Pension Plan15,059$566.8K0.03%+15,059New
Bailard, Inc.15,092$568.1K0.01%+451+3.1%Added
STF Management LP15,170$571.0K0.26%+758+5.3%Added
Modern Wealth Management, LLC15,188$571.7K0.02%+4,667+44.4%Added
T. Rowe Price Investment Management, Inc.15,174$572.0K0.00%−6,298,087−99.8%Reduced
Ingalls & Snyder LLC15,234$573.0K0.02%00.0%Unchanged
LaSalle St. Investment Advisors, LLC15,232$573.0K0.18%+89+0.6%Added
Archer Investment Corp15,278$575.1K0.15%−400−2.6%Reduced
Midland Wealth Advisors LLC15,293$575.6K0.03%+152+1.0%Added
Qtron Investments LLC15,446$581.4K0.08%+15,446New
Perigon Wealth Management, LLC14,782$581.5K0.01%+4,423+42.7%Added
Sigma Planning Corp15,498$583.3K0.02%−1,537−9.0%Reduced
Moody National Bank Trust Division15,516$584.0K0.06%−794−4.9%Reduced
GAMMA Investing LLC15,568$586.0K0.05%−210−1.3%Reduced
Ballentine Partners, LLC15,612$587.6K0.01%+1,690+12.1%Added
Wealthcare Capital Partners, LLC15,632$588.4K0.31%+15,632New
Savvy Advisors, Inc.15,665$589.6K0.07%+6,485+70.6%Added