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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 15,708 | $591.2K | 0.06% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 15,849 | $596.6K | 0.03% | −1,195−7.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 15,931 | $599.6K | 0.03% | +488+3.2% | Added |
| Atria Investments LLC | 15,992 | $602.0K | 0.01% | −1,079−6.3% | Reduced |
| Lakeside Advisors, INC. | 16,258 | $612.0K | 0.40% | −100−0.6% | Reduced |
| Benjamin Edwards Inc | 16,273 | $613.4K | 0.01% | −1,308−7.4% | Reduced |
| Jacobi Capital Management LLC | 16,307 | $613.8K | 0.05% | +189+1.2% | Added |
| China Universal Asset Management Co., Ltd. | 16,353 | $615.5K | 0.06% | +3,663+28.9% | Added |
| North Star Investment Management Corp. | 16,410 | $617.7K | 0.04% | −1,621−9.0% | Reduced |
| CIBC Private Wealth Group, LLC | 16,318 | $623.2K | 0.00% | +1,784+12.3% | Added |
| Yardley Wealth Management LLC | 16,000 | $626.0K | 0.30% | +8,000+100.0% | Added |
| Texas Bank & Trust Co | 16,706 | $628.8K | 0.26% | +16,706 | New |
| Stephenson National Bank & Trust | 16,767 | $631.1K | 0.21% | −539−3.1% | Reduced |
| Aigen Investment Management, LP | 17,130 | $644.8K | 0.11% | +4,956+40.7% | Added |
| World Equity Group, Inc. | 17,252 | $649.4K | 0.14% | +1,702+10.9% | Added |
| Gsa Capital Partners LLP | 17,327 | $652.0K | 0.05% | −8,280−32.3% | Reduced |
| Ameritas Advisory Services, LLC | 17,334 | $652.5K | 0.02% | +8,418+94.4% | Added |
| Qsemble Capital Management, LP | 17,343 | $652.8K | 0.09% | −69,516−80.0% | Reduced |
| Intrust Bank NA | 17,379 | $654.1K | 0.07% | −212−1.2% | Reduced |
| Edgar Lomax Co | 17,640 | $664.0K | 0.04% | −1,116,021−98.4% | Reduced |
| Spirit of America Management Corp | 17,700 | $666.2K | 0.13% | +4,000+29.2% | Added |
| Cornerstone Planning, LLC | 17,706 | $666.5K | 0.25% | +17,706 | New |
| Apollon Wealth Management, LLC | 17,707 | $666.5K | 0.02% | +6,259+54.7% | Added |
| IHT Wealth Management, LLC | 17,814 | $670.5K | 0.02% | −2,303−11.4% | Reduced |
| Reaves W H & Co Inc | 17,840 | $671.0K | 0.02% | −2,395−11.8% | Reduced |
| Equitable Holdings, Inc. | 17,845 | $671.7K | 0.01% | −3,923−18.0% | Reduced |
| Simmons Bank | 17,932 | $675.0K | 0.05% | −325−1.8% | Reduced |
| Capstone Investment Advisors, LLC | 17,993 | $677.3K | 0.01% | +17,993 | New |
| Affinity Investment Advisors, LLC | 18,332 | $690.0K | 0.57% | −1,262−6.4% | Reduced |
| RSM US Wealth Management LLC | 18,359 | $690.9K | 0.01% | −46,957−71.9% | Reduced |
| Coldstream Capital Management Inc | 18,446 | $694.3K | 0.01% | +2,644+16.7% | Added |
| Summit Trail Advisors, LLC | 18,484 | $695.7K | 0.03% | +3,567+23.9% | Added |
| Stratos Wealth Partners, LTD. | 18,505 | $696.5K | 0.01% | +311+1.7% | Added |
| FCG Investment Co | 18,565 | $698.8K | 0.43% | −8,903−32.4% | Reduced |
| 44 Wealth Management LLC | 18,662 | $702.4K | 0.27% | −4,269−18.6% | Reduced |
| Horizon Investments, LLC | 18,811 | $708.0K | 0.02% | +335+1.8% | Added |
| TownSquare Capital, LLC | 18,896 | $711.3K | 0.01% | +2,379+14.4% | Added |
| Community Bank, N.A. | 19,011 | $715.4K | 0.09% | −2,380−11.1% | Reduced |
| Walleye Trading LLC | 19,063 | $717.5K | 0.01% | +19,063 | New |
| TD Private Client Wealth LLC | 19,273 | $725.4K | 0.02% | −384−2.0% | Reduced |
| Jump Financial, LLC | 19,351 | $728.4K | 0.02% | −10,509−35.2% | Reduced |
| Wedbush Securities Inc | 19,399 | $730.0K | 0.03% | +342+1.8% | Added |
| Park Avenue Securities LLC | 19,654 | $740.0K | 0.01% | +2,336+13.5% | Added |
| Meeder Advisory Services, Inc. | 20,215 | $760.9K | 0.05% | −2,155−9.6% | Reduced |
| one8zero8, LLC | 20,233 | $761.6K | 0.16% | +20,233 | New |
| Independent Advisor Alliance | 20,249 | $762.2K | 0.01% | +3,834+23.4% | Added |
| Chicago Partners Investment Group LLC | 20,181 | $770.7K | 0.03% | +2,541+14.4% | Added |
| Hartford Financial Management Inc. | 20,500 | $771.6K | 0.16% | 00.0% | Unchanged |
| Greenleaf Trust | 20,802 | $783.0K | 0.01% | +889+4.5% | Added |
| Oppenheimer & Co Inc | 20,885 | $786.1K | 0.01% | −12,508−37.5% | Reduced |
| Sowell Financial Services LLC | 20,974 | $789.5K | 0.04% | +2,006+10.6% | Added |
| V-Square Quantitative Management LLC | 21,581 | $812.3K | 0.12% | −329−1.5% | Reduced |
| Elevated Capital Advisors, LLC | 21,755 | $818.8K | 0.22% | −134−0.6% | Reduced |
| National Asset Management, Inc. | 21,879 | $823.5K | 0.03% | +561+2.6% | Added |
| United Services Automobile Association | 21,990 | $827.7K | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 30,345 | $831.0K | 0.14% | +738+2.5% | Added |
| Diversified Trust Co | 22,163 | $834.2K | 0.02% | −15,354−40.9% | Reduced |
| Kingsview Wealth Management, LLC | 22,290 | $839.0K | 0.02% | +2,603+13.2% | Added |
| United Capital Financial Advisers, LLC | 22,447 | $844.9K | 0.01% | +1,490+7.1% | Added |
| Principal Securities, Inc. | 22,612 | $851.1K | 0.02% | +2,160+10.6% | Added |
| Tiaa Trust, National Association | 22,870 | $860.8K | 0.00% | −3,065−11.8% | Reduced |
| HBK Sorce Advisory LLC | 23,171 | $872.2K | 0.03% | +1,040+4.7% | Added |
| Wealthcare Advisory Partners LLC | 23,236 | $874.6K | 0.02% | +525+2.3% | Added |
| Raiffeisen Bank International AG | 23,250 | $874.9K | 0.01% | +23,250 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 23,566 | $887.3K | 0.01% | −11,069−32.0% | Reduced |
| Allworth Financial LP | 22,834 | $895.6K | 0.00% | +2,033+9.8% | Added |
| Great Valley Advisor Group, Inc. | 23,894 | $898.9K | 0.02% | +53+0.2% | Added |
| Centiva Capital, LP | 23,974 | $902.4K | 0.03% | −43,523−64.5% | Reduced |
| FRG Family Wealth Advisors LLC | 23,974 | $902.4K | 0.16% | −480−2.0% | Reduced |
| AdvisorNet Financial, Inc | 24,083 | $906.5K | 0.08% | +471+2.0% | Added |
| Transcend Wealth Collective, LLC | 24,207 | $911.1K | 0.07% | −2,378−8.9% | Reduced |
| Adviser Investments LLC | 24,238 | $912.3K | 0.01% | +90.0% | Added |
| HB Wealth Management, LLC | 24,322 | $915.5K | 0.01% | +6,672+37.8% | Added |
| Sequoia Financial Advisors, LLC | 24,817 | $934.1K | 0.01% | −23−0.1% | Reduced |
| Westpac Banking Corp | 25,124 | $945.7K | 0.06% | −5,851−18.9% | Reduced |
| Jane Street Group, LLC | 25,332 | $953.5K | 0.00% | −121,628−82.8% | Reduced |
| Uncommon Cents Investing LLC | 25,365 | $954.7K | 0.28% | −150−0.6% | Reduced |
| D.A. Davidson & Co. | 25,464 | $958.5K | 0.01% | −387−1.5% | Reduced |
| International Assets Investment Management, LLC | 25,818 | $972.3K | 0.08% | −1,020,812−97.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 26,241 | $987.7K | 0.01% | −50.0% | Reduced |
| Beech Hill Advisors, Inc. | 26,244 | $987.8K | 0.37% | +410+1.6% | Added |
| Aviso Wealth Management | 26,576 | $1.00M | 0.51% | −126−0.5% | Reduced |
| Machina Capital S.A.S. | 26,758 | $1.01M | 0.42% | +8,157+43.9% | Added |
| Baird Financial Group, Inc. | 26,811 | $1.01M | 0.00% | −4,758−15.1% | Reduced |
| Samjo Management, LLC | 27,100 | $1.02M | 0.38% | 00.0% | Unchanged |
| Lido Advisors, LLC | 27,570 | $1.04M | 0.01% | +353+1.3% | Added |
| Trexquant Investment LP | 27,673 | $1.04M | 0.01% | −274,666−90.8% | Reduced |
| Everence Capital Management Inc | 28,170 | $1.06M | 0.07% | −8,040−22.2% | Reduced |
| Burford Brothers, Inc. | 28,236 | $1.06M | 0.52% | +28,236 | New |
| Wealthspire Advisors, LLC | 29,109 | $1.10M | 0.01% | −679−2.3% | Reduced |
| Harbor Capital Advisors, Inc. | 29,362 | $1.10M | 0.05% | +970+3.4% | Added |
| Peapack Gladstone Financial Corp | 29,612 | $1.11M | 0.02% | −470−1.6% | Reduced |
| Essex LLC | 29,985 | $1.13M | 0.24% | −4,356−12.7% | Reduced |
| Allstate Corp | 30,288 | $1.14M | 0.03% | +30,288 | New |
| Advanced Asset Management Advisors Inc | 30,396 | $1.14M | 0.30% | −921−2.9% | Reduced |
| AlphaStar Capital Management, LLC | 30,505 | $1.15M | 0.12% | −1,062−3.4% | Reduced |
| Vestcor Inc | 30,525 | $1.15M | 0.04% | −21,537−41.4% | Reduced |
| Sherbrooke Park Advisers LLC | 31,103 | $1.17M | 0.37% | −5,443−14.9% | Reduced |
| Federated Hermes, Inc. | 31,183 | $1.17M | 0.00% | +7,242+30.2% | Added |
| Steward Partners Investment Advisory, LLC | 31,439 | $1.18M | 0.01% | −314−1.0% | Reduced |