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 |
| Leonteq Securities AG | 1,031 | $38.8K | 0.00% | +378+57.9% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $37.6K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $37.6K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $36.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 963 | $36.2K | 0.02% | −441−31.4% | Reduced |
| GW&K Investment Management, LLC | 945 | $36.0K | 0.00% | +66+7.5% | Added |
| SBI Securities Co., Ltd. | 950 | $35.8K | 0.00% | +950 | New |
| Capital Advisors, Ltd. LLC | 942 | $35.0K | 0.00% | +513+119.6% | Added |
| Edge Capital Group, LLC | 511,041 | $34.9K | 0.00% | +511,041 | New |
| AllSquare Wealth Management LLC | 898 | $33.8K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 893 | $33.6K | 0.01% | +893 | New |
| NVWM, LLC | 862 | $32.4K | 0.01% | +5+0.6% | Added |
| Pittenger & Anderson Inc | 850 | $32.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 839 | $31.6K | 0.06% | +326+63.5% | Added |
| Fortis Group Advisors, LLC | 832 | $31.3K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 805 | $30.3K | 0.01% | +4+0.5% | Added |
| Private Wealth Management Group, LLC | 802 | $30.2K | 0.01% | −35−4.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 800 | $30.1K | 0.01% | +800 | New |
| Stephens Consulting, LLC | 782 | $29.4K | 0.01% | +343+78.1% | Added |
| Logan Capital Management Inc | 781 | $29.4K | 0.00% | −116−12.9% | Reduced |
| Millstone Evans Group, LLC | 750 | $28.2K | 0.02% | +750 | New |
| Evolution Advisers, Inc. | 760 | $28.0K | 0.02% | +8+1.1% | Added |
| Asset Dedication, LLC | 736 | $27.7K | 0.00% | −9,194−92.6% | Reduced |
| Missouri Trust & Investment Co | 730 | $27.5K | 0.01% | +100+15.9% | Added |
| Cullen/Frost Bankers, Inc. | 719 | $27.1K | 0.00% | −3,043−80.9% | Reduced |
| Fortitude Family Office, LLC | 708 | $26.6K | 0.01% | −1,207−63.0% | Reduced |
| Concord Wealth Partners | 704 | $26.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 700 | $26.3K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 568 | $26.2K | 0.01% | +568 | New |
| Hemington Wealth Management | 698 | $26.0K | 0.01% | +15+2.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 678 | $25.5K | 0.01% | +678 | New |
| Ameriflex Group, Inc. | 621 | $24.8K | 0.01% | +621 | New |
| Beacon Capital Management, LLC | 658 | $24.8K | 0.00% | −49−6.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 656 | $24.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 644 | $24.2K | 0.01% | +7+1.1% | Added |
| Optimum Investment Advisors | 622 | $23.4K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 622 | $23.4K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 620 | $23.3K | 0.02% | +120+24.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 617 | $23.2K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 600 | $22.6K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 596 | $22.4K | 0.00% | +585+5,318.2% | Added |
| Gen-Wealth Partners Inc | 595 | $22.4K | 0.01% | −739−55.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 590 | $22.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 578 | $21.8K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 562 | $21.2K | 0.02% | +562 | New |
| SRS Capital Advisors, Inc. | 535 | $20.1K | 0.00% | +428+400.0% | Added |
| Financial Perspectives, Inc | 534 | $20.1K | 0.01% | +5+0.9% | Added |
| Meeder Asset Management Inc | 526 | $19.8K | 0.00% | +526 | New |
| Anchor Investment Management, LLC | 525 | $19.8K | 0.00% | +5+1.0% | Added |
| WR Wealth Planners, LLC | 513 | $19.3K | 0.01% | −140−21.4% | Reduced |
| Princeton Global Asset Management LLC | 509 | $19.2K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 500 | $18.8K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 500 | $18.8K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 492 | $18.5K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 474 | $18.0K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 474 | $17.8K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 458 | $17.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 518 | $17.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 435 | $16.4K | 0.00% | +1+0.2% | Added |
| Bayforest Capital Ltd | 428 | $16.1K | 0.02% | +428 | New |
| Truvestments Capital LLC | 412 | $15.5K | 0.00% | +312+312.0% | Added |
| BankPlus Trust Department | 410 | $15.4K | 0.01% | +410 | New |
| Bartlett & Co. Wealth Management LLC | 408 | $15.4K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 401 | $15.1K | 0.01% | +401 | New |
| Ransom Advisory, Ltd | 400 | $15.1K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 396 | $14.9K | 0.01% | +396 | New |
| TCTC Holdings, LLC | 393 | $14.8K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 393 | $14.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 376 | $14.2K | 0.00% | −828−68.8% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 330 | $13.8K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 355 | $13.4K | 0.00% | +155+77.5% | Added |
| TruNorth Capital Management, LLC | 353 | $13.3K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 350 | $13.2K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 340 | $12.8K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 337 | $12.7K | 0.00% | −53−13.6% | Reduced |
| Hager Investment Management Services, LLC | 335 | $12.6K | 0.01% | +335 | New |
| Coppell Advisory Solutions LLC | 331 | $12.5K | 0.00% | +327+8,175.0% | Added |
| Strengthening Families & Communities, LLC | 310 | $12.0K | 0.01% | +3+1.0% | Added |
| Mascoma Wealth Management LLC | 309 | $11.6K | 0.00% | +121+64.4% | Added |
| Sugarloaf Wealth Management, LLC | 305 | $11.5K | 0.00% | +3+1.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 300 | $11.3K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 300 | $11.3K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 299 | $11.3K | 0.00% | −25−7.7% | Reduced |
| Raffa Wealth Management, LLC | 298 | $11.2K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 297 | $11.2K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 295 | $11.1K | 0.01% | +52+21.4% | Added |
| Quest 10 Wealth Builders, Inc. | 292 | $11.0K | 0.01% | +292 | New |
| Iron Horse Wealth Management, LLC | 282 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 280 | $10.5K | 0.00% | +42+17.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 275 | $10.4K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 275 | $10.4K | 0.00% | +275 | New |
| Caldwell Sutter Capital, Inc. | 271 | $10.2K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 268 | $10.1K | 0.00% | +2+0.8% | Added |
| PSI Advisors, LLC | 262 | $9.86K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 261 | $9.81K | 0.00% | +124+90.5% | Added |
| Sunbelt Securities, Inc. | 254 | $9.56K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 251 | $9.45K | 0.01% | +28+12.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 251 | $9.45K | 0.00% | +32+14.6% | Added |
| Laurel Wealth Advisors LLC | 250 | $9.41K | 0.00% | 00.0% | Unchanged |