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 |
| Savvy Advisors, Inc. | 15,665 | $589.6K | 0.07% | +6,485+70.6% | Added |
| Wealthcare Capital Partners, LLC | 15,632 | $588.4K | 0.31% | +15,632 | New |
| Ballentine Partners, LLC | 15,612 | $587.6K | 0.01% | +1,690+12.1% | Added |
| GAMMA Investing LLC | 15,568 | $586.0K | 0.05% | −210−1.3% | Reduced |
| Moody National Bank Trust Division | 15,516 | $584.0K | 0.06% | −794−4.9% | Reduced |
| Sigma Planning Corp | 15,498 | $583.3K | 0.02% | −1,537−9.0% | Reduced |
| Perigon Wealth Management, LLC | 14,782 | $581.5K | 0.01% | +4,423+42.7% | Added |
| Qtron Investments LLC | 15,446 | $581.4K | 0.08% | +15,446 | New |
| Midland Wealth Advisors LLC | 15,293 | $575.6K | 0.03% | +152+1.0% | Added |
| Archer Investment Corp | 15,278 | $575.1K | 0.15% | −400−2.6% | Reduced |
| Ingalls & Snyder LLC | 15,234 | $573.0K | 0.02% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 15,232 | $573.0K | 0.18% | +89+0.6% | Added |
| T. Rowe Price Investment Management, Inc. | 15,174 | $572.0K | 0.00% | −6,298,087−99.8% | Reduced |
| Modern Wealth Management, LLC | 15,188 | $571.7K | 0.02% | +4,667+44.4% | Added |
| STF Management LP | 15,170 | $571.0K | 0.26% | +758+5.3% | Added |
| Bailard, Inc. | 15,092 | $568.1K | 0.01% | +451+3.1% | Added |
| Canada Post Corp Registered Pension Plan | 15,059 | $566.8K | 0.03% | +15,059 | New |
| Signaturefd, LLC | 15,008 | $564.9K | 0.01% | +1,521+11.3% | Added |
| Cooper Financial Group | 14,929 | $561.9K | 0.07% | −293−1.9% | Reduced |
| MUFG Securities Americas Inc. | 14,833 | $558.3K | 0.07% | +14,833 | New |
| Altfest L J & Co Inc | 14,709 | $553.6K | 0.07% | −3,522−19.3% | Reduced |
| Aptus Capital Advisors, LLC | 14,366 | $540.7K | 0.01% | +4,049+39.2% | Added |
| Wetherby Asset Management Inc | 14,354 | $540.3K | 0.03% | −1,228−7.9% | Reduced |
| BLB&B Advisors, LLC | 14,300 | $538.3K | 0.03% | +3,177+28.6% | Added |
| E Fund Management Co., Ltd. | 14,289 | $537.8K | 0.03% | +3,485+32.3% | Added |
| Stephens Inc | 14,154 | $532.8K | 0.01% | +1,610+12.8% | Added |
| Black Diamond Financial, LLC | 14,144 | $532.4K | 0.08% | −40.0% | Reduced |
| LSV Asset Management | 14,100 | $531.0K | 0.00% | −2,000−12.4% | Reduced |
| TCW Group Inc | 13,976 | $526.1K | 0.00% | +357+2.6% | Added |
| Atria Wealth Solutions, Inc. | 13,898 | $523.1K | 0.01% | −169−1.2% | Reduced |
| Kestra Private Wealth Services, LLC | 13,818 | $520.1K | 0.01% | −1,787−11.5% | Reduced |
| Sumitomo Life Insurance Co | 13,687 | $515.2K | 0.01% | −529−3.7% | Reduced |
| Kinneret Advisory, LLC | 13,634 | $513.2K | 0.05% | −635−4.5% | Reduced |
| Frank, Rimerman Advisors LLC | 13,622 | $512.7K | 0.04% | +2,353+20.9% | Added |
| Plimoth Trust Co LLC | 13,600 | $511.9K | 0.13% | −50−0.4% | Reduced |
| Vise Technologies, Inc. | 13,588 | $511.5K | 0.04% | +2,678+24.5% | Added |
| Investors Research Corp | 13,484 | $507.5K | 0.11% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 13,467 | $506.9K | 0.42% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 13,399 | $504.4K | 0.00% | +6,968+108.4% | Added |
| Prospera Financial Services Inc | 13,316 | $501.3K | 0.01% | +1,805+15.7% | Added |
| LSP Investment Advisors, LLC | 13,274 | $499.6K | 0.35% | 00.0% | Unchanged |
| PFG Investments, LLC | 13,151 | $495.0K | 0.03% | +305+2.4% | Added |
| Advisors Asset Management, Inc. | 13,128 | $494.1K | 0.01% | +13,128 | New |
| ICICI Prudential Asset Management Co Ltd | 13,085 | $492.5K | 0.05% | +24+0.2% | Added |
| Boston Private Wealth LLC | 13,007 | $489.6K | 0.01% | +13,007 | New |
| Algert Global LLC | 13,003 | $489.4K | 0.01% | +13,003 | New |
| Beacon Pointe Advisors, LLC | 12,937 | $487.0K | 0.01% | +821+6.8% | Added |
| Cornerstone National Bank & Trust Co | 12,860 | $484.1K | 0.22% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 12,730 | $479.2K | 0.04% | −3,655−22.3% | Reduced |
| Compagnie Lombard Odier SCmA | 12,730 | $479.2K | 0.01% | +4,705+58.6% | Added |
| Campion Asset Management LLC | 12,728 | $479.1K | 0.36% | −1,270−9.1% | Reduced |
| LGT Group Foundation | 12,647 | $476.0K | 0.01% | −6,501−34.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,537 | $471.9K | 0.02% | 00.0% | Unchanged |
| Lansing Street Advisors | 12,500 | $470.5K | 0.16% | +12,500 | New |
| Diversified Enterprises, LLC | 12,500 | $470.5K | 0.05% | +50.0% | Added |
| Garda Capital Partners LP | 12,428 | $467.8K | 0.38% | +12,428 | New |
| Van Cleef Asset Management,Inc | 12,428 | $467.8K | 0.05% | −40−0.3% | Reduced |
| Keybank National Association | 12,403 | $466.8K | 0.00% | +84+0.7% | Added |
| Legacy Solutions, LLC | 12,376 | $465.8K | 0.51% | +12,376 | New |
| SageView Advisory Group, LLC | 12,375 | $465.8K | 0.02% | +2,479+25.1% | Added |
| TSFG, LLC | 12,355 | $465.0K | 0.10% | +13+0.1% | Added |
| Stonegate Investment Group, LLC | 12,284 | $462.4K | 0.01% | +194+1.6% | Added |
| XTX Topco Ltd | 12,273 | $462.0K | 0.04% | +7,250+144.3% | Added |
| Allegheny Financial Group LTD | 12,175 | $458.3K | 0.12% | +40.0% | Added |
| Callan Capital, LLC | 12,099 | $455.4K | 0.03% | +6,349+110.4% | Added |
| Strategic Advisors LLC | 12,048 | $453.5K | 0.08% | +3,640+43.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $451.7K | 0.13% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 12,000 | $451.7K | 0.02% | 00.0% | Unchanged |
| West Tower Group, LLC | 12,000 | $451.7K | 1.00% | +5,000+71.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 11,985 | $451.1K | 0.01% | +11,985 | New |
| Cora Capital Advisors LLC | 11,942 | $449.5K | 0.22% | −10.0% | Reduced |
| Prelude Capital Management, LLC | 11,870 | $446.8K | 0.04% | +11,870 | New |
| Sargent Investment Group, LLC | 11,850 | $445.1K | 0.07% | +11,850 | New |
| Cidel Asset Management Inc | 11,813 | $444.6K | 0.03% | +438+3.9% | Added |
| Ausdal Financial Partners, Inc. | 11,796 | $444.0K | 0.04% | +324+2.8% | Added |
| Vontobel Holding Ltd. | 11,759 | $442.6K | 0.00% | +5,539+89.1% | Added |
| CWA Asset Management Group, LLC | 11,690 | $440.0K | 0.02% | −2,555−17.9% | Reduced |
| Flow Traders U.S. LLC | 11,621 | $437.0K | 0.02% | +11,621 | New |
| PharVision Advisers, LLC | 11,563 | $435.2K | 0.37% | +11,563 | New |
| Pinnacle Associates Ltd | 11,540 | $434.4K | 0.01% | −3,575−23.7% | Reduced |
| RIA Advisory Group LLC | 11,287 | $424.8K | 0.14% | +4,478+65.8% | Added |
| Haverford Trust Co | 11,178 | $420.7K | 0.00% | +897+8.7% | Added |
| Buckingham Strategic Partners | 11,133 | $419.1K | 0.01% | −7,675−40.8% | Reduced |
| Investment Advisory Services Inc | 11,107 | $418.1K | 0.15% | +8+0.1% | Added |
| Smith Group Asset Management, LLC | 11,000 | $414.0K | 0.03% | +11,000 | New |
| Wela Strategies, Inc. | 11,093 | $412.9K | 0.25% | −7,609−40.7% | Reduced |
| Gladstone Institutional Advisory LLC | 10,963 | $412.6K | 0.02% | +50+0.5% | Added |
| West Chester Capital Advisors, Inc | 10,959 | $412.5K | 0.22% | +10,959 | New |
| Siemens Fonds Invest GmbH | 10,834 | $407.7K | 0.04% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 10,780 | $405.8K | 0.03% | +127+1.2% | Added |
| Concurrent Investment Advisors, LLC | 10,743 | $404.4K | 0.01% | +1,463+15.8% | Added |
| Blue Bell Private Wealth Management, LLC | 10,711 | $403.2K | 0.08% | +19+0.2% | Added |
| Union Bancaire Privee, UBP SA | 11,294 | $401.7K | 0.01% | +11,294 | New |
| Cornerstone Advisory, LLC | 9,244 | $396.1K | 0.04% | +1,289+16.2% | Added |
| Significant Wealth Partners LLC | 10,449 | $393.3K | 0.20% | +49+0.5% | Added |
| SG Americas Securities, LLC | 10,428 | $393.0K | 0.00% | −410,701−97.5% | Reduced |
| Axxcess Wealth Management, LLC | 10,431 | $392.6K | 0.01% | +12+0.1% | Added |
| Central Trust Co | 10,401 | $391.5K | 0.01% | +600+6.1% | Added |
| Bollard Group LLC | 10,325 | $389.0K | 0.01% | +94+0.9% | Added |