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 |
|---|---|---|---|---|---|
| Trust Point Inc. | 10,292 | $387.4K | 0.03% | +40+0.4% | Added |
| Costello Asset Management, INC | 10,265 | $386.4K | 0.26% | +40.0% | Added |
| Cigna Investments Inc | 10,256 | $386.0K | 0.07% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,200 | $383.9K | 0.05% | 00.0% | Unchanged |
| WBH Advisory Inc | 10,184 | $383.3K | 0.04% | +1,544+17.9% | Added |
| Capital Square, LLC | 9,696 | $381.9K | 0.22% | −113−1.2% | Reduced |
| Integrated Wealth Concepts LLC | 10,015 | $377.0K | 0.00% | −157−1.5% | Reduced |
| GTS Securities LLC | 10,012 | $376.9K | 0.02% | +1,076+12.0% | Added |
| Lake Street Advisors Group, LLC | 9,981 | $375.7K | 0.02% | +1,331+15.4% | Added |
| Exchange Traded Concepts, LLC | 9,973 | $375.4K | 0.01% | +938+10.4% | Added |
| Wesbanco Bank Inc | 9,951 | $374.6K | 0.01% | +296+3.1% | Added |
| Checchi Capital Advisers, LLC | 9,950 | $374.5K | 0.03% | −693−6.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 9,940 | $374.1K | 0.23% | +9,940 | New |
| Fidelis Capital Partners, LLC | 9,195 | $373.1K | 0.04% | +3,794+70.2% | Added |
| Nexus Investment Management ULC | 9,900 | $372.6K | 0.04% | −900−8.3% | Reduced |
| Addis & Hill, Inc | 9,884 | $372.0K | 0.28% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 9,876 | $371.7K | 0.04% | +2,423+32.5% | Added |
| Bryn Mawr Trust Co | 9,857 | $371.0K | 0.01% | +596+6.4% | Added |
| Synovus Financial Corp | 9,810 | $369.3K | 0.00% | −8,839−47.4% | Reduced |
| Johnson Investment Counsel Inc | 9,792 | $368.6K | 0.00% | +602+6.6% | Added |
| Bessemer Group Inc | 9,792 | $368.0K | 0.00% | +220+2.3% | Added |
| Carret Asset Management, LLC | 9,769 | $367.7K | 0.04% | +725+8.0% | Added |
| Paragon Financial Partners, Inc. | 9,756 | $367.2K | 0.28% | −17−0.2% | Reduced |
| Global Retirement Partners, LLC | 9,755 | $367.2K | 0.01% | −143−1.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 9,744 | $367.0K | 0.09% | −143−1.4% | Reduced |
| Entropy Technologies, LP | 9,725 | $366.0K | 0.04% | +9,725 | New |
| Smartleaf Asset Management LLC | 9,661 | $363.6K | 0.04% | +3,409+54.5% | Added |
| Tyler-Stone Wealth Management | 9,656 | $363.5K | 0.06% | 00.0% | Unchanged |
| Finward Bancorp | 9,651 | $363.3K | 0.31% | +9,651 | New |
| EP Wealth Advisors, LLC | 9,621 | $362.1K | 0.00% | −67−0.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 9,581 | $360.6K | 0.12% | +3,111+48.1% | Added |
| Neo Ivy Capital Management | 9,588 | $360.0K | 0.07% | +9,588 | New |
| Bleakley Financial Group, LLC | 9,547 | $359.3K | 0.01% | −1,087−10.2% | Reduced |
| Catalyst Financial Partners LLC | 9,531 | $358.7K | 0.07% | −589−5.8% | Reduced |
| Blackston Financial Advisory Group, LLC | 9,455 | $355.9K | 0.18% | +616+7.0% | Added |
| 111 Capital | 9,427 | $354.8K | 0.07% | +9,427 | New |
| Warren Averett Asset Management, LLC | 9,410 | $354.2K | 0.01% | +4,013+74.4% | Added |
| Groupe la Francaise | 9,509 | $353.6K | 0.01% | +9,509 | New |
| Harbor Investment Advisory, LLC | 9,384 | $353.2K | 0.03% | +476+5.3% | Added |
| Spire Wealth Management | 9,331 | $351.2K | 0.01% | −103−1.1% | Reduced |
| Sentinus, LLC | 9,330 | $351.2K | 0.10% | −2,044−18.0% | Reduced |
| Clearstead Advisors, LLC | 9,311 | $350.5K | 0.01% | −571−5.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 9,297 | $350.0K | 0.05% | +9,297 | New |
| Cable Hill Partners, LLC | 9,228 | $347.3K | 0.04% | +9,228 | New |
| Aull & Monroe Investment Management Corp | 9,184 | $345.7K | 0.18% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 9,105 | $342.7K | 0.19% | −43−0.5% | Reduced |
| Seeds Investor LLC | 9,094 | $342.3K | 0.10% | −163−1.8% | Reduced |
| Blueshift Asset Management, LLC | 9,071 | $341.4K | 0.12% | −4,792−34.6% | Reduced |
| Avantra Family Wealth, Inc. | 9,037 | $340.2K | 0.32% | +9,037 | New |
| Bokf, NA | 9,071 | $338.3K | 0.01% | −12−0.1% | Reduced |
| RNC Capital Management LLC | 8,969 | $337.6K | 0.02% | 00.0% | Unchanged |
| VeraBank, N.A. | 8,895 | $334.8K | 0.09% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 8,788 | $330.8K | 0.05% | −3,402−27.9% | Reduced |
| Lantz Financial LLC | 8,778 | $330.4K | 0.09% | +73+0.8% | Added |
| Sienna Gestion | 8,778 | $330.4K | 0.02% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 8,395 | $329.4K | 0.02% | −527−5.9% | Reduced |
| First National Bank & Trust Co of Newtown | 8,721 | $328.2K | 0.07% | 00.0% | Unchanged |
| 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 |
| Stanley-Laman Group, Ltd. | 8,558 | $322.1K | 0.05% | +8,558 | New |
| Private Trust Co NA | 8,554 | $322.0K | 0.03% | −39−0.5% | Reduced |
| Old National Bancorp | 8,517 | $320.6K | 0.01% | +84+1.0% | Added |
| Marietta Investment Partners LLC | 8,500 | $319.9K | 0.07% | 00.0% | Unchanged |
| Ci Investments Inc. | 8,469 | $319.0K | 0.00% | +1,439+20.5% | Added |
| Vivaldi Capital Management, LLC | 7,828 | $318.6K | 0.05% | +108+1.4% | Added |
| Parallel Advisors, LLC | 8,356 | $314.5K | 0.01% | +844+11.2% | Added |
| J.W. Cole Advisors, Inc. | 8,313 | $312.9K | 0.01% | −2,417−22.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,292 | $312.1K | 0.00% | −627−7.0% | Reduced |
| Evergreen Wealth Solutions, LLC | 8,284 | $311.8K | 0.22% | +8,284 | New |
| Bank of New Hampshire | 8,248 | $310.5K | 0.08% | −1,212−12.8% | Reduced |
| Cohen Klingenstein LLC | 8,200 | $308.6K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 8,182 | $308.0K | 0.01% | −1,678−17.0% | Reduced |
| First Manhattan Co | 8,180 | $307.9K | 0.00% | −224−2.7% | Reduced |
| Marshall Financial Group LLC | 8,173 | $307.6K | 0.07% | +94+1.2% | Added |
| Wolverine Trading, LLC | 8,149 | $306.6K | 0.01% | +8,149 | New |
| Romano Brothers and Company | 8,146 | $306.6K | 0.04% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 8,056 | $303.2K | 0.04% | +473+6.2% | Added |
| Hendershot Investments Inc. | 7,999 | $301.1K | 0.04% | −268−3.2% | Reduced |
| Platform Technology Partners | 7,939 | $298.8K | 0.09% | −10.0% | Reduced |
| Alpha Omega Wealth Management LLC | 7,874 | $296.4K | 0.06% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 7,872 | $296.3K | 0.11% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7,864 | $296.0K | 0.00% | −72,439−90.2% | Reduced |
| Principal Street Partners, LLC | 7,833 | $294.8K | 0.06% | +516+7.1% | Added |
| Insight Advisors, LLC | 7,834 | $294.8K | 0.05% | 00.0% | Unchanged |
| Atom Investors LP | 7,792 | $293.3K | 0.04% | −1,787−18.7% | Reduced |
| Sharpepoint LLC | 7,782 | $292.9K | 0.26% | +7,782 | New |
| Petrus Trust Company, LTA | 7,774 | $292.6K | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 7,763 | $292.1K | 0.07% | +45+0.6% | Added |
| Riverwater Partners LLC | 7,730 | $290.9K | 0.14% | −257−3.2% | Reduced |
| Kapitalo Investimentos Ltda | 7,709 | $290.2K | 0.19% | +7,709 | New |
| Grant/GrossMendelsohn, LLC | 7,680 | $289.1K | 0.15% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 7,645 | $287.7K | 0.02% | +2,311+43.3% | Added |
| Hollencrest Capital Management | 7,500 | $282.3K | 0.01% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 7,440 | $280.0K | 0.02% | −12,529−62.7% | Reduced |
| Avantax Planning Partners, Inc. | 7,431 | $279.7K | 0.01% | +208+2.9% | Added |
| Centre Asset Management, LLC | 7,351 | $277.0K | 0.06% | +510+7.5% | Added |
| VSM Wealth Advisory, LLC | 7,355 | $276.8K | 0.10% | +7,355 | New |
| Invesco, LLC | 7,307 | $275.0K | 0.11% | −113−1.5% | Reduced |
| Norden Group LLC | 7,227 | $272.0K | 0.03% | +358+5.2% | Added |
| Garrett Investment Advisors LLC | 7,225 | $271.9K | 0.03% | 00.0% | Unchanged |