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 |
|---|---|---|---|---|---|
| Wealth Management Associates, Inc. | 7,222 | $271.8K | 0.12% | −50−0.7% | Reduced |
| SFG Wealth Management, LLC. | 7,152 | $269.2K | 0.14% | +7,152 | New |
| Ellenbecker Investment Group | 7,148 | $269.1K | 0.05% | 00.0% | Unchanged |
| Bank & Trust Co | 7,147 | $269.0K | 0.23% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 7,132 | $268.4K | 0.02% | +7,132 | New |
| Segment Wealth Management, LLC | 7,125 | $268.2K | 0.02% | +530+8.0% | Added |
| Snowden Capital Advisors LLC | 7,102 | $267.3K | 0.01% | +78+1.1% | Added |
| ClearBridge Investments Ltd | 7,089 | $266.8K | 0.01% | −816−10.3% | Reduced |
| Marcum Wealth, LLC | 7,077 | $266.4K | 0.02% | +627+9.7% | Added |
| Clarius Group, LLC | 7,001 | $263.5K | 0.02% | +1,498+27.2% | Added |
| ICONIQ Capital, LLC | 6,979 | $262.7K | 0.00% | +6,979 | New |
| Independent Financial Group, LLC | 6,955 | $261.8K | 0.01% | −425−5.8% | Reduced |
| Resonant Capital Advisors, LLC | 6,953 | $261.7K | 0.02% | +1,229+21.5% | Added |
| Good Life Advisors, LLC | 6,924 | $260.6K | 0.02% | −406−5.5% | Reduced |
| Hartline Investment Corp | 6,873 | $258.7K | 0.03% | −140−2.0% | Reduced |
| Foundations Investment Advisors, LLC | 6,830 | $257.1K | 0.00% | −703−9.3% | Reduced |
| Verdence Capital Advisors LLC | 6,796 | $255.8K | 0.02% | −1,452−17.6% | Reduced |
| Pensionmark Financial Group, LLC | 6,791 | $255.6K | 0.01% | −96−1.4% | Reduced |
| First Heartland Consultants, Inc. | 6,790 | $255.6K | 0.03% | −128−1.9% | Reduced |
| Kennedy Investment Group | 6,768 | $254.7K | 0.12% | +41+0.6% | Added |
| Manske Wealth Management | 6,726 | $253.2K | 0.10% | +6,726 | New |
| Tiemann Investment Advisors, LLC | 6,725 | $253.1K | 0.11% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,724 | $253.1K | 0.00% | −248−3.6% | Reduced |
| Essential Planning, LLC. | 6,500 | $252.3K | 0.00% | +6,500 | New |
| Resources Investment Advisors, LLC. | 6,666 | $250.9K | 0.00% | −289−4.2% | Reduced |
| Congress Wealth Management LLC | 6,648 | $250.3K | 0.00% | +6,648 | New |
| Summit Financial, LLC | 6,626 | $249.4K | 0.01% | −480−6.8% | Reduced |
| Nikulski Financial, Inc. | 6,625 | $249.4K | 0.07% | +6,625 | New |
| Compton Financial Group, LLC | 6,618 | $249.1K | 0.07% | +958+16.9% | Added |
| Leigh Baldwin & Co., LLC | 6,575 | $247.5K | 0.21% | +6,575 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,525 | $245.6K | 0.04% | +682+11.7% | Added |
| Valeo Financial Advisors, LLC | 6,492 | $244.3K | 0.01% | +823+14.5% | Added |
| Northwest Bancshares, Inc. | 6,487 | $244.2K | 0.05% | −458−6.6% | Reduced |
| Longfellow Investment Management Co LLC | 6,485 | $244.1K | 0.06% | −415−6.0% | Reduced |
| Key Financial Inc | 6,462 | $243.2K | 0.06% | +718+12.5% | Added |
| First Hawaiian Bank | 6,413 | $241.4K | 0.01% | −189−2.9% | Reduced |
| Kentucky Trust Co | 6,400 | $240.9K | 0.14% | +6,400 | New |
| Change Path, LLC | 6,392 | $240.6K | 0.01% | −206−3.1% | Reduced |
| Financial Advisors Network, Inc. | 6,388 | $240.5K | 0.04% | +6,388 | New |
| Wedmont Private Capital | 6,439 | $240.2K | 0.01% | +1,180+22.4% | Added |
| Ledyard National Bank | 6,367 | $239.7K | 0.02% | +19+0.3% | Added |
| Callan Family Office, LLC | 6,367 | $239.7K | 0.02% | +6,367 | New |
| Custom Index Systems, LLC | 6,286 | $236.6K | 0.13% | +6,286 | New |
| Y-Intercept (Hong Kong) Ltd | 6,284 | $236.5K | 0.02% | −36,813−85.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,249 | $235.2K | 0.01% | +6,249 | New |
| Ronald Blue Trust, Inc. | 6,222 | $234.2K | 0.00% | −4,541−42.2% | Reduced |
| Plotkin Financial Advisors, LLC | 6,191 | $233.0K | 0.14% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,183 | $232.7K | 0.01% | −1,063−14.7% | Reduced |
| Bearing Point Capital, LLC | 6,175 | $232.4K | 0.05% | +6,175 | New |
| Fukoku Mutual Life Insurance Co | 6,168 | $232.2K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 6,142 | $231.2K | 0.00% | −10.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,106 | $229.8K | 0.01% | +69+1.1% | Added |
| Pine Valley Investments Ltd Liability Co | 6,099 | $229.6K | 0.02% | −21−0.3% | Reduced |
| Harbour Investments, Inc. | 6,091 | $229.3K | 0.01% | −279−4.4% | Reduced |
| State of Wyoming | 6,080 | $228.9K | 0.03% | +6,080 | New |
| CRA Financial Services, LLC | 6,053 | $227.8K | 0.04% | −579−8.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 6,037 | $227.2K | 0.01% | +500+9.0% | Added |
| Redhawk Wealth Advisors, Inc. | 6,018 | $226.5K | 0.03% | +33+0.6% | Added |
| Davenport & Co LLC | 6,001 | $225.9K | 0.00% | +77+1.3% | Added |
| Defined Financial Planning LLC | 6,000 | $225.8K | 0.24% | +6,000 | New |
| We Are One Seven, LLC | 5,973 | $224.8K | 0.01% | +214+3.7% | Added |
| Citizens Financial Group Inc | 5,972 | $224.8K | 0.00% | +5,972 | New |
| Cassaday & Co Wealth Management LLC | 5,945 | $223.8K | 0.01% | −997−14.4% | Reduced |
| JFS Wealth Advisors, LLC | 5,916 | $222.7K | 0.02% | −71−1.2% | Reduced |
| Earnest Partners LLC | 5,898 | $222.0K | 0.00% | −224−3.7% | Reduced |
| Successful Portfolios LLC | 5,855 | $220.4K | 0.15% | −158−2.6% | Reduced |
| Venturi Wealth Management, LLC | 5,828 | $219.3K | 0.01% | +4,745+438.1% | Added |
| RD Lewis Holdings, Inc. | 5,297 | $218.8K | 0.24% | +5,297 | New |
| Enterprise Financial Services Corp | 5,812 | $218.8K | 0.12% | −17−0.3% | Reduced |
| Simon Quick Advisors, LLC | 5,762 | $216.9K | 0.01% | +5,762 | New |
| Moors & Cabot, Inc. | 5,731 | $215.7K | 0.01% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 5,687 | $214.1K | 0.02% | +389+7.3% | Added |
| Covestor Ltd | 5,688 | $214.0K | 0.13% | −698−10.9% | Reduced |
| C M Bidwell & Associates Ltd | 5,675 | $213.6K | 0.13% | −130−2.2% | Reduced |
| SeaCrest Wealth Management, LLC | 5,674 | $213.6K | 0.02% | −51−0.9% | Reduced |
| Phoenix Wealth Advisors | 5,672 | $213.5K | 0.09% | −218−3.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,671 | $213.5K | 0.02% | −253−4.3% | Reduced |
| Westover Capital Advisors, LLC | 5,669 | $213.4K | 0.05% | −39−0.7% | Reduced |
| Jefferies Financial Group Inc. | 5,636 | $212.1K | 0.00% | +5,636 | New |
| Avestar Capital, LLC | 5,575 | $209.8K | 0.02% | +508+10.0% | Added |
| Financial Council Asset Management Inc | 5,549 | $208.9K | 0.11% | 00.0% | Unchanged |
| Glenview Trust Co | 5,531 | $208.2K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 5,529 | $208.1K | 0.08% | +5,529 | New |
| Stratos Wealth Advisors, LLC | 5,527 | $208.0K | 0.01% | −65−1.2% | Reduced |
| Argent Trust Co | 5,520 | $207.8K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 5,518 | $207.7K | 0.01% | −688−11.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,499 | $207.0K | 0.10% | +550+11.1% | Added |
| NBT Bank N A | 5,488 | $206.6K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 5,477 | $206.2K | 0.02% | 00.0% | Unchanged |
| Greenfield Savings Bank | 5,474 | $206.0K | 0.10% | −315−5.4% | Reduced |
| Merit Financial Group, LLC | 5,438 | $204.7K | 0.00% | +5,438 | New |
| Marion Wealth Management | 5,427 | $204.3K | 0.05% | −154−2.8% | Reduced |
| Strategic Financial Concepts, LLC | 5,411 | $203.7K | 0.04% | +5,411 | New |
| Pennsylvania Capital Management Inc | 5,388 | $202.8K | 0.07% | +33+0.6% | Added |
| 4WEALTH Advisors, Inc. | 5,372 | $202.2K | 0.21% | +5,372 | New |
| BancorpSouth Bank | 5,364 | $201.9K | 0.01% | −367−6.4% | Reduced |
| Quadrant Capital Group LLC | 5,358 | $201.7K | 0.01% | −214−3.8% | Reduced |
| Chicago Trust Co NA | 5,339 | $201.0K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,208 | $196.0K | 0.04% | +118+2.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,196 | $196.0K | 0.07% | −100−1.9% | Reduced |