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Livermore
Livermore
ZHEN

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, Q1 2025

Institutional positions in Exelon Corp as of Mar 31, 2025. 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
1,196
+113 vs. Q4 2024
Shares held
832.5M
+20.9M (+2.6%) vs. Q4 2024
Total value
$38.3B
+$7.80B (+25.5%) vs. Q4 2024
New holders
189
477 more added
Sold out
76
329 more reduced

19 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 1,196 institutions
Q1 2021: 925 institutionsQ2 2021: 923 institutionsQ3 2021: 937 institutionsQ4 2021: 1,071 institutionsQ1 2022: 1,026 institutionsQ2 2022: 1,021 institutionsQ3 2022: 990 institutionsQ4 2022: 1,007 institutionsQ1 2023: 1,003 institutionsQ2 2023: 1,005 institutionsQ3 2023: 1,001 institutionsQ4 2023: 1,020 institutionsQ1 2024: 1,009 institutionsQ2 2024: 992 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,102 institutionsQ1 2025: 1,196 institutionsQ2 2025: 1,177 institutionsQ3 2025: 1,201 institutionsQ4 2025: 1,249 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,291 institutions
Value heldQ1 2025: $38.3B
Q1 2021: $34.1BQ2 2021: $34.9BQ3 2021: $38.1BQ4 2021: $45.4BQ1 2022: $38.4BQ2 2022: $36.8BQ3 2022: $30.3BQ4 2022: $35.2BQ1 2023: $34.2BQ2 2023: $33.0BQ3 2023: $30.9BQ4 2023: $29.1BQ1 2024: $30.9BQ2 2024: $28.7BQ3 2024: $33.2BQ4 2024: $30.8BQ1 2025: $38.3BQ2 2025: $36.8BQ3 2025: $38.1BQ4 2025: $40.2BQ1 2026: $45.1BQ2 2026: $44.2B
Institutions holding EXC and their total value by quarter
QuarterHoldersValue
Q2 20261,291$44.2B
Q1 20261,285$45.1B
Q4 20251,249$40.2B
Q3 20251,201$38.1B
Q2 20251,177$36.8B
Q1 20251,196$38.3B
Q4 20241,102$30.8B
Q3 20241,055$33.2B
Q2 2024992$28.7B
Q1 20241,009$30.9B
Q4 20231,020$29.1B
Q3 20231,001$30.9B
Q2 20231,005$33.0B
Q1 20231,003$34.2B
Q4 20221,007$35.2B
Q3 2022990$30.3B
Q2 20221,021$36.8B
Q1 20221,026$38.4B
Q4 20211,071$45.4B
Q3 2021937$38.1B
Q2 2021923$34.9B
Q1 2021925$34.1B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q4 2024.

Institutions holding EXC in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
J.Safra Asset Management Corp1$390.00%−1,601−99.9%Reduced
Meeder Asset Management Inc1$460.00%−525−99.8%Reduced
Caitong International Asset Management Co., Ltd4$1840.00%−91−95.8%Reduced
GoalVest Advisory LLC4$1840.00%+4New
DHJJ Financial Advisors, Ltd.4$1850.00%00.0%Unchanged
Ancora Advisors, LLC7$3230.00%−214−96.8%Reduced
Chesapeake Asset Management LLC10$4600.00%+10New
Nova Wealth Management, Inc.10$4610.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC10$4610.00%+10New
Evermay Wealth Management LLC10$4780.00%00.0%Unchanged
Parkworth Wealth Management, Inc.11$5070.00%00.0%Unchanged
Osterweis Capital Management Inc15$6910.00%+15New
West Oak Capital, LLC16$7000.00%00.0%Unchanged
Abound Wealth Management15$7140.00%−150−90.9%Reduced
Principia Wealth Advisory, LLC20$8860.00%+2+11.1%Added
HHM Wealth Advisors, LLC20$9220.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC20$9220.02%+20New
Bay Harbor Wealth Management, LLC22$1.01K0.00%+22New
Capital A Wealth Management, LLC22$1.01K0.00%−31−58.5%Reduced
Cedar Wealth Management, LLC22$1.01K0.00%00.0%Unchanged
Crewe Advisors LLC22$1.01K0.00%+22New
Rialto Wealth Management, LLC25$1.15K0.00%+25New
Greenline Partners, LLC27$1.24K0.00%+27New
TFC Financial Management28$1.30K0.00%−130−82.3%Reduced
Anfield Capital Management, LLC29$1.34K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC29$1.34K0.00%00.0%Unchanged
Winnow Wealth LLC31$1.42K0.00%+11+55.0%Added
Transce3nd, LLC32$1.48K0.00%00.0%Unchanged
Uniplan Investment Counsel, Inc.35$1.62K0.00%+35New
Dogwood Wealth Management LLC38$1.75K0.00%+38New
Motco39$1.80K0.00%00.0%Unchanged
Aspect Partners, LLC40$1.84K0.00%00.0%Unchanged
Horizon Financial Services, LLC43$1.98K0.00%+43New
Atwood & Palmer Inc46$2.12K0.00%−200−81.3%Reduced
SJS Investment Consulting Inc.46$2.12K0.00%+15+48.4%Added
Global Financial Private Client, LLC46$2.12K0.00%+33+253.8%Added
Core Alternative Capital47$2.17K0.00%00.0%Unchanged
IAG Wealth Partners, LLC49$2.26K0.00%00.0%Unchanged
Bellwether Advisors, LLC50$2.30K0.00%00.0%Unchanged
Clark Wealth Partners50$2.30K0.00%+42+525.0%Added
WealthTrak Capital Management LLC55$2.54K0.00%+30+120.0%Added
Guardian Wealth Management, Inc.55$2.56K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC70$3.24K0.00%+70New
FSA Wealth Management LLC72$3.32K0.00%00.0%Unchanged
Main Street Group, LTD73$3.35K0.00%+34+87.2%Added
Curio Wealth, LLC1$3.50K0.00%−150−99.3%Reduced
Arlington Trust Co LLC80$3.69K0.00%00.0%Unchanged
Valued Wealth Advisors LLC80$3.71K0.00%00.0%Unchanged
HighMark Wealth Management LLC81$3.73K0.00%+81New
Prudent Man Investment Management, Inc.100$3.76K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.85$3.92K0.00%00.0%Unchanged
Avion Wealth107$4.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners93$4.00K0.00%00.0%Unchanged
Quarry LP87$4.01K0.00%−2,644−96.8%Reduced
GHP Investment Advisors, Inc.87$4.01K0.00%00.0%Unchanged
Paladin Advisory Group, LLC87$4.01K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC96$4.42K0.00%−312−76.5%Reduced
Hughes Financial Services, LLC101$4.64K0.00%+101New
Golden State Wealth Management, LLC101$4.65K0.00%+70+225.8%Added
American Capital Advisory, LLC104$4.79K0.00%+6+6.1%Added
Sierra Ocean, LLC106$4.90K0.00%00.0%Unchanged
Alpine Bank Wealth Management107$4.93K0.00%+107New
Thompson Investment Management, Inc.108$4.98K0.00%00.0%Unchanged
Whipplewood Advisors, LLC3$4.98K0.00%−105−97.2%Reduced
GPS Wealth Strategies Group, LLC111$5.12K0.00%+1+0.9%Added
Ruedi Wealth Management, Inc.127$5.85K0.00%00.0%Unchanged
Creekmur Asset Management LLC131$6.03K0.00%−12−8.4%Reduced
Aventura Private Wealth, LLC135$6.22K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC137$6.30K0.00%+2+1.5%Added
Wood Tarver Financial Group, LLC142$6.54K0.00%−2−1.4%Reduced
High Note Wealth, LLC142$6.54K0.00%+5+3.6%Added
Pacifica Partners Inc.143$6.75K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC150$6.91K0.00%00.0%Unchanged
Colonial Trust Advisors155$7.14K0.00%00.0%Unchanged
Oakworth Capital, Inc.159$7.33K0.00%00.0%Unchanged
Bangor Savings Bank166$7.65K0.00%−3−1.8%Reduced
Barnes Dennig Private Wealth Management LLC170$7.83K0.01%+170New
Valley National Advisers Inc188$8.00K0.00%+9+5.0%Added
JDM Financial Group LLC176$8.11K0.00%00.0%Unchanged
True Wealth Design, LLC183$8.41K0.00%+133+266.0%Added
United Community Bank185$8.53K0.00%+185New
Mascoma Wealth Management LLC188$8.66K0.00%−121−39.2%Reduced
Stone House Investment Management, LLC193$8.89K0.00%+193New
Roble, Belko & Company, Inc200$9.00K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC200$9.00K0.01%00.0%Unchanged
Piscataqua Savings Bank200$9.21K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.200$9.22K0.00%00.0%Unchanged
Hopwood Financial Services, Inc.200$9.22K0.01%00.0%Unchanged
Robinswood Financial LLC200$9.22K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.205$9.28K0.00%+2+1.0%Added
Sunbelt Securities, Inc.202$9.31K0.00%−52−20.5%Reduced
DiNuzzo Private Wealth, Inc.209$9.63K0.00%+15+7.7%Added
Birchbrook, Inc.210$9.68K0.01%00.0%Unchanged
Bogart Wealth, LLC217$10.0K0.00%+33+17.9%Added
Riverview Trust Co223$10.3K0.01%−28−11.2%Reduced
Cetera Trust Company, N.A226$10.4K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC228$10.5K0.00%+9+4.1%Added
Cedar Mountain Advisors, LLC232$10.7K0.00%+3+1.3%Added
Tower Trust & Investment Co230$10.8K0.01%+230New
Newbridge Financial Services Group, Inc.238$11.0K0.00%+2+0.8%Added