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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Resources Management Corp | 240 | $11.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 242 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 250 | $11.1K | 0.01% | −151−37.7% | Reduced |
| American National Bank | 240 | $11.1K | 0.00% | −2,000−89.3% | Reduced |
| McIlrath & Eck, LLC | 241 | $11.1K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 244 | $11.2K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 245 | $11.3K | 0.00% | −23−8.6% | Reduced |
| Highline Wealth Partners LLC | 246 | $11.3K | 0.00% | +102+70.8% | Added |
| Laurel Wealth Advisors LLC | 250 | $11.5K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 255 | $11.8K | 0.00% | +231+962.5% | Added |
| Financial Management Professionals, Inc. | 260 | $12.0K | 0.00% | +108+71.1% | Added |
| PSI Advisors, LLC | 262 | $12.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 269 | $12.4K | 0.00% | +58+27.5% | Added |
| Caldwell Sutter Capital, Inc. | 271 | $12.5K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 277 | $12.7K | 0.01% | −18−6.1% | Reduced |
| Kestra Investment Management, LLC | 277 | $12.8K | 0.00% | −1,055−79.2% | Reduced |
| Dynamic Wealth Strategies, LLC | 279 | $12.9K | 0.01% | +279 | New |
| Fairman Group, LLC | 342 | $12.9K | 0.01% | −51−13.0% | Reduced |
| Iron Horse Wealth Management, LLC | 282 | $13.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 298 | $13.7K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 299 | $13.8K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $13.8K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 300 | $13.8K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 313 | $14.4K | 0.01% | +3+1.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 329 | $15.0K | 0.01% | +248+306.2% | Added |
| Hager Investment Management Services, LLC | 335 | $15.4K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 337 | $15.5K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 339 | $15.6K | 0.00% | +339 | New |
| Rocky Mountain Advisers, LLC | 340 | $15.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 344 | $15.9K | 0.00% | +64+22.9% | Added |
| Rakuten Securities, Inc. | 344 | $15.9K | 0.01% | +179+108.5% | Added |
| Activest Wealth Management | 349 | $16.1K | 0.00% | +339+3,390.0% | Added |
| Richardson Capital Management LLC | 350 | $16.1K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 353 | $16.3K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 355 | $16.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 379 | $17.5K | 0.00% | +118+45.2% | Added |
| Wayfinding Financial, LLC | 396 | $18.0K | 0.01% | +396 | New |
| TCTC Holdings, LLC | 393 | $18.1K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 395 | $18.2K | 0.10% | +395 | New |
| Holos Integrated Wealth LLC | 396 | $18.2K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 400 | $18.4K | 0.01% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 18,702 | $18.7K | 0.01% | +7,609+68.6% | Added |
| BankPlus Trust Department | 410 | $18.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 412 | $19.0K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 418 | $19.3K | 0.01% | −177−29.7% | Reduced |
| Greykasell Wealth Strategies, Inc. | 424 | $19.5K | 0.01% | +424 | New |
| WPG Advisers, LLC | 432 | $19.9K | 0.02% | −130−23.1% | Reduced |
| Princeton Global Asset Management LLC | 438 | $20.2K | 0.00% | −71−13.9% | Reduced |
| Cape Investment Advisory, Inc. | 444 | $20.5K | 0.01% | −1,125−71.7% | Reduced |
| BFSG, LLC | 458 | $21.1K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 474 | $21.8K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 492 | $22.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 518 | $23.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 500 | $23.0K | 0.02% | −120−19.4% | Reduced |
| First Financial Corp | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 513 | $23.6K | 0.03% | +221+75.7% | Added |
| CBIZ Investment Advisory Services, LLC | 522 | $24.0K | 0.00% | +87+20.0% | Added |
| Anchor Investment Management, LLC | 529 | $24.4K | 0.00% | +4+0.8% | Added |
| Bruce G. Allen Investments, LLC | 532 | $24.5K | 0.02% | −46−8.0% | Reduced |
| Rise Advisors, LLC | 537 | $24.7K | 0.01% | −107−16.6% | Reduced |
| Financial Perspectives, Inc | 539 | $24.9K | 0.01% | +5+0.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 544 | $25.1K | 0.00% | −52−8.7% | Reduced |
| Medallion Wealth Advisors, LLC | 568 | $26.2K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 590 | $27.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 599 | $27.6K | 0.00% | −1,186−66.4% | Reduced |
| Albion Financial Group | 600 | $27.6K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 622 | $28.7K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 622 | $28.7K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 630 | $29.0K | 0.01% | −100−13.7% | Reduced |
| SOA Wealth Advisors, LLC. | 642 | $29.6K | 0.01% | −163−20.2% | Reduced |
| St Germain D J Co Inc | 646 | $29.8K | 0.00% | −1,794−73.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 656 | $30.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 664 | $30.6K | 0.00% | +6+0.9% | Added |
| Leonteq Securities AG | 669 | $30.8K | 0.00% | −362−35.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 694 | $32.0K | 0.01% | +220+46.4% | Added |
| Cullen/Frost Bankers, Inc. | 695 | $32.0K | 0.00% | −24−3.3% | Reduced |
| Salomon & Ludwin, LLC | 700 | $32.3K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 704 | $32.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 708 | $32.6K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 760 | $34.0K | 0.02% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 743 | $34.2K | 0.00% | +743 | New |
| Whittier Trust Co of Nevada Inc | 748 | $34.5K | 0.00% | −551−42.4% | Reduced |
| Millstone Evans Group, LLC | 750 | $34.6K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 762 | $35.1K | 0.01% | −20−2.6% | Reduced |
| Asset Dedication, LLC | 778 | $35.9K | 0.00% | +42+5.7% | Added |
| Logan Capital Management Inc | 781 | $36.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 798 | $36.8K | 0.07% | −41−4.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 800 | $36.9K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 832 | $38.3K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 852 | $39.0K | 0.01% | +154+22.1% | Added |
| Pittenger & Anderson Inc | 850 | $39.2K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 851 | $39.2K | 0.02% | +230+37.0% | Added |
| NVWM, LLC | 867 | $40.0K | 0.01% | +5+0.6% | Added |
| MV Capital Management, Inc. | 883 | $40.7K | 0.00% | −164−15.7% | Reduced |
| Crews Bank & Trust | 893 | $41.1K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 898 | $41.4K | 0.02% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 906 | $41.7K | 0.04% | +906 | New |
| GW&K Investment Management, LLC | 936 | $43.0K | 0.00% | −9−1.0% | Reduced |
| Capital Advisors, Ltd. LLC | 929 | $43.0K | 0.01% | −13−1.4% | Reduced |