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 |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $44.7K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 986 | $45.0K | 0.01% | +986 | New |
| Colonial Trust Co | 983 | $45.3K | 0.01% | −361−26.9% | Reduced |
| Peoples Bank | 1,000 | $46.1K | 0.03% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $46.1K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,275 | $48.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1,071 | $49.4K | 0.01% | +9+0.8% | Added |
| Opal Wealth Advisors, LLC | 1,088 | $50.1K | 0.02% | +1,088 | New |
| Old Point Trust & Financial Services N A | 1,100 | $50.7K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,119 | $51.6K | 0.02% | +317+39.5% | Added |
| Capital Analysts, LLC | 1,113 | $52.0K | 0.00% | +9+0.8% | Added |
| SBI Securities Co., Ltd. | 1,138 | $52.4K | 0.00% | +188+19.8% | Added |
| Redwood Park Advisors LLC | 1,170 | $53.9K | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,197 | $55.2K | 0.00% | +1,197 | New |
| Gables Capital Management Inc. | 1,200 | $55.3K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,204 | $55.5K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,239 | $57.1K | 0.01% | +189+18.0% | Added |
| Center for Financial Planning, Inc. | 1,265 | $58.3K | 0.01% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 1,280 | $59.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,301 | $60.0K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,305 | $60.1K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,328 | $62.2K | 0.01% | +129+10.8% | Added |
| Addison Advisors LLC | 1,362 | $62.8K | 0.02% | +185+15.7% | Added |
| City Holding Co | 1,375 | $63.3K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,411 | $65.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,469 | $67.7K | 0.00% | +934+174.6% | Added |
| CVA Family Office, LLC | 1,544 | $71.1K | 0.01% | −107−6.5% | Reduced |
| Atlantic Trust, LLC | 1,575 | $72.6K | 0.02% | +511+48.0% | Added |
| Prestige Wealth Management Group LLC | 1,602 | $73.8K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,616 | $74.0K | 0.01% | −18−1.1% | Reduced |
| Pin Oak Investment Advisors Inc | 1,692 | $76.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 1,650 | $76.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,650 | $76.0K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,666 | $76.8K | 0.00% | +91+5.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,679 | $77.4K | 0.03% | +1,001+147.6% | Added |
| Sachetta, LLC | 1,709 | $78.8K | 0.03% | −402−19.0% | Reduced |
| Crowley Wealth Management, Inc. | 1,844 | $85.0K | 0.08% | 00.0% | Unchanged |
| First PREMIER Bank | 1,883 | $87.0K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,889 | $87.0K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,910 | $88.0K | 0.03% | −379−16.6% | Reduced |
| Manchester Capital Management LLC | 1,939 | $89.3K | 0.01% | +859+79.5% | Added |
| N.E.W. Advisory Services LLC | 1,942 | $89.5K | 0.01% | +1,942 | New |
| Creative Financial Designs Inc | 1,956 | $90.1K | 0.01% | +1,956 | New |
| Independence Bank of Kentucky | 2,024 | $93.3K | 0.01% | +124+6.5% | Added |
| JNBA Financial Advisors | 2,046 | $94.3K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,051 | $94.5K | 0.00% | −1,952−48.8% | Reduced |
| Reyes Financial Architecture, Inc. | 2,150 | $99.1K | 0.07% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,171 | $100.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 2,183 | $100.6K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 2,201 | $101.4K | 0.03% | +2,200+220,000.0% | Added |
| Deseret Mutual Benefit Administrators | 2,218 | $102.2K | 0.05% | −25−1.1% | Reduced |
| Larson Financial Group LLC | 2,264 | $104.3K | 0.00% | +625+38.1% | Added |
| ORG Partners LLC | 2,346 | $107.9K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 2,372 | $109.3K | 0.04% | −25−1.0% | Reduced |
| Garde Capital, Inc. | 2,373 | $109.3K | 0.01% | +2,373 | New |
| GeoWealth Management, LLC | 2,407 | $110.9K | 0.00% | −1,953−44.8% | Reduced |
| Curat Global, LLC | 2,430 | $112.0K | 0.14% | +2,430 | New |
| Bare Financial Services, Inc | 2,435 | $112.2K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,457 | $113.2K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 2,459 | $113.3K | 0.00% | +183+8.0% | Added |
| Whittier Trust Co | 2,554 | $117.7K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 3,192 | $120.2K | 0.04% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,635 | $121.4K | 0.03% | +86+3.4% | Added |
| Cromwell Holdings LLC | 2,675 | $123.3K | 0.08% | +376+16.4% | Added |
| Y.D. More Investments Ltd | 2,731 | $125.8K | 0.01% | −388−12.4% | Reduced |
| SIMA Wealth Partners, LLC | 2,732 | $125.9K | 0.10% | +25+0.9% | Added |
| HFM Investment Advisors, LLC | 2,769 | $127.6K | 0.06% | +2,769 | New |
| Farmers & Merchants Investments Inc | 2,780 | $128.1K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 2,880 | $132.7K | 0.00% | −1,524−34.6% | Reduced |
| MCF Advisors LLC | 3,077 | $141.8K | 0.01% | +58+1.9% | Added |
| Sentry Investment Management LLC | 3,304 | $148.0K | 0.10% | +3,304 | New |
| Fullerton Fund Management Co Ltd. | 3,250 | $149.8K | 0.01% | +3,250 | New |
| Lindbrook Capital, LLC | 3,368 | $155.2K | 0.01% | −544−13.9% | Reduced |
| Central Pacific Bank - Trust Division | 3,389 | $156.2K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,411 | $157.2K | 0.00% | −687−16.8% | Reduced |
| Grove Bank & Trust | 3,458 | $159.3K | 0.02% | +361+11.7% | Added |
| Trust Co of Vermont | 3,485 | $160.6K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 3,489 | $160.8K | 0.11% | +3,489 | New |
| Glen Eagle Advisors, LLC | 3,576 | $164.8K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,632 | $167.4K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,822 | $176.1K | 0.03% | +2,775+265.0% | Added |
| Massmutual Trust Co FSB | 4,019 | $185.2K | 0.01% | +354+9.7% | Added |
| IFP Advisors, Inc | 4,091 | $188.5K | 0.01% | +544+15.3% | Added |
| Peoples Financial Services Corp. | 4,174 | $192.3K | 0.09% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,229 | $194.9K | 0.04% | +347+8.9% | Added |
| Bayforest Capital Ltd | 4,230 | $194.9K | 0.08% | +3,802+888.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 4,329 | $199.5K | 0.14% | −79−1.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 4,360 | $200.9K | 0.07% | +4,360 | New |
| Graypoint LLC | 4,361 | $201.0K | 0.01% | +4,361 | New |
| US Asset Management LLC | 4,393 | $202.0K | 0.19% | +4,393 | New |
| First Command Advisory Services, Inc. | 4,387 | $202.2K | 0.00% | −1,755−28.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,410 | $203.2K | 0.01% | −1,839−29.4% | Reduced |
| Planning Directions Inc | 4,410 | $203.2K | 0.09% | +4,410 | New |
| Lake Street Financial LLC | 4,414 | $203.4K | 0.03% | +4,414 | New |
| Parkside Financial Bank & Trust | 4,415 | $203.4K | 0.03% | +48+1.1% | Added |
| Sivia Capital Partners, LLC | 4,424 | $203.9K | 0.10% | +4,424 | New |
| Verus Wealth Management, LLC | 4,425 | $203.9K | 0.22% | +4,425 | New |
| Miracle Mile Advisors, LLC | 4,434 | $204.3K | 0.00% | +4,434 | New |
| FORM Wealth Advisors, LLC | 4,449 | $205.0K | 0.03% | +4,449 | New |
| Brass Tax Wealth Management, Inc | 4,472 | $206.1K | 0.04% | +4,472 | New |