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 |
|---|---|---|---|---|---|
| Guardian Wealth Advisors, LLC | 4,474 | $206.2K | 0.02% | +4,474 | New |
| Hilltop Holdings Inc. | 4,482 | $206.5K | 0.01% | +4,482 | New |
| Masso Torrence Wealth Management Inc. | 4,487 | $206.8K | 0.11% | +4,487 | New |
| Cullinan Associates Inc | 4,500 | $207.4K | 0.01% | +4,500 | New |
| Premier Path Wealth Partners, LLC | 4,503 | $207.5K | 0.03% | +4,503 | New |
| Lineweaver Wealth Advisors, LLC | 4,510 | $207.8K | 0.04% | +4,510 | New |
| Eagle Bluffs Wealth Management LLC | 4,514 | $208.0K | 0.11% | +4,514 | New |
| Smith Chas P & Associates Pa Cpas | 4,520 | $208.3K | 0.01% | +4,520 | New |
| Heritage Trust Co | 4,530 | $208.7K | 0.03% | +4,530 | New |
| Thrive Wealth Management, LLC | 4,541 | $209.2K | 0.04% | +4,541 | New |
| apricus wealth, LLC | 4,552 | $209.7K | 0.12% | +4,552 | New |
| Spirepoint Private Client, LLC | 4,556 | $209.9K | 0.03% | +4,556 | New |
| Zuckerman Investment Group, LLC | 4,567 | $210.4K | 0.02% | +4,567 | New |
| Geneos Wealth Management Inc. | 4,570 | $210.6K | 0.01% | +593+14.9% | Added |
| Newton One Investments LLC | 4,578 | $210.9K | 0.08% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 4,590 | $211.5K | 0.02% | +4,590 | New |
| Monetary Management Group Inc | 4,600 | $212.0K | 0.06% | 00.0% | Unchanged |
| Meritage Portfolio Management | 4,600 | $212.0K | 0.01% | +4,600 | New |
| Ethos Financial Group, LLC | 4,601 | $212.0K | 0.02% | +4,601 | New |
| Vision Capital Management, Inc. | 4,607 | $212.3K | 0.03% | +4,607 | New |
| Avestar Capital, LLC | 4,625 | $213.1K | 0.02% | −950−17.0% | Reduced |
| Biltmore Wealth Management, LLC | 4,645 | $214.1K | 0.09% | +4,645 | New |
| Wealth Dimensions Group, Ltd. | 4,657 | $214.6K | 0.05% | +4,657 | New |
| MidWestOne Financial Group, Inc. | 4,666 | $215.0K | 0.03% | +4,666 | New |
| Rossby Financial, LCC | 4,656 | $215.2K | 0.09% | +4,656 | New |
| Venturi Wealth Management, LLC | 4,671 | $215.2K | 0.01% | −1,157−19.9% | Reduced |
| Thoroughbred Financial Services, LLC | 4,701 | $216.0K | 0.01% | +4,701 | New |
| Capital Investment Advisors, LLC | 4,691 | $216.1K | 0.00% | +4,691 | New |
| Gateway Investment Advisers LLC | 4,706 | $216.9K | 0.00% | +4,706 | New |
| Vantage Point Financial LLC | 4,721 | $217.5K | 0.11% | +4,721 | New |
| Clifford Swan Investment Counsel LLC | 4,726 | $217.8K | 0.01% | +4,726 | New |
| Keel Point, LLC | 4,748 | $218.8K | 0.02% | +4,748 | New |
| Private Wealth Asset Management, LLC | 4,758 | $219.2K | 0.03% | +4,758 | New |
| Pitcairn Co | 4,765 | $219.6K | 0.01% | +4,765 | New |
| Mutual Advisors, LLC | 4,770 | $220.5K | 0.01% | +4,770 | New |
| Earnest Partners LLC | 4,788 | $220.6K | 0.00% | −1,110−18.8% | Reduced |
| Boyd Watterson Asset Management LLC | 4,801 | $221.2K | 0.07% | −7−0.1% | Reduced |
| Headland Capital, LLC | 4,824 | $222.3K | 0.07% | +4,824 | New |
| LMR Partners LLP | 4,845 | $223.3K | 0.00% | +4,845 | New |
| Trust Investment Advisors | 4,856 | $223.8K | 0.14% | +4,856 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,891 | $224.6K | 0.02% | +4,891 | New |
| Canandaigua National Bank & Trust Co | 4,876 | $224.7K | 0.02% | +4,876 | New |
| Alpha Family Trust | 4,880 | $224.9K | 0.13% | +4,880 | New |
| Trust Co of Virginia | 4,888 | $225.2K | 0.02% | +4,888 | New |
| Trinity Wealth Management, LLC | 4,900 | $225.8K | 0.10% | +4,900 | New |
| Brighton Jones LLC | 4,910 | $226.3K | 0.01% | +4,910 | New |
| Acropolis Investment Management, LLC | 4,923 | $226.9K | 0.01% | −230−4.5% | Reduced |
| Rice Partnership, LLC | 4,933 | $227.3K | 0.05% | +4,933 | New |
| Crestwood Advisors Group LLC | 4,944 | $227.8K | 0.00% | +4,944 | New |
| Eagle Wealth Strategies LLC | 4,966 | $228.9K | 0.14% | +4,966 | New |
| Aurora Private Wealth, Inc. | 4,979 | $229.0K | 0.18% | +4,979 | New |
| Safeguard Investment Advisory Group, LLC | 4,978 | $229.6K | 0.06% | +4,978 | New |
| Procyon Private Wealth Partners, LLC | 4,987 | $229.8K | 0.01% | +4,987 | New |
| Sage Capital Advisors,llc | 5,000 | $230.4K | 0.06% | +5,000 | New |
| Nemes Rush Group LLC | 5,007 | $230.7K | 0.03% | −49−1.0% | Reduced |
| Alta Advisers Ltd | 5,008 | $230.8K | 0.10% | +5,008 | New |
| Quent Capital, LLC | 5,020 | $231.3K | 0.02% | +421+9.2% | Added |
| Patten & Patten Inc | 5,024 | $231.5K | 0.02% | +5,024 | New |
| Marietta Wealth Management, LLC | 5,041 | $232.3K | 0.03% | +5,041 | New |
| Grimes & Company, Inc. | 5,051 | $232.7K | 0.01% | +5,051 | New |
| Duncker Streett & Co Inc | 5,090 | $234.6K | 0.05% | −118−2.3% | Reduced |
| Payden & Rygel | 5,110 | $235.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5,106 | $235.3K | 0.01% | +296+6.2% | Added |
| Sound View Wealth Advisors Group, LLC | 5,113 | $235.6K | 0.02% | −558−9.8% | Reduced |
| Forum Financial Management, LP | 5,113 | $235.6K | 0.00% | +5,113 | New |
| Strategic Investment Solutions, Inc. | 5,120 | $235.9K | 0.07% | +3,847+302.2% | Added |
| MTM Investment Management, LLC | 5,148 | $236.4K | 0.09% | +5,148 | New |
| Clearwater Capital Advisors, LLC | 5,180 | $238.7K | 0.02% | +5,180 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,196 | $239.0K | 0.08% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,208 | $240.0K | 0.02% | +5,208 | New |
| RD Lewis Holdings, Inc. | 5,177 | $240.6K | 0.27% | −120−2.3% | Reduced |
| NewEdge Wealth, LLC | 5,226 | $240.8K | 0.00% | +5,226 | New |
| Founders Financial Securities LLC | 5,272 | $245.0K | 0.02% | +5,272 | New |
| Moors & Cabot, Inc. | 5,338 | $246.0K | 0.01% | −393−6.9% | Reduced |
| Stiles Financial Services Inc | 5,355 | $246.8K | 0.09% | +5,355 | New |
| Pennsylvania Capital Management Inc | 5,355 | $246.8K | 0.09% | −33−0.6% | Reduced |
| Strategic Financial Concepts, LLC | 5,359 | $246.9K | 0.05% | −52−1.0% | Reduced |
| Westover Capital Advisors, LLC | 5,362 | $247.1K | 0.05% | −307−5.4% | Reduced |
| BancorpSouth Bank | 5,364 | $247.2K | 0.02% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 5,375 | $247.7K | 0.01% | +5,375 | New |
| Mather Group, LLC. | 5,378 | $247.8K | 0.00% | +1,111+26.0% | Added |
| Kapitalo Investimentos Ltda | 5,386 | $248.2K | 0.05% | −2,323−30.1% | Reduced |
| Optas, LLC | 5,390 | $248.4K | 0.04% | +5,390 | New |
| Greenfield Savings Bank | 5,408 | $249.2K | 0.12% | −66−1.2% | Reduced |
| Marion Wealth Management | 5,433 | $250.4K | 0.07% | +6+0.1% | Added |
| Trust Point Inc. | 5,437 | $250.5K | 0.02% | −4,855−47.2% | Reduced |
| Bill Few Associates, Inc. | 5,460 | $251.6K | 0.09% | +5,460 | New |
| Machina Capital S.A.S. | 5,486 | $252.8K | 0.07% | −21,272−79.5% | Reduced |
| NBT Bank N A | 5,488 | $252.9K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 5,497 | $253.3K | 0.02% | +20+0.4% | Added |
| C M Bidwell & Associates Ltd | 5,520 | $254.4K | 0.15% | −155−2.7% | Reduced |
| Financial Council Asset Management Inc | 5,549 | $255.7K | 0.14% | 00.0% | Unchanged |
| Accel Wealth Management | 5,599 | $258.0K | 0.09% | +70+1.3% | Added |
| Calton & Associates, Inc. | 5,615 | $258.7K | 0.06% | +5,615 | New |
| Essex Financial Services, Inc. | 5,643 | $260.0K | 0.02% | +5,643 | New |
| Phoenix Wealth Advisors | 5,671 | $261.3K | 0.11% | −10.0% | Reduced |
| Telos Capital Management, Inc. | 5,687 | $262.1K | 0.03% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 5,692 | $262.3K | 0.04% | −361−6.0% | Reduced |
| Callan Family Office, LLC | 5,769 | $265.8K | 0.02% | −598−9.4% | Reduced |
| SeaCrest Wealth Management, LLC | 5,769 | $265.8K | 0.03% | +95+1.7% | Added |