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 |
|---|---|---|---|---|---|
| Elyxium Wealth, LLC | 5,806 | $267.5K | 0.12% | +5,806 | New |
| Northstar Advisory Group, LLC | 5,815 | $268.0K | 0.18% | +5,815 | New |
| Enterprise Financial Services Corp | 5,826 | $268.5K | 0.16% | +14+0.2% | Added |
| EverSource Wealth Advisors, LLC | 5,839 | $269.1K | 0.01% | +1,309+28.9% | Added |
| Successful Portfolios LLC | 5,855 | $269.8K | 0.18% | 00.0% | Unchanged |
| Argent Trust Co | 5,874 | $270.7K | 0.01% | +354+6.4% | Added |
| Ronald Blue Trust, Inc. | 5,889 | $271.4K | 0.00% | −333−5.4% | Reduced |
| JFS Wealth Advisors, LLC | 5,938 | $273.6K | 0.02% | +22+0.4% | Added |
| Cassaday & Co Wealth Management LLC | 5,945 | $273.9K | 0.01% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 5,965 | $274.8K | 0.07% | +5,965 | New |
| Wealth Group, Ltd. | 5,962 | $275.0K | 0.18% | +5,962 | New |
| Pine Valley Investments Ltd Liability Co | 5,975 | $275.3K | 0.02% | −124−2.0% | Reduced |
| Defined Financial Planning LLC | 6,000 | $275.5K | 0.28% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 5,985 | $275.8K | 0.14% | +486+8.8% | Added |
| CX Institutional | 5,988 | $276.0K | 0.01% | +5,988 | New |
| Davenport & Co LLC | 6,006 | $276.8K | 0.00% | +5+0.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 6,033 | $278.0K | 0.01% | −4−0.1% | Reduced |
| Regal Investment Advisors LLC | 6,058 | $279.2K | 0.02% | −6,672−52.4% | Reduced |
| Stevens Capital Management LP | 6,109 | $282.0K | 0.07% | +6,109 | New |
| Fukoku Mutual Life Insurance Co | 6,168 | $284.2K | 0.02% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 6,191 | $285.3K | 0.18% | 00.0% | Unchanged |
| Caxton Associates LLP | 6,199 | $285.6K | 0.01% | +6,199 | New |
| Change Path, LLC | 6,206 | $286.0K | 0.01% | −186−2.9% | Reduced |
| Covestor Ltd | 6,277 | $289.0K | 0.19% | +589+10.4% | Added |
| Kentucky Trust Co | 6,300 | $290.3K | 0.17% | −100−1.6% | Reduced |
| Bearing Point Capital, LLC | 6,350 | $292.6K | 0.06% | +175+2.8% | Added |
| Ledyard National Bank | 6,367 | $293.4K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,372 | $293.6K | 0.01% | +6,372 | New |
| Summit Financial, LLC | 6,448 | $297.1K | 0.01% | −178−2.7% | Reduced |
| Key Financial Inc | 6,462 | $297.8K | 0.06% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 6,487 | $298.9K | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,592 | $303.2K | 0.02% | +153+2.4% | Added |
| Cornerstone Advisory, LLC | 6,552 | $303.3K | 0.04% | −2,692−29.1% | Reduced |
| Leigh Baldwin & Co., LLC | 6,611 | $304.7K | 0.25% | +36+0.5% | Added |
| Valeo Financial Advisors, LLC | 6,619 | $305.0K | 0.01% | +127+2.0% | Added |
| First Heartland Consultants, Inc. | 6,621 | $305.1K | 0.03% | −169−2.5% | Reduced |
| Nikulski Financial, Inc. | 6,625 | $305.3K | 0.09% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 6,629 | $305.5K | 0.09% | +11+0.2% | Added |
| Advisory Services Network, LLC | 6,693 | $308.4K | 0.01% | −31−0.5% | Reduced |
| Tiemann Investment Advisors, LLC | 6,725 | $309.9K | 0.14% | 00.0% | Unchanged |
| Manske Wealth Management | 6,728 | $310.0K | 0.12% | +20.0% | Added |
| Wealth Management Associates, Inc. | 6,773 | $312.1K | 0.13% | −449−6.2% | Reduced |
| Syon Capital LLC | 6,819 | $314.2K | 0.03% | +6,819 | New |
| Kennedy Investment Group | 6,834 | $314.9K | 0.15% | +66+1.0% | Added |
| Harbour Investments, Inc. | 6,870 | $316.6K | 0.01% | +779+12.8% | Added |
| Hartline Investment Corp | 6,873 | $316.7K | 0.04% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 6,939 | $319.8K | 0.02% | +15+0.2% | Added |
| Custom Index Systems, LLC | 7,003 | $322.7K | 0.16% | +717+11.4% | Added |
| Financial Advisors Network, Inc. | 7,063 | $325.4K | 0.05% | +675+10.6% | Added |
| Dorsey & Whitney Trust CO LLC | 7,089 | $326.7K | 0.02% | +983+16.1% | Added |
| Berger Financial Group, Inc | 7,093 | $326.8K | 0.02% | −39−0.5% | Reduced |
| Clarius Group, LLC | 7,104 | $327.4K | 0.02% | +103+1.5% | Added |
| Bank & Trust Co | 7,147 | $329.3K | 0.27% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 7,154 | $329.6K | 0.16% | +20.0% | Added |
| MBB Public Markets I LLC | 7,172 | $330.5K | 0.04% | +7,172 | New |
| Thrive Capital Management, LLC | 7,181 | $330.9K | 0.20% | +7,181 | New |
| Resonant Capital Advisors, LLC | 7,220 | $332.7K | 0.02% | +267+3.8% | Added |
| Garrett Investment Advisors LLC | 7,243 | $333.8K | 0.03% | +18+0.2% | Added |
| VSM Wealth Advisory, LLC | 7,368 | $339.5K | 0.12% | +13+0.2% | Added |
| Avantax Planning Partners, Inc. | 7,373 | $339.7K | 0.01% | −58−0.8% | Reduced |
| Simon Quick Advisors, LLC | 7,386 | $340.3K | 0.02% | +1,624+28.2% | Added |
| ICONIQ Capital, LLC | 7,409 | $341.4K | 0.01% | +430+6.2% | Added |
| Skopos Labs, Inc. | 7,447 | $343.1K | 0.07% | +2,836+61.5% | Added |
| Walleye Trading LLC | 7,468 | $344.1K | 0.01% | −11,595−60.8% | Reduced |
| Hollencrest Capital Management | 7,500 | $345.6K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 7,504 | $345.8K | 0.06% | −329−4.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 7,526 | $347.0K | 0.00% | +7,526 | New |
| Grant/GrossMendelsohn, LLC | 7,470 | $347.2K | 0.19% | −210−2.7% | Reduced |
| Atlas Capital Advisors LLC | 7,538 | $347.4K | 0.04% | +3,989+112.4% | Added |
| Centre Asset Management, LLC | 7,584 | $349.0K | 0.09% | +233+3.2% | Added |
| Bank of New Hampshire | 7,623 | $351.3K | 0.09% | −625−7.6% | Reduced |
| Level Four Advisory Services, LLC | 7,679 | $353.9K | 0.01% | +7,679 | New |
| Signature Estate & Investment Advisors LLC | 7,722 | $355.8K | 0.01% | +7,722 | New |
| Essex Savings Bank | 7,733 | $356.3K | 0.09% | −30−0.4% | Reduced |
| Marshall Financial Group LLC | 7,795 | $359.2K | 0.08% | −378−4.6% | Reduced |
| Riverwater Partners LLC | 7,820 | $360.3K | 0.18% | +90+1.2% | Added |
| Total Clarity Wealth Management, Inc. | 9,581 | $360.6K | 0.12% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,828 | $360.7K | 0.01% | +726+10.2% | Added |
| Advanced Portfolio Management, LLC | 7,831 | $360.9K | 0.73% | +7,831 | New |
| Insight Advisors, LLC | 7,834 | $361.0K | 0.06% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 7,859 | $362.1K | 0.06% | +31+0.4% | Added |
| Alpha Omega Wealth Management LLC | 7,874 | $362.8K | 0.07% | 00.0% | Unchanged |
| Groupe la Francaise | 8,208 | $363.2K | 0.01% | −1,301−13.7% | Reduced |
| Allegheny Financial Group LTD | 7,882 | $363.2K | 0.09% | −4,293−35.3% | Reduced |
| Platform Technology Partners | 7,939 | $365.8K | 0.11% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 7,991 | $368.2K | 0.02% | +7,991 | New |
| First Manhattan Co | 7,993 | $368.3K | 0.00% | −187−2.3% | Reduced |
| Hendershot Investments Inc. | 7,999 | $368.6K | 0.05% | 00.0% | Unchanged |
| Yardley Wealth Management LLC | 8,000 | $369.0K | 0.22% | −8,000−50.0% | Reduced |
| Resources Investment Advisors, LLC. | 8,091 | $372.8K | 0.00% | +1,425+21.4% | Added |
| Pensionmark Financial Group, LLC | 8,101 | $373.3K | 0.01% | +1,310+19.3% | Added |
| Stoneridge Investment Partners LLC | 8,130 | $375.0K | 0.32% | −93,608−92.0% | Reduced |
| Romano Brothers and Company | 8,146 | $375.4K | 0.05% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 8,172 | $376.6K | 0.03% | +1,047+14.7% | Added |
| Cohen Klingenstein LLC | 8,200 | $377.9K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 8,238 | $379.6K | 0.01% | −5,916−41.8% | Reduced |
| Avenue 1 Advisors, LLC | 8,372 | $385.8K | 0.15% | +500+6.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,631 | $385.9K | 0.06% | +2,106+32.3% | Added |
| Chicago Trust Co NA | 8,389 | $386.6K | 0.07% | +3,050+57.1% | Added |
| Harbor Investment Advisory, LLC | 8,443 | $389.1K | 0.04% | −941−10.0% | Reduced |