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 |
|---|---|---|---|---|---|
| Marietta Investment Partners LLC | 8,500 | $391.7K | 0.09% | 00.0% | Unchanged |
| SLT Holdings LLC | 8,600 | $396.3K | 0.37% | +8,600 | New |
| Goldstone Financial Group, LLC | 8,607 | $396.6K | 0.06% | −181−2.1% | Reduced |
| Private Trust Co NA | 8,679 | $399.9K | 0.04% | +125+1.5% | Added |
| Clearstead Advisors, LLC | 8,681 | $400.0K | 0.01% | −630−6.8% | Reduced |
| State of Wyoming | 8,709 | $401.3K | 0.05% | +2,629+43.2% | Added |
| First National Bank & Trust Co of Newtown | 8,721 | $401.8K | 0.08% | 00.0% | Unchanged |
| Norden Group LLC | 8,721 | $401.9K | 0.05% | +1,494+20.7% | Added |
| Lantz Financial LLC | 8,725 | $402.0K | 0.11% | −53−0.6% | Reduced |
| Atom Investors LP | 8,741 | $402.8K | 0.05% | +949+12.2% | Added |
| Wesbanco Bank Inc | 8,751 | $403.2K | 0.01% | −1,200−12.1% | Reduced |
| NorthRock Partners, LLC | 8,755 | $403.4K | 0.01% | +573+7.0% | Added |
| Confluence Wealth Services, Inc. | 8,670 | $405.7K | 0.03% | +275+3.3% | Added |
| Stanley-Laman Group, Ltd. | 8,881 | $409.2K | 0.06% | +323+3.8% | Added |
| VeraBank, N.A. | 8,905 | $410.3K | 0.11% | +10+0.1% | Added |
| Arkadios Wealth Advisors | 8,963 | $413.0K | 0.02% | +1,318+17.2% | Added |
| RNC Capital Management LLC | 8,969 | $413.3K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 9,025 | $415.9K | 0.00% | −596−6.2% | Reduced |
| Capital Square, LLC | 9,037 | $416.4K | 0.24% | −659−6.8% | Reduced |
| Montecito Bank & Trust | 9,067 | $417.8K | 0.07% | +9,067 | New |
| Aull & Monroe Investment Management Corp | 9,084 | $418.6K | 0.21% | −100−1.1% | Reduced |
| Pallas Capital Advisors LLC | 9,109 | $419.7K | 0.02% | +3,591+65.1% | Added |
| Glenview Trust Co | 9,177 | $422.9K | 0.01% | +3,646+65.9% | Added |
| Two Sigma Advisers, LP | 9,200 | $423.9K | 0.00% | −25,400−73.4% | Reduced |
| Univest Financial Corp | 9,200 | $423.9K | 0.03% | +9,200 | New |
| Sentinus, LLC | 9,235 | $425.5K | 0.12% | −95−1.0% | Reduced |
| Cable Hill Partners, LLC | 9,093 | $426.5K | 0.04% | −135−1.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 9,297 | $428.4K | 0.06% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 9,171 | $429.7K | 0.03% | +9,171 | New |
| Y-Intercept (Hong Kong) Ltd | 9,344 | $430.6K | 0.03% | +3,060+48.7% | Added |
| We Are One Seven, LLC | 9,384 | $432.4K | 0.02% | +3,411+57.1% | Added |
| Sagespring Wealth Partners, LLC | 9,474 | $436.6K | 0.01% | +9,474 | New |
| Integrated Wealth Concepts LLC | 9,520 | $438.7K | 0.01% | −495−4.9% | Reduced |
| Finward Bancorp | 9,651 | $444.7K | 0.39% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 9,656 | $444.9K | 0.08% | 00.0% | Unchanged |
| Rockland Trust Co | 9,659 | $445.1K | 0.02% | +9,659 | New |
| Bokf, NA | 9,667 | $445.5K | 0.01% | +596+6.6% | Added |
| Community Bank & Trust, Waco, Texas | 9,674 | $446.0K | 0.10% | −70−0.7% | Reduced |
| Paragon Financial Partners, Inc. | 9,756 | $449.6K | 0.35% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 9,761 | $449.8K | 0.08% | +230+2.4% | Added |
| Aster Capital Management (DIFC) Ltd | 10,201 | $450.9K | 0.08% | +10,201 | New |
| Vontobel Holding Ltd. | 9,830 | $453.0K | 0.00% | −1,929−16.4% | Reduced |
| Addis & Hill, Inc | 9,884 | $455.5K | 0.32% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 9,885 | $455.5K | 0.01% | −2,399−19.5% | Reduced |
| Aaron Wealth Advisors | 9,912 | $456.7K | 0.05% | +1,856+23.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 9,940 | $458.0K | 0.30% | 00.0% | Unchanged |
| Synovus Financial Corp | 10,043 | $462.8K | 0.01% | +233+2.4% | Added |
| Avantra Family Wealth, Inc. | 10,131 | $466.8K | 0.45% | +1,094+12.1% | Added |
| Cigna Investments Inc | 10,131 | $467.0K | 0.09% | −125−1.2% | Reduced |
| Costello Asset Management, INC | 10,145 | $467.5K | 0.19% | −120−1.2% | Reduced |
| ClearBridge Investments Ltd | 10,147 | $467.6K | 0.01% | +3,058+43.1% | Added |
| Haverford Trust Co | 10,182 | $469.2K | 0.00% | −996−8.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,200 | $470.0K | 0.06% | 00.0% | Unchanged |
| WBH Advisory Inc | 10,270 | $473.2K | 0.04% | +86+0.8% | Added |
| Johnson Investment Counsel Inc | 10,342 | $476.6K | 0.00% | +550+5.6% | Added |
| Significant Wealth Partners LLC | 10,379 | $478.3K | 0.25% | −70−0.7% | Reduced |
| Fidelis Capital Partners, LLC | 10,358 | $478.8K | 0.05% | +1,163+12.6% | Added |
| Central Trust Co | 10,401 | $479.3K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 10,410 | $480.0K | 0.01% | +85+0.8% | Added |
| Waterloo Capital, L.P. | 10,452 | $481.6K | 0.04% | +10,452 | New |
| Compagnie Lombard Odier SCmA | 10,535 | $485.5K | 0.01% | −2,195−17.2% | Reduced |
| Carret Asset Management, LLC | 10,634 | $490.0K | 0.06% | +865+8.9% | Added |
| Prime Capital Investment Advisors, LLC | 10,638 | $490.2K | 0.01% | +2,346+28.3% | Added |
| Prospera Financial Services Inc | 10,706 | $493.4K | 0.01% | −2,610−19.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 10,711 | $493.6K | 0.09% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 10,717 | $493.8K | 0.29% | −242−2.2% | Reduced |
| Bessemer Group Inc | 10,725 | $494.0K | 0.00% | +933+9.5% | Added |
| Verdence Capital Advisors LLC | 10,767 | $496.1K | 0.04% | +3,971+58.4% | Added |
| Checchi Capital Advisers, LLC | 10,789 | $497.2K | 0.04% | +839+8.4% | Added |
| Axxcess Wealth Management, LLC | 10,802 | $497.8K | 0.01% | +371+3.6% | Added |
| Union Bancaire Privee, UBP SA | 12,092 | $499.9K | 0.01% | +798+7.1% | Added |
| Smith Group Asset Management, LLC | 11,000 | $506.9K | 0.04% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 11,019 | $507.8K | 0.04% | +239+2.2% | Added |
| Citizens Financial Group Inc | 11,060 | $509.6K | 0.01% | +5,088+85.2% | Added |
| Investment Advisory Services Inc | 11,107 | $511.8K | 0.19% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 11,493 | $513.9K | 0.05% | +1,832+19.0% | Added |
| denkapparat Operations GmbH | 11,222 | $517.1K | 0.55% | +11,222 | New |
| Seeds Investor LLC | 11,289 | $520.2K | 0.15% | +2,195+24.1% | Added |
| Boston Private Wealth LLC | 11,317 | $521.5K | 0.02% | −1,690−13.0% | Reduced |
| Cidel Asset Management Inc | 11,317 | $521.5K | 0.03% | −496−4.2% | Reduced |
| Midland Wealth Advisors LLC | 11,358 | $523.4K | 0.03% | −3,935−25.7% | Reduced |
| Parallel Advisors, LLC | 11,626 | $535.5K | 0.01% | +3,270+39.1% | Added |
| Teza Capital Management LLC | 11,851 | $546.1K | 0.25% | +11,851 | New |
| Cora Capital Advisors LLC | 11,943 | $550.4K | 0.26% | +10.0% | Added |
| Ausdal Financial Partners, Inc. | 11,974 | $551.7K | 0.04% | +178+1.5% | Added |
| Concurrent Investment Advisors, LLC | 11,986 | $552.3K | 0.01% | +1,243+11.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $553.0K | 0.17% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 12,027 | $554.2K | 0.02% | +2,480+26.0% | Added |
| Azimuth Capital Investment Management LLC | 12,050 | $555.3K | 0.02% | +50+0.4% | Added |
| Strategic Advisors LLC | 12,051 | $555.3K | 0.11% | +30.0% | Added |
| Pinnacle Associates Ltd | 12,079 | $556.6K | 0.01% | +539+4.7% | Added |
| CWA Asset Management Group, LLC | 12,105 | $557.8K | 0.03% | +415+3.6% | Added |
| Neo Ivy Capital Management | 12,138 | $559.3K | 0.18% | +2,550+26.6% | Added |
| KLCM Advisors, Inc. | 12,276 | $565.7K | 0.07% | +2,400+24.3% | Added |
| Legacy Solutions, LLC | 12,314 | $567.4K | 0.63% | −62−0.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 12,317 | $567.6K | 0.38% | +4,033+48.7% | Added |
| Keybank National Association | 12,465 | $574.4K | 0.00% | +62+0.5% | Added |
| Campion Asset Management LLC | 12,468 | $574.5K | 0.44% | −260−2.0% | Reduced |
| Van Cleef Asset Management,Inc | 12,497 | $575.8K | 0.07% | +69+0.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,537 | $577.6K | 0.03% | 00.0% | Unchanged |