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 |
|---|---|---|---|---|---|
| Lansing Street Advisors | 12,538 | $577.8K | 0.19% | +38+0.3% | Added |
| TSFG, LLC | 12,557 | $579.0K | 0.12% | +202+1.6% | Added |
| LGT Group Foundation | 12,647 | $582.8K | 0.01% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 12,848 | $592.0K | 0.05% | +348+2.8% | Added |
| Cornerstone National Bank & Trust Co | 12,860 | $592.6K | 0.27% | 00.0% | Unchanged |
| LSV Asset Management | 12,900 | $594.0K | 0.00% | −1,200−8.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 12,893 | $594.1K | 0.08% | −192−1.5% | Reduced |
| PTM Wealth Management, LLC | 13,422 | $597.2K | 0.63% | +13,422 | New |
| Plimoth Trust Co LLC | 13,045 | $601.1K | 0.16% | −555−4.1% | Reduced |
| Beacon Pointe Advisors, LLC | 13,135 | $605.3K | 0.01% | +198+1.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 13,222 | $609.3K | 0.00% | +13,222 | New |
| LSP Investment Advisors, LLC | 13,274 | $611.7K | 0.53% | 00.0% | Unchanged |
| Twinbeech Capital LP | 13,332 | $614.3K | 0.01% | +13,332 | New |
| ISAM Funds (UK) Ltd | 13,384 | $616.7K | 0.30% | +13,384 | New |
| Callan Capital, LLC | 13,417 | $618.3K | 0.05% | +1,318+10.9% | Added |
| Partnership Wealth Management, LLC | 13,467 | $620.6K | 0.53% | 00.0% | Unchanged |
| Investors Research Corp | 13,484 | $621.3K | 0.13% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 13,589 | $626.2K | 0.06% | −45−0.3% | Reduced |
| SageView Advisory Group, LLC | 13,674 | $630.1K | 0.03% | +1,299+10.5% | Added |
| PFG Investments, LLC | 13,683 | $630.5K | 0.04% | +532+4.0% | Added |
| Fifth Third Wealth Advisors LLC | 13,871 | $639.2K | 0.03% | −2,060−12.9% | Reduced |
| Sumitomo Life Insurance Co | 13,873 | $639.3K | 0.02% | +186+1.4% | Added |
| Farther Finance Advisors, LLC | 13,972 | $641.6K | 0.02% | +7,789+126.0% | Added |
| Wolverine Trading, LLC | 14,366 | $642.3K | 0.02% | +6,217+76.3% | Added |
| TriaGen Wealth Management LLC | 13,949 | $642.8K | 0.23% | +13,949 | New |
| Moody National Bank Trust Division | 13,958 | $643.2K | 0.07% | −1,558−10.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 13,985 | $644.4K | 0.02% | +2,000+16.7% | Added |
| RIA Advisory Group LLC | 14,046 | $647.2K | 0.21% | +2,759+24.4% | Added |
| Legacy Advisors, LLC | 14,093 | $649.4K | 0.07% | +14,093 | New |
| Black Diamond Financial, LLC | 14,147 | $651.9K | 0.10% | +30.0% | Added |
| BLB&B Advisors, LLC | 14,175 | $653.2K | 0.03% | −125−0.9% | Reduced |
| Raiffeisen Bank International AG | 14,620 | $653.7K | 0.01% | −8,630−37.1% | Reduced |
| Caldwell Trust Co | 14,538 | $669.9K | 0.07% | −1,170−7.4% | Reduced |
| TCW Group Inc | 14,766 | $680.4K | 0.01% | +790+5.7% | Added |
| R Squared Ltd | 14,810 | $682.4K | 0.73% | +10,810+270.3% | Added |
| Kingswood Wealth Advisors, LLC | 14,945 | $688.6K | 0.06% | +7,505+100.9% | Added |
| Kestra Private Wealth Services, LLC | 15,007 | $691.5K | 0.01% | +1,189+8.6% | Added |
| National Asset Management, Inc. | 15,097 | $695.7K | 0.02% | −6,782−31.0% | Reduced |
| STF Management LP | 15,164 | $698.8K | 0.34% | −60.0% | Reduced |
| Ingalls & Snyder LLC | 15,198 | $700.0K | 0.02% | −36−0.2% | Reduced |
| Perigon Wealth Management, LLC | 15,253 | $702.9K | 0.02% | +471+3.2% | Added |
| Archer Investment Corp | 15,278 | $704.0K | 0.18% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 17,334 | $705.9K | 0.03% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 15,335 | $706.6K | 0.11% | +3,485+29.4% | Added |
| Lakeside Advisors, INC. | 15,358 | $707.7K | 0.47% | −900−5.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 15,390 | $709.0K | 0.17% | +158+1.0% | Added |
| Frank, Rimerman Advisors LLC | 15,427 | $710.9K | 0.06% | +1,805+13.3% | Added |
| Atria Wealth Solutions, Inc. | 15,490 | $713.8K | 0.01% | +1,592+11.5% | Added |
| Quadrant Capital Group LLC | 15,600 | $718.8K | 0.03% | +10,242+191.2% | Added |
| CIBC Private Wealth Group, LLC | 16,283 | $724.4K | 0.00% | −35−0.2% | Reduced |
| Wealthcare Capital Partners, LLC | 15,755 | $726.0K | 0.37% | +123+0.8% | Added |
| Texas Bank & Trust Co | 15,788 | $727.5K | 0.31% | −918−5.5% | Reduced |
| Stephenson National Bank & Trust | 15,809 | $728.5K | 0.26% | −958−5.7% | Reduced |
| Sigma Planning Corp | 16,006 | $737.6K | 0.02% | +508+3.3% | Added |
| Signaturefd, LLC | 16,042 | $739.2K | 0.01% | +1,034+6.9% | Added |
| Bryn Mawr Trust Co | 16,077 | $740.8K | 0.01% | +6,220+63.1% | Added |
| San Luis Wealth Advisors LLC | 16,141 | $744.0K | 0.17% | +16,141 | New |
| Nexus Investment Management ULC | 11,415 | $756.6K | 0.09% | +1,515+15.3% | Added |
| Foundations Investment Advisors, LLC | 16,428 | $757.0K | 0.01% | +9,598+140.5% | Added |
| Jacobi Capital Management LLC | 16,440 | $757.6K | 0.06% | +133+0.8% | Added |
| Cooper Financial Group | 16,444 | $757.7K | 0.10% | +1,515+10.1% | Added |
| North Star Investment Management Corp. | 16,474 | $759.1K | 0.06% | +64+0.4% | Added |
| Aptus Capital Advisors, LLC | 16,506 | $760.6K | 0.01% | +2,140+14.9% | Added |
| Summit Global Investments | 16,505 | $761.0K | 0.06% | +16,505 | New |
| Savvy Advisors, Inc. | 16,556 | $762.9K | 0.08% | +891+5.7% | Added |
| Jones Financial Companies LLLP | 17,267 | $773.1K | 0.00% | +3,868+28.9% | Added |
| Bailard, Inc. | 16,828 | $775.4K | 0.02% | +1,736+11.5% | Added |
| Occudo Quantitative Strategies LP | 17,365 | $776.4K | 0.10% | +17,365 | New |
| IHT Wealth Management, LLC | 17,026 | $784.5K | 0.02% | −788−4.4% | Reduced |
| Napa Wealth Management | 17,029 | $784.7K | 0.44% | +17,029 | New |
| Congress Wealth Management LLC | 17,220 | $787.5K | 0.01% | +10,572+159.0% | Added |
| Buckingham Strategic Partners | 17,342 | $799.1K | 0.01% | +6,209+55.8% | Added |
| Atria Investments LLC | 17,468 | $804.9K | 0.01% | +1,476+9.2% | Added |
| Simmons Bank | 17,497 | $806.3K | 0.06% | −435−2.4% | Reduced |
| Ballentine Partners, LLC | 17,590 | $810.5K | 0.01% | +1,978+12.7% | Added |
| MUFG Securities Americas Inc. | 17,793 | $819.9K | 0.10% | +2,960+20.0% | Added |
| Ossiam | 17,835 | $821.8K | 0.01% | −35,296−66.4% | Reduced |
| Reaves W H & Co Inc | 17,840 | $822.1K | 0.02% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 17,871 | $823.5K | 0.38% | −13,232−42.5% | Reduced |
| Community Bank, N.A. | 17,910 | $825.1K | 0.11% | −1,101−5.8% | Reduced |
| Warren Averett Asset Management, LLC | 17,945 | $826.9K | 0.01% | +8,535+90.7% | Added |
| Stratos Wealth Partners, LTD. | 18,091 | $833.6K | 0.01% | −414−2.2% | Reduced |
| Integrity Alliance, LLC. | 18,112 | $834.6K | 0.03% | +18,112 | New |
| Spirit of America Management Corp | 18,200 | $838.7K | 0.17% | +500+2.8% | Added |
| Equitable Holdings, Inc. | 18,414 | $848.5K | 0.01% | +569+3.2% | Added |
| Principal Securities, Inc. | 22,612 | $851.1K | 0.02% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 18,555 | $855.0K | 0.32% | −107−0.6% | Reduced |
| Modern Wealth Management, LLC | 18,723 | $862.7K | 0.03% | +3,535+23.3% | Added |
| Brinker Capital Investments, LLC | 18,833 | $867.8K | 0.01% | +10,197+118.1% | Added |
| Orion Portfolio Solutions, LLC | 18,833 | $867.8K | 0.01% | +10,197+118.1% | Added |
| Penserra Capital Management LLC | 18,917 | $870.0K | 0.02% | +16,289+619.8% | Added |
| Qtron Investments LLC | 18,926 | $872.1K | 0.13% | +3,480+22.5% | Added |
| Siemens Fonds Invest GmbH | 19,439 | $895.7K | 0.06% | +8,605+79.4% | Added |
| Apollon Wealth Management, LLC | 19,520 | $899.5K | 0.02% | +1,813+10.2% | Added |
| Horizon Investments, LLC | 19,698 | $899.6K | 0.03% | +887+4.7% | Added |
| Coldstream Capital Management Inc | 19,537 | $900.3K | 0.02% | +1,091+5.9% | Added |
| Independent Financial Group, LLC | 19,626 | $904.4K | 0.03% | +12,671+182.2% | Added |
| GAMMA Investing LLC | 19,751 | $910.1K | 0.07% | +4,183+26.9% | Added |
| Wedbush Securities Inc | 19,911 | $918.0K | 0.03% | +512+2.6% | Added |
| Merit Financial Group, LLC | 19,935 | $918.6K | 0.01% | +14,497+266.6% | Added |