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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 4,415 | $203.4K | 0.03% | +48+1.1% | Added |
| Lake Street Financial LLC | 4,414 | $203.4K | 0.03% | +4,414 | New |
| Planning Directions Inc | 4,410 | $203.2K | 0.09% | +4,410 | New |
| U.S. Capital Wealth Advisors, LLC | 4,410 | $203.2K | 0.01% | −1,839−29.4% | Reduced |
| First Command Advisory Services, Inc. | 4,387 | $202.2K | 0.00% | −1,755−28.6% | Reduced |
| US Asset Management LLC | 4,393 | $202.0K | 0.19% | +4,393 | New |
| Graypoint LLC | 4,361 | $201.0K | 0.01% | +4,361 | New |
| Wells Trecaso Financial Group, LLC | 4,360 | $200.9K | 0.07% | +4,360 | New |
| Vermillion & White Wealth Management Group, LLC | 4,329 | $199.5K | 0.14% | −79−1.8% | Reduced |
| Bayforest Capital Ltd | 4,230 | $194.9K | 0.08% | +3,802+888.3% | Added |
| Hexagon Capital Partners LLC | 4,229 | $194.9K | 0.04% | +347+8.9% | Added |
| Peoples Financial Services Corp. | 4,174 | $192.3K | 0.09% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,091 | $188.5K | 0.01% | +544+15.3% | Added |
| Massmutual Trust Co FSB | 4,019 | $185.2K | 0.01% | +354+9.7% | Added |
| Versant Capital Management, Inc | 3,822 | $176.1K | 0.03% | +2,775+265.0% | Added |
| Tompkins Financial Corp | 3,632 | $167.4K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,576 | $164.8K | 0.03% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 3,489 | $160.8K | 0.11% | +3,489 | New |
| Trust Co of Vermont | 3,485 | $160.6K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,458 | $159.3K | 0.02% | +361+11.7% | Added |
| Brown Brothers Harriman & Co | 3,411 | $157.2K | 0.00% | −687−16.8% | Reduced |
| Central Pacific Bank - Trust Division | 3,389 | $156.2K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,368 | $155.2K | 0.01% | −544−13.9% | Reduced |
| Fullerton Fund Management Co Ltd. | 3,250 | $149.8K | 0.01% | +3,250 | New |
| Sentry Investment Management LLC | 3,304 | $148.0K | 0.10% | +3,304 | New |
| MCF Advisors LLC | 3,077 | $141.8K | 0.01% | +58+1.9% | Added |
| Catalyst Capital Advisors LLC | 2,880 | $132.7K | 0.00% | −1,524−34.6% | Reduced |
| Farmers & Merchants Investments Inc | 2,780 | $128.1K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2,769 | $127.6K | 0.06% | +2,769 | New |
| SIMA Wealth Partners, LLC | 2,732 | $125.9K | 0.10% | +25+0.9% | Added |
| Y.D. More Investments Ltd | 2,731 | $125.8K | 0.01% | −388−12.4% | Reduced |
| Cromwell Holdings LLC | 2,675 | $123.3K | 0.08% | +376+16.4% | Added |
| Old Second National Bank of Aurora | 2,635 | $121.4K | 0.03% | +86+3.4% | Added |
| Glass Jacobson Investment Advisors llc | 3,192 | $120.2K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 2,554 | $117.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,459 | $113.3K | 0.00% | +183+8.0% | Added |
| Rosenberg Matthew Hamilton | 2,457 | $113.2K | 0.03% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2,435 | $112.2K | 0.04% | 00.0% | Unchanged |
| Curat Global, LLC | 2,430 | $112.0K | 0.14% | +2,430 | New |
| GeoWealth Management, LLC | 2,407 | $110.9K | 0.00% | −1,953−44.8% | Reduced |
| Garde Capital, Inc. | 2,373 | $109.3K | 0.01% | +2,373 | New |
| First United Bank Trust | 2,372 | $109.3K | 0.04% | −25−1.0% | Reduced |
| ORG Partners LLC | 2,346 | $107.9K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,264 | $104.3K | 0.00% | +625+38.1% | Added |
| Deseret Mutual Benefit Administrators | 2,218 | $102.2K | 0.05% | −25−1.1% | Reduced |
| Morse Asset Management, Inc | 2,201 | $101.4K | 0.03% | +2,200+220,000.0% | Added |
| HM Payson & Co | 2,183 | $100.6K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,171 | $100.0K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 2,150 | $99.1K | 0.07% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,051 | $94.5K | 0.00% | −1,952−48.8% | Reduced |
| JNBA Financial Advisors | 2,046 | $94.3K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,024 | $93.3K | 0.01% | +124+6.5% | Added |
| Creative Financial Designs Inc | 1,956 | $90.1K | 0.01% | +1,956 | New |
| N.E.W. Advisory Services LLC | 1,942 | $89.5K | 0.01% | +1,942 | New |
| Manchester Capital Management LLC | 1,939 | $89.3K | 0.01% | +859+79.5% | Added |
| Adirondack Trust Co | 1,910 | $88.0K | 0.03% | −379−16.6% | Reduced |
| Indiana Trust & Investment Management CO | 1,889 | $87.0K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 1,883 | $87.0K | 0.02% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 1,844 | $85.0K | 0.08% | 00.0% | Unchanged |
| Sachetta, LLC | 1,709 | $78.8K | 0.03% | −402−19.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,679 | $77.4K | 0.03% | +1,001+147.6% | Added |
| Montag A & Associates Inc | 1,666 | $76.8K | 0.00% | +91+5.8% | Added |
| 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 |
| Pin Oak Investment Advisors Inc | 1,692 | $76.0K | 0.06% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,616 | $74.0K | 0.01% | −18−1.1% | Reduced |
| Prestige Wealth Management Group LLC | 1,602 | $73.8K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,575 | $72.6K | 0.02% | +511+48.0% | Added |
| CVA Family Office, LLC | 1,544 | $71.1K | 0.01% | −107−6.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,469 | $67.7K | 0.00% | +934+174.6% | Added |
| Sandy Spring Bank | 1,411 | $65.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 1,375 | $63.3K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,362 | $62.8K | 0.02% | +185+15.7% | Added |
| Cornerstone Planning Group LLC | 1,328 | $62.2K | 0.01% | +129+10.8% | Added |
| Paradigm Asset Management Co LLC | 1,305 | $60.1K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,301 | $60.0K | 0.02% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 1,280 | $59.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,265 | $58.3K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,239 | $57.1K | 0.01% | +189+18.0% | Added |
| Tortoise Investment Management, LLC | 1,204 | $55.5K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,200 | $55.3K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,197 | $55.2K | 0.00% | +1,197 | New |
| Redwood Park Advisors LLC | 1,170 | $53.9K | 0.05% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,138 | $52.4K | 0.00% | +188+19.8% | Added |
| Capital Analysts, LLC | 1,113 | $52.0K | 0.00% | +9+0.8% | Added |
| Private Wealth Management Group, LLC | 1,119 | $51.6K | 0.02% | +317+39.5% | Added |
| Old Point Trust & Financial Services N A | 1,100 | $50.7K | 0.02% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,088 | $50.1K | 0.02% | +1,088 | New |
| Stonebridge Financial Group, LLC | 1,071 | $49.4K | 0.01% | +9+0.8% | Added |
| Armstrong Advisory Group, Inc | 1,275 | $48.0K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $46.1K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $46.1K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 983 | $45.3K | 0.01% | −361−26.9% | Reduced |
| Ogorek Anthony Joseph | 986 | $45.0K | 0.01% | +986 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $44.7K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 936 | $43.0K | 0.00% | −9−1.0% | Reduced |
| Capital Advisors, Ltd. LLC | 929 | $43.0K | 0.01% | −13−1.4% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 906 | $41.7K | 0.04% | +906 | New |
| AllSquare Wealth Management LLC | 898 | $41.4K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 893 | $41.1K | 0.01% | 00.0% | Unchanged |