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 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 35,630 | $1.64M | 0.11% | +7,460+26.5% | Added |
| HB Wealth Management, LLC | 35,534 | $1.64M | 0.01% | +11,212+46.1% | Added |
| Etesian Wealth Advisors, Inc. | 35,524 | $1.64M | 0.71% | −1,343−3.6% | Reduced |
| Pensionfund Sabic | 35,500 | $1.64M | 0.49% | −6,000−14.5% | Reduced |
| Empirical Finance, LLC | 34,586 | $1.59M | 0.10% | +807+2.4% | Added |
| Iowa State Bank | 34,397 | $1.59M | 0.34% | −4,421−11.4% | Reduced |
| Advisors Asset Management, Inc. | 34,151 | $1.57M | 0.03% | +21,023+160.1% | Added |
| Savant Capital, LLC | 34,073 | $1.57M | 0.01% | −702−2.0% | Reduced |
| CWM, LLC | 33,775 | $1.56M | 0.01% | +226+0.7% | Added |
| Howard Capital Management Inc. | 33,569 | $1.55M | 0.04% | −2,805−7.7% | Reduced |
| BTG Pactual Asset Management US LLC | 33,257 | $1.53M | 0.20% | −234,507−87.6% | Reduced |
| Foster & Motley Inc | 33,244 | $1.53M | 0.10% | −2,208−6.2% | Reduced |
| USA Financial Portformulas Corp | 32,821 | $1.51M | 0.25% | +32,821 | New |
| Point72 (DIFC) Ltd | 32,496 | $1.50M | 0.14% | +32,496 | New |
| Envestnet Portfolio Solutions, Inc. | 32,421 | $1.49M | 0.01% | −9,942−23.5% | Reduced |
| Spire Wealth Management | 32,210 | $1.48M | 0.05% | +22,879+245.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 31,971 | $1.47M | 0.02% | +67+0.2% | Added |
| Argyle Capital Management Inc. | 31,942 | $1.47M | 0.55% | +400+1.3% | Added |
| Westpac Banking Corp | 31,931 | $1.47M | 0.11% | +6,807+27.1% | Added |
| AlphaStar Capital Management, LLC | 31,643 | $1.46M | 0.15% | +1,138+3.7% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $1.46M | 0.14% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 31,362 | $1.45M | 0.01% | −77−0.2% | Reduced |
| Wallace Hart LLC | 31,087 | $1.43M | 3.60% | +31,087 | New |
| Advanced Asset Management Advisors Inc | 30,396 | $1.40M | 0.39% | 00.0% | Unchanged |
| Essex LLC | 29,985 | $1.38M | 0.30% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 29,894 | $1.38M | 0.00% | +3,083+11.5% | Added |
| Burney Co | 29,782 | $1.37M | 0.05% | −4,394−12.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 29,096 | $1.34M | 0.10% | −1,249−4.1% | Reduced |
| Park Avenue Securities LLC | 29,059 | $1.34M | 0.02% | +9,405+47.9% | Added |
| Wealthspire Advisors, LLC | 29,005 | $1.34M | 0.01% | −104−0.4% | Reduced |
| Summit Trail Advisors, LLC | 28,755 | $1.33M | 0.04% | +10,271+55.6% | Added |
| E Fund Management Co., Ltd. | 28,180 | $1.30M | 0.06% | +13,891+97.2% | Added |
| Exchange Traded Concepts, LLC | 28,174 | $1.30M | 0.02% | +18,201+182.5% | Added |
| 111 Capital | 28,149 | $1.30M | 0.25% | +18,722+198.6% | Added |
| Pinnbrook Capital Management LP | 28,095 | $1.29M | 0.84% | +28,095 | New |
| United Capital Financial Advisers, LLC | 28,066 | $1.29M | 0.01% | +5,619+25.0% | Added |
| AIA Group Ltd | 27,787 | $1.28M | 0.03% | −41,196−59.7% | Reduced |
| Tobam | 27,619 | $1.27M | 0.54% | +25,278+1,079.8% | Added |
| Affinity Investment Advisors, LLC | 27,535 | $1.27M | 1.03% | +9,203+50.2% | Added |
| Schonfeld Strategic Advisors LLC | 27,500 | $1.27M | 0.01% | +1,259+4.8% | Added |
| Samjo Management, LLC | 27,100 | $1.25M | 0.53% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 26,950 | $1.24M | 0.01% | −79,198−74.6% | Reduced |
| International Assets Investment Management, LLC | 26,913 | $1.24M | 0.11% | +1,095+4.2% | Added |
| Andra AP-fonden | 26,530 | $1.22M | 0.02% | −11,870−30.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 25,996 | $1.20M | 0.16% | +19,978+332.0% | Added |
| D.A. Davidson & Co. | 25,983 | $1.20M | 0.01% | +519+2.0% | Added |
| Parallax Volatility Advisers, L.P. | 25,950 | $1.20M | 0.04% | +25,950 | New |
| Aviso Wealth Management | 25,835 | $1.19M | 0.63% | −741−2.8% | Reduced |
| Convergence Investment Partners, LLC | 25,622 | $1.18M | 0.33% | +25,622 | New |
| World Equity Group, Inc. | 25,549 | $1.18M | 0.34% | +8,297+48.1% | Added |
| Beech Hill Advisors, Inc. | 25,489 | $1.17M | 0.47% | −755−2.9% | Reduced |
| Wexford Capital LP | 25,275 | $1.16M | 0.30% | −39,942−61.2% | Reduced |
| Wealthcare Advisory Partners LLC | 25,184 | $1.16M | 0.03% | +1,948+8.4% | Added |
| Oppenheimer & Co Inc | 25,161 | $1.16M | 0.02% | +4,276+20.5% | Added |
| Uncommon Cents Investing LLC | 25,011 | $1.15M | 0.34% | −354−1.4% | Reduced |
| Peapack Gladstone Financial Corp | 25,001 | $1.15M | 0.02% | −4,611−15.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 24,828 | $1.14M | 0.11% | +8,475+51.8% | Added |
| Transcend Wealth Collective, LLC | 24,791 | $1.14M | 0.08% | +584+2.4% | Added |
| AdvisorNet Financial, Inc | 24,646 | $1.14M | 0.08% | +563+2.3% | Added |
| VestGen Advisors, LLC | 24,620 | $1.13M | 0.05% | +24,620 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 24,210 | $1.12M | 0.01% | +644+2.7% | Added |
| Greenleaf Trust | 24,125 | $1.11M | 0.01% | +3,323+16.0% | Added |
| Algert Global LLC | 23,973 | $1.10M | 0.03% | +10,970+84.4% | Added |
| Great Valley Advisor Group, Inc. | 23,774 | $1.10M | 0.02% | −120−0.5% | Reduced |
| Radnor Capital Management, LLC | 23,707 | $1.09M | 0.18% | −12,500−34.5% | Reduced |
| Ci Investments Inc. | 23,691 | $1.09M | 0.00% | +15,222+179.7% | Added |
| TownSquare Capital, LLC | 23,644 | $1.09M | 0.01% | +4,748+25.1% | Added |
| Adviser Investments LLC | 23,578 | $1.09M | 0.01% | −660−2.7% | Reduced |
| Harbor Capital Advisors, Inc. | 23,510 | $1.08M | 0.05% | −5,852−19.9% | Reduced |
| Sequoia Financial Advisors, LLC | 23,450 | $1.08M | 0.01% | −1,367−5.5% | Reduced |
| Allworth Financial LP | 23,219 | $1.08M | 0.01% | +385+1.7% | Added |
| Toroso Investments, LLC | 23,323 | $1.07M | 0.01% | −29,099−55.5% | Reduced |
| Scientech Research LLC | 23,264 | $1.07M | 0.28% | +23,264 | New |
| Quantbot Technologies LP | 23,221 | $1.07M | 0.03% | +23,221 | New |
| FRG Family Wealth Advisors LLC | 22,774 | $1.05M | 0.20% | −1,200−5.0% | Reduced |
| Chicago Partners Investment Group LLC | 22,294 | $1.03M | 0.03% | +2,113+10.5% | Added |
| HBK Sorce Advisory LLC | 22,384 | $1.03M | 0.03% | −787−3.4% | Reduced |
| TD Private Client Wealth LLC | 22,360 | $1.03M | 0.03% | +3,087+16.0% | Added |
| Boothbay Fund Management, LLC | 22,164 | $1.02M | 0.04% | +22,164 | New |
| Kingsview Wealth Management, LLC | 21,949 | $1.01M | 0.02% | −341−1.5% | Reduced |
| Elevated Capital Advisors, LLC | 21,946 | $1.01M | 0.28% | +191+0.9% | Added |
| V-Square Quantitative Management LLC | 21,559 | $993.4K | 0.15% | −22−0.1% | Reduced |
| Intrust Bank NA | 21,442 | $988.0K | 0.10% | +4,063+23.4% | Added |
| RSM US Wealth Management LLC | 21,413 | $986.7K | 0.02% | +3,054+16.6% | Added |
| Gladstone Institutional Advisory LLC | 21,384 | $985.4K | 0.05% | +10,421+95.1% | Added |
| United Services Automobile Association | 21,990 | $983.2K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 21,294 | $981.0K | 0.08% | +21,274+106,370.0% | Added |
| Sowell Financial Services LLC | 21,151 | $974.6K | 0.04% | +177+0.8% | Added |
| Camarda Financial Advisors, LLC | 21,104 | $972.5K | 0.44% | +21,104 | New |
| Meeder Advisory Services, Inc. | 21,024 | $968.8K | 0.06% | +809+4.0% | Added |
| Independent Advisor Alliance | 20,898 | $963.0K | 0.03% | +649+3.2% | Added |
| Vinva Investment Management Ltd | 21,415 | $957.5K | 0.04% | −48,504−69.4% | Reduced |
| Hartford Financial Management Inc. | 20,500 | $944.6K | 0.20% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 20,462 | $942.9K | 0.00% | −2,408−10.5% | Reduced |
| one8zero8, LLC | 20,283 | $934.6K | 0.22% | +50+0.2% | Added |
| Merit Financial Group, LLC | 19,935 | $918.6K | 0.01% | +14,497+266.6% | Added |
| Wedbush Securities Inc | 19,911 | $918.0K | 0.03% | +512+2.6% | Added |
| GAMMA Investing LLC | 19,751 | $910.1K | 0.07% | +4,183+26.9% | Added |
| Independent Financial Group, LLC | 19,626 | $904.4K | 0.03% | +12,671+182.2% | Added |
| Coldstream Capital Management Inc | 19,537 | $900.3K | 0.02% | +1,091+5.9% | Added |