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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 19,698 | $899.6K | 0.03% | +887+4.7% | Added |
| Apollon Wealth Management, LLC | 19,520 | $899.5K | 0.02% | +1,813+10.2% | Added |
| Siemens Fonds Invest GmbH | 19,439 | $895.7K | 0.06% | +8,605+79.4% | Added |
| Qtron Investments LLC | 18,926 | $872.1K | 0.13% | +3,480+22.5% | Added |
| Penserra Capital Management LLC | 18,917 | $870.0K | 0.02% | +16,289+619.8% | 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 |
| Modern Wealth Management, LLC | 18,723 | $862.7K | 0.03% | +3,535+23.3% | Added |
| 44 Wealth Management LLC | 18,555 | $855.0K | 0.32% | −107−0.6% | Reduced |
| Principal Securities, Inc. | 22,612 | $851.1K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 18,414 | $848.5K | 0.01% | +569+3.2% | Added |
| Spirit of America Management Corp | 18,200 | $838.7K | 0.17% | +500+2.8% | Added |
| Integrity Alliance, LLC. | 18,112 | $834.6K | 0.03% | +18,112 | New |
| Stratos Wealth Partners, LTD. | 18,091 | $833.6K | 0.01% | −414−2.2% | Reduced |
| Warren Averett Asset Management, LLC | 17,945 | $826.9K | 0.01% | +8,535+90.7% | Added |
| Community Bank, N.A. | 17,910 | $825.1K | 0.11% | −1,101−5.8% | Reduced |
| Sherbrooke Park Advisers LLC | 17,871 | $823.5K | 0.38% | −13,232−42.5% | Reduced |
| Reaves W H & Co Inc | 17,840 | $822.1K | 0.02% | 00.0% | Unchanged |
| Ossiam | 17,835 | $821.8K | 0.01% | −35,296−66.4% | Reduced |
| MUFG Securities Americas Inc. | 17,793 | $819.9K | 0.10% | +2,960+20.0% | Added |
| Ballentine Partners, LLC | 17,590 | $810.5K | 0.01% | +1,978+12.7% | Added |
| Simmons Bank | 17,497 | $806.3K | 0.06% | −435−2.4% | Reduced |
| Atria Investments LLC | 17,468 | $804.9K | 0.01% | +1,476+9.2% | Added |
| Buckingham Strategic Partners | 17,342 | $799.1K | 0.01% | +6,209+55.8% | Added |
| Congress Wealth Management LLC | 17,220 | $787.5K | 0.01% | +10,572+159.0% | Added |
| Napa Wealth Management | 17,029 | $784.7K | 0.44% | +17,029 | New |
| IHT Wealth Management, LLC | 17,026 | $784.5K | 0.02% | −788−4.4% | Reduced |
| Occudo Quantitative Strategies LP | 17,365 | $776.4K | 0.10% | +17,365 | New |
| Bailard, Inc. | 16,828 | $775.4K | 0.02% | +1,736+11.5% | Added |
| Jones Financial Companies LLLP | 17,267 | $773.1K | 0.00% | +3,868+28.9% | Added |
| Savvy Advisors, Inc. | 16,556 | $762.9K | 0.08% | +891+5.7% | Added |
| Summit Global Investments | 16,505 | $761.0K | 0.06% | +16,505 | New |
| Aptus Capital Advisors, LLC | 16,506 | $760.6K | 0.01% | +2,140+14.9% | Added |
| North Star Investment Management Corp. | 16,474 | $759.1K | 0.06% | +64+0.4% | Added |
| Cooper Financial Group | 16,444 | $757.7K | 0.10% | +1,515+10.1% | Added |
| Jacobi Capital Management LLC | 16,440 | $757.6K | 0.06% | +133+0.8% | Added |
| Foundations Investment Advisors, LLC | 16,428 | $757.0K | 0.01% | +9,598+140.5% | Added |
| Nexus Investment Management ULC | 11,415 | $756.6K | 0.09% | +1,515+15.3% | Added |
| San Luis Wealth Advisors LLC | 16,141 | $744.0K | 0.17% | +16,141 | New |
| Bryn Mawr Trust Co | 16,077 | $740.8K | 0.01% | +6,220+63.1% | Added |
| Signaturefd, LLC | 16,042 | $739.2K | 0.01% | +1,034+6.9% | Added |
| Sigma Planning Corp | 16,006 | $737.6K | 0.02% | +508+3.3% | Added |
| Stephenson National Bank & Trust | 15,809 | $728.5K | 0.26% | −958−5.7% | Reduced |
| Texas Bank & Trust Co | 15,788 | $727.5K | 0.31% | −918−5.5% | Reduced |
| Wealthcare Capital Partners, LLC | 15,755 | $726.0K | 0.37% | +123+0.8% | Added |
| CIBC Private Wealth Group, LLC | 16,283 | $724.4K | 0.00% | −35−0.2% | Reduced |
| Quadrant Capital Group LLC | 15,600 | $718.8K | 0.03% | +10,242+191.2% | Added |
| Atria Wealth Solutions, Inc. | 15,490 | $713.8K | 0.01% | +1,592+11.5% | Added |
| Frank, Rimerman Advisors LLC | 15,427 | $710.9K | 0.06% | +1,805+13.3% | Added |
| LaSalle St. Investment Advisors, LLC | 15,390 | $709.0K | 0.17% | +158+1.0% | Added |
| Lakeside Advisors, INC. | 15,358 | $707.7K | 0.47% | −900−5.5% | Reduced |
| Sargent Investment Group, LLC | 15,335 | $706.6K | 0.11% | +3,485+29.4% | Added |
| Ameritas Advisory Services, LLC | 17,334 | $705.9K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 15,278 | $704.0K | 0.18% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 15,253 | $702.9K | 0.02% | +471+3.2% | Added |
| Ingalls & Snyder LLC | 15,198 | $700.0K | 0.02% | −36−0.2% | Reduced |
| STF Management LP | 15,164 | $698.8K | 0.34% | −60.0% | Reduced |
| National Asset Management, Inc. | 15,097 | $695.7K | 0.02% | −6,782−31.0% | Reduced |
| Kestra Private Wealth Services, LLC | 15,007 | $691.5K | 0.01% | +1,189+8.6% | Added |
| Kingswood Wealth Advisors, LLC | 14,945 | $688.6K | 0.06% | +7,505+100.9% | Added |
| R Squared Ltd | 14,810 | $682.4K | 0.73% | +10,810+270.3% | Added |
| TCW Group Inc | 14,766 | $680.4K | 0.01% | +790+5.7% | Added |
| Caldwell Trust Co | 14,538 | $669.9K | 0.07% | −1,170−7.4% | Reduced |
| Raiffeisen Bank International AG | 14,620 | $653.7K | 0.01% | −8,630−37.1% | Reduced |
| BLB&B Advisors, LLC | 14,175 | $653.2K | 0.03% | −125−0.9% | Reduced |
| Black Diamond Financial, LLC | 14,147 | $651.9K | 0.10% | +30.0% | Added |
| Legacy Advisors, LLC | 14,093 | $649.4K | 0.07% | +14,093 | New |
| RIA Advisory Group LLC | 14,046 | $647.2K | 0.21% | +2,759+24.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 13,985 | $644.4K | 0.02% | +2,000+16.7% | Added |
| Moody National Bank Trust Division | 13,958 | $643.2K | 0.07% | −1,558−10.0% | Reduced |
| TriaGen Wealth Management LLC | 13,949 | $642.8K | 0.23% | +13,949 | New |
| Wolverine Trading, LLC | 14,366 | $642.3K | 0.02% | +6,217+76.3% | Added |
| Farther Finance Advisors, LLC | 13,972 | $641.6K | 0.02% | +7,789+126.0% | Added |
| Sumitomo Life Insurance Co | 13,873 | $639.3K | 0.02% | +186+1.4% | Added |
| Fifth Third Wealth Advisors LLC | 13,871 | $639.2K | 0.03% | −2,060−12.9% | Reduced |
| PFG Investments, LLC | 13,683 | $630.5K | 0.04% | +532+4.0% | Added |
| SageView Advisory Group, LLC | 13,674 | $630.1K | 0.03% | +1,299+10.5% | Added |
| Kinneret Advisory, LLC | 13,589 | $626.2K | 0.06% | −45−0.3% | Reduced |
| Investors Research Corp | 13,484 | $621.3K | 0.13% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 13,467 | $620.6K | 0.53% | 00.0% | Unchanged |
| Callan Capital, LLC | 13,417 | $618.3K | 0.05% | +1,318+10.9% | Added |
| ISAM Funds (UK) Ltd | 13,384 | $616.7K | 0.30% | +13,384 | New |
| Twinbeech Capital LP | 13,332 | $614.3K | 0.01% | +13,332 | New |
| LSP Investment Advisors, LLC | 13,274 | $611.7K | 0.53% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 13,222 | $609.3K | 0.00% | +13,222 | New |
| Beacon Pointe Advisors, LLC | 13,135 | $605.3K | 0.01% | +198+1.5% | Added |
| Plimoth Trust Co LLC | 13,045 | $601.1K | 0.16% | −555−4.1% | Reduced |
| PTM Wealth Management, LLC | 13,422 | $597.2K | 0.63% | +13,422 | New |
| ICICI Prudential Asset Management Co Ltd | 12,893 | $594.1K | 0.08% | −192−1.5% | Reduced |
| LSV Asset Management | 12,900 | $594.0K | 0.00% | −1,200−8.5% | Reduced |
| Cornerstone National Bank & Trust Co | 12,860 | $592.6K | 0.27% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 12,848 | $592.0K | 0.05% | +348+2.8% | Added |
| LGT Group Foundation | 12,647 | $582.8K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 12,557 | $579.0K | 0.12% | +202+1.6% | Added |
| Lansing Street Advisors | 12,538 | $577.8K | 0.19% | +38+0.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,537 | $577.6K | 0.03% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 12,497 | $575.8K | 0.07% | +69+0.6% | Added |
| Campion Asset Management LLC | 12,468 | $574.5K | 0.44% | −260−2.0% | Reduced |
| Keybank National Association | 12,465 | $574.4K | 0.00% | +62+0.5% | Added |
| Evergreen Wealth Solutions, LLC | 12,317 | $567.6K | 0.38% | +4,033+48.7% | Added |