Skip to main content

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.

Institutional holdersQ1 2025: 1,196 institutions
Q1 2021: 925 institutionsQ2 2021: 923 institutionsQ3 2021: 937 institutionsQ4 2021: 1,071 institutionsQ1 2022: 1,026 institutionsQ2 2022: 1,021 institutionsQ3 2022: 990 institutionsQ4 2022: 1,007 institutionsQ1 2023: 1,003 institutionsQ2 2023: 1,005 institutionsQ3 2023: 1,001 institutionsQ4 2023: 1,020 institutionsQ1 2024: 1,009 institutionsQ2 2024: 992 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,102 institutionsQ1 2025: 1,196 institutionsQ2 2025: 1,177 institutionsQ3 2025: 1,201 institutionsQ4 2025: 1,249 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,291 institutions
Value heldQ1 2025: $38.3B
Q1 2021: $34.1BQ2 2021: $34.9BQ3 2021: $38.1BQ4 2021: $45.4BQ1 2022: $38.4BQ2 2022: $36.8BQ3 2022: $30.3BQ4 2022: $35.2BQ1 2023: $34.2BQ2 2023: $33.0BQ3 2023: $30.9BQ4 2023: $29.1BQ1 2024: $30.9BQ2 2024: $28.7BQ3 2024: $33.2BQ4 2024: $30.8BQ1 2025: $38.3BQ2 2025: $36.8BQ3 2025: $38.1BQ4 2025: $40.2BQ1 2026: $45.1BQ2 2026: $44.2B
Institutions holding EXC and their total value by quarter
QuarterHoldersValue
Q2 20261,291$44.2B
Q1 20261,285$45.1B
Q4 20251,249$40.2B
Q3 20251,201$38.1B
Q2 20251,177$36.8B
Q1 20251,196$38.3B
Q4 20241,102$30.8B
Q3 20241,055$33.2B
Q2 2024992$28.7B
Q1 20241,009$30.9B
Q4 20231,020$29.1B
Q3 20231,001$30.9B
Q2 20231,005$33.0B
Q1 20231,003$34.2B
Q4 20221,007$35.2B
Q3 2022990$30.3B
Q2 20221,021$36.8B
Q1 20221,026$38.4B
Q4 20211,071$45.4B
Q3 2021937$38.1B
Q2 2021923$34.9B
Q1 2021925$34.1B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q4 2024.

Institutions holding EXC in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Legacy Solutions, LLC12,314$567.4K0.63%−62−0.5%Reduced
KLCM Advisors, Inc.12,276$565.7K0.07%+2,400+24.3%Added
Neo Ivy Capital Management12,138$559.3K0.18%+2,550+26.6%Added
CWA Asset Management Group, LLC12,105$557.8K0.03%+415+3.6%Added
Pinnacle Associates Ltd12,079$556.6K0.01%+539+4.7%Added
Strategic Advisors LLC12,051$555.3K0.11%+30.0%Added
Azimuth Capital Investment Management LLC12,050$555.3K0.02%+50+0.4%Added
Bleakley Financial Group, LLC12,027$554.2K0.02%+2,480+26.0%Added
Supplemental Annuity Collective Trust of NJ12,000$553.0K0.17%00.0%Unchanged
Concurrent Investment Advisors, LLC11,986$552.3K0.01%+1,243+11.6%Added
Ausdal Financial Partners, Inc.11,974$551.7K0.04%+178+1.5%Added
Cora Capital Advisors LLC11,943$550.4K0.26%+10.0%Added
Teza Capital Management LLC11,851$546.1K0.25%+11,851New
Parallel Advisors, LLC11,626$535.5K0.01%+3,270+39.1%Added
Midland Wealth Advisors LLC11,358$523.4K0.03%−3,935−25.7%Reduced
Boston Private Wealth LLC11,317$521.5K0.02%−1,690−13.0%Reduced
Cidel Asset Management Inc11,317$521.5K0.03%−496−4.2%Reduced
Seeds Investor LLC11,289$520.2K0.15%+2,195+24.1%Added
denkapparat Operations GmbH11,222$517.1K0.55%+11,222New
Smartleaf Asset Management LLC11,493$513.9K0.05%+1,832+19.0%Added
Investment Advisory Services Inc11,107$511.8K0.19%00.0%Unchanged
Citizens Financial Group Inc11,060$509.6K0.01%+5,088+85.2%Added
Prosperity Consulting Group, LLC11,019$507.8K0.04%+239+2.2%Added
Smith Group Asset Management, LLC11,000$506.9K0.04%00.0%Unchanged
Union Bancaire Privee, UBP SA12,092$499.9K0.01%+798+7.1%Added
Axxcess Wealth Management, LLC10,802$497.8K0.01%+371+3.6%Added
Checchi Capital Advisers, LLC10,789$497.2K0.04%+839+8.4%Added
Verdence Capital Advisors LLC10,767$496.1K0.04%+3,971+58.4%Added
Bessemer Group Inc10,725$494.0K0.00%+933+9.5%Added
West Chester Capital Advisors, Inc10,717$493.8K0.29%−242−2.2%Reduced
Blue Bell Private Wealth Management, LLC10,711$493.6K0.09%00.0%Unchanged
Prospera Financial Services Inc10,706$493.4K0.01%−2,610−19.6%Reduced
Prime Capital Investment Advisors, LLC10,638$490.2K0.01%+2,346+28.3%Added
Carret Asset Management, LLC10,634$490.0K0.06%+865+8.9%Added
Compagnie Lombard Odier SCmA10,535$485.5K0.01%−2,195−17.2%Reduced
Waterloo Capital, L.P.10,452$481.6K0.04%+10,452New
Bollard Group LLC10,410$480.0K0.01%+85+0.8%Added
Central Trust Co10,401$479.3K0.01%00.0%Unchanged
Fidelis Capital Partners, LLC10,358$478.8K0.05%+1,163+12.6%Added
Significant Wealth Partners LLC10,379$478.3K0.25%−70−0.7%Reduced
Johnson Investment Counsel Inc10,342$476.6K0.00%+550+5.6%Added
WBH Advisory Inc10,270$473.2K0.04%+86+0.8%Added
NJ State Employees Deferred Compensation Plan10,200$470.0K0.06%00.0%Unchanged
Haverford Trust Co10,182$469.2K0.00%−996−8.9%Reduced
ClearBridge Investments Ltd10,147$467.6K0.01%+3,058+43.1%Added
Costello Asset Management, INC10,145$467.5K0.19%−120−1.2%Reduced
Cigna Investments Inc10,131$467.0K0.09%−125−1.2%Reduced
Avantra Family Wealth, Inc.10,131$466.8K0.45%+1,094+12.1%Added
Synovus Financial Corp10,043$462.8K0.01%+233+2.4%Added
Asahi Life Asset Management Co., Ltd.9,940$458.0K0.30%00.0%Unchanged
Aaron Wealth Advisors9,912$456.7K0.05%+1,856+23.0%Added
Stonegate Investment Group, LLC9,885$455.5K0.01%−2,399−19.5%Reduced
Addis & Hill, Inc9,884$455.5K0.32%00.0%Unchanged
Vontobel Holding Ltd.9,830$453.0K0.00%−1,929−16.4%Reduced
Aster Capital Management (DIFC) Ltd10,201$450.9K0.08%+10,201New
Catalyst Financial Partners LLC9,761$449.8K0.08%+230+2.4%Added
Paragon Financial Partners, Inc.9,756$449.6K0.35%00.0%Unchanged
Community Bank & Trust, Waco, Texas9,674$446.0K0.10%−70−0.7%Reduced
Bokf, NA9,667$445.5K0.01%+596+6.6%Added
Rockland Trust Co9,659$445.1K0.02%+9,659New
Tyler-Stone Wealth Management9,656$444.9K0.08%00.0%Unchanged
Finward Bancorp9,651$444.7K0.39%00.0%Unchanged
Integrated Wealth Concepts LLC9,520$438.7K0.01%−495−4.9%Reduced
Sagespring Wealth Partners, LLC9,474$436.6K0.01%+9,474New
We Are One Seven, LLC9,384$432.4K0.02%+3,411+57.1%Added
Y-Intercept (Hong Kong) Ltd9,344$430.6K0.03%+3,060+48.7%Added
Diversify Advisory Services, LLC9,171$429.7K0.03%+9,171New
Onyx Bridge Wealth Group LLC9,297$428.4K0.06%00.0%Unchanged
Cable Hill Partners, LLC9,093$426.5K0.04%−135−1.5%Reduced
Sentinus, LLC9,235$425.5K0.12%−95−1.0%Reduced
Two Sigma Advisers, LP9,200$423.9K0.00%−25,400−73.4%Reduced
Univest Financial Corp9,200$423.9K0.03%+9,200New
Glenview Trust Co9,177$422.9K0.01%+3,646+65.9%Added
Pallas Capital Advisors LLC9,109$419.7K0.02%+3,591+65.1%Added
Aull & Monroe Investment Management Corp9,084$418.6K0.21%−100−1.1%Reduced
Montecito Bank & Trust9,067$417.8K0.07%+9,067New
Capital Square, LLC9,037$416.4K0.24%−659−6.8%Reduced
EP Wealth Advisors, LLC9,025$415.9K0.00%−596−6.2%Reduced
RNC Capital Management LLC8,969$413.3K0.02%00.0%Unchanged
Arkadios Wealth Advisors8,963$413.0K0.02%+1,318+17.2%Added
VeraBank, N.A.8,905$410.3K0.11%+10+0.1%Added
Stanley-Laman Group, Ltd.8,881$409.2K0.06%+323+3.8%Added
Confluence Wealth Services, Inc.8,670$405.7K0.03%+275+3.3%Added
NorthRock Partners, LLC8,755$403.4K0.01%+573+7.0%Added
Wesbanco Bank Inc8,751$403.2K0.01%−1,200−12.1%Reduced
Atom Investors LP8,741$402.8K0.05%+949+12.2%Added
Lantz Financial LLC8,725$402.0K0.11%−53−0.6%Reduced
Norden Group LLC8,721$401.9K0.05%+1,494+20.7%Added
First National Bank & Trust Co of Newtown8,721$401.8K0.08%00.0%Unchanged
State of Wyoming8,709$401.3K0.05%+2,629+43.2%Added
Clearstead Advisors, LLC8,681$400.0K0.01%−630−6.8%Reduced
Private Trust Co NA8,679$399.9K0.04%+125+1.5%Added
Goldstone Financial Group, LLC8,607$396.6K0.06%−181−2.1%Reduced
SLT Holdings LLC8,600$396.3K0.37%+8,600New
Marietta Investment Partners LLC8,500$391.7K0.09%00.0%Unchanged
Harbor Investment Advisory, LLC8,443$389.1K0.04%−941−10.0%Reduced
Chicago Trust Co NA8,389$386.6K0.07%+3,050+57.1%Added
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors8,631$385.9K0.06%+2,106+32.3%Added
Avenue 1 Advisors, LLC8,372$385.8K0.15%+500+6.4%Added
Stephens Inc8,238$379.6K0.01%−5,916−41.8%Reduced