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 |
|---|---|---|---|---|---|
| Cohen Klingenstein LLC | 8,200 | $377.9K | 0.01% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 8,172 | $376.6K | 0.03% | +1,047+14.7% | Added |
| Romano Brothers and Company | 8,146 | $375.4K | 0.05% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 8,130 | $375.0K | 0.32% | −93,608−92.0% | Reduced |
| Pensionmark Financial Group, LLC | 8,101 | $373.3K | 0.01% | +1,310+19.3% | Added |
| Resources Investment Advisors, LLC. | 8,091 | $372.8K | 0.00% | +1,425+21.4% | Added |
| Yardley Wealth Management LLC | 8,000 | $369.0K | 0.22% | −8,000−50.0% | Reduced |
| Hendershot Investments Inc. | 7,999 | $368.6K | 0.05% | 00.0% | Unchanged |
| First Manhattan Co | 7,993 | $368.3K | 0.00% | −187−2.3% | Reduced |
| Atomi Financial Group, Inc. | 7,991 | $368.2K | 0.02% | +7,991 | New |
| Platform Technology Partners | 7,939 | $365.8K | 0.11% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 7,882 | $363.2K | 0.09% | −4,293−35.3% | Reduced |
| Groupe la Francaise | 8,208 | $363.2K | 0.01% | −1,301−13.7% | Reduced |
| Alpha Omega Wealth Management LLC | 7,874 | $362.8K | 0.07% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 7,859 | $362.1K | 0.06% | +31+0.4% | Added |
| Insight Advisors, LLC | 7,834 | $361.0K | 0.06% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 7,831 | $360.9K | 0.73% | +7,831 | New |
| Snowden Capital Advisors LLC | 7,828 | $360.7K | 0.01% | +726+10.2% | Added |
| Total Clarity Wealth Management, Inc. | 9,581 | $360.6K | 0.12% | 00.0% | Unchanged |
| Riverwater Partners LLC | 7,820 | $360.3K | 0.18% | +90+1.2% | Added |
| Marshall Financial Group LLC | 7,795 | $359.2K | 0.08% | −378−4.6% | Reduced |
| Essex Savings Bank | 7,733 | $356.3K | 0.09% | −30−0.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,722 | $355.8K | 0.01% | +7,722 | New |
| Level Four Advisory Services, LLC | 7,679 | $353.9K | 0.01% | +7,679 | New |
| Bank of New Hampshire | 7,623 | $351.3K | 0.09% | −625−7.6% | Reduced |
| Centre Asset Management, LLC | 7,584 | $349.0K | 0.09% | +233+3.2% | Added |
| Atlas Capital Advisors LLC | 7,538 | $347.4K | 0.04% | +3,989+112.4% | Added |
| Grant/GrossMendelsohn, LLC | 7,470 | $347.2K | 0.19% | −210−2.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 7,526 | $347.0K | 0.00% | +7,526 | New |
| Principal Street Partners, LLC | 7,504 | $345.8K | 0.06% | −329−4.2% | Reduced |
| Hollencrest Capital Management | 7,500 | $345.6K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 7,468 | $344.1K | 0.01% | −11,595−60.8% | Reduced |
| Skopos Labs, Inc. | 7,447 | $343.1K | 0.07% | +2,836+61.5% | Added |
| ICONIQ Capital, LLC | 7,409 | $341.4K | 0.01% | +430+6.2% | Added |
| Simon Quick Advisors, LLC | 7,386 | $340.3K | 0.02% | +1,624+28.2% | Added |
| Avantax Planning Partners, Inc. | 7,373 | $339.7K | 0.01% | −58−0.8% | Reduced |
| VSM Wealth Advisory, LLC | 7,368 | $339.5K | 0.12% | +13+0.2% | Added |
| Garrett Investment Advisors LLC | 7,243 | $333.8K | 0.03% | +18+0.2% | Added |
| Resonant Capital Advisors, LLC | 7,220 | $332.7K | 0.02% | +267+3.8% | Added |
| Thrive Capital Management, LLC | 7,181 | $330.9K | 0.20% | +7,181 | New |
| MBB Public Markets I LLC | 7,172 | $330.5K | 0.04% | +7,172 | New |
| SFG Wealth Management, LLC. | 7,154 | $329.6K | 0.16% | +20.0% | Added |
| Bank & Trust Co | 7,147 | $329.3K | 0.27% | 00.0% | Unchanged |
| Clarius Group, LLC | 7,104 | $327.4K | 0.02% | +103+1.5% | Added |
| Berger Financial Group, Inc | 7,093 | $326.8K | 0.02% | −39−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,089 | $326.7K | 0.02% | +983+16.1% | Added |
| Financial Advisors Network, Inc. | 7,063 | $325.4K | 0.05% | +675+10.6% | Added |
| Custom Index Systems, LLC | 7,003 | $322.7K | 0.16% | +717+11.4% | Added |
| Good Life Advisors, LLC | 6,939 | $319.8K | 0.02% | +15+0.2% | Added |
| Hartline Investment Corp | 6,873 | $316.7K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,870 | $316.6K | 0.01% | +779+12.8% | Added |
| Kennedy Investment Group | 6,834 | $314.9K | 0.15% | +66+1.0% | Added |
| Syon Capital LLC | 6,819 | $314.2K | 0.03% | +6,819 | New |
| Wealth Management Associates, Inc. | 6,773 | $312.1K | 0.13% | −449−6.2% | Reduced |
| Manske Wealth Management | 6,728 | $310.0K | 0.12% | +20.0% | Added |
| Tiemann Investment Advisors, LLC | 6,725 | $309.9K | 0.14% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,693 | $308.4K | 0.01% | −31−0.5% | Reduced |
| Compton Financial Group, LLC | 6,629 | $305.5K | 0.09% | +11+0.2% | Added |
| Nikulski Financial, Inc. | 6,625 | $305.3K | 0.09% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 6,621 | $305.1K | 0.03% | −169−2.5% | Reduced |
| Valeo Financial Advisors, LLC | 6,619 | $305.0K | 0.01% | +127+2.0% | Added |
| Leigh Baldwin & Co., LLC | 6,611 | $304.7K | 0.25% | +36+0.5% | Added |
| Cornerstone Advisory, LLC | 6,552 | $303.3K | 0.04% | −2,692−29.1% | Reduced |
| Wedmont Private Capital | 6,592 | $303.2K | 0.02% | +153+2.4% | Added |
| Northwest Bancshares, Inc. | 6,487 | $298.9K | 0.05% | 00.0% | Unchanged |
| Key Financial Inc | 6,462 | $297.8K | 0.06% | 00.0% | Unchanged |
| Summit Financial, LLC | 6,448 | $297.1K | 0.01% | −178−2.7% | Reduced |
| Evergreen Capital Management LLC | 6,372 | $293.6K | 0.01% | +6,372 | New |
| Ledyard National Bank | 6,367 | $293.4K | 0.03% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 6,350 | $292.6K | 0.06% | +175+2.8% | Added |
| Kentucky Trust Co | 6,300 | $290.3K | 0.17% | −100−1.6% | Reduced |
| Covestor Ltd | 6,277 | $289.0K | 0.19% | +589+10.4% | Added |
| Change Path, LLC | 6,206 | $286.0K | 0.01% | −186−2.9% | Reduced |
| Caxton Associates LLP | 6,199 | $285.6K | 0.01% | +6,199 | New |
| Plotkin Financial Advisors, LLC | 6,191 | $285.3K | 0.18% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 6,168 | $284.2K | 0.02% | 00.0% | Unchanged |
| Stevens Capital Management LP | 6,109 | $282.0K | 0.07% | +6,109 | New |
| Regal Investment Advisors LLC | 6,058 | $279.2K | 0.02% | −6,672−52.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 6,033 | $278.0K | 0.01% | −4−0.1% | Reduced |
| Davenport & Co LLC | 6,006 | $276.8K | 0.00% | +5+0.1% | Added |
| CX Institutional | 5,988 | $276.0K | 0.01% | +5,988 | New |
| Retirement Planning Co of New England, Inc. | 5,985 | $275.8K | 0.14% | +486+8.8% | Added |
| Defined Financial Planning LLC | 6,000 | $275.5K | 0.28% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 5,975 | $275.3K | 0.02% | −124−2.0% | Reduced |
| Wealth Group, Ltd. | 5,962 | $275.0K | 0.18% | +5,962 | New |
| Cutter & CO Brokerage, Inc. | 5,965 | $274.8K | 0.07% | +5,965 | New |
| Cassaday & Co Wealth Management LLC | 5,945 | $273.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5,938 | $273.6K | 0.02% | +22+0.4% | Added |
| Ronald Blue Trust, Inc. | 5,889 | $271.4K | 0.00% | −333−5.4% | Reduced |
| Argent Trust Co | 5,874 | $270.7K | 0.01% | +354+6.4% | Added |
| Successful Portfolios LLC | 5,855 | $269.8K | 0.18% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,839 | $269.1K | 0.01% | +1,309+28.9% | Added |
| Enterprise Financial Services Corp | 5,826 | $268.5K | 0.16% | +14+0.2% | Added |
| Northstar Advisory Group, LLC | 5,815 | $268.0K | 0.18% | +5,815 | New |
| Elyxium Wealth, LLC | 5,806 | $267.5K | 0.12% | +5,806 | New |
| SeaCrest Wealth Management, LLC | 5,769 | $265.8K | 0.03% | +95+1.7% | Added |
| Callan Family Office, LLC | 5,769 | $265.8K | 0.02% | −598−9.4% | Reduced |
| CRA Financial Services, LLC | 5,692 | $262.3K | 0.04% | −361−6.0% | Reduced |
| Telos Capital Management, Inc. | 5,687 | $262.1K | 0.03% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 5,671 | $261.3K | 0.11% | −10.0% | Reduced |