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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 5,643 | $260.0K | 0.02% | +5,643 | New |
| Calton & Associates, Inc. | 5,615 | $258.7K | 0.06% | +5,615 | New |
| Accel Wealth Management | 5,599 | $258.0K | 0.09% | +70+1.3% | Added |
| Financial Council Asset Management Inc | 5,549 | $255.7K | 0.14% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 5,520 | $254.4K | 0.15% | −155−2.7% | Reduced |
| Smith, Moore & Co. | 5,497 | $253.3K | 0.02% | +20+0.4% | Added |
| NBT Bank N A | 5,488 | $252.9K | 0.02% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 5,486 | $252.8K | 0.07% | −21,272−79.5% | Reduced |
| Bill Few Associates, Inc. | 5,460 | $251.6K | 0.09% | +5,460 | New |
| Trust Point Inc. | 5,437 | $250.5K | 0.02% | −4,855−47.2% | Reduced |
| Marion Wealth Management | 5,433 | $250.4K | 0.07% | +6+0.1% | Added |
| Greenfield Savings Bank | 5,408 | $249.2K | 0.12% | −66−1.2% | Reduced |
| Optas, LLC | 5,390 | $248.4K | 0.04% | +5,390 | New |
| Kapitalo Investimentos Ltda | 5,386 | $248.2K | 0.05% | −2,323−30.1% | Reduced |
| Mather Group, LLC. | 5,378 | $247.8K | 0.00% | +1,111+26.0% | Added |
| Advisory Alpha, LLC | 5,375 | $247.7K | 0.01% | +5,375 | New |
| BancorpSouth Bank | 5,364 | $247.2K | 0.02% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 5,362 | $247.1K | 0.05% | −307−5.4% | Reduced |
| Strategic Financial Concepts, LLC | 5,359 | $246.9K | 0.05% | −52−1.0% | Reduced |
| Pennsylvania Capital Management Inc | 5,355 | $246.8K | 0.09% | −33−0.6% | Reduced |
| Stiles Financial Services Inc | 5,355 | $246.8K | 0.09% | +5,355 | New |
| Moors & Cabot, Inc. | 5,338 | $246.0K | 0.01% | −393−6.9% | Reduced |
| Founders Financial Securities LLC | 5,272 | $245.0K | 0.02% | +5,272 | New |
| NewEdge Wealth, LLC | 5,226 | $240.8K | 0.00% | +5,226 | New |
| RD Lewis Holdings, Inc. | 5,177 | $240.6K | 0.27% | −120−2.3% | Reduced |
| PDS Planning, Inc | 5,208 | $240.0K | 0.02% | +5,208 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,196 | $239.0K | 0.08% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 5,180 | $238.7K | 0.02% | +5,180 | New |
| MTM Investment Management, LLC | 5,148 | $236.4K | 0.09% | +5,148 | New |
| Strategic Investment Solutions, Inc. | 5,120 | $235.9K | 0.07% | +3,847+302.2% | Added |
| Forum Financial Management, LP | 5,113 | $235.6K | 0.00% | +5,113 | New |
| Sound View Wealth Advisors Group, LLC | 5,113 | $235.6K | 0.02% | −558−9.8% | Reduced |
| First Horizon Advisors, Inc. | 5,106 | $235.3K | 0.01% | +296+6.2% | Added |
| Payden & Rygel | 5,110 | $235.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,090 | $234.6K | 0.05% | −118−2.3% | Reduced |
| Grimes & Company, Inc. | 5,051 | $232.7K | 0.01% | +5,051 | New |
| Marietta Wealth Management, LLC | 5,041 | $232.3K | 0.03% | +5,041 | New |
| Patten & Patten Inc | 5,024 | $231.5K | 0.02% | +5,024 | New |
| Quent Capital, LLC | 5,020 | $231.3K | 0.02% | +421+9.2% | Added |
| Alta Advisers Ltd | 5,008 | $230.8K | 0.10% | +5,008 | New |
| Nemes Rush Group LLC | 5,007 | $230.7K | 0.03% | −49−1.0% | Reduced |
| Sage Capital Advisors,llc | 5,000 | $230.4K | 0.06% | +5,000 | New |
| Procyon Private Wealth Partners, LLC | 4,987 | $229.8K | 0.01% | +4,987 | New |
| Safeguard Investment Advisory Group, LLC | 4,978 | $229.6K | 0.06% | +4,978 | New |
| Aurora Private Wealth, Inc. | 4,979 | $229.0K | 0.18% | +4,979 | New |
| Eagle Wealth Strategies LLC | 4,966 | $228.9K | 0.14% | +4,966 | New |
| Crestwood Advisors Group LLC | 4,944 | $227.8K | 0.00% | +4,944 | New |
| Rice Partnership, LLC | 4,933 | $227.3K | 0.05% | +4,933 | New |
| Acropolis Investment Management, LLC | 4,923 | $226.9K | 0.01% | −230−4.5% | Reduced |
| Brighton Jones LLC | 4,910 | $226.3K | 0.01% | +4,910 | New |
| Trinity Wealth Management, LLC | 4,900 | $225.8K | 0.10% | +4,900 | New |
| Trust Co of Virginia | 4,888 | $225.2K | 0.02% | +4,888 | New |
| Alpha Family Trust | 4,880 | $224.9K | 0.13% | +4,880 | New |
| Canandaigua National Bank & Trust Co | 4,876 | $224.7K | 0.02% | +4,876 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,891 | $224.6K | 0.02% | +4,891 | New |
| Trust Investment Advisors | 4,856 | $223.8K | 0.14% | +4,856 | New |
| LMR Partners LLP | 4,845 | $223.3K | 0.00% | +4,845 | New |
| Headland Capital, LLC | 4,824 | $222.3K | 0.07% | +4,824 | New |
| Boyd Watterson Asset Management LLC | 4,801 | $221.2K | 0.07% | −7−0.1% | Reduced |
| Earnest Partners LLC | 4,788 | $220.6K | 0.00% | −1,110−18.8% | Reduced |
| Mutual Advisors, LLC | 4,770 | $220.5K | 0.01% | +4,770 | New |
| Pitcairn Co | 4,765 | $219.6K | 0.01% | +4,765 | New |
| Private Wealth Asset Management, LLC | 4,758 | $219.2K | 0.03% | +4,758 | New |
| Keel Point, LLC | 4,748 | $218.8K | 0.02% | +4,748 | New |
| Clifford Swan Investment Counsel LLC | 4,726 | $217.8K | 0.01% | +4,726 | New |
| Vantage Point Financial LLC | 4,721 | $217.5K | 0.11% | +4,721 | New |
| Gateway Investment Advisers LLC | 4,706 | $216.9K | 0.00% | +4,706 | New |
| Capital Investment Advisors, LLC | 4,691 | $216.1K | 0.00% | +4,691 | New |
| Thoroughbred Financial Services, LLC | 4,701 | $216.0K | 0.01% | +4,701 | New |
| Venturi Wealth Management, LLC | 4,671 | $215.2K | 0.01% | −1,157−19.9% | Reduced |
| Rossby Financial, LCC | 4,656 | $215.2K | 0.09% | +4,656 | New |
| MidWestOne Financial Group, Inc. | 4,666 | $215.0K | 0.03% | +4,666 | New |
| Wealth Dimensions Group, Ltd. | 4,657 | $214.6K | 0.05% | +4,657 | New |
| Biltmore Wealth Management, LLC | 4,645 | $214.1K | 0.09% | +4,645 | New |
| Avestar Capital, LLC | 4,625 | $213.1K | 0.02% | −950−17.0% | Reduced |
| Vision Capital Management, Inc. | 4,607 | $212.3K | 0.03% | +4,607 | New |
| Ethos Financial Group, LLC | 4,601 | $212.0K | 0.02% | +4,601 | New |
| Monetary Management Group Inc | 4,600 | $212.0K | 0.06% | 00.0% | Unchanged |
| Meritage Portfolio Management | 4,600 | $212.0K | 0.01% | +4,600 | New |
| SNS Financial Group, LLC | 4,590 | $211.5K | 0.02% | +4,590 | New |
| Newton One Investments LLC | 4,578 | $210.9K | 0.08% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,570 | $210.6K | 0.01% | +593+14.9% | Added |
| Zuckerman Investment Group, LLC | 4,567 | $210.4K | 0.02% | +4,567 | New |
| Spirepoint Private Client, LLC | 4,556 | $209.9K | 0.03% | +4,556 | New |
| apricus wealth, LLC | 4,552 | $209.7K | 0.12% | +4,552 | New |
| Thrive Wealth Management, LLC | 4,541 | $209.2K | 0.04% | +4,541 | New |
| Heritage Trust Co | 4,530 | $208.7K | 0.03% | +4,530 | New |
| Smith Chas P & Associates Pa Cpas | 4,520 | $208.3K | 0.01% | +4,520 | New |
| Eagle Bluffs Wealth Management LLC | 4,514 | $208.0K | 0.11% | +4,514 | New |
| Lineweaver Wealth Advisors, LLC | 4,510 | $207.8K | 0.04% | +4,510 | New |
| Premier Path Wealth Partners, LLC | 4,503 | $207.5K | 0.03% | +4,503 | New |
| Cullinan Associates Inc | 4,500 | $207.4K | 0.01% | +4,500 | New |
| Masso Torrence Wealth Management Inc. | 4,487 | $206.8K | 0.11% | +4,487 | New |
| Hilltop Holdings Inc. | 4,482 | $206.5K | 0.01% | +4,482 | New |
| Guardian Wealth Advisors, LLC | 4,474 | $206.2K | 0.02% | +4,474 | New |
| Brass Tax Wealth Management, Inc | 4,472 | $206.1K | 0.04% | +4,472 | New |
| FORM Wealth Advisors, LLC | 4,449 | $205.0K | 0.03% | +4,449 | New |
| Miracle Mile Advisors, LLC | 4,434 | $204.3K | 0.00% | +4,434 | New |
| Verus Wealth Management, LLC | 4,425 | $203.9K | 0.22% | +4,425 | New |
| Sivia Capital Partners, LLC | 4,424 | $203.9K | 0.10% | +4,424 | New |