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, Q2 2025
Institutional positions in Exelon Corp as of Jun 30, 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
- 1,177
- −3 vs. Q1 2025
- Shares held
- 848.8M
- +20.9M (+2.5%) vs. Q1 2025
- Total value
- $36.8B
- −$1.31B (−3.4%) vs. Q1 2025
- New holders
- 118
- 499 more added
- Sold out
- 121
- 350 more reduced
16 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Wealth Asset Management, LLC | 4,723 | $205.1K | 0.03% | −35−0.7% | Reduced |
| Gateway Investment Advisers LLC | 4,729 | $205.3K | 0.00% | +23+0.5% | Added |
| Clifford Swan Investment Counsel LLC | 4,736 | $205.6K | 0.01% | +10+0.2% | Added |
| Rossby Financial, LCC | 4,775 | $207.3K | 0.08% | +119+2.6% | Added |
| Earnest Partners LLC | 4,788 | $207.9K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 4,793 | $208.1K | 0.01% | +28+0.6% | Added |
| Fisher Asset Management, LLC | 4,834 | $209.9K | 0.00% | +4,834 | New |
| Univest Financial Corp | 4,845 | $210.4K | 0.01% | −4,355−47.3% | Reduced |
| Keel Point, LLC | 4,848 | $210.5K | 0.01% | +100+2.1% | Added |
| Headland Capital, LLC | 4,851 | $210.6K | 0.06% | +27+0.6% | Added |
| Acropolis Investment Management, LLC | 4,854 | $210.8K | 0.01% | −69−1.4% | Reduced |
| Premier Path Wealth Partners, LLC | 4,867 | $211.3K | 0.03% | +364+8.1% | Added |
| SLT Holdings LLC | 4,869 | $211.4K | 0.16% | −3,731−43.4% | Reduced |
| Symphony Financial, Ltd. Co. | 4,912 | $211.5K | 0.03% | +4,912 | New |
| Brown Brothers Harriman & Co | 4,876 | $211.7K | 0.00% | +1,465+42.9% | Added |
| Alpha Family Trust | 4,880 | $211.9K | 0.10% | 00.0% | Unchanged |
| Trust Co of Virginia | 4,888 | $212.2K | 0.02% | 00.0% | Unchanged |
| Trinity Wealth Management, LLC | 4,900 | $212.8K | 0.08% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,848 | $213.3K | 0.01% | +78+1.6% | Added |
| Graypoint LLC | 4,940 | $214.5K | 0.01% | +579+13.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,970 | $215.8K | 0.06% | +4,000+412.4% | Added |
| Gitterman Wealth Management, LLC | 4,972 | $215.9K | 0.05% | +4,972 | New |
| Aurora Private Wealth, Inc. | 4,979 | $216.0K | 0.16% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 5,000 | $217.1K | 0.03% | −41−0.8% | Reduced |
| Sage Capital Advisors,llc | 5,000 | $217.1K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 5,008 | $217.4K | 0.08% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5,009 | $217.5K | 0.07% | +2,574+105.7% | Added |
| Nemes Rush Group LLC | 5,010 | $217.5K | 0.02% | +3+0.1% | Added |
| Eagle Wealth Strategies LLC | 5,022 | $218.1K | 0.12% | +56+1.1% | Added |
| Patten & Patten Inc | 5,024 | $218.1K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 5,030 | $218.4K | 0.07% | +229+4.8% | Added |
| Integrity Alliance, LLC. | 5,077 | $220.4K | 0.01% | −13,035−72.0% | Reduced |
| Duncker Streett & Co Inc | 5,090 | $221.0K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 5,098 | $221.4K | 0.02% | −15−0.3% | Reduced |
| RD Lewis Holdings, Inc. | 4,872 | $221.9K | 0.22% | −305−5.9% | Reduced |
| Choate Investment Advisors | 5,118 | $222.2K | 0.00% | +5,118 | New |
| Moors & Cabot, Inc. | 5,138 | $223.1K | 0.01% | −200−3.7% | Reduced |
| MTM Investment Management, LLC | 5,148 | $223.5K | 0.08% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 5,153 | $223.8K | 0.01% | +102+2.0% | Added |
| First Horizon Advisors, Inc. | 5,167 | $224.4K | 0.01% | +61+1.2% | Added |
| Clearwater Capital Advisors, LLC | 5,180 | $224.9K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,196 | $226.0K | 0.07% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 5,214 | $226.4K | 0.03% | −478−8.4% | Reduced |
| TCG Advisory Services, LLC | 5,228 | $227.0K | 0.01% | +5,228 | New |
| SeaCrest Wealth Management, LLC | 5,250 | $228.0K | 0.02% | −519−9.0% | Reduced |
| C M Bidwell & Associates Ltd | 5,258 | $228.3K | 0.12% | −262−4.7% | Reduced |
| BancorpSouth Bank | 5,258 | $228.3K | 0.02% | −106−2.0% | Reduced |
| Quent Capital, LLC | 5,301 | $230.2K | 0.02% | +281+5.6% | Added |
| Spirepoint Private Client, LLC | 5,302 | $230.2K | 0.03% | +746+16.4% | Added |
| Westover Capital Advisors, LLC | 5,340 | $231.9K | 0.05% | −22−0.4% | Reduced |
| Pennsylvania Capital Management Inc | 5,355 | $232.5K | 0.07% | 00.0% | Unchanged |
| Smith, Moore & Co. | 5,365 | $232.9K | 0.02% | −132−2.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,369 | $233.0K | 0.03% | +5,369 | New |
| Armis Advisers, LLC | 5,356 | $233.0K | 0.02% | +5,356 | New |
| Stiles Financial Services Inc | 5,404 | $234.7K | 0.08% | +49+0.9% | Added |
| Greenfield Savings Bank | 5,408 | $234.8K | 0.11% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,412 | $235.0K | 0.00% | +299+5.8% | Added |
| Optas, LLC | 5,422 | $235.4K | 0.04% | +32+0.6% | Added |
| Marion Wealth Management | 5,439 | $236.2K | 0.06% | +6+0.1% | Added |
| Bill Few Associates, Inc. | 5,467 | $237.4K | 0.07% | +7+0.1% | Added |
| NBT Bank N A | 5,484 | $238.1K | 0.02% | −4−0.1% | Reduced |
| Pallas Capital Advisors LLC | 5,493 | $238.5K | 0.01% | −3,616−39.7% | Reduced |
| PFG Advisors | 5,521 | $239.7K | 0.01% | +5,521 | New |
| Financial Council Asset Management Inc | 5,549 | $240.9K | 0.12% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 5,569 | $241.8K | 0.01% | −464−7.7% | Reduced |
| Calton & Associates, Inc. | 5,579 | $242.2K | 0.04% | −36−0.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 5,595 | $242.9K | 0.04% | +1,085+24.1% | Added |
| Brighton Jones LLC | 5,607 | $243.4K | 0.01% | +697+14.2% | Added |
| Retirement Planning Co of New England, Inc. | 5,610 | $243.6K | 0.11% | −375−6.3% | Reduced |
| PDS Planning, Inc | 5,644 | $245.1K | 0.02% | +436+8.4% | Added |
| Accel Wealth Management | 5,661 | $245.8K | 0.08% | +62+1.1% | Added |
| Redhawk Wealth Advisors, Inc. | 5,665 | $246.0K | 0.03% | −20,331−78.2% | Reduced |
| Telos Capital Management, Inc. | 5,687 | $246.9K | 0.03% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 5,722 | $248.4K | 0.10% | +51+0.9% | Added |
| West Family Investments, Inc. | 5,789 | $251.4K | 0.07% | +5,789 | New |
| Enterprise Financial Services Corp | 5,822 | $252.8K | 0.13% | −4−0.1% | Reduced |
| Northstar Advisory Group, LLC | 5,835 | $253.4K | 0.12% | +20+0.3% | Added |
| IFP Advisors, Inc | 2,825 | $253.5K | 0.01% | −1,266−30.9% | Reduced |
| Successful Portfolios LLC | 5,841 | $253.6K | 0.16% | −14−0.2% | Reduced |
| Crestwood Advisors Group LLC | 5,846 | $253.8K | 0.00% | +902+18.2% | Added |
| MBB Public Markets I LLC | 5,873 | $255.0K | 0.03% | −1,299−18.1% | Reduced |
| Trust Point Inc. | 5,875 | $255.1K | 0.02% | +438+8.1% | Added |
| Quest Partners LLC | 5,903 | $256.3K | 0.03% | −52,715−89.9% | Reduced |
| JFS Wealth Advisors, LLC | 5,938 | $257.8K | 0.02% | 00.0% | Unchanged |
| Sig Brokerage, LP | 5,996 | $260.3K | 0.07% | +5,996 | New |
| CX Institutional | 6,083 | $264.0K | 0.01% | +95+1.6% | Added |
| Defined Financial Planning LLC | 6,153 | $264.3K | 0.23% | +153+2.6% | Added |
| Kentucky Trust Co | 6,100 | $264.9K | 0.15% | −200−3.2% | Reduced |
| Ledyard National Bank | 6,128 | $266.1K | 0.03% | −239−3.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,168 | $267.8K | 0.02% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 6,231 | $268.7K | 0.01% | +6,231 | New |
| Plotkin Financial Advisors, LLC | 6,191 | $268.8K | 0.15% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 6,203 | $269.3K | 0.03% | +6,203 | New |
| Bearing Point Capital, LLC | 6,287 | $273.0K | 0.05% | −63−1.0% | Reduced |
| Cornerstone Advisory, LLC | 6,304 | $273.7K | 0.03% | −248−3.8% | Reduced |
| Wealth Management Associates, Inc. | 6,323 | $274.5K | 0.11% | −450−6.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,333 | $275.0K | 0.01% | +1,923+43.6% | Added |
| Capital Investment Advisors, LLC | 6,335 | $275.1K | 0.00% | +1,644+35.0% | Added |
| Valeo Financial Advisors, LLC | 6,356 | $276.0K | 0.01% | −263−4.0% | Reduced |
| Compagnie Lombard Odier SCmA | 6,375 | $276.8K | 0.00% | −4,160−39.5% | Reduced |