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 |
|---|---|---|---|---|---|
| Wallace Hart LLC | 8,206 | $356.3K | 0.28% | −22,881−73.6% | Reduced |
| Cohen Klingenstein LLC | 8,200 | $356.0K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 8,192 | $355.7K | 0.00% | +8,192 | New |
| Romano Brothers and Company | 8,146 | $353.7K | 0.04% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 8,145 | $353.7K | 0.06% | +271+3.4% | Added |
| Wedmont Private Capital | 8,192 | $353.4K | 0.02% | +1,600+24.3% | Added |
| Chicago Trust Co NA | 8,139 | $353.4K | 0.05% | −250−3.0% | Reduced |
| Resources Investment Advisors, LLC. | 8,132 | $353.1K | 0.00% | +41+0.5% | Added |
| Paradigm Financial Partners, LLC | 8,077 | $350.7K | 0.04% | +8,077 | New |
| Allegheny Financial Group LTD | 8,068 | $350.3K | 0.08% | +186+2.4% | Added |
| Providence Capital Advisors, LLC | 8,061 | $350.0K | 0.06% | +8,061 | New |
| Mather Group, LLC. | 8,034 | $348.9K | 0.00% | +2,656+49.4% | Added |
| Dorsey & Whitney Trust CO LLC | 8,017 | $348.1K | 0.02% | +928+13.1% | Added |
| Yardley Wealth Management LLC | 8,000 | $347.0K | 0.19% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 7,983 | $346.6K | 0.03% | +1,362+20.6% | Added |
| Stephens Inc | 7,933 | $344.5K | 0.00% | −305−3.7% | Reduced |
| Intrua Financial, LLC | 7,914 | $343.6K | 0.05% | +7,914 | New |
| Resonant Capital Advisors, LLC | 7,908 | $343.4K | 0.02% | +688+9.5% | Added |
| Avenue 1 Advisors, LLC | 7,872 | $341.8K | 0.12% | −500−6.0% | Reduced |
| Groupe la Francaise | 7,865 | $341.2K | 0.01% | −343−4.2% | Reduced |
| Insight Advisors, LLC | 7,834 | $340.2K | 0.05% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 7,831 | $340.0K | 0.95% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 7,813 | $339.3K | 0.01% | −178−2.2% | Reduced |
| Hendershot Investments Inc. | 7,799 | $338.6K | 0.05% | −200−2.5% | Reduced |
| Signal Advisors Wealth, LLC | 7,785 | $338.0K | 0.03% | +7,785 | New |
| Riverwater Partners LLC | 7,783 | $337.9K | 0.16% | −37−0.5% | Reduced |
| WBH Advisory Inc | 7,775 | $337.6K | 0.03% | −2,495−24.3% | Reduced |
| Marshall Financial Group LLC | 7,795 | $336.5K | 0.07% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 7,749 | $336.4K | 0.01% | +27+0.3% | Added |
| Essex Savings Bank | 7,733 | $335.7K | 0.08% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 7,707 | $334.6K | 0.02% | −29,566−79.3% | Reduced |
| Snowden Capital Advisors LLC | 7,600 | $330.0K | 0.01% | −228−2.9% | Reduced |
| ICONIQ Capital, LLC | 7,518 | $326.4K | 0.01% | +109+1.5% | Added |
| Strategic Financial Concepts, LLC | 7,500 | $325.7K | 0.05% | +2,141+40.0% | Added |
| Hollencrest Capital Management | 7,500 | $325.6K | 0.01% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 7,476 | $324.6K | 0.03% | −4,800−39.1% | Reduced |
| Evergreen Capital Management LLC | 7,453 | $323.6K | 0.01% | +1,081+17.0% | Added |
| Catalytic Wealth RIA, LLC | 7,427 | $322.5K | 0.03% | +7,427 | New |
| Good Life Advisors, LLC | 7,391 | $320.9K | 0.02% | +452+6.5% | Added |
| VSM Wealth Advisory, LLC | 7,382 | $320.5K | 0.11% | +14+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 7,348 | $319.1K | 0.03% | −7,597−50.8% | Reduced |
| Principal Street Partners, LLC | 7,348 | $319.0K | 0.03% | −156−2.1% | Reduced |
| Change Path, LLC | 7,335 | $318.5K | 0.01% | +1,129+18.2% | Added |
| Garrett Investment Advisors LLC | 7,298 | $316.9K | 0.03% | +55+0.8% | Added |
| Geneos Wealth Management Inc. | 7,279 | $316.1K | 0.01% | +2,709+59.3% | Added |
| Tiemann Investment Advisors, LLC | 7,275 | $315.9K | 0.13% | +550+8.2% | Added |
| RMG Wealth Management LLC | 7,183 | $311.0K | 0.05% | +7,183 | New |
| SFG Wealth Management, LLC. | 7,156 | $310.7K | 0.19% | +20.0% | Added |
| Berger Financial Group, Inc | 7,114 | $308.9K | 0.02% | +21+0.3% | Added |
| Canandaigua National Bank & Trust Co | 7,076 | $307.2K | 0.03% | +2,200+45.1% | Added |
| Bank & Trust Co | 7,026 | $305.1K | 0.24% | −121−1.7% | Reduced |
| LMR Partners LLP | 6,960 | $302.2K | 0.00% | +2,115+43.7% | Added |
| Harbour Investments, Inc. | 6,950 | $301.8K | 0.01% | +80+1.2% | Added |
| Argent Trust Co | 6,938 | $301.2K | 0.01% | +1,064+18.1% | Added |
| Bank of New Hampshire | 6,923 | $300.6K | 0.07% | −700−9.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 6,919 | $300.4K | 0.01% | +974+16.4% | Added |
| Arete Wealth Advisors, LLC | 6,918 | $300.0K | 0.02% | +6,918 | New |
| Avantax Planning Partners, Inc. | 6,898 | $299.5K | 0.01% | −475−6.4% | Reduced |
| Hartline Investment Corp | 6,873 | $298.4K | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 6,867 | $298.0K | 0.01% | +6,867 | New |
| Advisory Alpha, LLC | 6,857 | $297.8K | 0.01% | +1,482+27.6% | Added |
| Ronald Blue Trust, Inc. | 6,844 | $297.2K | 0.00% | +955+16.2% | Added |
| Kennedy Investment Group | 6,800 | $295.2K | 0.13% | −34−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 6,751 | $293.1K | 0.01% | +912+15.6% | Added |
| Davenport & Co LLC | 6,733 | $292.3K | 0.00% | +727+12.1% | Added |
| International Private Wealth Advisors LLC | 6,712 | $291.4K | 0.25% | +6,712 | New |
| Leigh Baldwin & Co., LLC | 6,648 | $288.6K | 0.19% | +37+0.6% | Added |
| Compton Financial Group, LLC | 6,640 | $288.3K | 0.07% | +11+0.2% | Added |
| Clarius Group, LLC | 6,639 | $288.3K | 0.02% | −465−6.5% | Reduced |
| Manske Wealth Management | 6,630 | $287.9K | 0.10% | −98−1.5% | Reduced |
| Sage Mountain Advisors LLC | 6,542 | $284.1K | 0.02% | +6,542 | New |
| Perpetual Ltd | 6,500 | $282.2K | 0.00% | +6,500 | New |
| Key Financial Inc | 6,462 | $280.6K | 0.06% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 6,452 | $280.1K | 0.00% | +2,018+45.5% | Added |
| Vivaldi Capital Management, LLC | 6,430 | $279.2K | 0.04% | −1,429−18.2% | Reduced |
| Northwest Bancshares, Inc. | 6,412 | $278.4K | 0.05% | −75−1.2% | Reduced |
| Compagnie Lombard Odier SCmA | 6,375 | $276.8K | 0.00% | −4,160−39.5% | Reduced |
| Valeo Financial Advisors, LLC | 6,356 | $276.0K | 0.01% | −263−4.0% | Reduced |
| Capital Investment Advisors, LLC | 6,335 | $275.1K | 0.00% | +1,644+35.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 6,333 | $275.0K | 0.01% | +1,923+43.6% | Added |
| Wealth Management Associates, Inc. | 6,323 | $274.5K | 0.11% | −450−6.6% | Reduced |
| Cornerstone Advisory, LLC | 6,304 | $273.7K | 0.03% | −248−3.8% | Reduced |
| Bearing Point Capital, LLC | 6,287 | $273.0K | 0.05% | −63−1.0% | Reduced |
| Fiducient Advisors LLC | 6,203 | $269.3K | 0.03% | +6,203 | New |
| Plotkin Financial Advisors, LLC | 6,191 | $268.8K | 0.15% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 6,231 | $268.7K | 0.01% | +6,231 | New |
| Fukoku Mutual Life Insurance Co | 6,168 | $267.8K | 0.02% | 00.0% | Unchanged |
| Ledyard National Bank | 6,128 | $266.1K | 0.03% | −239−3.8% | Reduced |
| Kentucky Trust Co | 6,100 | $264.9K | 0.15% | −200−3.2% | Reduced |
| Defined Financial Planning LLC | 6,153 | $264.3K | 0.23% | +153+2.6% | Added |
| CX Institutional | 6,083 | $264.0K | 0.01% | +95+1.6% | Added |
| Sig Brokerage, LP | 5,996 | $260.3K | 0.07% | +5,996 | New |
| JFS Wealth Advisors, LLC | 5,938 | $257.8K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 5,903 | $256.3K | 0.03% | −52,715−89.9% | Reduced |
| Trust Point Inc. | 5,875 | $255.1K | 0.02% | +438+8.1% | Added |
| MBB Public Markets I LLC | 5,873 | $255.0K | 0.03% | −1,299−18.1% | Reduced |
| Crestwood Advisors Group LLC | 5,846 | $253.8K | 0.00% | +902+18.2% | Added |
| Successful Portfolios LLC | 5,841 | $253.6K | 0.16% | −14−0.2% | Reduced |
| IFP Advisors, Inc | 2,825 | $253.5K | 0.01% | −1,266−30.9% | Reduced |
| Northstar Advisory Group, LLC | 5,835 | $253.4K | 0.12% | +20+0.3% | Added |