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 |
|---|---|---|---|---|---|
| Enterprise Financial Services Corp | 5,822 | $252.8K | 0.13% | −4−0.1% | Reduced |
| West Family Investments, Inc. | 5,789 | $251.4K | 0.07% | +5,789 | New |
| Phoenix Wealth Advisors | 5,722 | $248.4K | 0.10% | +51+0.9% | Added |
| Telos Capital Management, Inc. | 5,687 | $246.9K | 0.03% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,665 | $246.0K | 0.03% | −20,331−78.2% | Reduced |
| Accel Wealth Management | 5,661 | $245.8K | 0.08% | +62+1.1% | Added |
| PDS Planning, Inc | 5,644 | $245.1K | 0.02% | +436+8.4% | Added |
| Retirement Planning Co of New England, Inc. | 5,610 | $243.6K | 0.11% | −375−6.3% | Reduced |
| Brighton Jones LLC | 5,607 | $243.4K | 0.01% | +697+14.2% | Added |
| Lineweaver Wealth Advisors, LLC | 5,595 | $242.9K | 0.04% | +1,085+24.1% | Added |
| Calton & Associates, Inc. | 5,579 | $242.2K | 0.04% | −36−0.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,569 | $241.8K | 0.01% | −464−7.7% | Reduced |
| Financial Council Asset Management Inc | 5,549 | $240.9K | 0.12% | 00.0% | Unchanged |
| PFG Advisors | 5,521 | $239.7K | 0.01% | +5,521 | New |
| Pallas Capital Advisors LLC | 5,493 | $238.5K | 0.01% | −3,616−39.7% | Reduced |
| NBT Bank N A | 5,484 | $238.1K | 0.02% | −4−0.1% | Reduced |
| Bill Few Associates, Inc. | 5,467 | $237.4K | 0.07% | +7+0.1% | Added |
| Marion Wealth Management | 5,439 | $236.2K | 0.06% | +6+0.1% | Added |
| Optas, LLC | 5,422 | $235.4K | 0.04% | +32+0.6% | Added |
| Forum Financial Management, LP | 5,412 | $235.0K | 0.00% | +299+5.8% | Added |
| Greenfield Savings Bank | 5,408 | $234.8K | 0.11% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 5,404 | $234.7K | 0.08% | +49+0.9% | Added |
| Armis Advisers, LLC | 5,356 | $233.0K | 0.02% | +5,356 | New |
| Dynamic Technology Lab Private Ltd | 5,369 | $233.0K | 0.03% | +5,369 | New |
| Smith, Moore & Co. | 5,365 | $232.9K | 0.02% | −132−2.4% | Reduced |
| Pennsylvania Capital Management Inc | 5,355 | $232.5K | 0.07% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 5,340 | $231.9K | 0.05% | −22−0.4% | Reduced |
| Spirepoint Private Client, LLC | 5,302 | $230.2K | 0.03% | +746+16.4% | Added |
| Quent Capital, LLC | 5,301 | $230.2K | 0.02% | +281+5.6% | Added |
| 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 |
| SeaCrest Wealth Management, LLC | 5,250 | $228.0K | 0.02% | −519−9.0% | Reduced |
| TCG Advisory Services, LLC | 5,228 | $227.0K | 0.01% | +5,228 | New |
| CRA Financial Services, LLC | 5,214 | $226.4K | 0.03% | −478−8.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,196 | $226.0K | 0.07% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 5,180 | $224.9K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5,167 | $224.4K | 0.01% | +61+1.2% | Added |
| Grimes & Company, Inc. | 5,153 | $223.8K | 0.01% | +102+2.0% | Added |
| MTM Investment Management, LLC | 5,148 | $223.5K | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,138 | $223.1K | 0.01% | −200−3.7% | Reduced |
| Choate Investment Advisors | 5,118 | $222.2K | 0.00% | +5,118 | New |
| RD Lewis Holdings, Inc. | 4,872 | $221.9K | 0.22% | −305−5.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,098 | $221.4K | 0.02% | −15−0.3% | Reduced |
| Duncker Streett & Co Inc | 5,090 | $221.0K | 0.04% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 5,077 | $220.4K | 0.01% | −13,035−72.0% | Reduced |
| Boyd Watterson Asset Management LLC | 5,030 | $218.4K | 0.07% | +229+4.8% | Added |
| Patten & Patten Inc | 5,024 | $218.1K | 0.01% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 5,022 | $218.1K | 0.12% | +56+1.1% | Added |
| Nemes Rush Group LLC | 5,010 | $217.5K | 0.02% | +3+0.1% | Added |
| Bare Financial Services, Inc | 5,009 | $217.5K | 0.07% | +2,574+105.7% | Added |
| Alta Advisers Ltd | 5,008 | $217.4K | 0.08% | 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 |
| Aurora Private Wealth, Inc. | 4,979 | $216.0K | 0.16% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 4,972 | $215.9K | 0.05% | +4,972 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,970 | $215.8K | 0.06% | +4,000+412.4% | Added |
| Graypoint LLC | 4,940 | $214.5K | 0.01% | +579+13.3% | Added |
| Mutual Advisors, LLC | 4,848 | $213.3K | 0.01% | +78+1.6% | Added |
| Trinity Wealth Management, LLC | 4,900 | $212.8K | 0.08% | 00.0% | Unchanged |
| Trust Co of Virginia | 4,888 | $212.2K | 0.02% | 00.0% | Unchanged |
| Alpha Family Trust | 4,880 | $211.9K | 0.10% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,876 | $211.7K | 0.00% | +1,465+42.9% | Added |
| Symphony Financial, Ltd. Co. | 4,912 | $211.5K | 0.03% | +4,912 | New |
| SLT Holdings LLC | 4,869 | $211.4K | 0.16% | −3,731−43.4% | Reduced |
| Premier Path Wealth Partners, LLC | 4,867 | $211.3K | 0.03% | +364+8.1% | Added |
| Acropolis Investment Management, LLC | 4,854 | $210.8K | 0.01% | −69−1.4% | Reduced |
| Headland Capital, LLC | 4,851 | $210.6K | 0.06% | +27+0.6% | Added |
| Keel Point, LLC | 4,848 | $210.5K | 0.01% | +100+2.1% | Added |
| Univest Financial Corp | 4,845 | $210.4K | 0.01% | −4,355−47.3% | Reduced |
| Fisher Asset Management, LLC | 4,834 | $209.9K | 0.00% | +4,834 | New |
| Pitcairn Co | 4,793 | $208.1K | 0.01% | +28+0.6% | Added |
| Earnest Partners LLC | 4,788 | $207.9K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 4,775 | $207.3K | 0.08% | +119+2.6% | Added |
| Clifford Swan Investment Counsel LLC | 4,736 | $205.6K | 0.01% | +10+0.2% | Added |
| Gateway Investment Advisers LLC | 4,729 | $205.3K | 0.00% | +23+0.5% | Added |
| Private Wealth Asset Management, LLC | 4,723 | $205.1K | 0.03% | −35−0.7% | Reduced |
| Thoroughbred Financial Services, LLC | 4,701 | $204.0K | 0.01% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 4,688 | $203.6K | 0.08% | +43+0.9% | Added |
| Vantage Point Financial LLC | 4,680 | $203.2K | 0.09% | −41−0.9% | Reduced |
| MidWestOne Financial Group, Inc. | 4,666 | $202.6K | 0.03% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 4,659 | $202.3K | 0.04% | +20.0% | Added |
| Riverbend Wealth Management, LLC | 4,632 | $201.1K | 0.15% | +4,632 | New |
| Centaurus Financial, Inc. | 4,635 | $201.0K | 0.01% | +4,635 | New |
| Pinnacle Financial Partners Inc | 4,610 | $200.2K | 0.00% | +4,610 | New |
| GeoWealth Management, LLC | 4,602 | $199.8K | 0.01% | +2,195+91.2% | Added |
| Monetary Management Group Inc | 4,600 | $199.7K | 0.05% | 00.0% | Unchanged |
| Newton One Investments LLC | 4,578 | $198.8K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,458 | $193.6K | 0.02% | +43+1.0% | Added |
| First Command Advisory Services, Inc. | 4,387 | $190.5K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 4,320 | $187.6K | 0.05% | +3,232+297.1% | Added |
| Larson Financial Group LLC | 4,289 | $186.2K | 0.01% | +2,025+89.4% | Added |
| Vermillion & White Wealth Management Group, LLC | 4,251 | $184.6K | 0.12% | −78−1.8% | Reduced |
| Peoples Financial Services Corp. | 4,174 | $181.2K | 0.09% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 5,132 | $174.8K | 0.05% | +12+0.2% | Added |
| Massmutual Trust Co FSB | 3,971 | $172.4K | 0.00% | −48−1.2% | Reduced |
| Versant Capital Management, Inc | 3,826 | $166.1K | 0.03% | +4+0.1% | Added |
| Glen Eagle Advisors, LLC | 3,576 | $155.3K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,535 | $153.5K | 0.02% | +77+2.2% | Added |
| Wealth Preservation Advisors, LLC | 3,521 | $152.9K | 0.09% | +32+0.9% | Added |
| Tompkins Financial Corp | 3,490 | $151.5K | 0.01% | −142−3.9% | Reduced |