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, Q3 2025
Institutional positions in Exelon Corp as of Sep 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
- 1,201
- +44 vs. Q2 2025
- Shares held
- 847.1M
- +12.2M (+1.5%) vs. Q2 2025
- Total value
- $38.1B
- +$1.88B (+5.2%) vs. Q2 2025
- New holders
- 124
- 488 more added
- Sold out
- 80
- 372 more reduced
20 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heritage Trust Co | 4,530 | $203.9K | 0.02% | +4,530 | New |
| Sound View Wealth Advisors Group, LLC | 4,540 | $204.3K | 0.01% | −558−10.9% | Reduced |
| Eagle Bluffs Wealth Management LLC | 4,543 | $204.5K | 0.09% | +4,543 | New |
| BancorpSouth Bank | 4,545 | $204.6K | 0.01% | −713−13.6% | Reduced |
| AMG National Trust Bank | 4,546 | $204.6K | 0.00% | +4,546 | New |
| S.E.E.D. Planning Group LLC | 4,550 | $204.8K | 0.06% | +4,550 | New |
| Parkside Financial Bank & Trust | 4,555 | $205.0K | 0.02% | +97+2.2% | Added |
| SNS Financial Group, LLC | 4,569 | $205.7K | 0.02% | +4,569 | New |
| Procyon Private Wealth Partners, LLC | 4,575 | $205.9K | 0.01% | +4,575 | New |
| Newton One Investments LLC | 4,578 | $206.1K | 0.06% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,582 | $206.2K | 0.01% | −20−0.4% | Reduced |
| Meritage Portfolio Management | 4,583 | $206.3K | 0.01% | +4,583 | New |
| Thrive Wealth Management, LLC | 4,589 | $206.6K | 0.03% | +4,589 | New |
| Ethos Financial Group, LLC | 4,601 | $207.1K | 0.02% | +4,601 | New |
| IFP Advisors, Inc | 4,613 | $207.6K | 0.01% | +1,788+63.3% | Added |
| Atlantic Union Bankshares Corp | 4,616 | $207.8K | 0.00% | +3,205+227.1% | Added |
| PFG Advisors | 4,631 | $208.4K | 0.01% | −890−16.1% | Reduced |
| Acropolis Investment Management, LLC | 4,827 | $209.6K | 0.01% | −27−0.6% | Reduced |
| Vantage Point Financial LLC | 4,660 | $209.8K | 0.08% | −20−0.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 4,661 | $209.8K | 0.04% | +20.0% | Added |
| MidWestOne Financial Group, Inc. | 4,666 | $210.0K | 0.03% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 4,667 | $210.1K | 0.13% | +4,667 | New |
| Drive Wealth Management, LLC | 4,700 | $211.5K | 0.04% | +4,700 | New |
| Private Wealth Asset Management, LLC | 4,723 | $212.6K | 0.03% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 4,726 | $212.7K | 0.01% | −10−0.2% | Reduced |
| Biltmore Wealth Management, LLC | 4,732 | $213.0K | 0.08% | +44+0.9% | Added |
| L2 Asset Management, LLC | 4,744 | $213.5K | 0.03% | +4,744 | New |
| Moors & Cabot, Inc. | 4,758 | $214.2K | 0.01% | −380−7.4% | Reduced |
| Venturi Wealth Management, LLC | 4,764 | $214.4K | 0.01% | +4,764 | New |
| Integrity Alliance, LLC. | 4,767 | $214.6K | 0.01% | −310−6.1% | Reduced |
| Wolverine Trading, LLC | 4,850 | $214.7K | 0.00% | +4,850 | New |
| IFS Group,LLC | 4,830 | $217.6K | 0.19% | +4,830 | New |
| Boyd Watterson Asset Management LLC | 4,840 | $217.9K | 0.06% | −190−3.8% | Reduced |
| Univest Financial Corp | 4,845 | $218.1K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 4,864 | $218.9K | 0.17% | +1,900+64.1% | Added |
| Headland Capital, LLC | 4,878 | $219.6K | 0.06% | +27+0.6% | Added |
| Alpha Family Trust | 4,880 | $219.6K | 0.10% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,901 | $220.0K | 0.01% | +200+4.3% | Added |
| Denali Advisors LLC | 4,900 | $220.5K | 0.02% | −5,800−54.2% | Reduced |
| Trinity Wealth Management, LLC | 4,935 | $222.1K | 0.08% | +35+0.7% | Added |
| C M Bidwell & Associates Ltd | 4,945 | $222.6K | 0.11% | −313−6.0% | Reduced |
| Aprio Wealth Management, LLC | 4,961 | $223.3K | 0.02% | +4,961 | New |
| Symphony Financial, Ltd. Co. | 5,013 | $223.3K | 0.03% | +101+2.1% | Added |
| Gateway Investment Advisers LLC | 4,965 | $223.5K | 0.00% | +236+5.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,970 | $223.7K | 0.05% | 00.0% | Unchanged |
| RD Lewis Holdings, Inc. | 4,872 | $223.8K | 0.21% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 4,986 | $224.4K | 0.16% | +354+7.6% | Added |
| Marietta Wealth Management, LLC | 5,000 | $225.1K | 0.03% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 5,001 | $225.1K | 0.08% | +5,001 | New |
| apricus wealth, LLC | 5,002 | $225.1K | 0.12% | +5,002 | New |
| Alta Advisers Ltd | 5,008 | $225.4K | 0.07% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 5,013 | $225.7K | 0.02% | +3+0.1% | Added |
| Patten & Patten Inc | 5,024 | $226.1K | 0.01% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 5,046 | $227.1K | 0.01% | −1,122−18.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,064 | $227.9K | 0.01% | −2,643−34.3% | Reduced |
| Premier Path Wealth Partners, LLC | 5,069 | $228.2K | 0.03% | +202+4.2% | Added |
| Bare Financial Services, Inc | 5,074 | $228.4K | 0.07% | +65+1.3% | Added |
| Monetary Management Group Inc | 5,100 | $229.6K | 0.05% | +500+10.9% | Added |
| Choate Investment Advisors | 5,117 | $230.3K | 0.00% | −10.0% | Reduced |
| Chicago Trust Co NA | 5,139 | $231.3K | 0.03% | −3,000−36.9% | Reduced |
| MTM Investment Management, LLC | 5,148 | $231.7K | 0.07% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 5,180 | $233.2K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,186 | $233.4K | 0.01% | +897+20.9% | Added |
| Rossby Financial, LCC | 5,188 | $233.8K | 0.08% | +413+8.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,196 | $234.0K | 0.07% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 5,200 | $234.1K | 0.01% | +47+0.9% | Added |
| Westover Capital Advisors, LLC | 5,257 | $236.6K | 0.04% | −83−1.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,302 | $238.6K | 0.00% | +5,302 | New |
| Spirepoint Private Client, LLC | 5,302 | $238.6K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,358 | $241.2K | 0.01% | −1,921−26.4% | Reduced |
| Avantax Planning Partners, Inc. | 5,366 | $241.5K | 0.01% | −1,532−22.2% | Reduced |
| Pennsylvania Capital Management Inc | 5,400 | $243.1K | 0.07% | +45+0.8% | Added |
| Bryn Mawr Trust Co | 5,405 | $243.3K | 0.01% | −8,185−60.2% | Reduced |
| Armis Advisers, LLC | 5,270 | $243.5K | 0.02% | −86−1.6% | Reduced |
| Quent Capital, LLC | 5,417 | $243.8K | 0.02% | +116+2.2% | Added |
| Marion Wealth Management | 5,445 | $245.1K | 0.06% | +6+0.1% | Added |
| Forum Financial Management, LP | 5,447 | $245.2K | 0.00% | +35+0.6% | Added |
| Stiles Financial Services Inc | 5,454 | $245.5K | 0.08% | +50+0.9% | Added |
| Brown Brothers Harriman & Co | 5,473 | $246.3K | 0.00% | +597+12.2% | Added |
| Successful Portfolios LLC | 5,478 | $246.6K | 0.14% | −363−6.2% | Reduced |
| Smith, Moore & Co. | 5,511 | $248.1K | 0.02% | +146+2.7% | Added |
| Northstar Advisory Group, LLC | 5,519 | $248.4K | 0.10% | −316−5.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,520 | $248.4K | 0.01% | −49−0.9% | Reduced |
| Financial Council Asset Management Inc | 5,549 | $249.8K | 0.11% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 5,555 | $250.0K | 0.04% | −40−0.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 5,586 | $251.4K | 0.01% | −747−11.8% | Reduced |
| Greenfield Savings Bank | 5,595 | $251.8K | 0.11% | +187+3.5% | Added |
| Calton & Associates, Inc. | 5,599 | $252.0K | 0.04% | +20+0.4% | Added |
| Retirement Planning Co of New England, Inc. | 5,610 | $252.5K | 0.10% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 5,455 | $254.3K | 0.03% | +205+3.9% | Added |
| Telos Capital Management, Inc. | 5,687 | $256.0K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5,691 | $256.2K | 0.13% | −131−2.3% | Reduced |
| Duncker Streett & Co Inc | 5,692 | $256.2K | 0.04% | +602+11.8% | Added |
| Community Bank, N.A. | 5,760 | $259.2K | 0.03% | −10,390−64.3% | Reduced |
| West Family Investments, Inc. | 5,830 | $262.4K | 0.06% | +41+0.7% | Added |
| Phoenix Wealth Advisors | 5,840 | $262.9K | 0.10% | +118+2.1% | Added |
| Invested Advisors | 6,915 | $264.1K | 0.38% | +6,915 | New |
| Patton Fund Management, Inc. | 5,876 | $264.5K | 0.05% | −52,911−90.0% | Reduced |
| WSFS Capital Management, LLC | 5,888 | $265.0K | 0.01% | +5,888 | New |
| Harel Insurance Investments & Financial Services Ltd. | 5,947 | $267.0K | 0.00% | −7,900−57.1% | Reduced |