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 |
|---|---|---|---|---|---|
| Goldstone Financial Group, LLC | 8,701 | $391.6K | 0.05% | +52+0.6% | Added |
| Financial Advisors Network, Inc. | 8,638 | $388.8K | 0.06% | +407+4.9% | Added |
| Aull & Monroe Investment Management Corp | 8,610 | $387.5K | 0.20% | −100−1.1% | Reduced |
| Confluence Wealth Services, Inc. | 8,610 | $387.5K | 0.02% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 8,581 | $386.2K | 0.06% | +81+1.0% | Added |
| Private Trust Co NA | 8,546 | $384.7K | 0.03% | −33−0.4% | Reduced |
| Compagnie Lombard Odier SCmA | 8,545 | $384.6K | 0.00% | +2,170+34.0% | Added |
| Marietta Investment Partners LLC | 8,500 | $382.6K | 0.07% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 8,382 | $377.3K | 0.03% | −611−6.8% | Reduced |
| Nikulski Financial, Inc. | 8,346 | $375.7K | 0.09% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8,303 | $373.7K | 0.03% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 8,200 | $369.1K | 0.01% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 8,200 | $369.0K | 0.11% | −450−5.2% | Reduced |
| Romano Brothers and Company | 8,146 | $366.7K | 0.04% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 8,145 | $366.6K | 0.06% | 00.0% | Unchanged |
| Mma Asset Management LLC | 8,097 | $364.4K | 0.12% | +8,097 | New |
| First National Bank & Trust Co of Newtown | 8,070 | $363.1K | 0.07% | −651−7.5% | Reduced |
| Providence Capital Advisors, LLC | 8,061 | $362.8K | 0.06% | 00.0% | Unchanged |
| Platform Technology Partners | 8,044 | $362.1K | 0.09% | −395−4.7% | Reduced |
| Quarry LP | 8,013 | $360.7K | 0.09% | +8,013 | New |
| Dorsey & Whitney Trust CO LLC | 8,009 | $360.5K | 0.02% | −8−0.1% | Reduced |
| Advisory Services Network, LLC | 7,956 | $358.1K | 0.01% | −48−0.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,934 | $357.1K | 0.02% | +586+8.0% | Added |
| Stephens Inc | 7,903 | $355.7K | 0.00% | −30−0.4% | Reduced |
| Elyxium Wealth, LLC | 7,902 | $355.7K | 0.12% | −1,431−15.3% | Reduced |
| Avenue 1 Advisors, LLC | 7,872 | $354.3K | 0.11% | 00.0% | Unchanged |
| Insight Advisors, LLC | 7,834 | $352.6K | 0.05% | 00.0% | Unchanged |
| Change Path, LLC | 7,820 | $352.0K | 0.01% | +485+6.6% | Added |
| Hendershot Investments Inc. | 7,799 | $351.0K | 0.04% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 7,795 | $350.9K | 0.07% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 7,770 | $349.7K | 0.01% | +21+0.3% | Added |
| Resources Investment Advisors, LLC. | 7,733 | $348.1K | 0.00% | −399−4.9% | Reduced |
| Advanced Portfolio Management, LLC | 7,831 | $346.7K | 0.90% | 00.0% | Unchanged |
| Essex Savings Bank | 7,702 | $346.6K | 0.08% | −31−0.4% | Reduced |
| Mutual Advisors, LLC | 7,260 | $345.6K | 0.01% | +2,412+49.8% | Added |
| Principal Street Partners, LLC | 7,619 | $342.9K | 0.05% | +271+3.7% | Added |
| Riverwater Partners LLC | 7,530 | $338.9K | 0.14% | −253−3.3% | Reduced |
| Snowden Capital Advisors LLC | 7,520 | $338.5K | 0.01% | −80−1.1% | Reduced |
| Hollencrest Capital Management | 7,500 | $337.6K | 0.01% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 7,476 | $336.5K | 0.03% | 00.0% | Unchanged |
| Trust Point Inc. | 7,435 | $334.6K | 0.03% | +1,560+26.6% | Added |
| VSM Wealth Advisory, LLC | 7,396 | $332.9K | 0.10% | +14+0.2% | Added |
| Crestwood Advisors Group LLC | 7,375 | $331.9K | 0.01% | +1,529+26.2% | Added |
| Csenge Advisory Group | 7,369 | $331.7K | 0.02% | +7,369 | New |
| Ossiam | 7,366 | $331.5K | 0.00% | −16,927−69.7% | Reduced |
| Miracle Mile Advisors, LLC | 7,327 | $329.8K | 0.00% | +875+13.6% | Added |
| Garrett Investment Advisors LLC | 7,299 | $328.5K | 0.03% | +10.0% | Added |
| RMG Wealth Management LLC | 6,814 | $327.5K | 0.05% | −369−5.1% | Reduced |
| Evergreen Capital Management LLC | 7,268 | $327.1K | 0.01% | −185−2.5% | Reduced |
| Canandaigua National Bank & Trust Co | 7,225 | $325.2K | 0.03% | +149+2.1% | Added |
| Kennedy Investment Group | 7,202 | $324.1K | 0.13% | +402+5.9% | Added |
| Union Bancaire Privee, UBP SA | 8,338 | $320.6K | 0.01% | −5,006−37.5% | Reduced |
| Arete Wealth Advisors, LLC | 7,080 | $319.0K | 0.02% | +162+2.3% | Added |
| WBH Advisory Inc | 7,075 | $318.4K | 0.02% | −700−9.0% | Reduced |
| Berger Financial Group, Inc | 7,064 | $318.0K | 0.02% | −50−0.7% | Reduced |
| Bank & Trust Co | 7,026 | $316.2K | 0.23% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 6,994 | $314.8K | 0.01% | +659+10.4% | Added |
| Tiemann Investment Advisors, LLC | 6,975 | $313.9K | 0.12% | −300−4.1% | Reduced |
| Capital Square, LLC | 6,912 | $311.1K | 0.16% | −2,789−28.7% | Reduced |
| Hartline Investment Corp | 6,873 | $309.4K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 6,862 | $308.9K | 0.00% | +129+1.9% | Added |
| Bank of New Hampshire | 6,829 | $307.4K | 0.07% | −94−1.4% | Reduced |
| Strategic Financial Concepts, LLC | 6,822 | $307.1K | 0.04% | −678−9.0% | Reduced |
| Valeo Financial Advisors, LLC | 6,800 | $306.1K | 0.01% | +444+7.0% | Added |
| Clarius Group, LLC | 6,780 | $305.2K | 0.02% | +141+2.1% | Added |
| Ronald Blue Trust, Inc. | 6,740 | $303.4K | 0.00% | −104−1.5% | Reduced |
| Allegheny Financial Group LTD | 6,723 | $302.6K | 0.06% | −1,345−16.7% | Reduced |
| Leigh Baldwin & Co., LLC | 6,686 | $300.9K | 0.17% | +38+0.6% | Added |
| Cassaday & Co Wealth Management LLC | 6,667 | $300.1K | 0.01% | −252−3.6% | Reduced |
| Compton Financial Group, LLC | 6,651 | $299.4K | 0.07% | +11+0.2% | Added |
| Moneta Group Investment Advisors LLC | 6,585 | $296.4K | 0.00% | +6,585 | New |
| Vivaldi Capital Management, LLC | 6,485 | $291.9K | 0.04% | +55+0.9% | Added |
| Key Financial Inc | 6,462 | $291.2K | 0.05% | 00.0% | Unchanged |
| Defined Financial Planning LLC | 6,234 | $290.6K | 0.24% | +81+1.3% | Added |
| Eisler Capital Management Ltd. | 6,579 | $290.5K | 0.01% | +6,579 | New |
| Baldwin Investment Management, LLC | 6,450 | $290.3K | 0.03% | +6,450 | New |
| Manske Wealth Management | 6,432 | $289.5K | 0.09% | −198−3.0% | Reduced |
| EverSource Wealth Advisors, LLC | 6,431 | $289.4K | 0.01% | −320−4.7% | Reduced |
| First Command Advisory Services, Inc. | 6,388 | $287.5K | 0.00% | +2,001+45.6% | Added |
| Keel Point, LLC | 6,380 | $287.2K | 0.02% | +1,532+31.6% | Added |
| TCG Advisory Services, LLC | 6,352 | $285.9K | 0.01% | +1,124+21.5% | Added |
| PDS Planning, Inc | 6,350 | $285.8K | 0.02% | +706+12.5% | Added |
| Cornerstone Advisory, LLC | 6,350 | $285.8K | 0.03% | +46+0.7% | Added |
| Trust Co of Virginia | 6,329 | $284.9K | 0.02% | +1,441+29.5% | Added |
| Bearing Point Capital, LLC | 6,287 | $283.0K | 0.05% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 6,283 | $282.8K | 0.10% | −40−0.6% | Reduced |
| Brighton Jones LLC | 6,239 | $280.8K | 0.01% | +632+11.3% | Added |
| Plotkin Financial Advisors, LLC | 6,191 | $278.7K | 0.14% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,171 | $277.7K | 0.01% | −779−11.2% | Reduced |
| Ledyard National Bank | 6,128 | $275.8K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 6,112 | $275.1K | 0.05% | −300−4.7% | Reduced |
| CX Institutional | 6,103 | $275.0K | 0.01% | +20+0.3% | Added |
| Kentucky Trust Co | 6,100 | $274.6K | 0.15% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 6,085 | $273.9K | 0.04% | +871+16.7% | Added |
| Requisite Capital Management, LLC | 6,019 | $270.9K | 0.05% | +6,019 | New |
| International Private Wealth Advisors LLC | 6,018 | $270.9K | 0.17% | −694−10.3% | Reduced |
| JFS Wealth Advisors, LLC | 6,014 | $270.7K | 0.02% | +76+1.3% | Added |
| Eagle Wealth Strategies LLC | 5,995 | $269.8K | 0.13% | +973+19.4% | Added |
| Argent Trust Co | 5,978 | $269.1K | 0.01% | −960−13.8% | Reduced |
| Signal Advisors Wealth, LLC | 5,947 | $267.7K | 0.02% | −1,838−23.6% | Reduced |