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 |
|---|---|---|---|---|---|
| Bill Few Associates, Inc. | 5,936 | $267.2K | 0.07% | +469+8.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,947 | $267.0K | 0.00% | −7,900−57.1% | Reduced |
| WSFS Capital Management, LLC | 5,888 | $265.0K | 0.01% | +5,888 | New |
| Patton Fund Management, Inc. | 5,876 | $264.5K | 0.05% | −52,911−90.0% | Reduced |
| Invested Advisors | 6,915 | $264.1K | 0.38% | +6,915 | New |
| Phoenix Wealth Advisors | 5,840 | $262.9K | 0.10% | +118+2.1% | Added |
| West Family Investments, Inc. | 5,830 | $262.4K | 0.06% | +41+0.7% | Added |
| Community Bank, N.A. | 5,760 | $259.2K | 0.03% | −10,390−64.3% | Reduced |
| Duncker Streett & Co Inc | 5,692 | $256.2K | 0.04% | +602+11.8% | Added |
| Enterprise Financial Services Corp | 5,691 | $256.2K | 0.13% | −131−2.3% | Reduced |
| Telos Capital Management, Inc. | 5,687 | $256.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 5,455 | $254.3K | 0.03% | +205+3.9% | Added |
| Retirement Planning Co of New England, Inc. | 5,610 | $252.5K | 0.10% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 5,599 | $252.0K | 0.04% | +20+0.4% | Added |
| Greenfield Savings Bank | 5,595 | $251.8K | 0.11% | +187+3.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 5,586 | $251.4K | 0.01% | −747−11.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 5,555 | $250.0K | 0.04% | −40−0.7% | Reduced |
| Financial Council Asset Management Inc | 5,549 | $249.8K | 0.11% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 5,520 | $248.4K | 0.01% | −49−0.9% | Reduced |
| Northstar Advisory Group, LLC | 5,519 | $248.4K | 0.10% | −316−5.4% | Reduced |
| Smith, Moore & Co. | 5,511 | $248.1K | 0.02% | +146+2.7% | Added |
| Successful Portfolios LLC | 5,478 | $246.6K | 0.14% | −363−6.2% | Reduced |
| Brown Brothers Harriman & Co | 5,473 | $246.3K | 0.00% | +597+12.2% | Added |
| Stiles Financial Services Inc | 5,454 | $245.5K | 0.08% | +50+0.9% | Added |
| Forum Financial Management, LP | 5,447 | $245.2K | 0.00% | +35+0.6% | Added |
| Marion Wealth Management | 5,445 | $245.1K | 0.06% | +6+0.1% | Added |
| Quent Capital, LLC | 5,417 | $243.8K | 0.02% | +116+2.2% | Added |
| Armis Advisers, LLC | 5,270 | $243.5K | 0.02% | −86−1.6% | Reduced |
| Bryn Mawr Trust Co | 5,405 | $243.3K | 0.01% | −8,185−60.2% | Reduced |
| Pennsylvania Capital Management Inc | 5,400 | $243.1K | 0.07% | +45+0.8% | Added |
| Avantax Planning Partners, Inc. | 5,366 | $241.5K | 0.01% | −1,532−22.2% | Reduced |
| Geneos Wealth Management Inc. | 5,358 | $241.2K | 0.01% | −1,921−26.4% | Reduced |
| Spirepoint Private Client, LLC | 5,302 | $238.6K | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,302 | $238.6K | 0.00% | +5,302 | New |
| Westover Capital Advisors, LLC | 5,257 | $236.6K | 0.04% | −83−1.6% | Reduced |
| Grimes & Company, Inc. | 5,200 | $234.1K | 0.01% | +47+0.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,196 | $234.0K | 0.07% | 00.0% | Unchanged |
| Rossby Financial, LCC | 5,188 | $233.8K | 0.08% | +413+8.6% | Added |
| Larson Financial Group LLC | 5,186 | $233.4K | 0.01% | +897+20.9% | Added |
| Clearwater Capital Advisors, LLC | 5,180 | $233.2K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 5,148 | $231.7K | 0.07% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,139 | $231.3K | 0.03% | −3,000−36.9% | Reduced |
| Choate Investment Advisors | 5,117 | $230.3K | 0.00% | −10.0% | Reduced |
| Monetary Management Group Inc | 5,100 | $229.6K | 0.05% | +500+10.9% | Added |
| Bare Financial Services, Inc | 5,074 | $228.4K | 0.07% | +65+1.3% | Added |
| Premier Path Wealth Partners, LLC | 5,069 | $228.2K | 0.03% | +202+4.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,064 | $227.9K | 0.01% | −2,643−34.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,046 | $227.1K | 0.01% | −1,122−18.2% | Reduced |
| Patten & Patten Inc | 5,024 | $226.1K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 5,013 | $225.7K | 0.02% | +3+0.1% | Added |
| Alta Advisers Ltd | 5,008 | $225.4K | 0.07% | 00.0% | Unchanged |
| apricus wealth, LLC | 5,002 | $225.1K | 0.12% | +5,002 | New |
| Planned Solutions, Inc. | 5,001 | $225.1K | 0.08% | +5,001 | New |
| Marietta Wealth Management, LLC | 5,000 | $225.1K | 0.03% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 4,986 | $224.4K | 0.16% | +354+7.6% | Added |
| RD Lewis Holdings, Inc. | 4,872 | $223.8K | 0.21% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,970 | $223.7K | 0.05% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,965 | $223.5K | 0.00% | +236+5.0% | Added |
| Symphony Financial, Ltd. Co. | 5,013 | $223.3K | 0.03% | +101+2.1% | Added |
| Aprio Wealth Management, LLC | 4,961 | $223.3K | 0.02% | +4,961 | New |
| C M Bidwell & Associates Ltd | 4,945 | $222.6K | 0.11% | −313−6.0% | Reduced |
| Trinity Wealth Management, LLC | 4,935 | $222.1K | 0.08% | +35+0.7% | Added |
| Denali Advisors LLC | 4,900 | $220.5K | 0.02% | −5,800−54.2% | Reduced |
| Thoroughbred Financial Services, LLC | 4,901 | $220.0K | 0.01% | +200+4.3% | Added |
| Alpha Family Trust | 4,880 | $219.6K | 0.10% | 00.0% | Unchanged |
| Headland Capital, LLC | 4,878 | $219.6K | 0.06% | +27+0.6% | Added |
| Crowley Wealth Management, Inc. | 4,864 | $218.9K | 0.17% | +1,900+64.1% | Added |
| Univest Financial Corp | 4,845 | $218.1K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 4,840 | $217.9K | 0.06% | −190−3.8% | Reduced |
| IFS Group,LLC | 4,830 | $217.6K | 0.19% | +4,830 | New |
| Wolverine Trading, LLC | 4,850 | $214.7K | 0.00% | +4,850 | New |
| Integrity Alliance, LLC. | 4,767 | $214.6K | 0.01% | −310−6.1% | Reduced |
| Venturi Wealth Management, LLC | 4,764 | $214.4K | 0.01% | +4,764 | New |
| Moors & Cabot, Inc. | 4,758 | $214.2K | 0.01% | −380−7.4% | Reduced |
| L2 Asset Management, LLC | 4,744 | $213.5K | 0.03% | +4,744 | New |
| Biltmore Wealth Management, LLC | 4,732 | $213.0K | 0.08% | +44+0.9% | Added |
| Clifford Swan Investment Counsel LLC | 4,726 | $212.7K | 0.01% | −10−0.2% | Reduced |
| Private Wealth Asset Management, LLC | 4,723 | $212.6K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 4,700 | $211.5K | 0.04% | +4,700 | New |
| Kingdom Financial Group LLC. | 4,667 | $210.1K | 0.13% | +4,667 | New |
| MidWestOne Financial Group, Inc. | 4,666 | $210.0K | 0.03% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 4,661 | $209.8K | 0.04% | +20.0% | Added |
| Vantage Point Financial LLC | 4,660 | $209.8K | 0.08% | −20−0.4% | Reduced |
| Acropolis Investment Management, LLC | 4,827 | $209.6K | 0.01% | −27−0.6% | Reduced |
| PFG Advisors | 4,631 | $208.4K | 0.01% | −890−16.1% | Reduced |
| Atlantic Union Bankshares Corp | 4,616 | $207.8K | 0.00% | +3,205+227.1% | Added |
| IFP Advisors, Inc | 4,613 | $207.6K | 0.01% | +1,788+63.3% | Added |
| Ethos Financial Group, LLC | 4,601 | $207.1K | 0.02% | +4,601 | New |
| Thrive Wealth Management, LLC | 4,589 | $206.6K | 0.03% | +4,589 | New |
| Meritage Portfolio Management | 4,583 | $206.3K | 0.01% | +4,583 | New |
| GeoWealth Management, LLC | 4,582 | $206.2K | 0.01% | −20−0.4% | Reduced |
| Newton One Investments LLC | 4,578 | $206.1K | 0.06% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 4,575 | $205.9K | 0.01% | +4,575 | New |
| SNS Financial Group, LLC | 4,569 | $205.7K | 0.02% | +4,569 | New |
| Parkside Financial Bank & Trust | 4,555 | $205.0K | 0.02% | +97+2.2% | Added |
| S.E.E.D. Planning Group LLC | 4,550 | $204.8K | 0.06% | +4,550 | New |
| AMG National Trust Bank | 4,546 | $204.6K | 0.00% | +4,546 | New |
| BancorpSouth Bank | 4,545 | $204.6K | 0.01% | −713−13.6% | Reduced |
| Eagle Bluffs Wealth Management LLC | 4,543 | $204.5K | 0.09% | +4,543 | New |
| Sound View Wealth Advisors Group, LLC | 4,540 | $204.3K | 0.01% | −558−10.9% | Reduced |