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, Q4 2025
Institutional positions in Exelon Corp as of Dec 31, 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
- 1,249
- +74 vs. Q3 2025
- Shares held
- 921.9M
- +76.9M (+9.1%) vs. Q3 2025
- Total value
- $40.2B
- +$2.17B (+5.7%) vs. Q3 2025
- New holders
- 168
- 511 more added
- Sold out
- 94
- 375 more reduced
26 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HFM Investment Advisors, LLC | 3,124 | $136.2K | 0.05% | +64+2.1% | Added |
| Richardson Financial Services Inc. | 3,160 | $137.7K | 0.09% | +570+22.0% | Added |
| Central Pacific Bank - Trust Division | 3,274 | $142.7K | 0.02% | −55−1.7% | Reduced |
| Group One Trading, L.P. | 3,311 | $144.3K | 0.00% | +3,311 | New |
| Whittier Trust Co | 3,362 | $147.4K | 0.00% | −515−13.3% | Reduced |
| Montag A & Associates Inc | 3,424 | $149.3K | 0.01% | +2,647+340.7% | Added |
| Massmutual Trust Co FSB | 3,474 | $151.4K | 0.00% | −13−0.4% | Reduced |
| Grove Bank & Trust | 3,483 | $151.8K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,490 | $152.1K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3,493 | $152.3K | 0.04% | −1,581−31.2% | Reduced |
| Wealth Preservation Advisors, LLC | 3,521 | $153.5K | 0.08% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,537 | $154.0K | 0.00% | +320+9.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 3,571 | $155.7K | 0.23% | +2,773+347.5% | Added |
| Trust Co of Vermont | 3,573 | $155.7K | 0.01% | +88+2.5% | Added |
| Glen Eagle Advisors, LLC | 3,632 | $158.3K | 0.02% | −200−5.2% | Reduced |
| Rossby Financial, LCC | 3,637 | $158.5K | 0.05% | −1,551−29.9% | Reduced |
| Virtus Investment Advisers, Inc. | 3,734 | $162.8K | 0.04% | +3,734 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,775 | $164.6K | 0.02% | +3,775 | New |
| Community Bank, N.A. | 3,850 | $167.8K | 0.02% | −1,910−33.2% | Reduced |
| Bayforest Capital Ltd | 3,896 | $169.8K | 0.13% | +3,896 | New |
| Rosenberg Matthew Hamilton | 3,923 | $171.0K | 0.04% | +1,466+59.7% | Added |
| Coastline Trust Co | 4,100 | $178.7K | 0.02% | +3,900+1,950.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 4,140 | $180.5K | 0.10% | −111−2.6% | Reduced |
| Walsh & Associates, LLC | 4,157 | $181.2K | 0.18% | +4,157 | New |
| Peoples Financial Services Corp. | 4,174 | $181.9K | 0.08% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 4,254 | $185.5K | 0.17% | +4,254 | New |
| NBT Bank N A | 4,476 | $195.1K | 0.01% | +450+11.2% | Added |
| Atlantic Union Bankshares Corp | 4,541 | $197.9K | 0.00% | −75−1.6% | Reduced |
| Newton One Investments LLC | 4,578 | $199.6K | 0.06% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4,597 | $200.4K | 0.05% | +570+14.2% | Added |
| Apella Capital, LLC | 4,598 | $200.4K | 0.00% | +4,598 | New |
| Monetary Management Group Inc | 4,600 | $200.5K | 0.05% | −500−9.8% | Reduced |
| S.E.E.D. Planning Group LLC | 4,600 | $200.5K | 0.06% | +50+1.1% | Added |
| Rockland Trust Co | 4,605 | $200.7K | 0.01% | −4,477−49.3% | Reduced |
| FSM Wealth Advisors, LLC | 4,614 | $201.1K | 0.03% | +130+2.9% | Added |
| Acropolis Investment Management, LLC | 4,634 | $202.0K | 0.01% | −193−4.0% | Reduced |
| Catalytic Wealth RIA, LLC | 4,661 | $203.2K | 0.01% | −16,700−78.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 4,663 | $203.3K | 0.04% | +20.0% | Added |
| MidWestOne Financial Group, Inc. | 4,666 | $203.4K | 0.02% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 4,676 | $203.8K | 0.01% | −50−1.1% | Reduced |
| Sunpointe, LLC | 4,695 | $204.7K | 0.07% | +4,695 | New |
| Vantage Point Financial LLC | 4,695 | $204.7K | 0.07% | +35+0.8% | Added |
| Biltmore Wealth Management, LLC | 4,775 | $208.1K | 0.08% | +43+0.9% | Added |
| C M Bidwell & Associates Ltd | 4,790 | $208.8K | 0.10% | −155−3.1% | Reduced |
| Armis Advisers, LLC | 4,504 | $209.2K | 0.02% | −766−14.5% | Reduced |
| BSW Wealth Partners | 4,805 | $209.4K | 0.03% | +4,805 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 4,824 | $210.3K | 0.33% | +4,824 | New |
| Thoroughbred Financial Services, LLC | 4,849 | $211.0K | 0.01% | −52−1.1% | Reduced |
| Univest Financial Corp | 4,845 | $211.2K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 4,863 | $212.0K | 0.01% | +105+2.2% | Added |
| Alpha Family Trust | 4,880 | $212.7K | 0.10% | 00.0% | Unchanged |
| Flatrock Wealth Partners LLC | 4,882 | $212.8K | 0.10% | +4,882 | New |
| Kera Capital Partners, Inc. | 4,753 | $212.8K | 0.03% | +4,753 | New |
| Cura Wealth Advisors, LLC | 4,885 | $212.9K | 0.08% | +4,885 | New |
| Bedel Financial Consulting, Inc. | 4,889 | $213.1K | 0.02% | +4,889 | New |
| RD Lewis Holdings, Inc. | 4,872 | $214.4K | 0.18% | 00.0% | Unchanged |
| Trinity Wealth Management, LLC | 4,935 | $215.1K | 0.08% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 4,944 | $215.5K | 0.01% | +369+8.1% | Added |
| Drive Wealth Management, LLC | 4,944 | $215.5K | 0.04% | +244+5.2% | Added |
| apricus wealth, LLC | 4,950 | $215.8K | 0.11% | −52−1.0% | Reduced |
| WESPAC Advisors, LLC | 4,956 | $216.0K | 0.12% | +4,956 | New |
| Patton Fund Management, Inc. | 4,964 | $216.4K | 0.03% | −912−15.5% | Reduced |
| Umb Bank N A | 4,967 | $216.5K | 0.00% | +980+24.6% | Added |
| Marietta Wealth Management, LLC | 5,000 | $217.9K | 0.03% | 00.0% | Unchanged |
| Patten & Patten Inc | 5,024 | $219.0K | 0.01% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 5,043 | $219.8K | 0.01% | −3−0.1% | Reduced |
| First Command Advisory Services, Inc. | 5,048 | $220.0K | 0.00% | −1,340−21.0% | Reduced |
| Boyd Watterson Asset Management LLC | 5,066 | $220.8K | 0.06% | +226+4.7% | Added |
| Nemes Rush Group LLC | 5,082 | $221.5K | 0.02% | +69+1.4% | Added |
| L2 Asset Management, LLC | 5,086 | $221.7K | 0.03% | +342+7.2% | Added |
| SeaCrest Wealth Management, LLC | 5,181 | $222.7K | 0.02% | −274−5.0% | Reduced |
| Northwest Bancshares, Inc. | 5,112 | $222.8K | 0.04% | −1,000−16.4% | Reduced |
| Choate Investment Advisors | 5,117 | $223.1K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 5,148 | $224.4K | 0.07% | 00.0% | Unchanged |
| Greenfield Savings Bank | 5,150 | $224.5K | 0.09% | −445−8.0% | Reduced |
| Belpointe Asset Management LLC | 5,175 | $225.6K | 0.01% | +5,175 | New |
| Clearwater Capital Advisors, LLC | 5,180 | $225.8K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,196 | $226.0K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,222 | $227.6K | 0.02% | +667+14.6% | Added |
| Westover Capital Advisors, LLC | 5,246 | $228.7K | 0.04% | −11−0.2% | Reduced |
| Premier Path Wealth Partners, LLC | 5,263 | $229.4K | 0.03% | +194+3.8% | Added |
| Conning Inc. | 5,264 | $229.5K | 0.01% | +5,264 | New |
| Grimes & Company, Inc. | 5,280 | $230.2K | 0.01% | +80+1.5% | Added |
| Geneos Wealth Management Inc. | 5,334 | $232.5K | 0.01% | −24−0.4% | Reduced |
| Argent Trust Co | 5,338 | $232.7K | 0.01% | −640−10.7% | Reduced |
| Carrera Capital Advisors | 5,353 | $233.3K | 0.04% | +873+19.5% | Added |
| Pennsylvania Capital Management Inc | 5,355 | $233.4K | 0.06% | −45−0.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,382 | $235.0K | 0.00% | −565−9.5% | Reduced |
| Bryn Mawr Trust Co | 5,405 | $235.6K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,431 | $236.7K | 0.00% | +129+2.4% | Added |
| Successful Portfolios LLC | 5,488 | $237.6K | 0.12% | +10+0.2% | Added |
| Smith, Moore & Co. | 5,470 | $238.4K | 0.02% | −41−0.7% | Reduced |
| Meridian Wealth Management, LLC | 5,494 | $239.5K | 0.01% | +5,494 | New |
| Stiles Financial Services Inc | 5,504 | $239.9K | 0.07% | +50+0.9% | Added |
| Marion Wealth Management | 5,451 | $240.2K | 0.05% | +6+0.1% | Added |
| West Family Investments, Inc. | 5,510 | $240.2K | 0.06% | −320−5.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,510 | $240.2K | 0.10% | −100−1.8% | Reduced |
| Versant Capital Management, Inc | 5,528 | $241.0K | 0.03% | +1,400+33.9% | Added |
| Financial Council Asset Management Inc | 5,549 | $241.9K | 0.10% | 00.0% | Unchanged |
| MCF Advisors LLC | 5,549 | $241.9K | 0.01% | +2,472+80.3% | Added |