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, Q1 2026
Institutional positions in Exelon Corp as of Mar 31, 2026. 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
- 1,285
- +55 vs. Q4 2025
- Shares held
- 921.1M
- +145.4M (+18.8%) vs. Q4 2025
- Total value
- $45.1B
- +$11.3B (+33.4%) vs. Q4 2025
- New holders
- 151
- 519 more added
- Sold out
- 96
- 396 more reduced
19 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arlington Trust Co LLC | 209 | $10.2K | 0.00% | +129+161.3% | Added |
| Valued Wealth Advisors LLC | 210 | $10.3K | 0.00% | +123+141.4% | Added |
| Birchbrook, Inc. | 210 | $10.3K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 218 | $10.7K | 0.00% | −190−46.6% | Reduced |
| Mascoma Wealth Management LLC | 221 | $10.8K | 0.00% | +33+17.6% | Added |
| Riverview Trust Co | 223 | $10.9K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 238 | $11.7K | 0.00% | +2+0.8% | Added |
| American National Bank | 240 | $11.8K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 241 | $11.8K | 0.00% | +241 | New |
| Resources Management Corp | 240 | $12.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 246 | $12.1K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 249 | $12.2K | 0.00% | +11+4.6% | Added |
| Park Place Capital Corp | 251 | $12.3K | 0.00% | −6−2.3% | Reduced |
| Wilkerson Advisory Group LLC | 252 | $12.4K | 0.00% | +159+171.0% | Added |
| Transamerica Financial Advisors, Inc. | 253 | $12.4K | 0.00% | −32−11.2% | Reduced |
| Ares Financial Consulting, LLC | 262 | $12.8K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 272 | $13.0K | 0.00% | +81+42.4% | Added |
| Signature Equity Partners, LLC | 269 | $13.2K | 0.01% | +13+5.1% | Added |
| Caldwell Sutter Capital, Inc. | 271 | $13.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 276 | $13.5K | 0.00% | −244−46.9% | Reduced |
| Scarborough Advisors, LLC | 278 | $13.6K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 279 | $13.7K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $13.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 306 | $14.3K | 0.00% | −30−8.9% | Reduced |
| Bravera Wealth | 295 | $14.5K | 0.01% | +225+321.4% | Added |
| Torren Management, LLC | 295 | $14.5K | 0.01% | −1,778−85.8% | Reduced |
| CNB Bank | 300 | $14.7K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 313 | $15.0K | 0.00% | +9+3.0% | Added |
| Manning & Napier Advisors LLC | 308 | $15.1K | 0.00% | +308 | New |
| Vermillion Wealth Management, Inc. | 318 | $15.6K | 0.01% | +74+30.3% | Added |
| Lodestone Wealth Management LLC | 325 | $15.9K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 326 | $16.0K | 0.00% | +16+5.2% | Added |
| Swiss Re Ltd | 329 | $16.1K | 0.10% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 330 | $16.2K | 0.00% | +7+2.2% | Added |
| Crewe Advisors LLC | 338 | $16.6K | 0.00% | +204+152.2% | Added |
| Prosperity Bancshares Inc | 339 | $16.6K | 0.01% | +71+26.5% | Added |
| Rocky Mountain Advisers, LLC | 340 | $16.7K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 342 | $16.8K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 350 | $17.2K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 359 | $17.6K | 0.00% | +113+45.9% | Added |
| Godfrey Financial Associates, Inc. | 391 | $19.2K | 0.02% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 396 | $19.4K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 400 | $19.6K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 400 | $19.6K | 0.01% | +400 | New |
| Basepoint Wealth LLC | 402 | $19.7K | 0.01% | −3−0.7% | Reduced |
| Robinswood Financial LLC | 403 | $19.8K | 0.01% | +2+0.5% | Added |
| JPL Wealth Management, LLC | 406 | $19.9K | 0.00% | +406 | New |
| BankPlus Trust Department | 410 | $20.1K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 412 | $20.2K | 0.00% | +10+2.5% | Added |
| Webster Bank, N. A. | 416 | $20.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 418 | $20.5K | 0.00% | +75+21.9% | Added |
| WPG Advisers, LLC | 424 | $20.8K | 0.02% | +111+35.5% | Added |
| Princeton Global Asset Management LLC | 438 | $21.5K | 0.00% | 00.0% | Unchanged |
| Ballast Advisors LLC | 442 | $21.7K | 0.01% | +442 | New |
| True Wealth Design, LLC | 445 | $21.8K | 0.01% | +24+5.7% | Added |
| Smithfield Trust Co | 478 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 453 | $22.2K | 0.00% | +251+124.3% | Added |
| Blueline Advisors LLC | 463 | $22.7K | 0.02% | +8+1.8% | Added |
| Bank of Jackson Hole Trust | 468 | $22.9K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 468 | $22.9K | 0.01% | +219+88.0% | Added |
| Entrust Financial LLC | 473 | $23.2K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 474 | $23.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 489 | $24.0K | 0.00% | +3+0.6% | Added |
| Barrett & Company, Inc. | 492 | $24.1K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 496 | $24.3K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 500 | $24.5K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 500 | $24.5K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 500 | $24.5K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 512 | $25.1K | 0.01% | +512 | New |
| Bell Investment Advisors, Inc | 540 | $26.5K | 0.00% | +287+113.4% | Added |
| BFSG, LLC | 541 | $26.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 542 | $26.6K | 0.00% | +4+0.7% | Added |
| Bruce G. Allen Investments, LLC | 544 | $26.7K | 0.02% | +12+2.3% | Added |
| Axiom Investment Management LLC | 547 | $26.8K | 0.02% | +547 | New |
| Financial Perspectives, Inc | 559 | $27.4K | 0.01% | +5+0.9% | Added |
| UMA Financial Services, Inc. | 568 | $27.8K | 0.00% | +57+11.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 590 | $28.9K | 0.00% | +55+10.3% | Added |
| Sachetta, LLC | 601 | $29.5K | 0.02% | −20−3.2% | Reduced |
| Beacon Financial Strategies CORP | 602 | $29.5K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 608 | $29.8K | 0.00% | +422+226.9% | Added |
| Silvant Capital Management LLC | 622 | $30.5K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 627 | $30.7K | 0.01% | +627 | New |
| Missouri Trust & Investment Co | 630 | $30.9K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 631 | $30.9K | 0.01% | −147−18.9% | Reduced |
| PlanVest Financial, Inc | 631 | $30.9K | 0.02% | +631 | New |
| Center for Financial Planning, Inc. | 653 | $32.0K | 0.00% | −143−18.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 656 | $32.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 667 | $32.7K | 0.00% | +312+87.9% | Added |
| Alerus Financial NA | 685 | $33.6K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 688 | $33.7K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 694 | $34.0K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 698 | $34.2K | 0.01% | +415+146.6% | Added |
| SHP Wealth Management | 709 | $34.8K | 0.00% | +122+20.8% | Added |
| Hager Investment Management Services, LLC | 725 | $35.5K | 0.02% | +70+10.7% | Added |
| Motco | 726 | $35.6K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 748 | $36.7K | 0.02% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 750 | $36.8K | 0.02% | 00.0% | Unchanged |
| EFG International AG | 750 | $36.8K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 760 | $37.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 755 | $37.0K | 0.00% | 00.0% | Unchanged |