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 |
|---|---|---|---|---|---|
| Richardson Financial Services Inc. | 3,260 | $159.8K | 0.10% | +100+3.2% | Added |
| Central Pacific Bank - Trust Division | 3,274 | $160.5K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,348 | $164.1K | 0.01% | −142−4.1% | Reduced |
| N.E.W. Advisory Services LLC | 3,398 | $166.6K | 0.01% | +1,456+75.0% | Added |
| Grove Bank & Trust | 3,413 | $167.3K | 0.02% | −70−2.0% | Reduced |
| Montag A & Associates Inc | 3,424 | $167.8K | 0.01% | 00.0% | Unchanged |
| Curat Global, LLC | 3,430 | $168.1K | 0.17% | +1,190+53.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 3,454 | $169.3K | 0.26% | −117−3.3% | Reduced |
| Bare Financial Services, Inc | 3,507 | $171.9K | 0.05% | +14+0.4% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3,553 | $174.2K | 0.13% | +1,500+73.1% | Added |
| Glen Eagle Advisors, LLC | 3,577 | $175.3K | 0.02% | −55−1.5% | Reduced |
| True Link Financial Advisors, LLC | 3,620 | $177.5K | 0.01% | +3,620 | New |
| Deseret Mutual Benefit Administrators | 3,678 | $180.3K | 0.06% | +1,634+79.9% | Added |
| Boyd Watterson Asset Management LLC | 3,688 | $180.8K | 0.06% | −1,378−27.2% | Reduced |
| Rosenberg Matthew Hamilton | 3,764 | $184.5K | 0.04% | −159−4.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,802 | $186.4K | 0.02% | +27+0.7% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 3,805 | $186.5K | 0.08% | +1,901+99.8% | Added |
| Parkside Financial Bank & Trust | 3,844 | $188.4K | 0.01% | −1,378−26.4% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 3,874 | $189.9K | 0.47% | −950−19.7% | Reduced |
| Rossby Financial, LCC | 3,960 | $193.6K | 0.04% | +323+8.9% | Added |
| Atlantic Union Bankshares Corp | 3,969 | $194.6K | 0.00% | −572−12.6% | Reduced |
| Virtus Investment Advisers, Inc. | 3,991 | $195.6K | 0.05% | +257+6.9% | Added |
| Hengehold Capital Management LLC | 4,080 | $200.0K | 0.02% | +4,080 | New |
| Sterling Investment Counsel, LLC | 4,085 | $200.2K | 0.06% | +4,085 | New |
| Simplicity Wealth,LLC | 4,115 | $201.7K | 0.01% | +4,115 | New |
| AMG National Trust Bank | 4,130 | $202.5K | 0.00% | +4,130 | New |
| Vermillion & White Wealth Management Group, LLC | 4,141 | $203.0K | 0.12% | +10.0% | Added |
| Alliance Wealth Advisors, LLC | 4,154 | $203.6K | 0.10% | +4,154 | New |
| Walsh & Associates, LLC | 4,157 | $203.8K | 0.20% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 4,163 | $204.0K | 0.01% | +4,163 | New |
| Peoples Financial Services Corp. | 4,174 | $204.6K | 0.10% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 4,207 | $206.2K | 0.03% | +4,207 | New |
| Venture Visionary Partners LLC | 4,210 | $206.4K | 0.01% | +4,210 | New |
| Carnegie Capital Asset Management, LLC | 4,216 | $206.7K | 0.00% | +4,216 | New |
| 4WEALTH Advisors, Inc. | 4,209 | $206.7K | 0.18% | +4,209 | New |
| Signature Wealth Management Partners, LLC | 4,225 | $207.1K | 0.10% | +4,225 | New |
| WESPAC Advisors, LLC | 4,226 | $207.2K | 0.11% | −730−14.7% | Reduced |
| Armis Advisers, LLC | 4,709 | $208.5K | 0.02% | +205+4.6% | Added |
| Ewa, LLC | 4,254 | $208.6K | 0.05% | +4,254 | New |
| PFG Advisors | 4,260 | $208.8K | 0.01% | +4,260 | New |
| High Point Wealth Management, LLC | 4,260 | $208.8K | 0.20% | +6+0.1% | Added |
| Acadian Asset Management LLC | 4,269 | $209.0K | 0.00% | +2,289+115.6% | Added |
| Evoke Wealth, LLC | 4,270 | $209.3K | 0.00% | +4,270 | New |
| Prelude Capital Management, LLC | 4,306 | $211.1K | 0.02% | +4,306 | New |
| Pallas Capital Advisors LLC | 4,310 | $211.3K | 0.01% | +4,310 | New |
| Coastline Trust Co | 4,318 | $211.7K | 0.02% | +218+5.3% | Added |
| St. Louis Trust Co | 4,332 | $212.4K | 0.02% | +4,332 | New |
| Chesley Taft & Associates LLC | 4,343 | $212.9K | 0.01% | +4,343 | New |
| Exencial Wealth Advisors, LLC | 4,365 | $214.0K | 0.01% | +4,365 | New |
| Longboard Asset Management, LP | 4,366 | $214.0K | 3.70% | +4,366 | New |
| US Asset Management LLC | 4,370 | $214.2K | 0.19% | +4,370 | New |
| Beese Fulmer Investment Management, Inc. | 4,382 | $214.8K | 0.01% | −4,685−51.7% | Reduced |
| Integrity Alliance, LLC. | 4,389 | $215.2K | 0.01% | +4,389 | New |
| Lake Street Financial LLC | 4,414 | $216.4K | 0.03% | +4,414 | New |
| Planning Directions Inc | 4,420 | $216.7K | 0.11% | +4,420 | New |
| Rockland Trust Co | 4,424 | $216.9K | 0.01% | −181−3.9% | Reduced |
| FORM Wealth Advisors, LLC | 4,451 | $218.2K | 0.03% | +4,451 | New |
| NBT Bank N A | 4,464 | $218.8K | 0.01% | −12−0.3% | Reduced |
| Opal Wealth Advisors, LLC | 4,474 | $219.3K | 0.05% | +4,474 | New |
| Cullinan Associates Inc | 4,500 | $220.6K | 0.02% | +4,500 | New |
| Westover Capital Advisors, LLC | 4,508 | $221.0K | 0.04% | −738−14.1% | Reduced |
| Guardian Wealth Advisors, LLC | 4,519 | $221.5K | 0.01% | +4,519 | New |
| Embree Financial Group | 4,536 | $222.4K | 0.03% | +4,536 | New |
| Everhart Financial Group, Inc. | 4,537 | $222.4K | 0.02% | +4,537 | New |
| Heritage Trust Co | 4,538 | $222.5K | 0.02% | +4,538 | New |
| Meridian Wealth Management, LLC | 4,544 | $222.8K | 0.01% | −950−17.3% | Reduced |
| SNS Financial Group, LLC | 4,565 | $223.8K | 0.02% | +4,565 | New |
| Hantz Financial Services, Inc. | 4,575 | $224.0K | 0.00% | +1,038+29.3% | Added |
| Newton One Investments LLC | 4,578 | $224.4K | 0.06% | 00.0% | Unchanged |
| Conning Inc. | 4,584 | $224.7K | 0.01% | −680−12.9% | Reduced |
| Strategic Investment Solutions, Inc. | 4,598 | $225.4K | 0.05% | +10.0% | Added |
| Monetary Management Group Inc | 4,600 | $225.5K | 0.05% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 4,600 | $225.5K | 0.07% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 4,875 | $225.6K | 0.01% | +4,875 | New |
| IFS Group,LLC | 4,630 | $227.0K | 0.20% | +4,630 | New |
| Wealth Dimensions Group, Ltd. | 4,645 | $227.7K | 0.04% | −18−0.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,676 | $229.2K | 0.01% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 4,680 | $231.1K | 0.00% | +4,680 | New |
| Syverson Strege & Co | 4,731 | $231.9K | 0.06% | +4,731 | New |
| C M Bidwell & Associates Ltd | 4,761 | $233.4K | 0.11% | −29−0.6% | Reduced |
| Fisher Asset Management, LLC | 4,761 | $233.4K | 0.00% | +4,761 | New |
| Moors & Cabot, Inc. | 4,765 | $233.6K | 0.01% | −98−2.0% | Reduced |
| Biltmore Wealth Management, LLC | 4,815 | $236.0K | 0.08% | +40+0.8% | Added |
| Thoroughbred Financial Services, LLC | 4,849 | $237.0K | 0.01% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 4,835 | $237.0K | 0.03% | +221+4.8% | Added |
| TRB Wealth Management, LLC | 4,877 | $239.1K | 0.03% | +4,877 | New |
| Alpha Family Trust | 4,880 | $239.2K | 0.12% | 00.0% | Unchanged |
| Keel Point, LLC | 4,890 | $239.7K | 0.02% | −702−12.6% | Reduced |
| Bedel Financial Consulting, Inc. | 4,919 | $241.1K | 0.03% | +30+0.6% | Added |
| RD Lewis Holdings, Inc. | 4,887 | $241.6K | 0.21% | +15+0.3% | Added |
| Eagle Bluffs Wealth Management LLC | 4,941 | $242.2K | 0.09% | +4,941 | New |
| BSW Wealth Partners | 4,945 | $242.4K | 0.03% | +140+2.9% | Added |
| apricus wealth, LLC | 4,950 | $242.6K | 0.12% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 5,000 | $245.1K | 0.03% | 00.0% | Unchanged |
| Patten & Patten Inc | 5,024 | $246.3K | 0.01% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 5,043 | $247.2K | 0.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,064 | $248.2K | 0.00% | −18,804−78.8% | Reduced |
| Drive Wealth Management, LLC | 5,072 | $248.6K | 0.05% | +128+2.6% | Added |
| Nemes Rush Group LLC | 5,085 | $249.3K | 0.02% | +3+0.1% | Added |
| Northwest Bancshares, Inc. | 5,112 | $250.6K | 0.05% | 00.0% | Unchanged |