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 |
|---|---|---|---|---|---|
| FSM Wealth Advisors, LLC | 4,835 | $237.0K | 0.03% | +221+4.8% | Added |
| Thoroughbred Financial Services, LLC | 4,849 | $237.0K | 0.01% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 4,815 | $236.0K | 0.08% | +40+0.8% | Added |
| Moors & Cabot, Inc. | 4,765 | $233.6K | 0.01% | −98−2.0% | Reduced |
| Fisher Asset Management, LLC | 4,761 | $233.4K | 0.00% | +4,761 | New |
| C M Bidwell & Associates Ltd | 4,761 | $233.4K | 0.11% | −29−0.6% | Reduced |
| Syverson Strege & Co | 4,731 | $231.9K | 0.06% | +4,731 | New |
| ABN AMRO Bank N.V. | 4,680 | $231.1K | 0.00% | +4,680 | New |
| Clifford Swan Investment Counsel LLC | 4,676 | $229.2K | 0.01% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 4,645 | $227.7K | 0.04% | −18−0.4% | Reduced |
| IFS Group,LLC | 4,630 | $227.0K | 0.20% | +4,630 | New |
| Cornerstone Wealth Group, LLC | 4,875 | $225.6K | 0.01% | +4,875 | New |
| 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 |
| Strategic Investment Solutions, Inc. | 4,598 | $225.4K | 0.05% | +10.0% | Added |
| Conning Inc. | 4,584 | $224.7K | 0.01% | −680−12.9% | Reduced |
| Newton One Investments LLC | 4,578 | $224.4K | 0.06% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,575 | $224.0K | 0.00% | +1,038+29.3% | Added |
| SNS Financial Group, LLC | 4,565 | $223.8K | 0.02% | +4,565 | New |
| Meridian Wealth Management, LLC | 4,544 | $222.8K | 0.01% | −950−17.3% | Reduced |
| Heritage Trust Co | 4,538 | $222.5K | 0.02% | +4,538 | New |
| Everhart Financial Group, Inc. | 4,537 | $222.4K | 0.02% | +4,537 | New |
| Embree Financial Group | 4,536 | $222.4K | 0.03% | +4,536 | New |
| Guardian Wealth Advisors, LLC | 4,519 | $221.5K | 0.01% | +4,519 | New |
| Westover Capital Advisors, LLC | 4,508 | $221.0K | 0.04% | −738−14.1% | Reduced |
| Cullinan Associates Inc | 4,500 | $220.6K | 0.02% | +4,500 | New |
| Opal Wealth Advisors, LLC | 4,474 | $219.3K | 0.05% | +4,474 | New |
| NBT Bank N A | 4,464 | $218.8K | 0.01% | −12−0.3% | Reduced |
| FORM Wealth Advisors, LLC | 4,451 | $218.2K | 0.03% | +4,451 | New |
| Rockland Trust Co | 4,424 | $216.9K | 0.01% | −181−3.9% | Reduced |
| Planning Directions Inc | 4,420 | $216.7K | 0.11% | +4,420 | New |
| Lake Street Financial LLC | 4,414 | $216.4K | 0.03% | +4,414 | New |
| Integrity Alliance, LLC. | 4,389 | $215.2K | 0.01% | +4,389 | New |
| Beese Fulmer Investment Management, Inc. | 4,382 | $214.8K | 0.01% | −4,685−51.7% | Reduced |
| US Asset Management LLC | 4,370 | $214.2K | 0.19% | +4,370 | New |
| Longboard Asset Management, LP | 4,366 | $214.0K | 3.70% | +4,366 | New |
| Exencial Wealth Advisors, LLC | 4,365 | $214.0K | 0.01% | +4,365 | New |
| Chesley Taft & Associates LLC | 4,343 | $212.9K | 0.01% | +4,343 | New |
| St. Louis Trust Co | 4,332 | $212.4K | 0.02% | +4,332 | New |
| Coastline Trust Co | 4,318 | $211.7K | 0.02% | +218+5.3% | Added |
| Pallas Capital Advisors LLC | 4,310 | $211.3K | 0.01% | +4,310 | New |
| Prelude Capital Management, LLC | 4,306 | $211.1K | 0.02% | +4,306 | New |
| Evoke Wealth, LLC | 4,270 | $209.3K | 0.00% | +4,270 | New |
| Acadian Asset Management LLC | 4,269 | $209.0K | 0.00% | +2,289+115.6% | Added |
| High Point Wealth Management, LLC | 4,260 | $208.8K | 0.20% | +6+0.1% | Added |
| PFG Advisors | 4,260 | $208.8K | 0.01% | +4,260 | New |
| Ewa, LLC | 4,254 | $208.6K | 0.05% | +4,254 | New |
| Armis Advisers, LLC | 4,709 | $208.5K | 0.02% | +205+4.6% | Added |
| WESPAC Advisors, LLC | 4,226 | $207.2K | 0.11% | −730−14.7% | Reduced |
| Signature Wealth Management Partners, LLC | 4,225 | $207.1K | 0.10% | +4,225 | New |
| 4WEALTH Advisors, Inc. | 4,209 | $206.7K | 0.18% | +4,209 | New |
| Carnegie Capital Asset Management, LLC | 4,216 | $206.7K | 0.00% | +4,216 | New |
| Venture Visionary Partners LLC | 4,210 | $206.4K | 0.01% | +4,210 | New |
| Vision Capital Management, Inc. | 4,207 | $206.2K | 0.03% | +4,207 | New |
| Peoples Financial Services Corp. | 4,174 | $204.6K | 0.10% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 4,163 | $204.0K | 0.01% | +4,163 | New |
| Walsh & Associates, LLC | 4,157 | $203.8K | 0.20% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,154 | $203.6K | 0.10% | +4,154 | New |
| Vermillion & White Wealth Management Group, LLC | 4,141 | $203.0K | 0.12% | +10.0% | Added |
| AMG National Trust Bank | 4,130 | $202.5K | 0.00% | +4,130 | New |
| Simplicity Wealth,LLC | 4,115 | $201.7K | 0.01% | +4,115 | New |
| Sterling Investment Counsel, LLC | 4,085 | $200.2K | 0.06% | +4,085 | New |
| Hengehold Capital Management LLC | 4,080 | $200.0K | 0.02% | +4,080 | New |
| Virtus Investment Advisers, Inc. | 3,991 | $195.6K | 0.05% | +257+6.9% | Added |
| Atlantic Union Bankshares Corp | 3,969 | $194.6K | 0.00% | −572−12.6% | Reduced |
| Rossby Financial, LCC | 3,960 | $193.6K | 0.04% | +323+8.9% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 3,874 | $189.9K | 0.47% | −950−19.7% | Reduced |
| Parkside Financial Bank & Trust | 3,844 | $188.4K | 0.01% | −1,378−26.4% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 3,805 | $186.5K | 0.08% | +1,901+99.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,802 | $186.4K | 0.02% | +27+0.7% | Added |
| Rosenberg Matthew Hamilton | 3,764 | $184.5K | 0.04% | −159−4.1% | Reduced |
| Boyd Watterson Asset Management LLC | 3,688 | $180.8K | 0.06% | −1,378−27.2% | Reduced |
| Deseret Mutual Benefit Administrators | 3,678 | $180.3K | 0.06% | +1,634+79.9% | Added |
| True Link Financial Advisors, LLC | 3,620 | $177.5K | 0.01% | +3,620 | New |
| Glen Eagle Advisors, LLC | 3,577 | $175.3K | 0.02% | −55−1.5% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3,553 | $174.2K | 0.13% | +1,500+73.1% | Added |
| Bare Financial Services, Inc | 3,507 | $171.9K | 0.05% | +14+0.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 3,454 | $169.3K | 0.26% | −117−3.3% | Reduced |
| Curat Global, LLC | 3,430 | $168.1K | 0.17% | +1,190+53.1% | Added |
| Montag A & Associates Inc | 3,424 | $167.8K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,413 | $167.3K | 0.02% | −70−2.0% | Reduced |
| N.E.W. Advisory Services LLC | 3,398 | $166.6K | 0.01% | +1,456+75.0% | Added |
| Tompkins Financial Corp | 3,348 | $164.1K | 0.01% | −142−4.1% | Reduced |
| Central Pacific Bank - Trust Division | 3,274 | $160.5K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3,260 | $159.8K | 0.10% | +100+3.2% | Added |
| Whittier Trust Co | 3,141 | $153.7K | 0.00% | −221−6.6% | Reduced |
| HFM Investment Advisors, LLC | 3,124 | $153.1K | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,083 | $151.1K | 0.00% | −391−11.3% | Reduced |
| Covestor Ltd | 2,896 | $142.0K | 0.10% | −232−7.4% | Reduced |
| Gen-Wealth Partners Inc | 2,858 | $140.1K | 0.04% | +226+8.6% | Added |
| Community Bank, N.A. | 2,850 | $139.7K | 0.02% | −1,000−26.0% | Reduced |
| Onefund, LLC | 2,780 | $135.9K | 0.09% | −63−2.2% | Reduced |
| Cromwell Holdings LLC | 2,761 | $135.3K | 0.08% | −8−0.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,714 | $133.0K | 0.05% | +20+0.7% | Added |
| Vestor Capital, LLC | 2,673 | $131.0K | 0.01% | −13,713−83.7% | Reduced |
| Dunhill Financial, LLC | 2,669 | $130.9K | 0.03% | +6+0.2% | Added |
| Wall Street Financial Group, Inc. | 2,641 | $129.5K | 0.08% | +2,641 | New |
| Old Second National Bank of Aurora | 2,635 | $129.2K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 2,464 | $120.8K | 0.01% | +237+10.6% | Added |
| First United Bank Trust | 2,372 | $116.3K | 0.04% | 00.0% | Unchanged |