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 |
|---|---|---|---|---|---|
| PlanVest Financial, Inc | 631 | $30.9K | 0.02% | +631 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 631 | $30.9K | 0.01% | −147−18.9% | Reduced |
| Missouri Trust & Investment Co | 630 | $30.9K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 627 | $30.7K | 0.01% | +627 | New |
| Silvant Capital Management LLC | 622 | $30.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 608 | $29.8K | 0.00% | +422+226.9% | Added |
| Beacon Financial Strategies CORP | 602 | $29.5K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 601 | $29.5K | 0.02% | −20−3.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 590 | $28.9K | 0.00% | +55+10.3% | Added |
| UMA Financial Services, Inc. | 568 | $27.8K | 0.00% | +57+11.2% | Added |
| Financial Perspectives, Inc | 559 | $27.4K | 0.01% | +5+0.9% | Added |
| Axiom Investment Management LLC | 547 | $26.8K | 0.02% | +547 | New |
| Bruce G. Allen Investments, LLC | 544 | $26.7K | 0.02% | +12+2.3% | Added |
| Anchor Investment Management, LLC | 542 | $26.6K | 0.00% | +4+0.7% | Added |
| BFSG, LLC | 541 | $26.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 540 | $26.5K | 0.00% | +287+113.4% | Added |
| Owl Creek Wealth Partners LLC | 512 | $25.1K | 0.01% | +512 | New |
| 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 |
| Medallion Wealth Advisors, LLC | 496 | $24.3K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 492 | $24.1K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 489 | $24.0K | 0.00% | +3+0.6% | Added |
| ESL Trust Services, LLC | 474 | $23.2K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 473 | $23.2K | 0.02% | 00.0% | Unchanged |
| 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 |
| Blueline Advisors LLC | 463 | $22.7K | 0.02% | +8+1.8% | Added |
| Sunbelt Securities, Inc. | 453 | $22.2K | 0.00% | +251+124.3% | Added |
| Smithfield Trust Co | 478 | $22.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 445 | $21.8K | 0.01% | +24+5.7% | Added |
| Ballast Advisors LLC | 442 | $21.7K | 0.01% | +442 | New |
| Princeton Global Asset Management LLC | 438 | $21.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 424 | $20.8K | 0.02% | +111+35.5% | Added |
| Ancora Advisors, LLC | 418 | $20.5K | 0.00% | +75+21.9% | Added |
| Webster Bank, N. A. | 416 | $20.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 412 | $20.2K | 0.00% | +10+2.5% | Added |
| BankPlus Trust Department | 410 | $20.1K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 406 | $19.9K | 0.00% | +406 | New |
| Robinswood Financial LLC | 403 | $19.8K | 0.01% | +2+0.5% | Added |
| Basepoint Wealth LLC | 402 | $19.7K | 0.01% | −3−0.7% | Reduced |
| Gables Capital Management Inc. | 400 | $19.6K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 400 | $19.6K | 0.01% | +400 | New |
| Holos Integrated Wealth LLC | 396 | $19.4K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 391 | $19.2K | 0.02% | 00.0% | Unchanged |
| Triumph Capital Management | 359 | $17.6K | 0.00% | +113+45.9% | Added |
| Richardson Capital Management LLC | 350 | $17.2K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 342 | $16.8K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 340 | $16.7K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 339 | $16.6K | 0.01% | +71+26.5% | Added |
| Crewe Advisors LLC | 338 | $16.6K | 0.00% | +204+152.2% | Added |
| Raffa Wealth Management, LLC | 330 | $16.2K | 0.00% | +7+2.2% | Added |
| Swiss Re Ltd | 329 | $16.1K | 0.10% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 326 | $16.0K | 0.00% | +16+5.2% | Added |
| Lodestone Wealth Management LLC | 325 | $15.9K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 318 | $15.6K | 0.01% | +74+30.3% | Added |
| Manning & Napier Advisors LLC | 308 | $15.1K | 0.00% | +308 | New |
| Valley National Advisers Inc | 313 | $15.0K | 0.00% | +9+3.0% | Added |
| CNB Bank | 300 | $14.7K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 295 | $14.5K | 0.01% | −1,778−85.8% | Reduced |
| Bravera Wealth | 295 | $14.5K | 0.01% | +225+321.4% | Added |
| Bartlett & Co. Wealth Management LLC | 306 | $14.3K | 0.00% | −30−8.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 300 | $13.9K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 279 | $13.7K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 278 | $13.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 276 | $13.5K | 0.00% | −244−46.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 271 | $13.3K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 269 | $13.2K | 0.01% | +13+5.1% | Added |
| Avion Wealth | 272 | $13.0K | 0.00% | +81+42.4% | Added |
| Ares Financial Consulting, LLC | 262 | $12.8K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 253 | $12.4K | 0.00% | −32−11.2% | Reduced |
| Wilkerson Advisory Group LLC | 252 | $12.4K | 0.00% | +159+171.0% | Added |
| Park Place Capital Corp | 251 | $12.3K | 0.00% | −6−2.3% | Reduced |
| Cedar Mountain Advisors, LLC | 249 | $12.2K | 0.00% | +11+4.6% | Added |
| Truvestments Capital LLC | 246 | $12.1K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 240 | $12.0K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 241 | $11.8K | 0.00% | +241 | New |
| American National Bank | 240 | $11.8K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 238 | $11.7K | 0.00% | +2+0.8% | Added |
| Riverview Trust Co | 223 | $10.9K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 221 | $10.8K | 0.00% | +33+17.6% | Added |
| CBIZ Investment Advisory Services, LLC | 218 | $10.7K | 0.00% | −190−46.6% | Reduced |
| Birchbrook, Inc. | 210 | $10.3K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 210 | $10.3K | 0.00% | +123+141.4% | Added |
| Arlington Trust Co LLC | 209 | $10.2K | 0.00% | +129+161.3% | Added |
| Ulland Investment Advisors, LLC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 203 | $9.95K | 0.00% | −1−0.5% | Reduced |
| Piscataqua Savings Bank | 200 | $9.80K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 192 | $9.39K | 0.00% | +2+1.1% | Added |
| Nalls Sherbakoff Group, LLC | 191 | $9.36K | 0.01% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 188 | $9.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 179 | $8.78K | 0.00% | +16+9.8% | Added |
| Essential Partners LLC | 178 | $8.73K | 0.00% | +111+165.7% | Added |
| JDM Financial Group LLC | 176 | $8.63K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 174 | $8.53K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 174 | $8.53K | 0.00% | +42+31.8% | Added |
| GHP Investment Advisors, Inc. | 171 | $8.38K | 0.00% | +84+96.6% | Added |
| Stone House Investment Management, LLC | 171 | $8.38K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 163 | $7.99K | 0.00% | −714−81.4% | Reduced |