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, Q2 2026
Institutional positions in Exelon Corp as of Jun 30, 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
- 1,291
- +25 vs. Q1 2026
- Shares held
- 948.1M
- +27.5M (+3.0%) vs. Q1 2026
- Total value
- $44.2B
- −$904.7M (−2.0%) vs. Q1 2026
- New holders
- 120
- 582 more added
- Sold out
- 95
- 380 more reduced
19 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 7,061 | $329.2K | 0.02% | −1,161−14.1% | Reduced |
| Berger Financial Group, Inc | 7,064 | $329.3K | 0.02% | +15+0.2% | Added |
| Kennedy Investment Group | 7,070 | $329.6K | 0.11% | +11+0.2% | Added |
| Chicago Trust Co NA | 7,070 | $329.6K | 0.05% | +445+6.7% | Added |
| Canandaigua National Bank & Trust Co | 7,076 | $329.9K | 0.03% | +7,076 | New |
| Kingswood Wealth Advisors, LLC | 7,127 | $332.2K | 0.01% | −953−11.8% | Reduced |
| Simplicity Wealth,LLC | 7,140 | $332.9K | 0.01% | +3,025+73.5% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 7,203 | $335.8K | 0.00% | −2,337−24.5% | Reduced |
| TSFG, LLC | 7,216 | $336.0K | 0.04% | −4,647−39.2% | Reduced |
| Bayforest Capital Ltd | 7,240 | $337.5K | 0.31% | +5,418+297.4% | Added |
| Angeles Wealth Management, LLC | 7,291 | $339.9K | 0.02% | +7,291 | New |
| Principal Street Partners, LLC | 7,301 | $340.4K | 0.05% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 7,435 | $340.6K | 0.07% | −635−7.9% | Reduced |
| NorthRock Partners, LLC | 7,320 | $341.3K | 0.00% | +790+12.1% | Added |
| Garrett Investment Advisors LLC | 7,322 | $341.4K | 0.02% | −17−0.2% | Reduced |
| RMB Capital Management, LLC | 7,361 | $343.2K | 0.01% | +7,361 | New |
| Riverwater Partners LLC | 7,362 | $343.2K | 0.10% | −75−1.0% | Reduced |
| Forum Financial Management, LP | 7,373 | $343.7K | 0.00% | −15−0.2% | Reduced |
| Sivia Capital Partners, LLC | 7,436 | $346.7K | 0.04% | +7,436 | New |
| Benjamin Edwards Inc | 7,442 | $347.0K | 0.00% | +90+1.2% | Added |
| Riverbend Wealth Management, LLC | 7,459 | $347.7K | 0.18% | +1,130+17.9% | Added |
| Glen Eagle Advisors, LLC | 7,473 | $348.4K | 0.04% | +3,896+108.9% | Added |
| Advisor OS, LLC | 7,474 | $348.5K | 0.02% | −260−3.4% | Reduced |
| KLCM Advisors, Inc. | 7,476 | $348.5K | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 7,497 | $349.4K | 0.08% | −199−2.6% | Reduced |
| Hollencrest Capital Management | 7,500 | $349.6K | 0.02% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 7,543 | $351.6K | 0.10% | −7,637−50.3% | Reduced |
| Stephens Inc | 7,569 | $352.9K | 0.00% | +53+0.7% | Added |
| Venturi Wealth Management, LLC | 7,595 | $354.1K | 0.01% | +429+6.0% | Added |
| Level Four Advisory Services, LLC | 7,653 | $356.8K | 0.01% | −154−2.0% | Reduced |
| Key Financial Inc | 7,655 | $356.9K | 0.06% | −21−0.3% | Reduced |
| CX Institutional | 7,684 | $358.0K | 0.01% | +247+3.3% | Added |
| Quent Capital, LLC | 7,701 | $359.0K | 0.02% | +653+9.3% | Added |
| Nicolet Bankshares Inc | 7,709 | $359.4K | 0.01% | +37+0.5% | Added |
| VSM Wealth Advisory, LLC | 7,718 | $359.8K | 0.10% | +11+0.1% | Added |
| Cambria Investment Management, L.P. | 7,735 | $360.6K | 0.02% | +7,735 | New |
| Financial Engines Advisors L.L.C. | 7,781 | $362.8K | 0.00% | −158−2.0% | Reduced |
| Johnson Investment Counsel Inc | 7,792 | $363.3K | 0.00% | −2,525−24.5% | Reduced |
| Marshall Financial Group LLC | 7,795 | $363.4K | 0.05% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,799 | $363.6K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 7,813 | $364.2K | 0.01% | −1,127−12.6% | Reduced |
| Insight Advisors, LLC | 7,834 | $365.2K | 0.06% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 7,866 | $366.7K | 0.10% | −6−0.1% | Reduced |
| Gateway Investment Advisers LLC | 8,029 | $374.3K | 0.00% | −2,322−22.4% | Reduced |
| Providence Capital Advisors, LLC | 8,061 | $375.8K | 0.06% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 8,047 | $376.5K | 0.00% | +2,530+45.9% | Added |
| Alpha Omega Wealth Management LLC | 8,145 | $379.7K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 8,189 | $381.8K | 0.01% | −17,657−68.3% | Reduced |
| Cohen Klingenstein LLC | 8,200 | $382.3K | 0.01% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 8,200 | $382.3K | 0.10% | 00.0% | Unchanged |
| Csenge Advisory Group | 8,235 | $383.9K | 0.02% | +184+2.3% | Added |
| WSFS Capital Management, LLC | 8,244 | $384.4K | 0.02% | +10+0.1% | Added |
| Bearing Point Capital, LLC | 8,287 | $386.3K | 0.05% | +2,000+31.8% | Added |
| Harbor Investment Advisory, LLC | 8,314 | $387.6K | 0.03% | 00.0% | Unchanged |
| Avail Investment Partners, LLC | 8,316 | $387.7K | 0.30% | +1,048+14.4% | Added |
| Central Trust Co | 8,330 | $388.3K | 0.01% | +23+0.3% | Added |
| Westerkirk Capital Inc. | 8,331 | $388.4K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8,385 | $390.9K | 0.04% | +284+3.5% | Added |
| Optas, LLC | 8,449 | $393.9K | 0.06% | +409+5.1% | Added |
| Strategic Advisors LLC | 8,457 | $394.3K | 0.09% | −2,786−24.8% | Reduced |
| Mma Asset Management LLC | 8,464 | $394.6K | 0.13% | −16−0.2% | Reduced |
| Aull & Monroe Investment Management Corp | 8,479 | $395.3K | 0.17% | −131−1.5% | Reduced |
| Change Path, LLC | 8,554 | $398.8K | 0.01% | +890+11.6% | Added |
| Birch Financial Group, LLC | 8,555 | $398.8K | 0.21% | +243+2.9% | Added |
| St. Louis Trust Co | 4,332 | $400.5K | 0.11% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,605 | $401.1K | 0.02% | +214+2.6% | Added |
| Schonfeld Strategic Advisors LLC | 8,641 | $402.8K | 0.00% | +8,641 | New |
| Montecito Bank & Trust | 8,645 | $403.0K | 0.06% | +188+2.2% | Added |
| Romano Brothers and Company | 8,696 | $405.4K | 0.04% | 00.0% | Unchanged |
| Trust Point Inc. | 8,721 | $406.6K | 0.03% | +532+6.5% | Added |
| Dorsey & Whitney Trust CO LLC | 8,724 | $406.7K | 0.02% | −71−0.8% | Reduced |
| Goldstone Financial Group, LLC | 8,831 | $411.7K | 0.04% | +6+0.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,857 | $412.9K | 0.23% | +320+3.7% | Added |
| Axxcess Wealth Management, LLC | 8,914 | $415.6K | 0.01% | +8,914 | New |
| LGT Group Foundation | 8,947 | $417.1K | 0.00% | −9−0.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 8,976 | $418.5K | 0.05% | −890−9.0% | Reduced |
| Westwood Holdings Group Inc. | 9,001 | $419.6K | 0.00% | +9,001 | New |
| Resources Investment Advisors, LLC. | 9,035 | $421.2K | 0.00% | +2,495+38.1% | Added |
| West Chester Capital Advisors, Inc | 9,047 | $421.8K | 0.28% | −2,392−20.9% | Reduced |
| Private Trust Co NA | 9,127 | $425.5K | 0.03% | +663+7.8% | Added |
| Paragon Financial Partners, Inc. | 9,326 | $427.3K | 0.23% | 00.0% | Unchanged |
| Bokf, NA | 9,267 | $432.0K | 0.01% | −39−0.4% | Reduced |
| Univest Financial Corp | 9,283 | $432.8K | 0.02% | +74+0.8% | Added |
| Spire Wealth Management | 9,293 | $433.2K | 0.01% | −2,601−21.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 9,324 | $434.7K | 0.08% | +1,730+22.8% | Added |
| Onyx Bridge Wealth Group LLC | 9,362 | $436.5K | 0.04% | +13+0.1% | Added |
| Community Bank & Trust, Waco, Texas | 9,405 | $438.0K | 0.08% | −150−1.6% | Reduced |
| Blueshift Asset Management, LLC | 9,469 | $441.4K | 0.10% | +9,469 | New |
| Camden Capital, LLC | 9,470 | $441.5K | 0.02% | +1,453+18.1% | Added |
| Pure Financial Advisors, Inc. | 9,485 | $442.2K | 0.01% | +2,081+28.1% | Added |
| Investment Advisory Services Inc | 9,550 | $445.2K | 0.13% | +44+0.5% | Added |
| Morton Community Bank | 9,601 | $447.6K | 0.09% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 9,504 | $448.1K | 0.00% | −794−7.7% | Reduced |
| Finward Bancorp | 9,697 | $452.1K | 0.34% | +121+1.3% | Added |
| Cigna Investments Inc | 9,775 | $456.0K | 0.06% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 9,820 | $457.8K | 0.13% | +2,300+30.6% | Added |
| Ethos Capital Management, Inc. | 9,872 | $460.3K | 0.33% | −27,342−73.5% | Reduced |
| Addis & Hill, Inc | 9,884 | $460.8K | 0.25% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 9,930 | $462.9K | 0.04% | +48+0.5% | Added |
| Significant Wealth Partners LLC | 9,968 | $464.7K | 0.50% | 00.0% | Unchanged |