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 |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 655 | $30.5K | 0.00% | +87+15.3% | Added |
| Center for Financial Planning, Inc. | 653 | $30.4K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 633 | $29.5K | 0.02% | +2+0.3% | Added |
| Silvant Capital Management LLC | 622 | $29.0K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 602 | $28.1K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 602 | $28.1K | 0.01% | +90+17.6% | Added |
| Concord Wealth Partners | 600 | $28.0K | 0.00% | +600 | New |
| ZRC Wealth Management, LLC | 594 | $27.7K | 0.01% | +484+440.0% | Added |
| Vanguard National Trust Co | 578 | $26.9K | 0.00% | −671−53.7% | Reduced |
| Financial Perspectives, Inc | 564 | $26.3K | 0.01% | +5+0.9% | Added |
| Eastern Bank | 559 | $26.1K | 0.00% | +559 | New |
| Fortitude Family Office, LLC | 558 | $26.0K | 0.01% | −198−26.2% | Reduced |
| City Holding Co | 555 | $25.9K | 0.00% | −200−26.5% | Reduced |
| Axiom Investment Management LLC | 547 | $25.5K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 547 | $25.5K | 0.00% | +5+0.9% | Added |
| Bruce G. Allen Investments, LLC | 533 | $24.8K | 0.02% | −11−2.0% | Reduced |
| Kilter Group LLC | 525 | $24.5K | 0.01% | −173−24.8% | Reduced |
| Mosley Wealth Management | 521 | $24.3K | 0.01% | +521 | New |
| Ossiam | 517 | $24.1K | 0.00% | −34,697−98.5% | Reduced |
| Highline Wealth Partners LLC | 517 | $24.1K | 0.00% | +191+58.6% | Added |
| Bell Investment Advisors, Inc | 501 | $23.4K | 0.00% | −39−7.2% | Reduced |
| First Financial Corp | 500 | $23.3K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 500 | $23.3K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 500 | $23.3K | 0.01% | +100+25.0% | Added |
| Transamerica Financial Advisors, Inc. | 497 | $23.2K | 0.00% | +244+96.4% | Added |
| S&T Bank | 496 | $23.1K | 0.01% | +496 | New |
| SOA Wealth Advisors, LLC. | 493 | $23.0K | 0.00% | +4+0.8% | Added |
| Barrett & Company, Inc. | 492 | $22.9K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 474 | $22.1K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 473 | $22.1K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 474 | $22.0K | 0.01% | −220−31.7% | Reduced |
| Smithfield Trust Co | 478 | $22.0K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 468 | $21.8K | 0.01% | +216+85.7% | Added |
| Blueline Advisors LLC | 463 | $21.6K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 438 | $20.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 432 | $20.1K | 0.00% | +20+4.9% | Added |
| Evermay Wealth Management LLC | 428 | $19.9K | 0.00% | +417+3,790.9% | Added |
| Crewe Advisors LLC | 419 | $19.5K | 0.00% | +81+24.0% | Added |
| Coastline Trust Co | 418 | $19.5K | 0.00% | −3,900−90.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 418 | $19.5K | 0.00% | +112+36.6% | Added |
| Prosperity Bancshares Inc | 417 | $19.4K | 0.01% | +78+23.0% | Added |
| Webster Bank, N. A. | 416 | $19.4K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 410 | $19.1K | 0.00% | −474−53.6% | Reduced |
| BankPlus Trust Department | 410 | $19.1K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 405 | $18.9K | 0.01% | +2+0.5% | Added |
| Holos Integrated Wealth LLC | 396 | $18.8K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 400 | $18.6K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 391 | $18.2K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 389 | $18.1K | 0.01% | +94+31.9% | Added |
| SJS Investment Consulting Inc. | 379 | $17.7K | 0.00% | −439−53.7% | Reduced |
| Avion Wealth | 372 | $17.0K | 0.00% | +100+36.8% | Added |
| NBH Bank | 363 | $16.9K | 0.01% | +363 | New |
| Raffa Wealth Management, LLC | 354 | $16.5K | 0.00% | +24+7.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 350 | $16.3K | 0.01% | −281−44.5% | Reduced |
| Richardson Capital Management LLC | 350 | $16.3K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 342 | $15.9K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 340 | $15.9K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 340 | $15.9K | 0.00% | +99+41.1% | Added |
| Sachetta, LLC | 339 | $15.8K | 0.01% | −262−43.6% | Reduced |
| Cornerstone Financial Management LLC | 336 | $15.7K | 0.01% | +183+119.6% | Added |
| High Note Wealth, LLC | 326 | $15.2K | 0.00% | +147+82.1% | Added |
| Lodestone Wealth Management LLC | 325 | $15.2K | 0.01% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 316 | $15.0K | 0.01% | +316 | New |
| Hager Investment Management Services, LLC | 320 | $14.9K | 0.01% | −405−55.9% | Reduced |
| Horizon Financial Services, LLC | 312 | $14.5K | 0.01% | −156−33.3% | Reduced |
| Manning & Napier Advisors LLC | 308 | $14.5K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 304 | $14.2K | 0.01% | −98−24.4% | Reduced |
| Signature Equity Partners, LLC | 301 | $14.0K | 0.01% | +32+11.9% | Added |
| Albion Financial Group | 300 | $14.0K | 0.00% | −623−67.5% | Reduced |
| Byrne Asset Management LLC | 300 | $14.0K | 0.01% | −200−40.0% | Reduced |
| CNB Bank | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bravera Wealth | 295 | $13.8K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 286 | $13.2K | 0.00% | +286 | New |
| Newbridge Financial Services Group, Inc. | 276 | $12.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 271 | $12.6K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 262 | $12.2K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 262 | $12.2K | 0.00% | +91+53.2% | Added |
| Triumph Capital Management | 258 | $12.0K | 0.00% | −101−28.1% | Reduced |
| Cedar Mountain Advisors, LLC | 251 | $11.7K | 0.00% | +2+0.8% | Added |
| Park Place Capital Corp | 251 | $11.7K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 249 | $11.6K | 0.01% | +249 | New |
| Truvestments Capital LLC | 246 | $11.5K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 244 | $11.4K | 0.00% | −74−23.3% | Reduced |
| TD Capital Management LLC | 241 | $11.2K | 0.00% | +3+1.3% | Added |
| American National Bank | 240 | $11.2K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 235 | $11.1K | 0.00% | +218+1,282.4% | Added |
| Dogwood Wealth Management LLC | 236 | $11.0K | 0.00% | +62+35.6% | Added |
| CBIZ Investment Advisory Services, LLC | 218 | $10.7K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 211 | $9.84K | 0.00% | +211 | New |
| Birchbrook, Inc. | 210 | $9.79K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 209 | $9.74K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 204 | $9.52K | 0.00% | +12+6.3% | Added |
| DiNuzzo Private Wealth, Inc. | 203 | $9.46K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 200 | $9.32K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $9.32K | 0.01% | 00.0% | Unchanged |
| MidFirst Bank | 199 | $9.28K | 0.00% | +25+14.4% | Added |
| Ulland Investment Advisors, LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 188 | $8.77K | 0.00% | −33−14.9% | Reduced |
| Essential Partners LLC | 178 | $8.30K | 0.00% | 00.0% | Unchanged |