ExelonEXC

13F holders, Q1 2024 (March 31)
1,007holders
6famous investors
$37.56avg. 13F price*

At the end of Q1 2024, 1,007 institutions reported holding Exelon Corp. (EXC) in their 13F filings. The largest holders were Vanguard Group Inc. ($4.0B), Wellington Management Group LLP ($3.5B) and BlackRock Inc. ($3.3B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).

Company
Exelon Corp.
Sector
Utilities
CUSIP
30161N101
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions99$331.9M
Exits107$389.3M

Ownership 1,007 holders

Vanguard Group Inc. 0.08% Add +16.3% 105,310,761 $4.0B
Wellington Management Group LLP 0.62% Reduce -0.5% 92,712,558 $3.5B
BlackRock Inc. 0.08% Reduce -1.1% 89,160,374 $3.3B
State Street Corp. 0.10% Reduce -7.0% 58,006,434 $2.2B
Lazard Asset Management LLC 1.56% Add +112.1% 31,480,121 $1.2B
T. Rowe Price Investment Management, Inc. 0.61% Reduce -6.2% 26,552,135 $997.6M
Geode Capital Management, LLC 0.07% Add +4.4% 21,655,291 $811.3M
Massachusetts Financial Services Co. 0.21% Reduce -5.2% 18,382,911 $690.6M
Franklin Resources Inc. 0.20% Add +136.1% 16,530,718 $621.1M
Deutsche Bank AG 0.27% Reduce -1.2% 15,506,627 $582.6M
Morgan Stanley 0.05% Reduce -3.7% 15,370,576 $577.5M
Bank of New York Mellon Corp 0.10% Reduce -7.0% 14,389,085 $540.6M
Legal & General Group Plc 0.15% Add +0.9% 14,256,924 $535.6M
FMR LLC 0.03% Add +43.2% 11,804,925 $443.5M
Voya Investment Management LLC 0.48% Reduce -3.3% 11,236,422 $422.2M
Northern Trust Corp. 0.07% Reduce -6.5% 10,012,459 $376.2M
Soroban Capital Partners LP 5.59% Add +23.6% 9,849,473 $370.0M
Norges Bank 0.06% Reduce -9.1% 9,673,385 $363.4M
Invesco Ltd. 0.08% Add +5.5% 9,531,149 $358.1M
Pictet Asset Management Holding SA 0.35% Reduce -9.5% 8,563,850 $321.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Reduce -7.4% 7,173,175 $269.5M
Neuberger Berman Group LLC 0.21% Reduce -36.7% 6,830,613 $256.6M
Charles Schwab Investment Management Inc. 0.05% Add +3.0% 6,029,667 $226.5M
California Public Employees Retirement System 0.15% Reduce -3.5% 5,826,868 $218.9M
ATLAS Infrastructure Partners (UK) Ltd. 13.97% New 5,504,200 $206.8M
Mitsubishi UFJ Trust & Banking Corp 0.44% Reduce -1.4% 5,133,852 $191.3M
Bank of America Corp. 0.02% Add +3.1% 4,915,172 $184.7M
Jacobs Levy Equity Management, Inc. 0.82% Add +2.4% 4,887,035 $183.6M
CANADA LIFE ASSURANCE Co 0.33% Add +4.6% 4,374,891 $164.6M
Perpetual Ltd 1.49% Reduce -18.4% 4,048,131 $152.1M
JPMorgan Chase & Co. 0.01% Add +90.8% 4,036,427 $151.6M
Barclays PLC 0.07% Reduce -4.6% 3,899,745 $146.5M
Amundi 0.06% Reduce -45.2% 3,905,809 $143.3M
Nuveen Asset Management, LLC 0.04% Add +5.8% 3,728,229 $142.6M
Goldman Sachs Group Inc. 0.03% Reduce -34.3% 3,489,487 $131.1M
Macquarie Group Ltd. 0.15% Add +2.5% 3,474,910 $130.6M
Bank of Montreal 0.04% Reduce -3.3% 3,422,436 $128.7M
HSBC Holdings PLC 0.09% Add +22.8% 3,264,667 $122.6M
Capital Research Global Investors 0.03% Add +0.0% 3,198,611 $120.2M
Dimensional Fund Advisors LP 0.03% Add +4.5% 3,008,550 $113.0M
Swiss National Bank 0.08% Reduce -4.2% 2,981,155 $112.0M
Russell Investments Group, Ltd. 0.17% Add +33.2% 2,911,702 $109.4M
First Trust Advisors LP 0.11% Reduce -8.9% 2,821,517 $106.0M
Swedbank AB 0.14% Add +1.6% 2,578,095 $96.9M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +0.2% 2,479,321 $93.1M
M&G PLC 0.62% — 2,349,100 $89.3M
Victory Capital Management Inc. 0.09% Add +3.5% 2,360,115 $88.7M
National Pension Service 0.11% Add +4.6% 2,350,801 $88.3M
Maple-Brown Abbott Ltd 8.79% Reduce -2.6% 2,288,550 $86.0M
Canada Pension Plan Investment Board 0.09% Add +16.8% 2,212,180 $83.1M
ExodusPoint Capital Management, LP 1.00% Reduce -46.2% 2,160,364 $81.2M
Balyasny Asset Management L.P. 0.21% Add +8040.4% 2,153,053 $80.9M
BNP Paribas Financial Markets 0.10% Add +99.0% 2,062,636 $77.5M
UBS Group AG 0.03% Reduce -24.8% 2,033,925 $76.4M
AMF Tjanstepension AB 0.57% Add +61.5% 2,012,282 $75.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.51% Add +6.6% 1,993,839 $74.9M
Rhumbline Advisers 0.07% Reduce -12.9% 1,972,195 $74.1M
Credit Suisse AG/ 0.06% Reduce -11.3% 1,735,055 $65.2M
Jennison Associates LLC 0.04% No change 1,698,408 $63.8M
Clearbridge Investments, LLC 0.05% Add +10.5% 1,645,737 $61.8M
New York State Common Retirement Fund 0.08% Reduce -2.5% 1,635,963 $61.5M
Allianz Asset Management GmbH 0.10% Reduce -24.0% 1,572,965 $59.1M
APG Asset Management N.V. 0.10% Add +10.7% 1,695,067 $59.0M
Miller Howard Investments Inc. 1.93% Add +11.8% 1,563,240 $58.7M
Royal Bank of Canada 0.01% Reduce -30.9% 1,473,945 $55.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.15% Add +39.5% 1,469,269 $55.2M
T. Rowe Price Associates Inc. 0.01% Add +1.2% 1,390,685 $52.2M
California State Teachers Retirement System 0.07% Reduce -3.6% 1,369,891 $51.5M
Tortoise Capital Advisors, L.L.C. 0.69% Add +4.0% 1,320,630 $49.6M
State Board of Administration of Florida Retirement System 0.11% Add +3.4% 1,126,655 $47.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +19.1% 1,253,149 $47.1M
Regions Financial Corp. 0.35% Reduce -1.1% 1,244,177 $46.7M
Thompson Siegel & Walmsley LLC 0.71% Reduce -16.9% 1,232,587 $46.3M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.66% No change 1,219,088 $45.8M
ProShare Advisors LLC 0.12% Add +19.3% 1,192,190 $44.8M
Alliancebernstein L.P. 0.02% Add +2.1% 1,177,338 $44.2M
Edgar Lomax Co. 2.72% Add +25.7% 1,170,811 $44.0M
Brandywine Global Investment Management, LLC 0.31% New 1,126,031 $42.3M
Citigroup Inc. 0.04% Add +46.7% 1,101,738 $41.4M
Principal Financial Group Inc. 0.02% Add +0.5% 1,092,489 $41.0M
Aviva PLC 0.14% Add +9.9% 1,078,143 $40.5M
Mirae Asset Global Investments Co., Ltd. 0.09% Reduce -3.2% 1,010,527 $40.4M
Manufacturers Life Insurance Company, The 0.04% Reduce -8.3% 1,065,609 $40.0M
Retirement Systems of Alabama 0.15% Add +0.0% 1,062,906 $39.9M
Verition Fund Management LLC 0.39% Add +1137.2% 962,803 $36.2M
Prudential Financial Inc. 0.05% Reduce -37.0% 932,640 $35.0M
New York State Teachers Retirement System 0.07% Reduce -8.6% 931,491 $35.0M
TD Asset Management Inc 0.03% Reduce -9.8% 918,616 $34.5M
Ofi Invest Asset Management 0.94% Add +0.3% 991,561 $34.5M
Vaughan David Investments LLC 0.85% Add +0.8% 911,035 $34.2M
Maryland State Retirement & Pension System 0.67% Add +1.5% 927,860 $33.5M
Magellan Asset Management Ltd 0.30% Add +6.3% 825,720 $31.0M
Nomura Asset Management Co. Ltd. 0.11% Add +0.1% 823,972 $31.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Reduce -4.2% 820,556 $30.8M
Royal London Asset Management Ltd. 0.08% Reduce -3.4% 814,385 $30.6M
Squarepoint Ops LLC 0.13% Add +236.2% 812,294 $30.5M
Assenagon Asset Management S.A. 0.08% Add +235.8% 803,863 $30.2M
AE Wealth Management LLC 0.33% Add +2.4% 775,633 $29.1M
Ameriprise Financial Inc. 0.01% Reduce -1.1% 765,614 $28.8M
Citadel Advisors 0.03% Add +279.4% 744,084 $28.0M

"% of holder's portfolio" is EXC's weight in each manager's 13F, not the share of Exelon Corp. the manager owns.

Show all 1,007 holders