Exelon CORP (EXC) Institutional Holdings & 13F Data (Q2 2026)

EXC ranks #316 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

EXC is a top-conviction position for ATLAS Infrastructure Partners — at 11.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in EXC belongs to BlackRock, Inc., but the position matters far more to ATLAS Infrastructure Partners, who has 11.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its EXC position for two straight quarters, increasing it by $2.0B to reach $2.1B today.

Fidelity has trimmed its EXC position for two straight quarters, cutting it by $678.4M while still holding $459.5M.

EXC is up 0.3% today, and institutions have been net buyers of $6.8B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

EXC posted net income of $2.8B over the trailing twelve months, and currently trades at a P/E of 16.0.

• Profitable — net income of $2.8B over the trailing twelve months
• Revenue grew 4.6% year over year
• Net income improved year over year, from $2.7B to $2.8B
• Generated $6.3B in positive operating cash flow
• Current ratio of 0.92x — below the conventional 1.5x liquidity buffer
• Liabilities run 3.05x equity — a highly leveraged balance sheet worth noting