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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/EXC

EXC

EXC — Institutional Holders Breakdown

Exelon CORP

+$4.9B

Net Activity

Data as of: 2026-03-31

Institutions Holding

1278

Popularity Rank

#296

Avg Weight

0.11%

Total Value

$44.2B

Ownership Trend

1278 institutions currently hold EXC, with 645 net buyers and 496 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

496

Net Buying Institutions

645

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$5.5B
SS
State Street CORP
$3.3B
VC
Vanguard Capital Management LLC
$3.2B
VP
Vanguard Portfolio Management LLC
$2.7B
CW
Capital World Investors
$2.0B

Top 5 by Conviction

AP
ANTIPODES PARTNERS Ltd
3.55%
LA
Lazard Asset Management LLC
1.99%
GP
GQG Partners LLC
1.73%
PA
Panagora Asset Management INC
0.59%
NI
Nordea Investment Management AB
0.47%
View all 1278 holding institutions

Across its top 20 institutional holders, EXC's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 21/100).

Quarterly Activity

Recent Activity

+$18.6B

Total Buy Value

$20.3B

Total Sell Value

New buy122
Trim395
Add523
Sold out101

645

Net Buyers

496

Net Sellers

Game Theory Scenarios

Bullish— Smart Money Convergence

Institutional accumulation supports bullish EXC outlook

Signal Basis

Institutional holders added ~$4.94B in net value in Q1 2026, with 645 net buyers versus 496 net sellers, indicating broad-based institutional demand.

Confirmation

Sustained institutional net inflows and a rising holder count in upcoming quarters would reinforce the bullish thesis.

Invalidation Risk

A reversal to institutional net selling or a broad market risk-off shift could invalidate the bullish view.

Generated by AI directly from institutional holders' Form 13F data on SEC EDGAR, reflecting past activity only. Not investment advice — do not base trading decisions on this alone; verify against the source filings below.

See the institutional 13F filings behind this signal

Smart Money Convergence

EXC does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/EXC

Insider Trading (Form 4)

12-Month Buy/Sell Activity

Feb 25
BuySell
ActionInsiderTitleDateValue
SellHonorable Colette DEVP CLO Compliance & Corp Sec2025-02-03$59K
SellGlockner DavidEVP Compliance, Audit & Risk2025-02-03$245K
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

1

Active 5%+ Holders

Data as of 2026-07-08
Reporting PersonTypeFiling DateShares% of Class
BlackRock, Inc.13G/A2026-07-08103.67M10.1%

View all Schedule 13D/13G filings

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

30161N101, 30161N10 , 30161N901, 30161n101

FAQ

Who are the top institutional investors holding EXELON CORP (EXC)?
Major stakeholders currently include BlackRock, Inc. ($5.5B), State Street CORP ($3.3B), Vanguard Capital Management LLC ($3.2B). Based on the latest 13F filings, there are a total of 1278 tracked investment funds and institutions maintaining positions in EXC.
What is the overall institutional sentiment toward EXC recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $4.9B, driven by 645 managers accumulating shares while 496 reduced their exposure.
Which institutions have been selling or reducing their EXC positions?
In the latest period, 395 funds trimmed their holdings, and 101 managers completely exited their positions. The aggregate reported sell value was $20.3B.
Are there any notable investors adding EXC to their portfolios?
Yes, buying activity remains notable. 122 institutions opened new positions in {ticker}, and 523 existing holders added to their shares. The total reported buy value for the quarter amounted to $18.6B.

Related Stocks

Same Sector

Other stocks in the same GICS sector

NEE

Nextera Energy INC

Institutions Holding

2,999

Total reported value

$162.7B

1113 institutions currently hold both EXC and this stock

View detail
DUK

Duke Energy CORP

Institutions Holding

2,438

Total reported value

$71.3B

1063 institutions currently hold both EXC and this stock

View detail
SO

Southern Co/the

Institutions Holding

2,350

Total reported value

$76.7B

1035 institutions currently hold both EXC and this stock

View detail

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

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Institutions Holding

6,153

Total reported value

$2.1T

3246 13F institutions increased their position this quarter

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AMZN

Amazon.com INC

Institutions Holding

5,960

Total reported value

$1.5T

3030 13F institutions increased their position this quarter

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NVDA

Nvidia CORP

Institutions Holding

5,769

Total reported value

$3.0T

2744 13F institutions increased their position this quarter

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Developer Access

Access EXC's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/EXC

CLI

npx alphasmo stocks get EXC
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