Exelon Corporation (EXC) Ownership

37.77 ↑0.21 (0.56%)

As of April 24, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Wellington Management Company LLP is the biggest individual institutional holder of Exelon Corporation (EXC), owning a total of 93.1 million shares. Combined, the top 34 institutional holders of EXC own 71.48% of the company with a total of 713.9 million shares.

In the latest ownership report on December 31st 2023, the top 34 institutional holders increased their combined ownership of EXC by 3 million shares. 10 institutions bought 19,817,436 total additional shares and increased their ownership by an average of 19.03%. However 10 institutions sold 16,782,360 total shares and decreased their ownership by an average of 9.32%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Exelon Corporation increased by a net total of 3,035,076 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Wellington Management Company LLP	9.317%	2.591%	93,146,101	2,352,547	2023-12-31
Vanguard Group Inc	9.059%	0.014%	90,560,862	12,547	2023-12-31
BlackRock Inc	9.014%	3.548%	90,115,271	3,087,970	2023-12-31
State Street Corporation	6.242%	2.245%	62,401,296	1,370,357	2023-12-31
T. Rowe Price Investment Management,Inc.	2.832%	-7.029%	28,311,222	-2,140,412	2023-12-31
Geode Capital Management, LLC	2.074%	1.833%	20,735,443	373,283	2023-12-31
Massachusetts Financial Services Company	1.940%	-1.160%	19,397,909	-227,683	2023-12-31
Morgan Stanley - Brokerage Accounts	1.597%	-7.033%	15,967,816	-1,207,894	2023-12-31
Legal & General Group PLC	1.580%	24.897%	15,792,539	3,148,054	2023-12-31
Deutsche Bank AG	1.570%	-19.005%	15,694,030	-3,682,604	2023-12-31
Bank of New York Mellon Corp	1.548%	-28.587%	15,479,951	-6,196,793	2023-12-31
Lazard Asset Management LLC	1.485%	0.081%	14,840,870	12,050	2023-12-31
ING Investment Management LLC	1.162%	-0.402%	11,620,799	-46,858	2023-12-31
Neuberger Berman Group LLC	1.079%	-8.176%	10,783,771	-960,125	2023-12-31
Northern Trust Corp	1.072%	-8.163%	10,713,536	-952,293	2023-12-31
NORGES BANK	1.064%	73.934%	10,641,087	4,523,188	2023-12-31
Goldman Sachs Group Inc	1.062%	78.241%	10,621,602	4,662,473	2023-12-31
Putnam Investments LLC	0.971%	2.914%	9,711,396	274,967	2023-12-31
Pictet Asset Manangement SA	0.947%	-3.425%	9,467,157	-335,760	2023-12-31
Amvescap Plc.	0.904%	-10.248%	9,037,872	-1,031,938	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Wellington Management Company LLP	9.317%	2.591%	93,146,101	2,352,547	2023-12-31
Vanguard Group Inc	9.059%	0.014%	90,560,862	12,547	2023-12-31
BlackRock Inc	9.014%	3.548%	90,115,271	3,087,970	2023-12-31
State Street Corporation	6.242%	2.245%	62,401,296	1,370,357	2023-12-31
T. Rowe Price Investment Management,Inc.	2.832%	-7.029%	28,311,222	-2,140,412	2023-12-31
Geode Capital Management, LLC	2.074%	1.833%	20,735,443	373,283	2023-12-31
JPMorgan Chase & Co	2.018%	-0.596%	20,061,852	-120,314	2022-09-30
Massachusetts Financial Services Company	1.940%	-1.160%	19,397,909	-227,683	2023-12-31
Macquarie Group Ltd	1.730%	618.896%	17,212,755	14,818,425	2023-06-30
GQG Partners LLC	1.716%	-48.624%	17,082,328	-16,167,053	2023-03-31
Morgan Stanley - Brokerage Accounts	1.597%	-7.033%	15,967,816	-1,207,894	2023-12-31
Legal & General Group PLC	1.580%	24.897%	15,792,539	3,148,054	2023-12-31
Deutsche Bank AG	1.570%	-19.005%	15,694,030	-3,682,604	2023-12-31
Bank of New York Mellon Corp	1.548%	-28.587%	15,479,951	-6,196,793	2023-12-31
Lazard Asset Management LLC	1.485%	0.081%	14,840,870	12,050	2023-12-31
T. Rowe Price Associates, Inc.	1.201%	487.260%	11,930,788	9,899,186	2022-09-30
FMR Inc	1.182%	-10.942%	11,818,240	-1,452,039	2023-09-30
ING Investment Management LLC	1.162%	-0.402%	11,620,799	-46,858	2023-12-31
Neuberger Berman Group LLC	1.079%	-8.176%	10,783,771	-960,125	2023-12-31
Northern Trust Corp	1.072%	-8.163%	10,713,536	-952,293	2023-12-31
NORGES BANK	1.064%	73.934%	10,641,087	4,523,188	2023-12-31
Goldman Sachs Group Inc	1.062%	78.241%	10,621,602	4,662,473	2023-12-31
Capital Research & Mgmt Co - Division 3	0.993%	-25.923%	9,875,905	-3,456,052	2022-12-31
Putnam Investments LLC	0.971%	2.914%	9,711,396	274,967	2023-12-31
Capital Research Global Investors	0.965%	-36.945%	9,602,158	-5,626,113	2023-03-31
Pictet Asset Manangement SA	0.947%	-3.425%	9,467,157	-335,760	2023-12-31
Amvescap Plc.	0.904%	-10.248%	9,037,872	-1,031,938	2023-12-31
Fidelity International Ltd	0.856%	3.849%	8,512,279	315,463	2022-09-30
Neuberger Berman Investment Advisers LLC	0.813%	174.487%	8,084,902	5,139,440	2023-03-31
UBS Asset Mgmt Americas Inc	0.791%	-2.049%	7,869,897	-164,647	2023-09-30
Amundi	0.726%	43.392%	7,225,553	2,186,546	2023-09-30
Franklin Resources Inc	0.718%	-0.959%	7,147,122	-69,213	2023-09-30
California Public Employees Retrmnt Sys	0.702%	-2.195%	6,971,855	-156,462	2022-09-30
Charles Schwab Investment Management Inc	0.547%	2.484%	5,433,219	131,706	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Exelon Corporation (EXC), owning a total of 31.2 million shares. Combined, the top 31 mutual fund holders of EXC own 41.16% of the company with a total of 410.9 million shares.

In the latest ownership report on March 31st 2024, the top 31 fund holders increased their combined ownership of EXC by 9.5 million shares. 1 funds bought 9,609,173 total additional shares and increased their ownership by an average of 102.50%. However 2 funds sold 130,404 total shares and decreased their ownership by an average of 0.53%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Exelon Corporation increased by a net total of 9,478,769 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Lazard Global Listed Infrastructure Inst	1.899%	102.498%	18,984,188	9,609,173	2024-03-31
Utilities Select Sector SPDR® ETF	1.258%	-0.294%	12,575,949	-37,026	2024-03-31
SPDR® S&P 500 ETF Trust	1.202%	-0.771%	12,014,380	-93,378	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.118%	-0.215%	31,173,860	-67,050	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.091%	2.019%	30,769,068	608,776	2023-03-31
Vanguard Institutional 500 Index Trust	2.486%	1.036%	24,851,585	254,869	2024-02-29
Vanguard Wellington™ Inv	2.484%	0.000%	24,834,902	0	2023-12-31
Vanguard 500 Index Investor	2.407%	0.596%	23,956,262	142,018	2023-08-31
Lazard Global Listed Infrastructure Inst	1.899%	102.498%	18,984,188	9,609,173	2024-03-31
Invesco QQQ Trust	1.874%	0.120%	18,735,927	22,470	2024-03-28
T. Rowe Price Capital Appreciation	1.834%	-6.618%	18,339,638	-1,299,802	2023-12-31
Vanguard Equity-Income Inv	1.447%	2.477%	14,468,566	349,779	2023-12-31
Utilities Select Sector SPDR® ETF	1.258%	-0.294%	12,575,949	-37,026	2024-03-31
SPDR® S&P 500 ETF Trust	1.202%	-0.771%	12,014,380	-93,378	2024-03-31
Fidelity 500 Index	1.194%	1.017%	11,938,723	120,132	2024-02-29
MFS Large Cap Value (SMA)	1.187%	0.000%	11,863,812	11,863,812	2023-06-30
Fidelity® 500 Index	1.165%	0.640%	11,597,093	73,797	2023-11-30
MFS Large Cap Value Equity	1.143%	-3.567%	11,421,487	-422,453	2023-12-31
MFS Value A	1.121%	-0.720%	11,206,709	-81,231	2024-02-29
iShares Core S&P 500 ETF	1.032%	0.741%	10,319,236	75,904	2024-03-28
Capital Group American Mutual Comp	0.954%	-25.807%	9,489,083	-3,300,688	2023-03-31
American Funds American Mutual A	0.954%	-25.807%	9,489,083	-3,300,688	2023-03-31
Lazard Glbl Listed Infrastruct USD Hedge	0.938%	12.410%	9,375,015	1,035,000	2023-12-31
Vanguard Wellesley® Income Inv	0.930%	2.290%	9,294,076	208,076	2023-12-31
Allianz Income and Growth IT H2 EUR	0.887%	0.204%	8,871,621	18,027	2024-02-29
Pictet Glbl Sel Fd Glbl Utilities Eq P	0.865%	0.192%	8,642,771	16,556	2023-12-31
Neuberger Berman Large Cap Value Inv	0.843%	22.317%	8,393,634	1,531,425	2023-09-30
Vanguard Value Index Inv	0.831%	0.345%	8,309,129	28,536	2024-02-29
Vanguard Windsor Investor Shares	0.816%	20.653%	8,157,414	1,396,354	2023-12-31
Vanguard Institutional Index I	0.682%	-0.349%	6,784,327	-23,746	2023-05-31
Vanguard Utilities ETF	0.642%	-0.779%	6,382,763	-50,128	2023-02-28
Franklin Utilities Fund A1	0.639%	0.000%	6,350,000	0	2023-01-31
Franklin Utilities A1	0.639%	0.000%	6,350,000	0	2023-02-28
iShares Select Dividend ETF	0.598%	0.145%	5,941,961	8,620	2023-02-28