Exelon Corporation (EXC) Ownership

38.37 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Exelon Corporation (EXC), owning a total of 124.3 million shares. Combined, the top 37 institutional holders of EXC own 84.30% of the company with a total of 845.4 million shares.

In the latest ownership report on September 30th 2024, the top 37 institutional holders increased their combined ownership of EXC by 6.3 million shares. 5 institutions bought 7,896,608 total additional shares and increased their ownership by an average of 10.21%. However 2 institutions sold 1,588,769 total shares and decreased their ownership by an average of 5.17%.

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 6,307,839 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.367%	2.660%	124,270,678	3,219,638	2024-09-30
Geode Capital Management, LLC	2.582%	1.580%	25,945,791	403,542	2024-09-30
Massachusetts Financial Services Company	1.671%	-6.904%	16,786,781	-1,244,952	2024-09-30
FMR Inc	1.173%	18.727%	11,782,549	1,858,502	2024-09-30
Franklin Resources Inc	1.078%	26.272%	10,836,423	2,254,613	2024-09-30
Northern Trust Corp	0.959%	-3.446%	9,634,946	-343,817	2024-09-30
UBS Asset Mgmt Americas Inc	0.892%	1.820%	8,967,343	160,313	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.367%	2.660%	124,270,678	3,219,638	2024-09-30
BlackRock Inc	10.006%	12.767%	100,543,011	11,382,637	2024-06-30
Wellington Management Company LLP	8.167%	-11.483%	82,066,163	-10,646,395	2024-06-30
State Street Corp	5.773%	0.011%	58,012,960	6,526	2024-06-30
State Street Corporation	5.798%	-7.043%	58,006,434	-4,394,862	2024-03-31
Morgan Stanley - Brokerage Accounts	3.180%	3.947%	31,954,344	1,213,192	2024-06-30
T. Rowe Price Investment Management,Inc.	2.743%	3.822%	27,567,012	1,014,877	2024-06-30
Geode Capital Management, LLC	2.582%	1.580%	25,945,791	403,542	2024-09-30
Lazard Asset Management LLC	2.565%	-18.115%	25,777,560	-5,702,561	2024-06-30
JPMorgan Chase & Co	2.018%	-0.596%	20,061,852	-120,314	2022-09-30
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
Massachusetts Financial Services Company	1.671%	-6.904%	16,786,781	-1,244,952	2024-09-30
Legal & General Group PLC	1.514%	-4.346%	15,217,221	-691,437	2024-06-30
Deutsche Bank AG	1.510%	-2.152%	15,172,973	-333,654	2024-06-30
Bank of New York Mellon Corp	1.386%	-3.248%	13,921,705	-467,380	2024-06-30
T. Rowe Price Associates, Inc.	1.201%	487.260%	11,930,788	9,899,186	2022-09-30
FMR Inc	1.173%	18.727%	11,782,549	1,858,502	2024-09-30
ING Investment Management LLC	1.119%	0.047%	11,241,718	5,296	2024-06-30
Franklin Resources Inc	1.078%	26.272%	10,836,423	2,254,613	2024-09-30
Neuberger Berman Group LLC	1.078%	-8.176%	10,783,771	-960,125	2023-12-31
NORGES BANK	1.010%	-4.652%	10,146,069	-495,018	2024-06-30
Amvescap Plc.	1.003%	5.702%	10,074,658	543,509	2024-06-30
Capital Research & Mgmt Co - Division 3	0.993%	-25.923%	9,875,905	-3,456,052	2022-12-31
Soroban Capital Partners LP	0.985%	23.582%	9,849,473	1,879,506	2024-03-31
Putnam Investments LLC	0.971%	2.914%	9,711,396	274,967	2023-12-31
Putnam Investments, LLC., a Franklin Templeton com	0.971%	2.914%	9,711,396	274,967	2023-12-31
Northern Trust Corp	0.959%	-3.446%	9,634,946	-343,817	2024-09-30
Capital Research Global Investors	0.965%	-36.945%	9,602,158	-5,626,113	2023-03-31
UBS Asset Mgmt Americas Inc	0.892%	1.820%	8,967,343	160,313	2024-09-30
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
Pictet Asset Manangement SA	0.768%	-9.868%	7,718,751	-845,099	2024-06-30
Goldman Sachs Group Inc	0.766%	120.691%	7,700,984	4,211,497	2024-06-30
Amundi	0.726%	43.392%	7,225,553	2,186,546	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 31.6 million shares. Combined, the top 37 mutual fund holders of EXC own 46.66% of the company with a total of 467.3 million shares.

In the latest ownership report on October 31st 2024, the top 37 fund holders increased their combined ownership of EXC by 219 thousand shares. 6 funds bought 489,301 total additional shares and increased their ownership by an average of 0.43%. However 3 funds sold 270,012 total shares and decreased their ownership by an average of 0.49%.

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 219,289 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.143%	-0.345%	31,576,516	-109,200	2024-10-31
Vanguard Institutional 500 Index Trust	2.638%	1.215%	26,511,821	318,220	2024-10-31
Vanguard Mid Cap Index Institutional	2.111%	0.179%	21,210,535	37,961	2024-10-31
Invesco QQQ Trust	1.928%	-0.462%	19,370,972	-89,936	2024-10-31
The Utilities Select Sector SPDR® ETF	1.489%	0.132%	14,962,370	19,780	2024-10-31
SPDR® S&P 500® ETF Trust	1.213%	0.525%	12,190,956	63,612	2024-10-31
iShares Core S&P 500 ETF	1.108%	0.154%	11,133,159	17,139	2024-10-31
MFS Value A	1.055%	-0.664%	10,601,283	-70,876	2024-10-31
Vanguard Value Index Inv	0.844%	0.386%	8,477,385	32,589	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.143%	-0.345%	31,576,516	-109,200	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.091%	2.019%	30,769,068	608,776	2023-03-31
Vanguard Institutional 500 Index Trust	2.638%	1.215%	26,511,821	318,220	2024-10-31
Vanguard 500 Index Investor	2.407%	0.596%	23,956,262	142,018	2023-08-31
Vanguard Mid Cap Index Institutional	2.111%	0.179%	21,210,535	37,961	2024-10-31
Invesco QQQ Trust	1.928%	-0.462%	19,370,972	-89,936	2024-10-31
Vanguard Wellington™ Inv	1.831%	-21.451%	18,402,310	-5,025,453	2024-09-30
T. Rowe Price Capital Appreciation	1.792%	4.132%	17,927,873	711,394	2024-06-30
The Utilities Select Sector SPDR® ETF	1.489%	0.132%	14,962,370	19,780	2024-10-31
Utilities Select Sector SPDR® ETF	1.250%	1.714%	12,503,691	210,688	2024-05-30
Fidelity 500 Index	1.223%	-0.220%	12,293,058	-27,041	2024-09-30
SPDR® S&P 500® ETF Trust	1.213%	0.525%	12,190,956	63,612	2024-10-31
SPDR® S&P 500 ETF Trust	1.190%	0.700%	11,902,090	82,740	2024-05-30
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
Vanguard Equity-Income Inv	1.137%	-19.890%	11,426,383	-2,837,027	2024-09-30
iShares Core S&P 500 ETF	1.108%	0.154%	11,133,159	17,139	2024-10-31
Lazard Global Listed Infrastructure Inst	1.078%	-9.203%	10,831,514	-1,097,856	2024-09-30
Lazard Glbl Listed Infrastruct USD Hedge	1.078%	-9.203%	10,831,514	-1,097,856	2024-09-30
MFS Large Cap Value Equity	1.062%	-2.163%	10,672,159	-235,980	2024-09-30
MFS Value A	1.055%	-0.664%	10,601,283	-70,876	2024-10-31
American Funds American Mutual A	0.954%	-25.807%	9,489,083	-3,300,688	2023-03-31
Capital Group American Mutual Comp	0.954%	-25.807%	9,489,083	-3,300,688	2023-03-31
T. Rowe Price US Cap App & Income Comp	0.942%	273,526.000%	9,420,947	9,417,504	2024-03-31
Allianz Income and Growth IT H2 EUR	0.893%	0.387%	8,973,962	34,599	2024-09-30
Vanguard Value Index Inv	0.844%	0.386%	8,477,385	32,589	2024-10-31
Vanguard Wellesley® Income Inv	0.847%	-5.969%	8,474,119	-537,961	2024-06-30
Neuberger Berman Large Cap Value Inv	0.843%	22.317%	8,393,634	1,531,425	2023-09-30
Vanguard Windsor Investor Shares	0.768%	-3.133%	7,711,820	-249,405	2024-09-30
T. Rowe Price U.S. Value Equity Tr-Z	0.752%	0.000%	7,556,400	7,556,400	2024-09-30
Hartford Dividend and Growth Y	0.746%	0.000%	7,490,702	0	2024-09-30
Pictet Glbl Sel Fd Glbl Utilities Eq P	0.741%	-3.703%	7,446,496	-286,306	2024-04-30
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