Exelon Ownership | Who Owns Exelon?
Exelon Ownership Summary
Exelon is owned by 80.93% institutional investors, 0.12% insiders, and 18.95% retail investors. Vanguard group is the largest institutional shareholder, holding 12.11% of EXC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.14% of its assets in Exelon shares.
EXC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Exelon | 80.93% | 0.12% | 18.95% |
| Sector | Utilities Stocks | 60.46% | 6.54% | 33.00% |
| Idea | Nuclear Energy Stocks List | 61.11% | 3.72% | 35.16% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 121.05M | 12.11% | $4.19B |
| Blackrock | 100.54M | 10.05% | $3.48B |
| Wellington management group llp | 82.07M | 8.21% | $2.84B |
| State street | 58.01M | 5.80% | $2.01B |
| T. rowe price investment management | 27.57M | 2.76% | $954.10M |
| Lazard asset management | 25.78M | 2.58% | $892.16M |
| Geode capital management | 25.54M | 2.55% | $881.84M |
| Massachusetts financial services co /ma/ | 18.03M | 1.80% | $624.08M |
| Morgan stanley | 15.98M | 1.60% | $552.97M |
| Legal & general group | 15.22M | 1.52% | $526.67M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Atlas infrastructure partners (uk) | 5.35M | 15.37% | $185.05M |
| Maple-brown abbott | 2.35M | 8.59% | $81.47M |
| Patrizia pty | 142.83K | 7.78% | $4.94M |
| Ausbil investment management | 229.80K | 3.67% | $7.95M |
| Edgar lomax co/va | 1.15M | 2.58% | $39.86M |
| Miller howard investments inc /ny | 1.54M | 1.77% | $53.33M |
| Rwc asset management llp | 531.47K | 1.30% | $18.39M |
| Opus investment management | 56.00K | 1.25% | $1.94M |
| Lazard asset management | 25.78M | 1.12% | $892.16M |
| Heartland advisors | 565.37K | 1.10% | $19.57M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 121.05M | 0.08% | 15.74M |
| Blackrock | 100.54M | 0.08% | 11.38M |
| Norges bank | 10.15M | 0.05% | 10.15M |
| Geode capital management | 25.54M | 0.08% | 3.89M |
| Qube research | 3.74M | 0.20% | 3.33M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 82.07M | 0.51% | -10.65M |
| Franklin resources | 8.58M | 0.09% | -7.95M |
| Lazard asset management | 25.78M | 1.12% | -5.70M |
| Perpetual | - | - | -2.87M |
| Soroban capital partners lp | - | - | -2.16M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 10.15M | 0.05% | 10.15M | $351.16M |
| Mirae asset global etfs | 813.46K | 0.07% | 813.46K | $28.16M |
| Natixis | 557.88K | 0.11% | 557.88K | $19.31M |
| Corebridge financial | 399.97K | 0.08% | 399.97K | $13.84M |
| Northwest & ethical investments | 330.56K | 0.33% | 330.56K | $11.44M |
Sold Out
| Holder | Change |
|---|---|
| Mine & arao wealth creation & management, llc. | -2.00 |
| Abich financial wealth management | -4.00 |
| Clarivest asset management | -11.00 |
| Financial gravity asset management | -16.00 |
| Financial synergies wealth advisors | -18.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 1,065 | 5.24% | 811,725,871 | -2.06% | 80 | 1.18% | 536 | 23.22% | 318 | -6.47% |
| Jun 30, 2024 | 992 | -3.60% | 827,945,545 | 1.71% | 82 | 1.25% | 428 | -5.31% | 330 | -12.23% |
| Mar 31, 2024 | 1,029 | -1.44% | 814,042,571 | 0.84% | 81 | 1.25% | 452 | -5.83% | 376 | 1.08% |
| Dec 31, 2023 | 1,044 | 2.05% | 807,233,638 | 0.30% | 80 | 1.24% | 480 | 5.26% | 372 | 10.39% |
| Sep 30, 2023 | 1,023 | -0.87% | 804,854,690 | -0.36% | 80 | 1.23% | 456 | 0.89% | 337 | -1.46% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 31.58M | 3.14% | -109.20K |
| Vanguard Institutional 500 Index Trust | 26.51M | 2.64% | 318.22K |
| Vanguard Mid Cap Index Institutional | 21.21M | 2.11% | 37.96K |
| Invesco QQQ Trust | 19.37M | 1.93% | -89.94K |
| Vanguard Wellington™ Inv | 18.40M | 1.83% | -5.03M |
| The Utilities Select Sector SPDR® ETF | 15.00M | 1.49% | 55.76K |
| Fidelity 500 Index | 12.29M | 1.22% | -27.04K |
| SPDR® S&P 500® ETF Trust | 12.13M | 1.21% | 4.12K |
| Vanguard Equity-Income Inv | 11.43M | 1.14% | -2.84M |
| iShares Core S&P 500 ETF | 11.13M | 1.11% | 17.14K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
EXC Ownership FAQ
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