Stocklore

Exelon Corporation (EXC)

Utilities · US stock

What changed in recent filings

  • Natural Gas Us Regulated segment 3% → 5%Sep 30, 2024 → Jun 30, 2026
  • Institutions — 1 new · 4 added · 2 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Exelon Corporation recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Jul 30, 2026
    Revenue +10.0% YoY · EPS $0.39
    Released before the open: Jul 29 close → Jul 30 close, the stock moved -3.1% · over the same window, market +1.7% · sector +0.3%
  • 26Q1Released May 6, 2026
    Revenue +7.9% YoY · EPS $0.90
    Released before the open: May 5 close → May 6 close, the stock moved -2.5% · over the same window, market +1.4% · sector -0.8%
  • 25Q4Released Feb 12, 2026
    Revenue -1.1% YoY
    Released before the open: Feb 11 close → Feb 12 close, the stock moved +7.0% · over the same window, market -1.5% · sector +0.7%
  • 25Q3Released Nov 4, 2025
    Revenue +9.0% YoY · EPS $0.86
    Released before the open: Nov 3 close → Nov 4 close, the stock moved +0.4% · over the same window, market -1.2% · sector -0.9%

The next earnings release is estimated around Nov 3, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Exelon Corporation

How many of the institutions we track reported holding this stock, quarter by quarter.

max 7
2019 Q1 · 42019 Q2 · 52019 Q3 · 52019 Q4 · 42020 Q1 · 52020 Q2 · 52020 Q3 · 42020 Q4 · 42021 Q1 · 62021 Q2 · 42021 Q3 · 42021 Q4 · 62022 Q1 · 52022 Q2 · 52022 Q3 · 62022 Q4 · 52023 Q1 · 42023 Q2 · 52023 Q3 · 62023 Q4 · 52024 Q1 · 32024 Q2 · 42024 Q3 · 22024 Q4 · 32025 Q1 · 52025 Q2 · 42025 Q3 · 62025 Q4 · 62026 Q1 · 72026 Q2 · 7
19 Q122 Q326 Q2

2019 Q1: 4 → 2026 Q2: 7 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Exelon Corporation

Institutions we track that reported holding this stock in their most recent 13F.

  • Baillie Gifford & Counder 0.01% of portfolio · held as of 2019 Q1 or earlier
  • National Pension Service (Korea)0.05% of portfolio · held as of 2019 Q1 or earlier
  • GQG Partners1.72% of portfolio · since 2025 Q1
  • Capital World Investors0.28% of portfolio · since 2025 Q3
  • Bridgewater Associates0.07% of portfolio · since 2025 Q4
  • Caisse de depot (Quebec)0.01% of portfolio · since 2026 Q1
  • Tudor Investment CorpNew this quarterunder 0.01% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

Exelon Corp. is a utility services holding company that focuses on the distribution and transmission of electricity and natural gas across regulated markets in the United States. Its core operations include the purchase and regulated retail sale of electricity and natural gas, along with the transmission and distribution of electricity and the delivery of natural gas to retail customers. The company serves residential, commercial, industrial, and public-sector customers through six regulated utilities: Commonwealth Edison, PECO, Baltimore Gas and Electric, Potomac Electric Power, Delmarva Power and Light, and Atlantic City Electric. Exelon Corp. plays a central role in essential energy infrastructure, supporting reliable service across major Mid-Atlantic and Midwest service areas. Headquartered in Chicago, Illinois, Exelon Corp. is a major participant in the U.S. regulated utility market.

What is the Utilities sector?

Power, gas, and water. A regulated industry with stable dividends.

Exelon Corporation is classified under the Utilities sector. See peers below.

Exelon Corporation key financials

Based on SEC filings · as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Exelon Corporation vs Utilities sector benchmark

Median of 22 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
6.6%vs benchmark 7.8%↓ below
Operating margin
16.4%vs benchmark 18.4%↓ below
Net margin
11.0%vs benchmark 11.6%↓ below
ROE
9.6%vs benchmark 10.5%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

EXC revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $6.0B.

The largest segment is Electricity Us Regulated, 94.5% of revenue — a highly concentrated structure.

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

EXC segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Sep '24Mar '25Sep '25Jun '26
Electricity Us Regulated 95%Natural Gas Us Regulated 5%Service Other 0%

ETFs holding Exelon Corporation

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLUState Street(R) Utilities Select Sector SPDR(R) ETF
3.36%
DVYiShares Select Dividend ETF
1.08%
QQQInvesco QQQ Trust, Series 1
0.21%
QQQMInvesco NASDAQ 100 ETF
0.20%
RSPInvesco S&P 500 Equal Weight ETF
0.19%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.19%
VTVVANGUARD VALUE INDEX FUND
0.18%
SPY
0.07%
VOOVANGUARD 500 INDEX FUND
0.07%
IVViShares Core S&P 500 ETF
0.07%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.07%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.06%

EXC on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Utilities average
See full EXC analysis →

Peers · Utilities

EXC FAQ

What is Exelon Corporation (EXC)?

Exelon Corp. is a utility services holding company that focuses on the distribution and transmission of electricity and natural gas across regulated markets in the United States. Its core operations include the purchase and regulated retail sale of electricity and natural gas, along with the transmission and distribution of electricity and the delivery of natural gas to retail customers. The company serves residential, commercial, industrial, and public-sector customers through six regulated utilities: Commonwealth Edison, PECO, Baltimore Gas and Electric, Potomac Electric Power, Delmarva Power and Light, and Atlantic City Electric. Exelon Corp. plays a central role in essential energy infrastructure, supporting reliable service across major Mid-Atlantic and Midwest service areas. Headquartered in Chicago, Illinois, Exelon Corp. is a major participant in the U.S. regulated utility market.

What sector is Exelon Corporation in?

Exelon Corporation is classified under Utilities. Power, gas, and water. A regulated industry with stable dividends.

What are Exelon Corporation's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 6.6%, Operating margin 16.4%, Net margin 11.0%, ROE 9.6%, Debt-to-equity 1.69x. Definitions and interpretation are available on Stocklore.

What are Exelon Corporation's main revenue segments?

The largest segment is Electricity Us Regulated, about 94.5% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Exelon Corporation (EXC) stock?

On Stocklore you can see EXC's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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