Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Exelon Corp (EXC)

1K + Investors. Track Smart Money conviction in EXC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +39
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — EXC

Based on 1281 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added EXC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,281 hedge funds hold EXC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+113 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

679 buying522 selling
Last quarter: 679 funds bought or added vs 522 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 126 → 123 → 178 → 159. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 16% new
838 out of 1,281 hedge funds have held EXC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

194 → 126 → 123 → 178 → 159 new funds/Q
New funds entering each quarter: 126 → 123 → 178 → 159. A growing number of institutions are discovering EXC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 20% new
Entry-cohort mix of 1,319 holders: 915 (69%) are 2+ year veterans, 135 entered 1–2 years ago, and 269 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
67 of 1275 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in EXC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EXC

In 2026 Q1, 679 hedge funds were net buyers of EXC (159 opened a new position, 520 added to an existing one), while 522 reduced or exited (402 trimmed, 120 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 51% of total institutional value in EXC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +39 funds (more new holders than closures). Total institutional holders: 1281.

Hedge Fund Ownership: EXC

How many hedge funds hold EXC — quarterly history vs. share price
Quarterly hedge fund ownership of EXC vs. share price

Market Analysis: EXC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EXC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Exelon Corp (EXC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EXC has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
EXC
-7.1%
XLU
-3.1%

EXC outperformed XLU by -4.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
EXC
+6.0%
XLU
+89.7%

Since the filing became public, EXC outperformed XLU by -83.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

64 top-rated funds 1 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: EXC
1K + Investors

Track Smart Money conviction in EXC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1264 1242 1.77%
13F Shares 895M 904M -0.96%
Total Value $43.17B $39.27B 9.91%
New Positions 154 178 -24
Increased Positions 505 504 +1
Closed Positions 132 114 +18
Reduced Positions 385 374 +11
Total Calls 24 23 4.35%
Total Puts 20 15 33.33%
PUT/CALL Ratio 0.83 0.65 Neutral

Statistics: EXC

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EXC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EXC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Longboard Asset Management, LP 3.70% 4,366 $214K
2 ANTIPODES PARTNERS Ltd 3.55% 3,763,381 $184.5M
3 RWC Asset Management LLP 3.35% 1,637,852 $80.3M
4 Miller Howard Investments Inc /Ny 2.26% 1,685,069 $82.6M
5 Mizuho Markets Americas LLC 2.22% 1,655,400 $81.1M
6 Lazard Asset Management LLC 1.99% 24,620,304 $1.21B
7 Teza Capital Management LLC 1.83% 10,223 $501K
8 GQG Partners LLC 1.73% 22,278,201 $1.09B
9 Opus Investment Management Inc 1.64% 56,000 $2.7M
10 Board of the Pension Protection Fund 1.63% 36,100 $1.8M
11 Ethos Capital Management, Inc. 1.56% 37,214 $1.8M
12 Foresight Group Ltd Liability Partnership 1.42% 163,495 $8.0M
13 Garton & Associates Financial Advisors LLC 1.33% 33,284 $1.6M
14 Trium Capital LLP 1.31% 37,837 $1.9M
15 Providence Wealth Advisors, LLC 1.25% 40,428 $2.0M
16 Strategic Planning, Inc. 1.22% 49,697 $2.4M
17 J. Safra Sarasin Holding AG 1.16% 1,393,792 $68.3M
18 Trinity Legacy Partners, LLC 1.16% 110,144 $5.4M
19 Te Ahumairangi Investment Management Ltd 1.13% 137,628 $6.7M
20 Heartland Advisors Inc 1.09% 437,424 $21.4M
21 McKinney Capital Management, LLC 0.99% 23,503 $1.2M
22 BTS Asset Management, Inc. 0.99% 5,233 $257K
23 Van Hulzen Asset Management, LLC 0.99% 270,653 $13.3M
24 Maryland State Retirement & Pension System 0.97% 973,654 $47.7M
25 Davidson Investment Advisors 0.89% 391,168 $18.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Exelon Corp (EXC)

What does the Smart Money Trend signal show for EXC?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EXC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EXC?

Slight buying edge — 57% buying: Last quarter: 679 funds bought or added vs 522 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EXC holders?

Elite ownership — 51% AUM from top-100 funds: 67 of 1275 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in EXC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EXC?

65% of holders stayed for 2+ years: 838 out of 1,281 hedge funds have held EXC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Exelon Corp (EXC) following the 2026 Q1 hedge fund 13F filings?

As of today, EXC has moved +6.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +89.7% for the XLU sector ETF — an outperformance of -83.7%. Since the quarter end (March 31, 2026), EXC has gained -7.1% vs -3.1% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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