Nasdaq· Electric & Other Services Combined· Inc. PA· CIK 0001109357

EXC

EXELON CORP

$40.85 ▲ +0.94%

Prev close $40.47

Market cap$41.7B

ConsensusSell

12-mo target$48.53 (+18.8%)

▼ Bearish

Analyst conviction 3/10

30 New Institutional Positions20 Institutional Exits Traditional Energy

Snapshot

The big-picture read on EXC right now — valuation, ownership and activity at a glance.

Market Cap

$41.7B

Cap Size

Large Cap

Analyst Consensus

Sell (27%)

Inst. Holders

50 funds

Inst. Value

$36.1B

Inst. Activity

30 buys / 20 sells

SEC Reports

Price chart 30d -7.1%

Daily candles (open–high–low–close) with volume. Green = up day, red = down day.

Vol

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Sep 30, 2026 Insider

BOWERS WILLIAM P was granted 1,067 shares

Director @ $40.40 ($43.1K)

Sep 30, 2026 Insider

Cheshire Marjorie Rodgers was granted 511 shares

Director @ $40.40 ($20.6K)

Sep 30, 2026 Insider

Lillie Charisse R was granted 6 shares

Director @ $40.40 ($242.40)

Sep 22, 2026 short_volume

Short Volume: EXC — 63.8% short (0.8M / 1.3M)

Short: 812,326 | Exempt: 9,665 | TRF Vol: 1,272,528 | Short Ratio: 63.8% | Off-exchange volume (dark

Jun 30, 2026 Inst.

Capital World Investors — ADD

51,262,524 shares ($2.4B)

Jun 30, 2026 Inst.

LAZARD ASSET MANAGEMENT LLC — ADD

32,169,502 shares ($1.5B)

Mar 18, 2026 SEC

Exelon Corporation has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, scheduled for April 28,

DEFA14A — Impact 3/10

Analyst ratings buy % -41.3%

How Wall Street rates the stock today, and the latest firm-by-firm actions.

Sell 27% rate it Buy or better · 26 analysts

Strong Buy 3 12% Buy 4 15% Hold 17 65% Sell 2 8% Strong Sell 0 0%

Recent analyst actions

Date	Firm	Action	Rating	Firm rating
Sep 22, 2026	Argus Research	MAINTAIN	Buy	54%
Sep 18, 2026	Morgan Stanley	MAINTAIN	Equal-Weight	55%
Aug 21, 2026	Morgan Stanley	MAINTAIN	Equal-Weight	55%
Aug 13, 2026	Truist Securities	MAINTAIN	Hold	55%
Jul 16, 2026	Truist Securities	MAINTAIN	Hold	55%
May 29, 2026	Truist Securities	MAINTAIN	Hold	55%
May 15, 2026	TD Cowen	MAINTAIN	Hold	56%
May 13, 2026	Keybanc	MAINTAIN	Underweight	52%
Apr 21, 2026	Morgan Stanley	MAINTAIN	Equal-Weight	55%
Apr 21, 2026	Keybanc	MAINTAIN	Underweight	52%

Monthly consensus history

Period	Str. Buy	Buy	Hold	Sell	Buy %
Sep 1, 2026	3	4	17	2	27%
Aug 1, 2026	3	4	18	2	26%
Jul 1, 2026	3	4	18	2	26%
Jun 1, 2026	3	4	18	2	26%
May 1, 2026	3	4	18	2	26%
Apr 1, 2026	4	7	14	2	41%
Mar 1, 2026	3	7	14	2	38%
Feb 1, 2026	3	7	14	2	38%

Price targets

Where 17 covering analysts think EXC trades over the next 12 months.

$48.53 +18.8% upside Buy

Current$40.85 Low$41.00 Median$48.00 High$58.00 17 analysts

$41.00$58.00

Analyst rating Hold· 2.8/5 as of Oct 2, 2026

Reports & filings

AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.

1 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 3.0/10.

NEUTRALDEFA14A3/10

Exelon Corporation has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, sch

Mar 18, 2026

Upcoming & catalyst events

Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.

Sep 22, 2026

short_volume

Short Volume: EXC — 63.8% short (0.8M / 1.3M)

Short: 812,326 | Exempt: 9,665 | TRF Vol: 1,272,528 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)

Sep 21, 2026

short_volume

Short Volume: EXC — 65.1% short (1.3M / 2.1M)

Short: 1,336,153 | Exempt: 1,436 | TRF Vol: 2,052,883 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)

Sep 18, 2026

short_volume

Short Volume: EXC — 69.3% short (1.1M / 1.6M)

Short: 1,102,133 | Exempt: 1,452 | TRF Vol: 1,590,660 | Short Ratio: 69.3% | Off-exchange volume (dark pool + OTC)

Sep 16, 2026

short_volume

Short Volume: EXC — 55.7% short (0.9M / 1.6M)

Short: 916,245 | Exempt: 1,939 | TRF Vol: 1,644,567 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)

Sep 14, 2026

short_volume

Short Volume: EXC — 56.1% short (0.9M / 1.5M)

Short: 854,995 | Exempt: 4,550 | TRF Vol: 1,523,219 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)

Earnings estimates

Forecast earnings per share and revenue by period — and whether estimates are rising.

Period	EPS Est.	Range	Growth	30d Rev	Up/Dn	Revenue	#
Current Q	$0.81	$0.76–$0.89	-5.9%	-3.1%	0↑ 7↓	$6.8B	11
Next Q	$0.83	$0.75–$0.95	42.5%	+30.7%	2↑ 0↓	$5.6B	3
Current FY	$2.86	$2.83–$2.88	3.1%	+0.0%	3↑ 3↓	$25.5B	18
Next FY	$3.04	$2.89–$3.09	6.4%	+0.0%	1↑ 2↓	$26.3B	19

Current-quarter EPS estimate — revision history

When	EPS estimate	Change vs now
Current	$0.809	—
7d ago	$0.821	-0.012
30d ago	$0.835	-0.026
60d ago	$0.884	-0.075
90d ago	$0.883	-0.074

Institutional ownership

Which big funds own EXC (from quarterly 13F filings) and who is adding or trimming.

50 institutional holders with $36.1B total value (774,739,704 shares) as of 2026-Q2. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 30 institutions added/increased vs 20 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
BlackRock, Inc.	119,770,685	$5.6B	15.5%	—
STATE STREET CORP	67,464,176	$3.1B	8.7%	—
VANGUARD CAPITAL MANAGEMENT LLC	66,799,154	$3.1B	8.6%	—
VANGUARD PORTFOLIO MANAGEMENT LLC	56,233,966	$2.6B	7.3%	—
Capital World Investors	51,262,524	$2.4B	6.6%	ADD +27.9%
Invesco Ltd.	38,112,879	$1.8B	4.9%	—
GEODE CAPITAL MANAGEMENT, LLC	32,376,504	$1.5B	4.2%	—
LAZARD ASSET MANAGEMENT LLC	32,169,502	$1.5B	4.2%	ADD +30.7%
WELLINGTON MANAGEMENT GROUP LLP	20,145,585	$939.2M	2.6%	—
GQG Partners LLC	19,796,580	$922.9M	2.6%	—

Recent position changes

Fund	Action	Prev	Current	Change	Value
Capital World Investors	ADD	40,074,592	51,262,524	+27.9%	$2.4B
LAZARD ASSET MANAGEMENT LLC	ADD	24,620,304	32,169,502	+30.7%	$1.5B
NORDEA INVESTMENT MANAGEMENT AB	ADD	10,282,589	13,226,544	+28.6%	$618.5M
NORGES BANK	NEW	—	13,097,968	—	$610.6M
DEUTSCHE BANK AG\	TRIM	19,657,029	12,173,111	-38.1%	$567.5M
FMR LLC	TRIM	23,027,865	9,855,590	-57.2%	$459.5M
BNP PARIBAS FINANCIAL MARKETS	DOUBLED	2,691,834	6,155,294	+128.7%	$287.0M
Capital International Investors	TRIM	15,345,302	5,344,162	-65.2%	$249.1M
JPMORGAN CHASE & CO	ADD	3,580,715	4,903,203	+36.9%	$231.2M
Robeco Institutional Asset Management B.V.	ADD	3,346,505	4,776,905	+42.7%	$222.7M

Insider activity

Buying and selling by company executives and directors (SEC Form 4).

14 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.

Date	Insider	Title	Type	Shares	Price	Value
Sep 30, 2026	BOWERS WILLIAM P	Director	AWARD	1,067	$40.40	$43.1K
Sep 30, 2026	Cheshire Marjorie Rodgers	Director	AWARD	511	$40.40	$20.6K
Sep 30, 2026	Lillie Charisse R	Director	AWARD	6	$40.40	$242.40
Sep 30, 2026	Rogers Matthew C	Director	AWARD	897	$40.40	$36.2K
Jun 30, 2026	Rogers Matthew C	Director	AWARD	778	$46.62	$36.3K
Jun 30, 2026	BOWERS WILLIAM P	Director	AWARD	925	$46.62	$43.1K
Jun 30, 2026	Cheshire Marjorie Rodgers	Director	AWARD	442	$46.62	$20.6K
Jun 30, 2026	Lillie Charisse R	Director	AWARD	5	$46.62	$233.10
Mar 31, 2026	BOWERS WILLIAM P	Director	AWARD	878	$49.82	$43.7K
Mar 31, 2026	Cheshire Marjorie Rodgers	Director	AWARD	878	$49.82	$43.7K

Short interest & halts

FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for EXC.

Shares short

33,608,259

Settlement Sep 15, 2026

Change vs prior

+4.9%

Semi-monthly cycle

Days to cover

4.0

At avg daily volume

Of shares outstanding

≈3.3%

Estimate — not % of float

All EXC filing & press-release reports (1)

DEFA14A reportMar 18, 2026