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Exelon Corp

EXC
Exchange
Nasdaq
Industry
Electric & Other Services Combined
SEC CIK
0001109357

No open-market purchases or sales by Exelon Corp insiders were filed in the last 90 days; 1,291 institutions reported holding it in 13F filings for Q2 2026, worth $44.2B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Exelon Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
925
No complete 13F data for Q4 2020
Shares held
779.2M
No complete 13F data for Q4 2020
Total value
$34.1B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting EXC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 925 institutions
Q1 2021: 925 institutionsQ2 2021: 923 institutionsQ3 2021: 937 institutionsQ4 2021: 1,071 institutionsQ1 2022: 1,026 institutionsQ2 2022: 1,021 institutionsQ3 2022: 990 institutionsQ4 2022: 1,007 institutionsQ1 2023: 1,003 institutionsQ2 2023: 1,005 institutionsQ3 2023: 1,001 institutionsQ4 2023: 1,020 institutionsQ1 2024: 1,009 institutionsQ2 2024: 992 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,102 institutionsQ1 2025: 1,196 institutionsQ2 2025: 1,177 institutionsQ3 2025: 1,201 institutionsQ4 2025: 1,249 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,291 institutions
Value heldQ1 2021: $34.1B
Q1 2021: $34.1BQ2 2021: $34.9BQ3 2021: $38.1BQ4 2021: $45.4BQ1 2022: $38.4BQ2 2022: $36.8BQ3 2022: $30.3BQ4 2022: $35.2BQ1 2023: $34.2BQ2 2023: $33.0BQ3 2023: $30.9BQ4 2023: $29.1BQ1 2024: $30.9BQ2 2024: $28.7BQ3 2024: $33.2BQ4 2024: $30.8BQ1 2025: $38.3BQ2 2025: $36.8BQ3 2025: $38.1BQ4 2025: $40.2BQ1 2026: $45.1BQ2 2026: $44.2B
Institutions holding EXC and their total value by quarter
QuarterHoldersValue
Q2 20261,291$44.2B
Q1 20261,285$45.1B
Q4 20251,249$40.2B
Q3 20251,201$38.1B
Q2 20251,177$36.8B
Q1 20251,196$38.3B
Q4 20241,102$30.8B
Q3 20241,055$33.2B
Q2 2024992$28.7B
Q1 20241,009$30.9B
Q4 20231,020$29.1B
Q3 20231,001$30.9B
Q2 20231,005$33.0B
Q1 20231,003$34.2B
Q4 20221,007$35.2B
Q3 2022990$30.3B
Q2 20221,021$36.8B
Q1 20221,026$38.4B
Q4 20211,071$45.4B
Q3 2021937$38.1B
Q2 2021923$34.9B
Q1 2021925$34.1B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Exelon Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EXC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
USA Financial Portformulas Corp8$00.00%––
Liberty Wealth Management LLC16$00.00%––
HBC Financial Services, PLLC1$550.00%––
Financial Perspectives, Inc20,535$4690.02%––
Covington Capital Management21$1.00K0.00%––
West Oak Capital, LLC16$1.00K0.00%––
Grandview Asset Management LLC33$1.00K0.00%––
Pacitti Group Inc.25$1.00K0.00%––
Sound Income Strategies, LLC43$1.88K0.00%––
Massmutual Trust Co FSB38$2.00K0.00%––
Stuart Chaussee & Associates, Inc.43$2.00K0.00%––
Mascoma Wealth Management LLC57$2.00K0.00%––
Savior LLC52$2.00K0.00%––
Heritage Wealth Management, LLC43$2.00K0.00%––
Acadian Asset Management LLC65$3.00K0.00%––
Tradewinds Capital Management, LLC58$3.00K0.00%––
Summit Wealth Group, LLC68$3.00K0.00%––
Halpern Financial, Inc.79$3.46K0.00%––
AllSquare Wealth Management LLC100$4.00K0.00%––
GPS Wealth Strategies Group, LLC110$4.00K0.00%––
Evolution Wealth Advisors, LLC89$4.00K0.00%––
Lloyd Advisory Services, LLC.93$4.00K0.00%––
ShoreHaven Wealth Partners, LLC92$4.00K0.00%––
Newbridge Financial Services Group, Inc.101$4.00K0.00%––
West Paces Advisors Inc.92$4.02K0.00%––
Proffitt & Goodson Inc114$5.00K0.00%––
Capital Advisors, Ltd. LLC125$5.00K0.00%––
Clearview Wealth Advisors LLC109$5.00K0.00%––
Creative Financial Designs Inc140$6.00K0.00%––
Asset Dedication, LLC136$6.00K0.00%––
Wealthcare Capital Management LLC134$6.00K0.00%––
BerganKDV Wealth Management, LLC138$6.00K0.00%––
Acima Private Wealth, LLC131$6.00K0.00%––
Baldwin Brothers Inc150$7.00K0.00%––
Wagner Wealth Management, LLC166$7.00K0.01%––
Princeton Global Asset Management LLC149$7.00K0.00%––
KB Financial Partners, LLC152$7.00K0.00%––
Meridian Wealth Partners, LLC177$8.00K0.00%––
Filbrandt Wealth Management, LLC179$8.00K0.00%––
Alpha DNA Investment Management LLC200$8.00K0.01%––
Atwood & Palmer Inc200$9.00K0.00%––
Motco207$9.00K0.00%––
Graves-Light Private Wealth Management, Inc.212$9.00K0.00%––
Carolinas Wealth Consulting LLC197$9.00K0.00%––
Piscataqua Savings Bank200$9.00K0.01%––
Raffa Wealth Management, LLC223$9.75K0.00%––
Valley National Advisers Inc232$10.0K0.00%––
Financial Management Professionals, Inc.238$10.0K0.00%––
Trust Co239$10.0K0.01%––
D'Orazio & Associates, Inc.233$10.0K0.00%––
First Bank & Trust237$10.0K0.01%––
Cedar Mountain Advisors, LLC225$10.0K0.00%––
Resolute Partners Group239$10.0K0.00%––
Northern Oak Wealth Management Inc250$11.0K0.00%––
Larson Financial Group LLC254$11.0K0.00%––
Laurel Wealth Advisors LLC250$11.0K0.00%––
Coastal Capital Group, Inc.261$11.0K0.00%––
DB Wealth Management Group, LLC246$11.0K0.01%––
Sittner & Nelson, LLC261$11.0K0.01%––
Human Investing LLC284$12.0K0.00%––
Iron Horse Wealth Management, LLC282$12.0K0.01%––
Annapolis Financial Services, LLC279$12.0K0.00%––
Mark Sheptoff Financial Planning, LLC300$13.0K0.01%––
Cribstone Capital Management, LLC300$13.0K0.01%––
CNB Bank300$13.0K0.01%––
TFC Financial Management302$13.0K0.01%––
Leonteq Securities AG302$13.2K0.00%––
FAI Wealth Management333$14.0K0.01%––
Systematic Financial Management LP349$15.0K0.00%––
Reilly Financial Advisors, LLC342$15.0K0.00%––
Allworth Financial LP371$16.0K0.00%––
Gemmer Asset Management LLC366$16.0K0.00%––
Perennial Advisors, LLC370$16.0K0.01%––
BDO Wealth Advisors, LLC375$16.0K0.00%––
Atlas Private Wealth Advisors366$16.0K0.01%––
Clearstead Advisors, LLC380$17.0K0.00%––
Country Trust Bank380$17.0K0.00%––
Moisand Fitzgerald Tamayo, LLC391$17.0K0.01%––
Institutional & Family Asset Management, LLC382$17.0K0.00%––
HHM Wealth Advisors, LLC400$17.0K0.01%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA400$17.5K0.03%––
Bartlett & Co. Wealth Management LLC408$17.8K0.00%––
Tompkins Financial Corp404$18.0K0.00%––
Kempen Capital Management N.V.403$18.0K0.00%––
Baystate Wealth Management LLC408$18.0K0.00%––
Bartlett & Co. LLC408$18.0K0.00%––
TCI Wealth Advisors, Inc.418$18.0K0.01%––
Glen Eagle Advisors, LLC420$18.4K0.01%––
Pinnacle Financial Partners Inc454$19.0K0.00%––
Wela Strategies, Inc.18,702$19.0K0.01%––
Zions Bancorporation, N.A.433$19.0K0.00%––
Ellis Investment Partners, LLC434$19.0K0.01%––
Evoke Wealth, LLC438$19.0K0.00%––
American State Bank (Iowa)450$19.7K0.02%––
CSat Investment Advisory, L.P.464$20.0K0.02%––
Independence Bank of Kentucky450$20.0K0.01%––
Fiduciary Planning LLC450$20.0K0.03%––
Dividend Assets Capital, LLC480$21.0K0.00%––
Hanson & Doremus Investment Management489$21.0K0.00%––
Anchor Investment Management, LLC500$21.9K0.00%––