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, Q2 2021
Institutional positions in Exelon Corp as of Jun 30, 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
- 923
- +8 vs. Q1 2021
- Shares held
- 788.5M
- +13.1M (+1.7%) vs. Q1 2021
- Total value
- $34.9B
- +$1.03B (+3.0%) vs. Q1 2021
- New holders
- 78
- 329 more added
- Sold out
- 70
- 327 more reduced
10 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,291 | $44.2B |
| Q1 2026 | 1,285 | $45.1B |
| Q4 2025 | 1,249 | $40.2B |
| Q3 2025 | 1,201 | $38.1B |
| Q2 2025 | 1,177 | $36.8B |
| Q1 2025 | 1,196 | $38.3B |
| Q4 2024 | 1,102 | $30.8B |
| Q3 2024 | 1,055 | $33.2B |
| Q2 2024 | 992 | $28.7B |
| Q1 2024 | 1,009 | $30.9B |
| Q4 2023 | 1,020 | $29.1B |
| Q3 2023 | 1,001 | $30.9B |
| Q2 2023 | 1,005 | $33.0B |
| Q1 2023 | 1,003 | $34.2B |
| Q4 2022 | 1,007 | $35.2B |
| Q3 2022 | 990 | $30.3B |
| Q2 2022 | 1,021 | $36.8B |
| Q1 2022 | 1,026 | $38.4B |
| Q4 2021 | 1,071 | $45.4B |
| Q3 2021 | 937 | $38.1B |
| Q2 2021 | 923 | $34.9B |
| Q1 2021 | 925 | $34.1B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Independent Solutions Wealth Management, LLC | 10,871 | $481.7K | 0.12% | +5,226+92.6% | Added |
| National Asset Management, Inc. | 10,842 | $481.0K | 0.02% | +718+7.1% | Added |
| Two Sigma Securities, LLC | 10,859 | $481.0K | 0.12% | +10,859 | New |
| Hennion & Walsh Asset Management, Inc. | 10,822 | $480.0K | 0.03% | −1,165−9.7% | Reduced |
| Assetmark, Inc | 10,807 | $479.0K | 0.00% | −7,114−39.7% | Reduced |
| First National Bank & Trust Co of Newtown | 10,808 | $479.0K | 0.10% | −618−5.4% | Reduced |
| Strategic Advisors LLC | 10,609 | $470.0K | 0.12% | +1,246+13.3% | Added |
| J.W. Cole Advisors, Inc. | 10,565 | $468.0K | 0.04% | +10,565 | New |
| Signaturefd, LLC | 10,418 | $462.0K | 0.02% | −1,773−14.5% | Reduced |
| Cornerstone Advisory, LLC | 10,421 | $462.0K | 0.08% | −1,245−10.7% | Reduced |
| Archer Investment Corp | 10,368 | $459.4K | 0.18% | 00.0% | Unchanged |
| Conning Inc. | 10,370 | $459.0K | 0.01% | −1,142−9.9% | Reduced |
| Vontobel Holding Ltd. | 10,304 | $459.0K | 0.00% | +35+0.3% | Added |
| Gradient Investments LLC | 10,329 | $458.0K | 0.01% | −137−1.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,264 | $455.0K | 0.01% | +1,974+23.8% | Added |
| Heartland Bank & Trust Co | 10,231 | $453.0K | 0.42% | +10,231 | New |
| Fiduciary Trust Co | 10,215 | $452.0K | 0.01% | −433−4.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,200 | $452.0K | 0.06% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 10,195 | $451.0K | 0.19% | −200−1.9% | Reduced |
| Longfellow Investment Management Co LLC | 10,091 | $448.0K | 0.06% | −6,441−39.0% | Reduced |
| VeraBank, N.A. | 10,107 | $448.0K | 0.27% | −347−3.3% | Reduced |
| Northwest Bancshares, Inc. | 10,047 | $445.0K | 0.10% | −280−2.7% | Reduced |
| Aull & Monroe Investment Management Corp | 10,003 | $443.0K | 0.21% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 9,990 | $443.0K | 0.06% | +40+0.4% | Added |
| Cresset Asset Management, LLC | 9,875 | $438.0K | 0.01% | +9,875 | New |
| Arabesque Asset Management Ltd | 9,800 | $434.0K | 0.18% | +9,800 | New |
| Checchi Capital Advisers, LLC | 9,763 | $433.0K | 0.05% | +320+3.4% | Added |
| TSFG, LLC | 9,735 | $431.0K | 0.17% | +40.0% | Added |
| Jump Financial, LLC | 9,727 | $431.0K | 0.04% | +9,727 | New |
| IHT Wealth Management, LLC | 9,615 | $426.0K | 0.03% | −17−0.2% | Reduced |
| MidWestOne Financial Group, Inc. | 9,576 | $424.0K | 0.10% | −2,485−20.6% | Reduced |
| Sentry Investment Management LLC | 9,567 | $424.0K | 0.11% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 9,568 | $424.0K | 0.12% | +9,568 | New |
| Private Trust Co NA | 9,489 | $420.0K | 0.06% | +206+2.2% | Added |
| Platform Technology Partners | 9,466 | $419.0K | 0.17% | +9,466 | New |
| Spire Wealth Management | 9,443 | $418.0K | 0.01% | −17,325−64.7% | Reduced |
| Lantz Financial LLC | 9,438 | $418.0K | 0.21% | 00.0% | Unchanged |
| Capula Management Ltd | 9,404 | $417.0K | 0.08% | +9,404 | New |
| Trustco Bank Corp N Y | 9,388 | $416.0K | 0.37% | −1,600−14.6% | Reduced |
| IFP Advisors, Inc | 9,261 | $412.0K | 0.01% | +2,916+46.0% | Added |
| Fisher Asset Management, LLC | 9,257 | $410.0K | 0.00% | −658−6.6% | Reduced |
| MAI Capital Management | 9,253 | $410.0K | 0.01% | −366−3.8% | Reduced |
| Bollard Group LLC | 9,261 | $410.0K | 0.01% | +77+0.8% | Added |
| RNC Capital Management LLC | 9,175 | $407.0K | 0.02% | −1,200−11.6% | Reduced |
| People's United Financial, Inc. | 9,165 | $406.0K | 0.01% | +859+10.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 8,859 | $405.0K | 0.01% | −25,318−74.1% | Reduced |
| Alpha Omega Wealth Management LLC | 9,145 | $405.0K | 0.07% | 00.0% | Unchanged |
| Ieq Capital, LLC | 9,075 | $402.0K | 0.01% | +2,993+49.2% | Added |
| Ameritas Investment Company, LLC | 2,606 | $397.0K | 0.02% | +57+2.2% | Added |
| Adirondack Research & Management Inc. | 8,920 | $395.0K | 0.46% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 8,800 | $390.0K | 0.04% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 8,673 | $384.0K | 0.02% | −2,491−22.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 8,662 | $384.0K | 0.02% | −1,219−12.3% | Reduced |
| Stephenson National Bank & Trust | 8,601 | $381.0K | 0.25% | +488+6.0% | Added |
| Grove Bank & Trust | 8,585 | $380.0K | 0.08% | −53−0.6% | Reduced |
| Marietta Investment Partners LLC | 8,500 | $377.0K | 0.09% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 8,475 | $376.0K | 0.05% | +333+4.1% | Added |
| Scotia Capital Inc. | 8,442 | $374.0K | 0.00% | −513−5.7% | Reduced |
| Coastal Investment Advisors, Inc. | 8,434 | $374.0K | 0.09% | −501−5.6% | Reduced |
| Insight Advisors, LLC | 7,834 | $368.0K | 0.12% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,298 | $368.0K | 0.00% | +706+9.3% | Added |
| Van Cleef Asset Management,Inc | 8,287 | $367.0K | 0.05% | +98+1.2% | Added |
| Toroso Investments, LLC | 8,247 | $365.0K | 0.01% | +3,111+60.6% | Added |
| Cohen Klingenstein LLC | 8,200 | $363.0K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 8,166 | $362.0K | 0.00% | −5−0.1% | Reduced |
| Mutual Advisors, LLC | 8,142 | $361.0K | 0.02% | +561+7.4% | Added |
| Front Barnett Associates LLC | 8,124 | $360.0K | 0.04% | 00.0% | Unchanged |
| AMG National Trust Bank | 8,100 | $359.0K | 0.01% | −525−6.1% | Reduced |
| Advisory Services Network, LLC | 8,054 | $357.0K | 0.01% | +469+6.2% | Added |
| Segment Wealth Management, LLC | 8,020 | $355.0K | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 8,006 | $355.0K | 0.04% | +2,198+37.8% | Added |
| Smith, Moore & Co. | 7,955 | $352.0K | 0.05% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 7,931 | $351.0K | 0.16% | 00.0% | Unchanged |
| Quest Capital Management Inc | 7,915 | $351.0K | 0.07% | −30.0% | Reduced |
| Davenport & Co LLC | 7,853 | $348.0K | 0.00% | +1,198+18.0% | Added |
| Ausdal Financial Partners, Inc. | 7,693 | $341.0K | 0.05% | +567+8.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,640 | $339.0K | 0.11% | +331+4.5% | Added |
| Beacon Pointe Advisors, LLC | 7,571 | $335.0K | 0.01% | +2,957+64.1% | Added |
| Harbour Capital Advisors, LLC | 7,515 | $333.0K | 0.09% | −140−1.8% | Reduced |
| Hollencrest Capital Management | 7,500 | $332.0K | 0.03% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 7,400 | $328.0K | 0.04% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 7,454 | $326.0K | 0.05% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 7,348 | $326.0K | 0.09% | −75−1.0% | Reduced |
| TD Private Client Wealth LLC | 7,354 | $325.9K | 0.01% | +168+2.3% | Added |
| TriaGen Wealth Management LLC | 6,937 | $325.0K | 0.17% | −3,728−35.0% | Reduced |
| Coastline Trust Co | 7,289 | $323.0K | 0.04% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 7,300 | $323.0K | 0.15% | 00.0% | Unchanged |
| Bank of Hawaii | 7,245 | $321.0K | 0.02% | −6,618−47.7% | Reduced |
| Regal Wealth Group, Inc. | 7,255 | $321.0K | 0.19% | +57+0.8% | Added |
| United Asset Strategies, Inc. | 7,213 | $320.0K | 0.04% | −1,300−15.3% | Reduced |
| Connecticut Wealth Management, LLC | 7,124 | $316.0K | 0.03% | −311−4.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 7,112 | $315.0K | 0.03% | +20.0% | Added |
| Duncker Streett & Co Inc | 7,063 | $313.0K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 7,060 | $313.0K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 7,056 | $313.0K | 0.19% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 7,008 | $311.0K | 0.01% | +103+1.5% | Added |
| CRA Financial Services, LLC | 7,005 | $310.0K | 0.11% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 6,971 | $309.0K | 0.16% | −340−4.7% | Reduced |
| Cornerstone Investment Partners, LLC | 6,968 | $309.0K | 0.02% | 00.0% | Unchanged |
| Univest Financial Corp | 6,971 | $308.0K | 0.08% | 00.0% | Unchanged |