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Livermore
Livermore
ZHEN

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, Q3 2021

Institutional positions in Exelon Corp as of Sep 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
937
+29 vs. Q2 2021
Shares held
787.7M
+5.23M (+0.7%) vs. Q2 2021
Total value
$38.1B
+$3.41B (+9.8%) vs. Q2 2021
New holders
86
335 more added
Sold out
57
331 more reduced

15 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 937 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 heldQ3 2021: $38.1B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q2 2021.

Institutions holding EXC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Heritage Wealth Management, LLC9$00.00%−34−79.1%Reduced
Evermay Wealth Management LLC9$00.00%00.0%Unchanged
Proffitt & Goodson Inc10$00.00%00.0%Unchanged
HBC Financial Services, PLLC1$00.00%00.0%Unchanged
West Oak Capital, LLC16$1.00K0.00%00.0%Unchanged
Addison Advisors LLC20$1.00K0.00%+20New
Leonteq Securities AG23$1.11K0.00%00.0%Unchanged
Motco39$2.00K0.00%−168−81.2%Reduced
Sound Income Strategies, LLC71$3.00K0.00%−22−23.7%Reduced
Crescent Capital Consulting, LLC72$3.00K0.00%00.0%Unchanged
Versant Capital Management, Inc58$3.00K0.00%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management73$3.00K0.00%+73New
Evolution Wealth Advisors, LLC89$4.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC76$4.00K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC110$5.00K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC112$5.00K0.00%+2+1.8%Added
Newbridge Financial Services Group, Inc.103$5.00K0.00%+1+1.0%Added
AllSquare Wealth Management LLC100$5.00K0.00%00.0%Unchanged
Covington Capital Management113$5.00K0.00%+113New
Cahill Financial Advisors Inc97$5.00K0.00%+97New
Capital Advisors, Ltd. LLC125$6.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.141$7.00K0.00%−97−40.8%Reduced
Baldwin Brothers Inc150$7.00K0.00%00.0%Unchanged
Princeton Global Asset Management LLC149$7.00K0.00%00.0%Unchanged
Asset Dedication, LLC136$7.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC139$7.00K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.150$7.25K0.00%+150New
Filbrandt Wealth Management, LLC179$9.00K0.01%00.0%Unchanged
Wagner Wealth Management, LLC166$9.00K0.01%00.0%Unchanged
Exchange Traded Concepts, LLC209$10.0K0.00%−18−7.9%Reduced
Atwood & Palmer Inc200$10.0K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.214$10.0K0.00%+1+0.5%Added
Piscataqua Savings Bank200$10.0K0.01%00.0%Unchanged
Raffa Wealth Management, LLC223$10.8K0.00%00.0%Unchanged
Solstein Capital, LLC233$11.0K0.01%−374−61.6%Reduced
BDO Wealth Advisors, LLC225$11.0K0.00%−150−40.0%Reduced
First Bank & Trust237$11.0K0.01%00.0%Unchanged
Valley National Advisers Inc232$11.0K0.00%00.0%Unchanged
D'Orazio & Associates, Inc.237$11.0K0.00%+2+0.9%Added
Cedar Mountain Advisors, LLC225$11.0K0.00%00.0%Unchanged
Meridian Wealth Partners, LLC222$11.0K0.00%+222New
Loring Wolcott & Coolidge Fiduciary Advisors LLP239$12.0K0.00%−30−11.2%Reduced
Northern Oak Wealth Management Inc250$12.0K0.00%00.0%Unchanged
Larson Financial Group LLC254$12.0K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC250$12.0K0.00%00.0%Unchanged
Resolute Partners Group239$12.0K0.00%00.0%Unchanged
DB Wealth Management Group, LLC246$12.0K0.01%00.0%Unchanged
Creative Financial Designs Inc258$12.0K0.00%+118+84.3%Added
FAI Wealth Management271$13.0K0.01%−62−18.6%Reduced
Coastal Capital Group, Inc.265$13.0K0.00%+1+0.4%Added
Annapolis Financial Services, LLC279$13.0K0.00%00.0%Unchanged
Sittner & Nelson, LLC261$13.0K0.01%00.0%Unchanged
Capstone Investment Advisors, LLC267$13.0K0.00%+267New
Dividend Assets Capital, LLC299$14.0K0.00%00.0%Unchanged
West Branch Capital LLC289$14.0K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC282$14.0K0.01%00.0%Unchanged
Tompkins Financial Corp285$14.0K0.00%+285New
Mascoma Wealth Management LLC295$14.0K0.01%+295New
Truvestments Capital LLC316$15.0K0.01%00.0%Unchanged
Reilly Financial Advisors, LLC300$15.0K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC300$15.0K0.01%00.0%Unchanged
Cribstone Capital Management, LLC300$15.0K0.01%00.0%Unchanged
CNB Bank300$15.0K0.01%00.0%Unchanged
TFC Financial Management302$15.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB317$15.0K0.00%+150+89.8%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC356$17.0K0.00%−180−33.6%Reduced
Delos Wealth Advisors, LLC354$17.0K0.02%00.0%Unchanged
Systematic Financial Management LP349$17.0K0.00%00.0%Unchanged
Atlas Private Wealth Advisors372$18.0K0.01%−46−11.0%Reduced
Country Trust Bank380$18.0K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC382$18.0K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.376$18.0K0.01%+197+110.1%Added
Wela Strategies, Inc.18,702$19.0K0.01%00.0%Unchanged
Gemmer Asset Management LLC402$19.0K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC400$19.0K0.01%00.0%Unchanged
Old North State Trust, LLC400$19.0K0.02%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC391$19.0K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA400$19.3K0.02%00.0%Unchanged
Bartlett & Co. Wealth Management LLC408$19.7K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.422$20.0K0.01%00.0%Unchanged
Ellis Investment Partners, LLC434$20.0K0.01%00.0%Unchanged
Baystate Wealth Management LLC408$20.0K0.00%00.0%Unchanged
Bartlett & Co. LLC408$20.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC409$20.0K0.00%+212+107.6%Added
American State Bank (Iowa)450$21.8K0.02%00.0%Unchanged
Pinnacle Financial Partners Inc454$22.0K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC452$22.0K0.01%00.0%Unchanged
Independence Bank of Kentucky450$22.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc447$22.0K0.01%+447New
Rock Creek Group, LP475$23.0K0.00%−72−13.2%Reduced
Smithfield Trust Co520$23.0K0.00%00.0%Unchanged
Manchester Capital Management LLC486$23.0K0.00%+7+1.5%Added
Parallax Volatility Advisers, L.P.484$23.0K0.00%00.0%Unchanged
Financial Perspectives, Inc477$23.1K0.01%+4+0.8%Added
First Financial Corp500$24.0K0.02%00.0%Unchanged
Monetary Management Group Inc500$24.0K0.01%00.0%Unchanged
Vectors Research Management, LLC500$24.0K0.01%00.0%Unchanged
Hanson & Doremus Investment Management489$24.0K0.01%00.0%Unchanged
Anchor Investment Management, LLC500$24.2K0.00%00.0%Unchanged
Kempen Capital Management N.V.521$25.0K0.00%−58−10.0%Reduced