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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FinTrust Capital Advisors, LLC | 510 | $25.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 539 | $26.0K | 0.00% | +75+16.2% | Added |
| Catalyst Capital Advisors LLC | 587 | $28.0K | 0.00% | −12−2.0% | Reduced |
| Albion Financial Group | 600 | $29.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 590 | $29.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 622 | $30.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 640 | $31.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 668 | $32.0K | 0.01% | +6+0.9% | Added |
| Center for Financial Planning, Inc. | 660 | $32.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 674 | $33.0K | 0.04% | −333−33.1% | Reduced |
| Private Capital Group, LLC | 681 | $33.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 683 | $33.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 700 | $34.0K | 0.02% | +200+40.0% | Added |
| Optimum Investment Advisors | 722 | $35.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 748 | $36.0K | 0.00% | +2+0.3% | Added |
| Ten Capital Wealth Advisors, LLC | 750 | $36.0K | 0.02% | 00.0% | Unchanged |
| Twin Tree Management, LP | 753 | $36.0K | 0.00% | +753 | New |
| Cordasco Financial Network | 788 | $38.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 792 | $38.0K | 0.00% | +167+26.7% | Added |
| Johnson Midwest Financial, LLC | 812 | $39.0K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 835 | $40.0K | 0.01% | +87+11.6% | Added |
| NVWM, LLC | 837 | $40.0K | 0.01% | +837 | New |
| Wealth Quarterback LLC | 835 | $41.0K | 0.03% | +7+0.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 855 | $41.0K | 0.01% | +136+18.9% | Added |
| Parkside Financial Bank & Trust | 892 | $43.0K | 0.01% | −41−4.4% | Reduced |
| West Paces Advisors Inc. | 892 | $43.1K | 0.02% | +800+869.6% | Added |
| Concord Wealth Partners | 917 | $44.0K | 0.02% | −509−35.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 915 | $44.0K | 0.00% | −288−23.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 911 | $44.0K | 0.00% | +163+21.8% | Added |
| Ironwood Financial, llc | 936 | $45.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 931 | $45.0K | 0.01% | +3+0.3% | Added |
| Oakworth Capital, Inc. | 967 | $47.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 992 | $48.0K | 0.00% | −190−16.1% | Reduced |
| Burleson & Company, LLC | 987 | $48.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,000 | $48.0K | 0.01% | +1,000 | New |
| Bedel Financial Consulting, Inc. | 1,055 | $51.0K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,098 | $53.0K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,100 | $53.0K | 0.00% | +43+4.1% | Added |
| Ancora Advisors, LLC | 1,091 | $53.0K | 0.00% | +177+19.4% | Added |
| Resources Management Corp | 1,110 | $54.0K | 0.01% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $55.0K | 0.04% | – | New |
| Professional Financial Advisors, LLC | 1,148 | $56.0K | 0.03% | +8+0.7% | Added |
| Boit C F David | 1,200 | $57.0K | 0.04% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,188 | $57.0K | 0.01% | +600+102.0% | Added |
| Ade, LLC | 1,190 | $58.0K | 0.05% | −139−10.5% | Reduced |
| Tortoise Investment Management, LLC | 1,210 | $58.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 1,203 | $58.0K | 0.05% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,239 | $60.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,312 | $63.0K | 0.04% | 00.0% | Unchanged |
| First Command Bank | 1,297 | $63.0K | 0.01% | +2+0.2% | Added |
| First Command Financial Services, Inc. | 1,297 | $63.0K | 0.01% | +2+0.2% | Added |
| Tarbox Family Office, Inc. | 1,335 | $65.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 1,400 | $68.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1,400 | $68.0K | 0.01% | +200+16.7% | Added |
| Zions Bancorporation, N.A. | 1,414 | $68.0K | 0.01% | +988+231.9% | Added |
| BBVA USA | 1,421 | $69.0K | 0.00% | −159−10.1% | Reduced |
| Vestor Capital, LLC | 1,493 | $72.0K | 0.01% | −1,023−40.7% | Reduced |
| Clearstead Advisors, LLC | 1,532 | $74.0K | 0.01% | +740+93.4% | Added |
| Montag A & Associates Inc | 1,575 | $76.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,601 | $77.0K | 0.02% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 1,601 | $77.0K | 0.02% | +1,601 | New |
| Webster Bank, N. A. | 1,623 | $78.0K | 0.01% | −87−5.1% | Reduced |
| Rosenberg Matthew Hamilton | 1,621 | $78.0K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,692 | $82.0K | 0.09% | 00.0% | Unchanged |
| HM Payson & Co | 1,800 | $87.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,808 | $87.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,800 | $87.0K | 0.06% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,800 | $87.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 1,790 | $87.0K | 0.00% | +47+2.7% | Added |
| Norway Savings Bank | 1,855 | $90.0K | 0.04% | 00.0% | Unchanged |
| First PREMIER Bank | 1,883 | $91.0K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 1,912 | $92.0K | 0.01% | +116+6.5% | Added |
| Eagle Bay Advisors LLC | 1,901 | $92.0K | 0.05% | +568+42.6% | Added |
| South State Corp. | 1,906 | $92.0K | 0.01% | +1,906 | New |
| First National Bank of South Miami | 1,925 | $93.0K | 0.06% | −806−29.5% | Reduced |
| Adirondack Trust Co | 1,755 | $93.0K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,975 | $95.0K | 0.01% | −200−9.2% | Reduced |
| Hexagon Capital Partners LLC | 1,972 | $95.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,025 | $98.0K | 0.02% | +109+5.7% | Added |
| MCF Advisors LLC | 2,242 | $108.0K | 0.01% | +25+1.1% | Added |
| RWM Asset Management, LLC | 2,246 | $109.0K | 0.02% | +2,246 | New |
| Evoke Wealth, LLC | 2,341 | $113.0K | 0.00% | +2,000+586.5% | Added |
| Focused Wealth Management, Inc | 2,406 | $116.0K | 0.02% | +48+2.0% | Added |
| C M Bidwell & Associates Ltd | 2,470 | $119.0K | 0.08% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,478 | $120.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,520 | $122.0K | 0.01% | −300−10.6% | Reduced |
| Caldwell Trust Co | 2,698 | $130.4K | 0.02% | −64−2.3% | Reduced |
| State of Wyoming | 2,728 | $132.0K | 0.08% | +2,728 | New |
| Arkadios Wealth Advisors | 2,761 | $133.0K | 0.02% | −89−3.1% | Reduced |
| Sutton Wealth Advisors Inc. | 2,809 | $135.8K | 0.05% | 00.0% | Unchanged |
| Hudock, Inc. | 2,915 | $140.0K | 0.04% | +12+0.4% | Added |
| Global Retirement Partners, LLC | 2,985 | $144.0K | 0.01% | +11+0.4% | Added |
| Brewin Dolphin Ltd | 3,000 | $145.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3,046 | $147.0K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,250 | $157.0K | 0.07% | +3,250 | New |
| Old Second National Bank of Aurora | 3,354 | $162.0K | 0.04% | −100−2.9% | Reduced |
| Quadrant Capital Group LLC | 3,372 | $163.0K | 0.02% | +189+5.9% | Added |
| Carmichael Hill & Associates, Inc. | 3,442 | $166.0K | 0.09% | +3+0.1% | Added |
| Berman Capital Advisors, LLC | 3,513 | $169.0K | 0.03% | +1,109+46.1% | Added |
| Alpha Paradigm Partners, LLC | 3,539 | $171.0K | 0.07% | −3,048−46.3% | Reduced |