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 |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 3,581 | $173.0K | 0.06% | +3,581 | New |
| Glen Eagle Advisors, LLC | 3,611 | $174.6K | 0.05% | +3,191+759.8% | Added |
| Freedman Financial Associates, Inc. | 3,614 | $175.0K | 0.13% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 3,658 | $177.0K | 0.05% | 00.0% | Unchanged |
| Logan Capital Management Inc | 3,709 | $179.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 3,741 | $181.0K | 0.01% | +1,498+66.8% | Added |
| Parallel Advisors, LLC | 3,887 | $188.0K | 0.01% | +371+10.6% | Added |
| Brown Brothers Harriman & Co | 3,960 | $191.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $193.0K | 0.06% | – | – |
| Kistler-Tiffany Companies, LLC | 4,068 | $197.0K | 0.04% | +5+0.1% | Added |
| NorthCoast Asset Management LLC | 4,175 | $202.0K | 0.01% | +4,175 | New |
| Brinker Capital Investments, LLC | 4,592 | $203.0K | 0.00% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 4,190 | $203.0K | 0.04% | +4,190 | New |
| Vision Capital Management, Inc. | 4,207 | $203.0K | 0.03% | +4,207 | New |
| Boston Private Wealth LLC | 4,204 | $203.0K | 0.00% | +4,204 | New |
| Financial Engines Advisors L.L.C. | 4,232 | $204.0K | 0.00% | +4,232 | New |
| Essex Savings Bank | 4,170 | $205.0K | 0.07% | +4,170 | New |
| Wells Trecaso Financial Group, LLC | 4,360 | $211.0K | 0.10% | +4,360 | New |
| CoreFirst Bank & Trust | 4,378 | $212.0K | 0.15% | +467+11.9% | Added |
| Venture Visionary Partners LLC | 4,407 | $213.0K | 0.02% | −456−9.4% | Reduced |
| Lake Street Financial LLC | 4,414 | $213.0K | 0.05% | +4,414 | New |
| Park Avenue Securities LLC | 4,450 | $215.0K | 0.00% | +4,450 | New |
| Red Door Wealth Management, LLC | 4,461 | $216.0K | 0.08% | +20.0% | Added |
| First National Trust Co | 4,459 | $216.0K | 0.01% | +4,459 | New |
| Planning Directions Inc | 4,483 | $217.0K | 0.16% | +4,483 | New |
| Grimes & Company, Inc. | 4,507 | $218.0K | 0.01% | −2,230−33.1% | Reduced |
| Centric Wealth Management | 4,531 | $219.0K | 0.08% | −83−1.8% | Reduced |
| Proequities, Inc. | 4,536 | $219.0K | 0.01% | −35−0.8% | Reduced |
| Heritage Trust Co | 4,530 | $219.0K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 4,537 | $219.0K | 0.02% | +22+0.5% | Added |
| Coldstream Capital Management Inc | 6,140 | $220.0K | 0.01% | +1,394+29.4% | Added |
| 44 Wealth Management LLC | 4,551 | $220.0K | 0.08% | −25−0.5% | Reduced |
| Newton One Investments LLC | 4,551 | $220.0K | 0.16% | +27+0.6% | Added |
| KLCM Advisors, Inc. | 4,549 | $220.0K | 0.05% | +4,549 | New |
| Paragon Capital Management Ltd | 4,561 | $220.0K | 0.04% | +4,561 | New |
| Camden Capital, LLC | 4,616 | $223.0K | 0.04% | −150−3.1% | Reduced |
| Segall Bryant & Hamill, LLC | 4,648 | $223.0K | 0.00% | +109+2.4% | Added |
| Earnest Partners LLC | 4,627 | $224.0K | 0.00% | −307−6.2% | Reduced |
| Signature Wealth Management Partners, LLC | 4,625 | $224.0K | 0.20% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 4,644 | $224.0K | 0.02% | +4,644 | New |
| Resonant Capital Advisors, LLC | 4,704 | $227.0K | 0.04% | +98+2.1% | Added |
| US Asset Management LLC | 4,702 | $227.0K | 0.22% | +4,702 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,737 | $229.0K | 0.01% | −1,000−17.4% | Reduced |
| SNS Financial Group, LLC | 4,731 | $229.0K | 0.03% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 4,780 | $231.0K | 0.01% | +4,780 | New |
| Nicolet Bankshares Inc | 4,800 | $232.0K | 0.06% | −356−6.9% | Reduced |
| Lindbrook Capital, LLC | 4,803 | $232.0K | 0.06% | +6+0.1% | Added |
| Compass Ion Advisors, LLC | 4,849 | $234.0K | 0.08% | +37+0.8% | Added |
| Indiana Trust & Investment Management CO | 4,930 | $238.0K | 0.12% | −1,240−20.1% | Reduced |
| Sawtooth Solutions, LLC | 4,918 | $238.0K | 0.04% | +4,918 | New |
| Allworth Financial LP | 4,934 | $239.0K | 0.00% | +4,261+633.1% | Added |
| Cullen/Frost Bankers, Inc. | 4,997 | $242.0K | 0.00% | −495−9.0% | Reduced |
| Patten & Patten Inc | 4,996 | $242.0K | 0.02% | +20+0.4% | Added |
| Kepos Capital LP | 5,006 | $242.0K | 0.02% | +1,645+48.9% | Added |
| Infini Master Fund | 5,030 | $243.0K | 0.89% | +5,030 | New |
| Infini Capital Management Ltd | 5,030 | $243.0K | 0.89% | +5,030 | New |
| Alliance Wealth Advisors, LLC | 5,059 | $245.0K | 0.22% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,069 | $245.0K | 0.00% | +379+8.1% | Added |
| Accel Wealth Management | 5,146 | $249.0K | 0.16% | +20+0.4% | Added |
| First Manhattan Co | 5,180 | $250.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 5,183 | $251.0K | 0.01% | +2,599+100.6% | Added |
| Outfitter Financial LLC | 5,208 | $252.0K | 0.20% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 5,244 | $253.0K | 0.03% | −453−8.0% | Reduced |
| Fieldpoint Private Securities, LLC | 5,240 | $253.0K | 0.06% | +86+1.7% | Added |
| Bailard, Inc. | 5,260 | $254.0K | 0.01% | −408−7.2% | Reduced |
| Financial Advocates Investment Management | 5,260 | $254.0K | 0.02% | +10.0% | Added |
| Zuckerman Investment Group, LLC | 5,250 | $254.0K | 0.04% | +5,250 | New |
| Engine No. 1 LLC | 5,264 | $254.0K | 0.07% | +5,264 | New |
| Avantax Planning Partners, Inc. | 5,281 | $255.0K | 0.01% | +287+5.7% | Added |
| Abbrea Capital, LLC | 5,302 | $256.0K | 0.04% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 5,170 | $258.0K | 0.10% | +44+0.9% | Added |
| Chicago Partners Investment Group LLC | 4,721 | $258.0K | 0.02% | +38+0.8% | Added |
| Boenning & Scattergood, Inc. | 5,360 | $259.0K | 0.05% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 5,382 | $260.0K | 0.06% | +16+0.3% | Added |
| Wealth Dimensions Group, Ltd. | 5,424 | $262.0K | 0.17% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5,433 | $263.0K | 0.03% | +131+2.5% | Added |
| Phoenix Wealth Advisors | 5,481 | $265.0K | 0.20% | +33+0.6% | Added |
| Marcum Wealth, LLC | 5,486 | $265.0K | 0.04% | +100+1.9% | Added |
| Gateway Investment Advisers LLC | 5,496 | $266.0K | 0.00% | −381−6.5% | Reduced |
| Aurora Private Wealth, Inc. | 5,507 | $266.0K | 0.11% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 5,502 | $266.0K | 0.01% | +384+7.5% | Added |
| Burke & Herbert Bank & Trust Co | 5,513 | $267.0K | 0.17% | −168−3.0% | Reduced |
| Capital Investment Advisory Services, LLC | 5,531 | $267.0K | 0.03% | 00.0% | Unchanged |
| Argent Trust Co | 5,561 | $268.0K | 0.02% | −500−8.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,547 | $268.0K | 0.02% | −153−2.7% | Reduced |
| Moors & Cabot, Inc. | 5,529 | $268.0K | 0.02% | +550+11.0% | Added |
| FourThought Financial, LLC | 5,581 | $269.0K | 0.04% | −763−12.0% | Reduced |
| Los Angeles Capital Management LLC | 5,608 | $271.0K | 0.00% | −285,406−98.1% | Reduced |
| StrategIQ Financial Group, LLC | 5,607 | $271.0K | 0.05% | 00.0% | Unchanged |
| Key Financial Inc | 5,819 | $281.0K | 0.16% | +41+0.7% | Added |
| Grant/GrossMendelsohn, LLC | 5,465 | $281.0K | 0.22% | +274+5.3% | Added |
| Two Sigma Securities, LLC | 5,824 | $282.0K | 0.06% | −5,035−46.4% | Reduced |
| Thrive Capital Management, LLC | 5,837 | $282.0K | 0.21% | +39+0.7% | Added |
| Ziegler Capital Management, LLC | 5,900 | $285.0K | 0.01% | −200,500−97.1% | Reduced |
| RSM US Wealth Management LLC | 5,988 | $289.0K | 0.02% | −300−4.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,383 | $290.0K | 0.01% | −100−1.8% | Reduced |
| Adviser Investments LLC | 6,014 | $291.0K | 0.02% | +65+1.1% | Added |
| Point72 Hong Kong Ltd | 6,086 | $294.0K | 0.02% | −38,710−86.4% | Reduced |
| Atlas Capital Advisors LLC | 6,162 | $297.9K | 0.05% | −453−6.8% | Reduced |
| Stonebridge Capital Advisors LLC | 6,165 | $298.0K | 0.04% | 00.0% | Unchanged |