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 |
|---|---|---|---|---|---|
| Chicago Trust Co NA | 6,201 | $300.0K | 0.07% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 6,207 | $300.0K | 0.10% | +6,207 | New |
| Mairs & Power Inc | 6,278 | $303.0K | 0.00% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 6,271 | $303.0K | 0.09% | +47+0.8% | Added |
| Mid Atlantic Financial Management Inc | 6,297 | $304.0K | 0.02% | −486−7.2% | Reduced |
| Laird Norton Trust Company, LLC | 6,328 | $305.0K | 0.03% | +6,328 | New |
| Clarius Group, LLC | 6,333 | $306.0K | 0.03% | +236+3.9% | Added |
| Belpointe Asset Management LLC | 6,356 | $307.0K | 0.02% | −296−4.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,360 | $307.0K | 0.02% | +1,060+20.0% | Added |
| Insight Folios Inc | 6,416 | $310.0K | 0.17% | +6,416 | New |
| Horizon Investments, LLC | 6,496 | $312.0K | 0.01% | +377+6.2% | Added |
| NBT Bank N A | 6,485 | $314.0K | 0.04% | −250−3.7% | Reduced |
| Carroll Financial Associates, Inc. | 6,548 | $316.0K | 0.02% | −85−1.3% | Reduced |
| V Wealth Advisors LLC | 6,542 | $316.0K | 0.05% | +1,108+20.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,546 | $316.0K | 0.06% | +6,546 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 6,558 | $317.0K | 0.01% | 00.0% | Unchanged |
| Ledyard National Bank | 6,570 | $318.0K | 0.03% | −70−1.1% | Reduced |
| Capital International Inc | 6,586 | $318.0K | 0.00% | 00.0% | Unchanged |
| Cadence Bank NA | 6,587 | $319.0K | 0.09% | +110+1.7% | Added |
| Verdence Capital Advisors LLC | 6,605 | $319.0K | 0.04% | +1,393+26.7% | Added |
| Dorsey & Whitney Trust CO LLC | 6,645 | $321.0K | 0.03% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 6,712 | $324.0K | 0.03% | −400−5.6% | Reduced |
| Gladstone Institutional Advisory LLC | 6,701 | $324.0K | 0.03% | +6,701 | New |
| Segment Wealth Management, LLC | 6,720 | $325.0K | 0.04% | −1,300−16.2% | Reduced |
| Intersect Capital LLC | 6,753 | $326.0K | 0.06% | −5,049−42.8% | Reduced |
| Financial Consulate, Inc | 6,744 | $326.0K | 0.12% | +213+3.3% | Added |
| Enterprise Financial Services Corp | 6,766 | $327.0K | 0.04% | −160−2.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,809 | $329.0K | 0.24% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 6,878 | $333.0K | 0.01% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 6,900 | $334.0K | 0.16% | −400−5.5% | Reduced |
| Haverford Trust Co | 6,916 | $334.0K | 0.00% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 6,937 | $335.0K | 0.18% | 00.0% | Unchanged |
| Univest Financial Corp | 6,971 | $337.0K | 0.09% | 00.0% | Unchanged |
| Diversified, LLC | 6,972 | $337.0K | 0.18% | +36+0.5% | Added |
| Snowden Capital Advisors LLC | 7,027 | $339.7K | 0.02% | +411+6.2% | Added |
| Asset Management Corp | 7,043 | $340.0K | 0.21% | +115+1.7% | Added |
| Duncker Streett & Co Inc | 7,063 | $341.0K | 0.06% | 00.0% | Unchanged |
| Successful Portfolios LLC | 7,056 | $341.0K | 0.20% | 00.0% | Unchanged |
| Whittier Trust Co | 7,074 | $342.0K | 0.01% | +14+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 7,127 | $345.0K | 0.11% | +7,127 | New |
| Bank of Hawaii | 7,153 | $346.0K | 0.02% | −92−1.3% | Reduced |
| Court Place Advisors, LLC | 7,218 | $349.0K | 0.10% | −130−1.8% | Reduced |
| United Asset Strategies, Inc. | 7,267 | $351.0K | 0.05% | +54+0.7% | Added |
| Coastline Trust Co | 7,289 | $352.0K | 0.04% | 00.0% | Unchanged |
| Conning Inc. | 7,310 | $353.0K | 0.01% | −3,060−29.5% | Reduced |
| Regal Wealth Group, Inc. | 7,307 | $353.0K | 0.21% | +52+0.7% | Added |
| Harbour Capital Advisors, LLC | 7,315 | $354.0K | 0.09% | −200−2.7% | Reduced |
| Equitable Holdings, Inc. | 7,324 | $354.0K | 0.01% | +440+6.4% | Added |
| TD Private Client Wealth LLC | 7,341 | $354.9K | 0.02% | −13−0.2% | Reduced |
| Connecticut Wealth Management, LLC | 7,353 | $355.0K | 0.03% | +229+3.2% | Added |
| Quest Capital Management Inc | 7,402 | $358.0K | 0.07% | −513−6.5% | Reduced |
| John G Ullman & Associates Inc | 7,400 | $358.0K | 0.05% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 7,425 | $359.0K | 0.05% | −268−3.5% | Reduced |
| Hollencrest Capital Management | 7,500 | $363.0K | 0.03% | 00.0% | Unchanged |
| AMG National Trust Bank | 7,575 | $366.0K | 0.01% | −525−6.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,573 | $366.0K | 0.12% | −67−0.9% | Reduced |
| City Holding Co | 7,591 | $367.0K | 0.06% | −3,455−31.3% | Reduced |
| Essex Financial Services, Inc. | 7,663 | $370.0K | 0.04% | +209+2.8% | Added |
| Beacon Pointe Advisors, LLC | 7,673 | $371.0K | 0.01% | +102+1.3% | Added |
| IHT Wealth Management, LLC | 7,770 | $376.0K | 0.03% | −1,845−19.2% | Reduced |
| Allegheny Financial Group LTD | 7,931 | $383.0K | 0.18% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,979 | $386.0K | 0.02% | −3,506−30.5% | Reduced |
| Synovus Financial Corp | 8,028 | $388.0K | 0.00% | −16,168−66.8% | Reduced |
| Front Barnett Associates LLC | 8,024 | $388.0K | 0.04% | −100−1.2% | Reduced |
| Good Life Advisors, LLC | 8,077 | $390.0K | 0.05% | +8,077 | New |
| Mutual Advisors, LLC | 8,142 | $394.0K | 0.02% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 8,200 | $396.0K | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 8,206 | $396.0K | 0.02% | +2,393+41.2% | Added |
| Keybank National Association | 8,210 | $397.0K | 0.00% | +44+0.5% | Added |
| Van Cleef Asset Management,Inc | 8,279 | $400.0K | 0.06% | −8−0.1% | Reduced |
| Scotia Capital Inc. | 8,303 | $401.0K | 0.00% | −139−1.6% | Reduced |
| Gradient Investments LLC | 8,313 | $402.0K | 0.01% | −2,016−19.5% | Reduced |
| Coastal Investment Advisors, Inc. | 8,341 | $403.0K | 0.09% | −93−1.1% | Reduced |
| FineMark National Bank & Trust | 8,342 | $403.0K | 0.02% | +1,334+19.0% | Added |
| Sentry Investment Management LLC | 8,348 | $404.0K | 0.12% | −1,219−12.7% | Reduced |
| Smith, Moore & Co. | 8,348 | $404.0K | 0.06% | +393+4.9% | Added |
| Ameritas Investment Company, LLC | 8,465 | $409.0K | 0.02% | +5,859+224.8% | Added |
| Marietta Investment Partners LLC | 8,500 | $411.0K | 0.09% | 00.0% | Unchanged |
| Toews Corp | 8,500 | $411.0K | 0.05% | +8,500 | New |
| Costello Asset Management, INC | 8,538 | $413.0K | 0.26% | −6,347−42.6% | Reduced |
| Deseret Mutual Benefit Administrators | 8,543 | $413.0K | 0.08% | −2,656−23.7% | Reduced |
| Advisory Services Network, LLC | 8,551 | $414.0K | 0.01% | +497+6.2% | Added |
| Dynamic Technology Lab Private Ltd | 8,573 | $414.0K | 0.05% | +8,573 | New |
| Insight Advisors, LLC | 7,834 | $424.0K | 0.13% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 8,800 | $425.0K | 0.05% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 8,815 | $426.0K | 0.14% | +1,810+25.8% | Added |
| RNC Capital Management LLC | 8,825 | $427.0K | 0.02% | −350−3.8% | Reduced |
| Adirondack Research & Management Inc. | 8,835 | $427.0K | 0.52% | −85−1.0% | Reduced |
| Balentine LLC | 8,946 | $432.0K | 0.02% | +8,946 | New |
| Wealth Management Associates, Inc. | 8,977 | $433.9K | 0.25% | −2,280−20.3% | Reduced |
| Grove Bank & Trust | 8,975 | $434.0K | 0.09% | +390+4.5% | Added |
| Private Trust Co NA | 9,094 | $440.0K | 0.06% | −395−4.2% | Reduced |
| Alpha Omega Wealth Management LLC | 9,095 | $440.0K | 0.07% | −50−0.5% | Reduced |
| Harbor Investment Advisory, LLC | 9,103 | $440.0K | 0.06% | +2,713+42.5% | Added |
| Davenport & Co LLC | 9,227 | $446.0K | 0.00% | +1,374+17.5% | Added |
| Toroso Investments, LLC | 9,253 | $447.0K | 0.02% | +1,006+12.2% | Added |
| Trustco Bank Corp N Y | 9,288 | $449.0K | 0.42% | −100−1.1% | Reduced |
| Bollard Group LLC | 9,331 | $451.0K | 0.01% | +70+0.8% | Added |
| People's United Financial, Inc. | 9,352 | $452.0K | 0.01% | +187+2.0% | Added |
| Mirabella Financial Services LLP | 9,456 | $457.0K | 0.06% | +9,456 | New |