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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 8,832 | $459.0K | 0.01% | −27−0.3% | Reduced |
| Versor Investments LP | 9,655 | $467.0K | 0.01% | +9,655 | New |
| Peoples Financial Services Corp. | 9,695 | $469.0K | 0.20% | −500−4.9% | Reduced |
| TSFG, LLC | 9,738 | $471.0K | 0.18% | +30.0% | Added |
| MidWestOne Financial Group, Inc. | 9,760 | $472.0K | 0.11% | +184+1.9% | Added |
| Fisher Asset Management, LLC | 9,757 | $472.0K | 0.00% | +500+5.4% | Added |
| Northwest Bancshares, Inc. | 9,810 | $474.0K | 0.11% | −237−2.4% | Reduced |
| VeraBank, N.A. | 9,897 | $478.0K | 0.27% | −210−2.1% | Reduced |
| Fiduciary Trust Co | 9,960 | $481.0K | 0.01% | −255−2.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 10,000 | $483.0K | 0.11% | −10,000−50.0% | Reduced |
| Checchi Capital Advisers, LLC | 9,987 | $483.0K | 0.06% | +224+2.3% | Added |
| Aull & Monroe Investment Management Corp | 10,003 | $484.0K | 0.24% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10,091 | $488.0K | 0.08% | 00.0% | Unchanged |
| Lantz Financial LLC | 10,138 | $490.0K | 0.25% | +700+7.4% | Added |
| NJ State Employees Deferred Compensation Plan | 10,200 | $493.0K | 0.07% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 10,218 | $494.0K | 0.56% | +10,218 | New |
| Signaturefd, LLC | 10,299 | $498.0K | 0.02% | −119−1.1% | Reduced |
| Vontobel Holding Ltd. | 10,304 | $498.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 13,752 | $499.0K | 0.57% | +13,752 | New |
| Heartland Bank & Trust Co | 10,349 | $500.0K | 0.43% | +118+1.2% | Added |
| Archer Investment Corp | 10,368 | $501.2K | 0.19% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 10,389 | $502.0K | 0.11% | −483−4.4% | Reduced |
| Cornerstone Advisory, LLC | 10,374 | $502.0K | 0.08% | −47−0.5% | Reduced |
| Spire Wealth Management | 10,443 | $505.0K | 0.01% | +1,000+10.6% | Added |
| Strategic Advisors LLC | 10,612 | $513.0K | 0.11% | +30.0% | Added |
| Corient Capital Partners, LLC | 10,697 | $517.0K | 0.04% | −2,775−20.6% | Reduced |
| Avantax Advisory Services, Inc. | 10,792 | $524.0K | 0.01% | −941−8.0% | Reduced |
| American Portfolios Advisors | 10,921 | $527.9K | 0.02% | +23+0.2% | Added |
| Jacobi Capital Management LLC | 10,932 | $528.0K | 0.07% | +2,457+29.0% | Added |
| Wealthspire Advisors, LLC | 10,956 | $530.0K | 0.01% | +4,706+75.3% | Added |
| Stratos Wealth Partners, LTD. | 10,977 | $531.0K | 0.01% | −733−6.3% | Reduced |
| National Asset Management, Inc. | 11,088 | $536.0K | 0.02% | +246+2.3% | Added |
| First National Bank & Trust Co of Newtown | 11,304 | $546.0K | 0.11% | +496+4.6% | Added |
| Marshall Financial Group LLC | 11,322 | $547.0K | 0.28% | 00.0% | Unchanged |
| First Pacific Financial | 11,306 | $547.0K | 0.29% | +337+3.1% | Added |
| Farmers & Merchants Investments Inc | 11,364 | $549.0K | 0.02% | −1,990−14.9% | Reduced |
| Symmetry Partners, LLC | 11,370 | $550.0K | 0.04% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 11,388 | $550.0K | 0.02% | +11,388 | New |
| J.W. Cole Advisors, Inc. | 11,422 | $552.0K | 0.04% | +857+8.1% | Added |
| IFP Advisors, Inc | 11,454 | $555.0K | 0.01% | +2,193+23.7% | Added |
| American National Registered Investment Advisor, Inc. | 11,520 | $557.0K | 0.20% | −34−0.3% | Reduced |
| MAI Capital Management | 11,539 | $558.0K | 0.01% | +2,286+24.7% | Added |
| Centre Asset Management, LLC | 11,298 | $559.0K | 0.29% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 11,592 | $560.0K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 11,603 | $561.0K | 0.11% | +11,603 | New |
| Azimuth Capital Management LLC | 11,856 | $573.0K | 0.02% | −1,850−13.5% | Reduced |
| Stephenson National Bank & Trust | 11,883 | $574.0K | 0.37% | +3,282+38.2% | Added |
| Independent Solutions Wealth Management, LLC | 11,925 | $576.5K | 0.14% | +1,054+9.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $580.0K | 0.19% | 00.0% | Unchanged |
| Resolution Capital Ltd | 11,990 | $580.0K | 0.01% | +11,990 | New |
| Wesbanco Bank Inc | 12,056 | $583.0K | 0.02% | 00.0% | Unchanged |
| WBH Advisory Inc | 12,104 | $585.0K | 0.08% | −444−3.5% | Reduced |
| Ci Investments Inc. | 12,192 | $589.0K | 0.00% | −2,989−19.7% | Reduced |
| Empirical Finance, LLC | 12,190 | $589.0K | 0.09% | +696+6.1% | Added |
| Pathstone Family Office, LLC | 12,212 | $589.0K | 0.02% | +12,212 | New |
| O'Shaughnessy Asset Management, LLC | 12,227 | $591.0K | 0.01% | +1,963+19.1% | Added |
| Cresset Asset Management, LLC | 12,300 | $595.0K | 0.01% | +2,425+24.6% | Added |
| Westover Capital Advisors, LLC | 12,712 | $614.0K | 0.19% | −1,845−12.7% | Reduced |
| Intrust Bank NA | 12,834 | $620.0K | 0.08% | −249−1.9% | Reduced |
| Wedbush Securities Inc | 12,838 | $621.0K | 0.03% | −1,641−11.3% | Reduced |
| JustInvest LLC | 12,905 | $624.0K | 0.06% | +4,899+61.2% | Added |
| Wealthcare Advisory Partners LLC | 12,945 | $626.0K | 0.04% | −247−1.9% | Reduced |
| BLB&B Advisors, LLC | 13,002 | $629.0K | 0.04% | +1,740+15.5% | Added |
| Exane Derivatives | 13,018 | $629.3K | 0.16% | +6,308+94.0% | Added |
| Meridian Financial Partners LLC | 13,049 | $630.0K | 0.42% | −2,559−16.4% | Reduced |
| Gofen & Glossberg LLC | 13,058 | $631.0K | 0.01% | +532+4.2% | Added |
| Ieq Capital, LLC | 13,059 | $632.0K | 0.02% | +3,984+43.9% | Added |
| HAP Trading, LLC | 13,114 | $634.0K | 0.05% | −11,053−45.7% | Reduced |
| First Midwest Bank Trust Division | 13,185 | $638.0K | 0.09% | −2,925−18.2% | Reduced |
| Veriti Management LLC | 13,286 | $642.0K | 0.09% | −4,383−24.8% | Reduced |
| Wetherby Asset Management Inc | 13,367 | $647.0K | 0.04% | −147−1.1% | Reduced |
| Greenleaf Trust | 13,380 | $647.0K | 0.01% | +1,549+13.1% | Added |
| Federation des caisses Desjardins du Quebec | 13,407 | $647.5K | 0.01% | −2,815−17.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 14,566 | $662.0K | 0.04% | +5,904+68.2% | Added |
| Altium Wealth Management LLC | 13,738 | $664.0K | 0.05% | +787+6.1% | Added |
| First Mercantile Trust Co | 13,747 | $665.0K | 0.09% | −781−5.4% | Reduced |
| Eudaimonia Partners, LLC | 13,837 | $669.0K | 0.12% | −94−0.7% | Reduced |
| Fox Run Management, L.L.C. | 13,895 | $672.0K | 0.42% | +7,899+131.7% | Added |
| Investors Research Corp | 13,959 | $675.0K | 0.23% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 14,237 | $688.0K | 0.08% | −119−0.8% | Reduced |
| CIBC World Markets Inc. | 14,292 | $691.0K | 0.00% | −9,823−40.7% | Reduced |
| Advisors Asset Management, Inc. | 14,358 | $694.0K | 0.01% | −1,929−11.8% | Reduced |
| Vestcor Inc | 14,402 | $696.0K | 0.03% | −1,979−12.1% | Reduced |
| HN Saltoro Capital, LP | 14,400 | $696.0K | 0.56% | +14,400 | New |
| Balasa Dinverno & Foltz LLC | 14,534 | $703.0K | 0.05% | +444+3.2% | Added |
| Geneos Wealth Management Inc. | 14,767 | $705.0K | 0.03% | −60−0.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,638 | $708.0K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 14,699 | $710.0K | 0.05% | +5,295+56.3% | Added |
| Pinnacle Associates Ltd | 14,703 | $711.0K | 0.01% | −435−2.9% | Reduced |
| Investment Advisory Services Inc | 14,898 | $720.0K | 0.44% | 00.0% | Unchanged |
| Security National Trust Co | 16,350 | $724.0K | 0.17% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 15,108 | $730.0K | 0.00% | +3,216+27.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,260 | $738.0K | 0.04% | +4,438+41.0% | Added |
| Prelude Capital Management, LLC | 15,287 | $739.0K | 0.04% | +15,287 | New |
| Brandywine Oak Private Wealth LLC | 15,351 | $742.0K | 0.09% | −354−2.3% | Reduced |
| Great Valley Advisor Group, Inc. | 15,350 | $742.0K | 0.05% | +896+6.2% | Added |
| Campion Asset Management LLC | 15,848 | $766.0K | 0.68% | 00.0% | Unchanged |
| Boston Partners | 15,936 | $770.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 16,017 | $774.0K | 0.00% | +750+4.9% | Added |
| Machina Capital S.A.S. | 16,005 | $774.0K | 1.67% | +16,005 | New |