Skip to main content

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
Souders Financial Advisors55,668$2.69M0.87%+934+1.7%Added
Abundance Wealth Counselors55,303$2.67M1.56%+1,167+2.2%Added
Radnor Capital Management, LLC55,162$2.67M1.58%+12,500+29.3%Added
Northwestern Mutual Wealth Management Co55,053$2.66M0.00%−4,180−7.1%Reduced
Capital International Sarl54,933$2.65M0.23%−2,192−3.8%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.54,927$2.65M0.01%+16,388+42.5%Added
Tower Research Capital LLC (TRC)54,322$2.63M0.07%−115,564−68.0%Reduced
Stephens Inc53,396$2.58M0.04%−8,460−13.7%Reduced
Pensionfund Sabic51,500$2.49M0.53%00.0%Unchanged
Commerce Bank51,077$2.47M0.02%+5,632+12.4%Added
Mariner, LLC50,685$2.45M0.01%+11,339+28.8%Added
Cetera Advisor Networks LLC50,629$2.45M0.03%+562+1.1%Added
Aventail Capital Group, LP50,000$2.42M0.71%+50,000New
Affinity Investment Advisors, LLC49,688$2.40M1.08%−136−0.3%Reduced
Xponance, Inc.49,296$2.38M0.05%−4,711−8.7%Reduced
Van Eck Associates Corp49,098$2.37M0.01%−543−1.1%Reduced
Northwestern Mutual Investment Management Company, LLC48,517$2.35M0.05%+4,141+9.3%Added
Cliftonlarsonallen Wealth Advisors, LLC48,270$2.33M0.09%+42+0.1%Added
Hall Private Wealth Advisors48,129$2.33M1.48%−31,814−39.8%Reduced
WealthTrust Axiom LLC48,046$2.32M0.79%−1,896−3.8%Reduced
Transform Wealth, LLC47,437$2.29M0.26%+676+1.4%Added
Narwhal Capital Management47,273$2.29M0.29%−82−0.2%Reduced
Rothschild Investment Corp46,448$2.25M0.19%00.0%Unchanged
Huntington National Bank45,579$2.20M0.02%−2,175−4.6%Reduced
Harvest Volatility Management LLC45,138$2.18M0.10%+17,060+60.8%Added
E. Ohman J:or Asset Management AB44,324$2.14M0.07%+4,000+9.9%Added
Wealthfront Advisers LLC42,497$2.06M0.01%+9,018+26.9%Added
Steward Partners Investment Advisory, LLC42,373$2.05M0.04%−1,281−2.9%Reduced
Banque Cantonale Vaudoise41,633$2.01M0.09%−4,332−9.4%Reduced
MD Financial Management Inc.41,301$2.00M0.05%−2,705−6.1%Reduced
FRG Family Wealth Advisors LLC40,477$1.96M0.38%−1,300−3.1%Reduced
Glenmede Trust Co NA40,480$1.96M0.01%+6,923+20.6%Added
Savant Capital, LLC39,702$1.92M0.07%+7,140+21.9%Added
Green Square Capital Advisors LLC39,063$1.89M0.43%+3,956+11.3%Added
Argyle Capital Management Inc.38,525$1.86M0.62%00.0%Unchanged
Dai-Ichi Life Insurance Company, Ltd37,981$1.84M0.02%−50,000−56.8%Reduced
Tiaa, FSB37,408$1.81M0.01%−440−1.2%Reduced
Redpoint Investment Management Pty Ltd37,364$1.81M0.15%−3,772−9.2%Reduced
AIA Group Ltd36,677$1.77M0.10%−7,262−16.5%Reduced
Transcend Wealth Collective, LLC33,898$1.76M0.16%+4,995+17.3%Added
World Asset Management Inc36,343$1.76M0.17%−1,078−2.9%Reduced
Trust Co of Toledo NA35,393$1.71M0.28%+40+0.1%Added
Cubist Systematic Strategies, LLC34,913$1.69M0.02%−9,452−21.3%Reduced
First Interstate Bank34,831$1.68M0.17%+225+0.7%Added
Pensionfund DSM Netherlands34,700$1.68M0.21%−42,300−54.9%Reduced
Covington Investment Advisors Inc.34,622$1.67M0.36%+325+0.9%Added
Brown Advisory Inc34,130$1.65M0.00%+52+0.2%Added
Peapack Gladstone Financial Corp34,026$1.65M0.03%−716−2.1%Reduced
Ameritas Investment Partners, Inc.34,011$1.64M0.06%−344−1.0%Reduced
Captrust Financial Advisors33,947$1.64M0.01%−2,315−6.4%Reduced
Providence Wealth Advisors, LLC33,465$1.62M1.13%−1,112−3.2%Reduced
NN Investment Partners Holdings N.V.33,404$1.61M0.01%+31,175+1,398.6%Added
Advanced Asset Management Advisors Inc32,813$1.59M0.34%−118−0.4%Reduced
Advisor Partners LLC31,826$1.54M0.10%−392−1.2%Reduced
Weather Gauge Advisory, LLC31,768$1.54M1.98%−806−2.5%Reduced
Brookstone Capital Management30,861$1.51M0.03%+2,771+9.9%Added
Rational Advisors LLC31,080$1.50M0.12%−73−0.2%Reduced
AdvisorNet Financial, Inc30,779$1.49M0.10%+6,236+25.4%Added
Tokio Marine Asset Management Co Ltd30,066$1.45M0.13%−1,055−3.4%Reduced
Cigna Investments Inc29,924$1.45M0.11%−400−1.3%Reduced
Oppenheimer & Co Inc29,826$1.44M0.03%−509−1.7%Reduced
Community Bank, N.A.29,557$1.43M0.17%−4,555−13.4%Reduced
Paradigm Asset Management Co LLC29,300$1.42M0.39%−2,200−7.0%Reduced
Simmons Bank28,860$1.40M0.10%−1,184−3.9%Reduced
Meiji Yasuda Asset Management Co Ltd.28,605$1.38M0.10%−100−0.3%Reduced
Blueshift Asset Management, LLC28,598$1.38M0.08%+28,598New
Bank of New Hampshire31,161$1.38M0.37%00.0%Unchanged
Maverick Capital LtdSuperinvestorMaverick Capital28,360$1.37M0.02%+20,062+241.8%Added
Occudo Quantitative Strategies LP27,952$1.35M0.16%+8,274+42.0%Added
Cornerstone National Bank & Trust Co27,725$1.34M0.59%−12,372−30.9%Reduced
OPSEU Pension Plan Trust Fund27,426$1.33M0.34%−328−1.2%Reduced
IBM Retirement Fund27,386$1.32M0.10%00.0%Unchanged
Ossiam27,049$1.31M0.04%+8,099+42.7%Added
Nomura Holdings Inc27,227$1.30M0.01%+27,227New
Veritable, L.P.26,809$1.30M0.02%+287+1.1%Added
Waratah Capital Advisors Ltd.26,591$1.28M0.07%+14,110+113.1%Added
Lincoln National Corp26,385$1.27M0.03%+388+1.5%Added
International Assets Investment Management, LLC26,116$1.26M0.23%+342+1.3%Added
Blair William & Co26,094$1.26M0.00%−2,159−7.6%Reduced
Nicholas Hoffman & Company, LLC.26,082$1.26M0.22%−1,185−4.3%Reduced
Beech Hill Advisors, Inc.26,070$1.26M0.52%−575−2.2%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.25,999$1.26M0.02%−1,809−6.5%Reduced
Huber Capital Management LLC25,633$1.24M0.32%−500−1.9%Reduced
Cetera Investment Advisers25,408$1.23M0.02%−6,497−20.4%Reduced
Kingsview Wealth Management, LLC25,381$1.23M0.06%+390+1.6%Added
Kentucky Retirement Systems Insurance Trust Fund25,366$1.23M0.13%−67−0.3%Reduced
LeJeune Puetz Investment Counsel LLC24,940$1.21M0.44%−200−0.8%Reduced
DC Investments Management, LLC24,155$1.17M2.18%00.0%Unchanged
Miller Howard Investments Inc24,141$1.17M0.05%−65−0.3%Reduced
USA Financial Portformulas Corp23,963$1.16M1.03%+23,942+114,009.5%Added
Raymond James Trust N.A.23,940$1.16M0.04%+1,095+4.8%Added
Arden Trust Co23,921$1.16M0.20%−1,896−7.3%Reduced
Sowell Financial Services LLC23,864$1.15M0.08%−9,531−28.5%Reduced
Central Trust Co23,635$1.14M0.04%−440−1.8%Reduced
Uncommon Cents Investing LLC23,445$1.13M0.46%00.0%Unchanged
Johnson Financial Group, Inc.23,314$1.13M0.08%−137−0.6%Reduced
Independent Advisor Alliance23,259$1.12M0.06%+6,093+35.5%Added
Sumitomo Life Insurance Co22,731$1.10M0.03%−1,027−4.3%Reduced
D.A. Davidson & Co.22,531$1.09M0.01%−254−1.1%Reduced
Bokf, NA22,455$1.09M0.02%+22,455New