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 |
|---|---|---|---|---|---|
| E Fund Management Co., Ltd. | 11,388 | $550.0K | 0.02% | +11,388 | New |
| Farmers & Merchants Investments Inc | 11,364 | $549.0K | 0.02% | −1,990−14.9% | Reduced |
| 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 |
| First National Bank & Trust Co of Newtown | 11,304 | $546.0K | 0.11% | +496+4.6% | Added |
| National Asset Management, Inc. | 11,088 | $536.0K | 0.02% | +246+2.3% | Added |
| Stratos Wealth Partners, LTD. | 10,977 | $531.0K | 0.01% | −733−6.3% | Reduced |
| Wealthspire Advisors, LLC | 10,956 | $530.0K | 0.01% | +4,706+75.3% | Added |
| Jacobi Capital Management LLC | 10,932 | $528.0K | 0.07% | +2,457+29.0% | Added |
| American Portfolios Advisors | 10,921 | $527.9K | 0.02% | +23+0.2% | Added |
| Avantax Advisory Services, Inc. | 10,792 | $524.0K | 0.01% | −941−8.0% | Reduced |
| Corient Capital Partners, LLC | 10,697 | $517.0K | 0.04% | −2,775−20.6% | Reduced |
| Strategic Advisors LLC | 10,612 | $513.0K | 0.11% | +30.0% | Added |
| Spire Wealth Management | 10,443 | $505.0K | 0.01% | +1,000+10.6% | Added |
| 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 |
| Archer Investment Corp | 10,368 | $501.2K | 0.19% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 10,349 | $500.0K | 0.43% | +118+1.2% | Added |
| Neo Ivy Capital Management | 13,752 | $499.0K | 0.57% | +13,752 | 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 |
| NuWave Investment Management, LLC | 10,218 | $494.0K | 0.56% | +10,218 | New |
| NJ State Employees Deferred Compensation Plan | 10,200 | $493.0K | 0.07% | 00.0% | Unchanged |
| Lantz Financial LLC | 10,138 | $490.0K | 0.25% | +700+7.4% | Added |
| Longfellow Investment Management Co LLC | 10,091 | $488.0K | 0.08% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 10,003 | $484.0K | 0.24% | 00.0% | Unchanged |
| 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 |
| Fiduciary Trust Co | 9,960 | $481.0K | 0.01% | −255−2.5% | Reduced |
| VeraBank, N.A. | 9,897 | $478.0K | 0.27% | −210−2.1% | Reduced |
| Northwest Bancshares, Inc. | 9,810 | $474.0K | 0.11% | −237−2.4% | Reduced |
| 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 |
| TSFG, LLC | 9,738 | $471.0K | 0.18% | +30.0% | Added |
| Peoples Financial Services Corp. | 9,695 | $469.0K | 0.20% | −500−4.9% | Reduced |
| Versor Investments LP | 9,655 | $467.0K | 0.01% | +9,655 | New |
| Wealth Enhancement Advisory Services, LLC | 8,832 | $459.0K | 0.01% | −27−0.3% | Reduced |
| Mirabella Financial Services LLP | 9,456 | $457.0K | 0.06% | +9,456 | New |
| People's United Financial, Inc. | 9,352 | $452.0K | 0.01% | +187+2.0% | Added |
| Bollard Group LLC | 9,331 | $451.0K | 0.01% | +70+0.8% | Added |
| Trustco Bank Corp N Y | 9,288 | $449.0K | 0.42% | −100−1.1% | Reduced |
| Toroso Investments, LLC | 9,253 | $447.0K | 0.02% | +1,006+12.2% | Added |
| Davenport & Co LLC | 9,227 | $446.0K | 0.00% | +1,374+17.5% | 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 |
| Grove Bank & Trust | 8,975 | $434.0K | 0.09% | +390+4.5% | Added |
| Wealth Management Associates, Inc. | 8,977 | $433.9K | 0.25% | −2,280−20.3% | Reduced |
| Balentine LLC | 8,946 | $432.0K | 0.02% | +8,946 | New |
| 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 |
| CRA Financial Services, LLC | 8,815 | $426.0K | 0.14% | +1,810+25.8% | Added |
| Nexus Investment Management ULC | 8,800 | $425.0K | 0.05% | 00.0% | Unchanged |
| Insight Advisors, LLC | 7,834 | $424.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| 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 |
| Marietta Investment Partners LLC | 8,500 | $411.0K | 0.09% | 00.0% | Unchanged |
| Toews Corp | 8,500 | $411.0K | 0.05% | +8,500 | New |
| Ameritas Investment Company, LLC | 8,465 | $409.0K | 0.02% | +5,859+224.8% | 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 |
| 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 |
| Gradient Investments LLC | 8,313 | $402.0K | 0.01% | −2,016−19.5% | Reduced |
| Scotia Capital Inc. | 8,303 | $401.0K | 0.00% | −139−1.6% | Reduced |
| Van Cleef Asset Management,Inc | 8,279 | $400.0K | 0.06% | −8−0.1% | Reduced |
| Keybank National Association | 8,210 | $397.0K | 0.00% | +44+0.5% | Added |
| 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 |
| Mutual Advisors, LLC | 8,142 | $394.0K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 8,077 | $390.0K | 0.05% | +8,077 | New |
| 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 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,979 | $386.0K | 0.02% | −3,506−30.5% | Reduced |
| Allegheny Financial Group LTD | 7,931 | $383.0K | 0.18% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 7,770 | $376.0K | 0.03% | −1,845−19.2% | Reduced |
| Beacon Pointe Advisors, LLC | 7,673 | $371.0K | 0.01% | +102+1.3% | Added |
| Essex Financial Services, Inc. | 7,663 | $370.0K | 0.04% | +209+2.8% | Added |
| City Holding Co | 7,591 | $367.0K | 0.06% | −3,455−31.3% | Reduced |
| 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 |
| Hollencrest Capital Management | 7,500 | $363.0K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 7,425 | $359.0K | 0.05% | −268−3.5% | Reduced |
| 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 |
| Connecticut Wealth Management, LLC | 7,353 | $355.0K | 0.03% | +229+3.2% | Added |
| TD Private Client Wealth LLC | 7,341 | $354.9K | 0.02% | −13−0.2% | Reduced |
| 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 |
| 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 |
| Coastline Trust Co | 7,289 | $352.0K | 0.04% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 7,267 | $351.0K | 0.05% | +54+0.7% | Added |
| Court Place Advisors, LLC | 7,218 | $349.0K | 0.10% | −130−1.8% | Reduced |
| Bank of Hawaii | 7,153 | $346.0K | 0.02% | −92−1.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 7,127 | $345.0K | 0.11% | +7,127 | New |
| Whittier Trust Co | 7,074 | $342.0K | 0.01% | +14+0.2% | Added |
| Duncker Streett & Co Inc | 7,063 | $341.0K | 0.06% | 00.0% | Unchanged |