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 |
|---|---|---|---|---|---|
| Successful Portfolios LLC | 7,056 | $341.0K | 0.20% | 00.0% | Unchanged |
| Asset Management Corp | 7,043 | $340.0K | 0.21% | +115+1.7% | Added |
| Snowden Capital Advisors LLC | 7,027 | $339.7K | 0.02% | +411+6.2% | Added |
| Univest Financial Corp | 6,971 | $337.0K | 0.09% | 00.0% | Unchanged |
| Diversified, LLC | 6,972 | $337.0K | 0.18% | +36+0.5% | Added |
| TriaGen Wealth Management LLC | 6,937 | $335.0K | 0.18% | 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 |
| Bryn Mawr Trust Co | 6,878 | $333.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,809 | $329.0K | 0.24% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 6,766 | $327.0K | 0.04% | −160−2.3% | 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 |
| Segment Wealth Management, LLC | 6,720 | $325.0K | 0.04% | −1,300−16.2% | Reduced |
| 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 |
| Dorsey & Whitney Trust CO LLC | 6,645 | $321.0K | 0.03% | 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 |
| 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 |
| Wilbanks Smith & Thomas Asset Management LLC | 6,558 | $317.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| NBT Bank N A | 6,485 | $314.0K | 0.04% | −250−3.7% | Reduced |
| Horizon Investments, LLC | 6,496 | $312.0K | 0.01% | +377+6.2% | Added |
| Insight Folios Inc | 6,416 | $310.0K | 0.17% | +6,416 | New |
| 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 |
| Clarius Group, LLC | 6,333 | $306.0K | 0.03% | +236+3.9% | Added |
| Laird Norton Trust Company, LLC | 6,328 | $305.0K | 0.03% | +6,328 | New |
| Mid Atlantic Financial Management Inc | 6,297 | $304.0K | 0.02% | −486−7.2% | Reduced |
| 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 |
| 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 |
| Stonebridge Capital Advisors LLC | 6,165 | $298.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 6,162 | $297.9K | 0.05% | −453−6.8% | Reduced |
| Point72 Hong Kong Ltd | 6,086 | $294.0K | 0.02% | −38,710−86.4% | Reduced |
| Adviser Investments LLC | 6,014 | $291.0K | 0.02% | +65+1.1% | Added |
| Clifford Swan Investment Counsel LLC | 5,383 | $290.0K | 0.01% | −100−1.8% | Reduced |
| RSM US Wealth Management LLC | 5,988 | $289.0K | 0.02% | −300−4.8% | Reduced |
| Ziegler Capital Management, LLC | 5,900 | $285.0K | 0.01% | −200,500−97.1% | Reduced |
| 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 |
| 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 |
| 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 |
| FourThought Financial, LLC | 5,581 | $269.0K | 0.04% | −763−12.0% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| JFS Wealth Advisors, LLC | 5,433 | $263.0K | 0.03% | +131+2.5% | Added |
| Wealth Dimensions Group, Ltd. | 5,424 | $262.0K | 0.17% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 5,382 | $260.0K | 0.06% | +16+0.3% | Added |
| Boenning & Scattergood, Inc. | 5,360 | $259.0K | 0.05% | 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 |
| Abbrea Capital, LLC | 5,302 | $256.0K | 0.04% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 5,281 | $255.0K | 0.01% | +287+5.7% | 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 |
| 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 |
| Outfitter Financial LLC | 5,208 | $252.0K | 0.20% | 00.0% | Unchanged |
| Credit Agricole S A | 5,183 | $251.0K | 0.01% | +2,599+100.6% | Added |
| First Manhattan Co | 5,180 | $250.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 5,146 | $249.0K | 0.16% | +20+0.4% | Added |
| 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 |
| 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 |
| 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 |
| Allworth Financial LP | 4,934 | $239.0K | 0.00% | +4,261+633.1% | 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 |
| Compass Ion Advisors, LLC | 4,849 | $234.0K | 0.08% | +37+0.8% | Added |
| 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 |
| Chesley Taft & Associates LLC | 4,780 | $231.0K | 0.01% | +4,780 | 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 |
| 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 |
| 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 |