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 |
|---|---|---|---|---|---|
| Camden Capital, LLC | 4,616 | $223.0K | 0.04% | −150−3.1% | Reduced |
| Segall Bryant & Hamill, LLC | 4,648 | $223.0K | 0.00% | +109+2.4% | Added |
| Coldstream Capital Management Inc | 6,140 | $220.0K | 0.01% | +1,394+29.4% | Added |
| 44 Wealth Management LLC | 4,551 | $220.0K | 0.08% | −25−0.5% | Reduced |
| Newton One Investments LLC | 4,551 | $220.0K | 0.16% | +27+0.6% | Added |
| KLCM Advisors, Inc. | 4,549 | $220.0K | 0.05% | +4,549 | New |
| Paragon Capital Management Ltd | 4,561 | $220.0K | 0.04% | +4,561 | New |
| Centric Wealth Management | 4,531 | $219.0K | 0.08% | −83−1.8% | Reduced |
| Proequities, Inc. | 4,536 | $219.0K | 0.01% | −35−0.8% | Reduced |
| Heritage Trust Co | 4,530 | $219.0K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 4,537 | $219.0K | 0.02% | +22+0.5% | Added |
| Grimes & Company, Inc. | 4,507 | $218.0K | 0.01% | −2,230−33.1% | Reduced |
| Planning Directions Inc | 4,483 | $217.0K | 0.16% | +4,483 | New |
| Red Door Wealth Management, LLC | 4,461 | $216.0K | 0.08% | +20.0% | Added |
| First National Trust Co | 4,459 | $216.0K | 0.01% | +4,459 | New |
| Park Avenue Securities LLC | 4,450 | $215.0K | 0.00% | +4,450 | New |
| Venture Visionary Partners LLC | 4,407 | $213.0K | 0.02% | −456−9.4% | Reduced |
| Lake Street Financial LLC | 4,414 | $213.0K | 0.05% | +4,414 | New |
| CoreFirst Bank & Trust | 4,378 | $212.0K | 0.15% | +467+11.9% | Added |
| Wells Trecaso Financial Group, LLC | 4,360 | $211.0K | 0.10% | +4,360 | New |
| Essex Savings Bank | 4,170 | $205.0K | 0.07% | +4,170 | New |
| Financial Engines Advisors L.L.C. | 4,232 | $204.0K | 0.00% | +4,232 | New |
| Brinker Capital Investments, LLC | 4,592 | $203.0K | 0.00% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 4,190 | $203.0K | 0.04% | +4,190 | New |
| Vision Capital Management, Inc. | 4,207 | $203.0K | 0.03% | +4,207 | New |
| Boston Private Wealth LLC | 4,204 | $203.0K | 0.00% | +4,204 | New |
| NorthCoast Asset Management LLC | 4,175 | $202.0K | 0.01% | +4,175 | New |
| Kistler-Tiffany Companies, LLC | 4,068 | $197.0K | 0.04% | +5+0.1% | Added |
| Holloway Wealth Management, LLC | – | $193.0K | 0.06% | – | – |
| Brown Brothers Harriman & Co | 3,960 | $191.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,887 | $188.0K | 0.01% | +371+10.6% | Added |
| NEXT Financial Group, Inc | 3,741 | $181.0K | 0.01% | +1,498+66.8% | Added |
| Logan Capital Management Inc | 3,709 | $179.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 3,658 | $177.0K | 0.05% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 3,614 | $175.0K | 0.13% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,611 | $174.6K | 0.05% | +3,191+759.8% | Added |
| Dark Forest Capital Management LP | 3,581 | $173.0K | 0.06% | +3,581 | New |
| Alpha Paradigm Partners, LLC | 3,539 | $171.0K | 0.07% | −3,048−46.3% | Reduced |
| Berman Capital Advisors, LLC | 3,513 | $169.0K | 0.03% | +1,109+46.1% | Added |
| Carmichael Hill & Associates, Inc. | 3,442 | $166.0K | 0.09% | +3+0.1% | Added |
| Quadrant Capital Group LLC | 3,372 | $163.0K | 0.02% | +189+5.9% | Added |
| Old Second National Bank of Aurora | 3,354 | $162.0K | 0.04% | −100−2.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,250 | $157.0K | 0.07% | +3,250 | New |
| JNBA Financial Advisors | 3,046 | $147.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 3,000 | $145.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,985 | $144.0K | 0.01% | +11+0.4% | Added |
| Hudock, Inc. | 2,915 | $140.0K | 0.04% | +12+0.4% | Added |
| Sutton Wealth Advisors Inc. | 2,809 | $135.8K | 0.05% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,761 | $133.0K | 0.02% | −89−3.1% | Reduced |
| State of Wyoming | 2,728 | $132.0K | 0.08% | +2,728 | New |
| Caldwell Trust Co | 2,698 | $130.4K | 0.02% | −64−2.3% | Reduced |
| Centaurus Financial, Inc. | 2,520 | $122.0K | 0.01% | −300−10.6% | Reduced |
| Sandy Spring Bank | 2,478 | $120.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,470 | $119.0K | 0.08% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,406 | $116.0K | 0.02% | +48+2.0% | Added |
| Evoke Wealth, LLC | 2,341 | $113.0K | 0.00% | +2,000+586.5% | Added |
| RWM Asset Management, LLC | 2,246 | $109.0K | 0.02% | +2,246 | New |
| MCF Advisors LLC | 2,242 | $108.0K | 0.01% | +25+1.1% | Added |
| Glassman Wealth Services | 2,025 | $98.0K | 0.02% | +109+5.7% | Added |
| Delta Asset Management LLC | 1,975 | $95.0K | 0.01% | −200−9.2% | Reduced |
| Hexagon Capital Partners LLC | 1,972 | $95.0K | 0.03% | 00.0% | Unchanged |
| First National Bank of South Miami | 1,925 | $93.0K | 0.06% | −806−29.5% | Reduced |
| Adirondack Trust Co | 1,755 | $93.0K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 1,912 | $92.0K | 0.01% | +116+6.5% | Added |
| Eagle Bay Advisors LLC | 1,901 | $92.0K | 0.05% | +568+42.6% | Added |
| South State Corp. | 1,906 | $92.0K | 0.01% | +1,906 | New |
| First PREMIER Bank | 1,883 | $91.0K | 0.03% | 00.0% | Unchanged |
| Norway Savings Bank | 1,855 | $90.0K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 1,800 | $87.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,808 | $87.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,800 | $87.0K | 0.06% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,800 | $87.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 1,790 | $87.0K | 0.00% | +47+2.7% | Added |
| Pin Oak Investment Advisors Inc | 1,692 | $82.0K | 0.09% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,623 | $78.0K | 0.01% | −87−5.1% | Reduced |
| Rosenberg Matthew Hamilton | 1,621 | $78.0K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,601 | $77.0K | 0.02% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 1,601 | $77.0K | 0.02% | +1,601 | New |
| Montag A & Associates Inc | 1,575 | $76.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,532 | $74.0K | 0.01% | +740+93.4% | Added |
| Vestor Capital, LLC | 1,493 | $72.0K | 0.01% | −1,023−40.7% | Reduced |
| BBVA USA | 1,421 | $69.0K | 0.00% | −159−10.1% | Reduced |
| Barrett Asset Management, LLC | 1,400 | $68.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1,400 | $68.0K | 0.01% | +200+16.7% | Added |
| Zions Bancorporation, N.A. | 1,414 | $68.0K | 0.01% | +988+231.9% | Added |
| Tarbox Family Office, Inc. | 1,335 | $65.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,312 | $63.0K | 0.04% | 00.0% | Unchanged |
| First Command Bank | 1,297 | $63.0K | 0.01% | +2+0.2% | Added |
| First Command Financial Services, Inc. | 1,297 | $63.0K | 0.01% | +2+0.2% | Added |
| PrairieView Partners, LLC | 1,239 | $60.0K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 1,190 | $58.0K | 0.05% | −139−10.5% | Reduced |
| Tortoise Investment Management, LLC | 1,210 | $58.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 1,203 | $58.0K | 0.05% | 00.0% | Unchanged |
| Boit C F David | 1,200 | $57.0K | 0.04% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,188 | $57.0K | 0.01% | +600+102.0% | Added |
| Professional Financial Advisors, LLC | 1,148 | $56.0K | 0.03% | +8+0.7% | Added |
| CenterStar Asset Management, LLC | – | $55.0K | 0.04% | – | New |
| Resources Management Corp | 1,110 | $54.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,098 | $53.0K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,100 | $53.0K | 0.00% | +43+4.1% | Added |