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Livermore
Livermore
ZHEN

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, Q4 2021

Institutional positions in Exelon Corp as of Dec 31, 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
1,071
+156 vs. Q3 2021
Shares held
788.2M
+2.13M (+0.3%) vs. Q3 2021
Total value
$45.4B
+$7.45B (+19.6%) vs. Q3 2021
New holders
219
353 more added
Sold out
63
326 more reduced

22 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 1,071 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 heldQ4 2021: $45.4B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q3 2021.

Institutions holding EXC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Leonteq Securities AG1$580.00%−22−95.7%Reduced
West Oak Capital, LLC16$1.00K0.00%00.0%Unchanged
Evermay Wealth Management LLC9$1.00K0.00%00.0%Unchanged
Proffitt & Goodson Inc10$1.00K0.00%00.0%Unchanged
Cutler Group LP28$1.00K0.00%+28New
Surevest, LLC25$1.00K0.00%+25New
Schubert & Co21$1.00K0.00%+21New
Bivin & Associates, Inc.20$1.00K0.00%+20New
Raleigh Capital Management Inc.21$1.00K0.00%+21New
Motco39$2.00K0.00%00.0%Unchanged
FSB Premier Wealth Management, Inc.50$2.00K0.00%+50New
Kayne Anderson Rudnick Investment Management LLC39$2.00K0.00%+39New
Arlington Partners LLC36$2.00K0.00%+36New
Column Capital Advisors, LLC34$2.00K0.00%+34New
Ahrens Investment Partners LLC32$2.00K0.00%+32New
Core Alternative Capital27$2.00K0.00%+27New
Sierra Capital LLC40$2.00K0.00%+40New
Cassady Schiller Wealth Management, LLC28$2.00K0.00%+28New
Morton Brown Family Wealth, LLC41$2.00K0.00%+41New
Versant Capital Management, Inc58$3.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC51$3.00K0.00%+51New
Econ Financial Services Corp45$3.00K0.00%+45New
Cedar Wealth Management, LLC44$3.00K0.00%+44New
Tfo-TDC, LLC55$3.00K0.00%+55New
Guardian Wealth Management, Inc.50$3.00K0.00%+50New
Tradition Wealth Management, LLC77$4.00K0.00%+1+1.3%Added
Crescent Capital Consulting, LLC72$4.00K0.00%00.0%Unchanged
Alaska Permanent Fund Corp88$5.00K0.00%+88New
Semmax Financial Advisors Inc.81$5.00K0.00%+81New
AllSquare Wealth Management LLC100$6.00K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC110$6.00K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC112$6.00K0.00%00.0%Unchanged
Arrow Financial Corp100$6.00K0.00%+100New
Dark Forest Capital Management LP117$7.00K0.00%−3,464−96.7%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP129$7.00K0.00%−110−46.0%Reduced
Covington Capital Management113$7.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.116$7.00K0.00%+13+12.6%Added
SRS Capital Advisors, Inc.125$7.00K0.00%+125New
Financial Management Professionals, Inc.141$8.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC139$8.00K0.00%+14+11.2%Added
Altshuler Shaham Ltd138$8.00K0.00%+138New
Tucker Asset Management LLC147$8.43K0.00%+147New
Baldwin Brothers Inc150$9.00K0.00%00.0%Unchanged
KB Financial Partners, LLC152$9.00K0.00%+152New
Koshinski Asset Management, Inc.158$9.13K0.00%+8+5.3%Added
Wagner Wealth Management, LLC166$10.0K0.01%00.0%Unchanged
Addison Advisors LLC170$10.0K0.01%+150+750.0%Added
Tevis Investment Management179$10.0K0.01%+179New
Sound Income Strategies, LLC186$11.0K0.00%+115+162.0%Added
Atwood & Palmer Inc200$12.0K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC210$12.0K0.00%+1+0.5%Added
Graves-Light Private Wealth Management, Inc.214$12.0K0.00%00.0%Unchanged
Piscataqua Savings Bank200$12.0K0.01%00.0%Unchanged
Western Pacific Wealth Management, LP225$12.0K0.01%+225New
Ulland Investment Advisors, LLC200$12.0K0.01%+200New
Raffa Wealth Management, LLC223$12.9K0.00%00.0%Unchanged
Solstein Capital, LLC233$13.0K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC225$13.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC224$13.0K0.00%+75+50.3%Added
Centerpoint Advisors, LLC220$13.0K0.01%+220New
Northern Oak Wealth Management Inc250$14.0K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC250$14.0K0.00%00.0%Unchanged
DB Wealth Management Group, LLC246$14.0K0.01%00.0%Unchanged
First Bank & Trust237$14.0K0.01%00.0%Unchanged
FAI Wealth Management271$15.0K0.01%00.0%Unchanged
Coastal Capital Group, Inc.267$15.0K0.00%+2+0.8%Added
Sittner & Nelson, LLC261$15.0K0.01%00.0%Unchanged
Creative Financial Designs Inc259$15.0K0.00%+1+0.4%Added
Valley National Advisers Inc252$15.0K0.00%+20+8.6%Added
Asset Dedication, LLC265$15.0K0.00%+129+94.9%Added
Operose Advisors LLC254$15.0K0.01%+254New
Tompkins Financial Corp285$16.0K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC282$16.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC279$16.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc296$17.0K0.00%−151−33.8%Reduced
Reilly Financial Advisors, LLC300$17.0K0.00%00.0%Unchanged
Cribstone Capital Management, LLC300$17.0K0.01%00.0%Unchanged
CNB Bank300$17.0K0.01%00.0%Unchanged
TFC Financial Management302$17.0K0.01%00.0%Unchanged
Dividend Assets Capital, LLC299$17.0K0.00%00.0%Unchanged
Mascoma Wealth Management LLC293$17.0K0.01%−2−0.7%Reduced
West Branch Capital LLC289$17.0K0.01%00.0%Unchanged
Truvestments Capital LLC316$18.0K0.01%00.0%Unchanged
Covestor Ltd307$18.0K0.03%+307New
FinTrust Capital Advisors, LLC325$19.0K0.00%−185−36.3%Reduced
Wela Strategies, Inc.18,702$19.0K0.01%00.0%Unchanged
Systematic Financial Management LP349$20.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC358$20.0K0.00%+2+0.6%Added
Delos Wealth Advisors, LLC354$20.0K0.02%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC353$20.0K0.01%+53+17.7%Added
BDO Wealth Advisors, LLC352$20.0K0.00%+127+56.4%Added
BerganKDV Wealth Management, LLC353$20.0K0.00%+214+154.0%Added
Institutional & Family Asset Management, LLC382$22.0K0.00%00.0%Unchanged
Zullo Investment Group, Inc.389$22.0K0.01%+389New
Gemmer Asset Management LLC402$23.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC391$23.0K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC400$23.0K0.01%00.0%Unchanged
Old North State Trust, LLC400$23.0K0.02%00.0%Unchanged
Brewin Dolphin Ltd424$24.0K0.00%−2,576−85.9%Reduced
SOA Wealth Advisors, LLC.433$24.0K0.01%−498−53.5%Reduced