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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Contravisory Investment Management, Inc. | 422 | $24.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 408 | $24.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 411 | $24.0K | 0.01% | +2+0.5% | Added |
| Lloyd Advisory Services, LLC. | 407 | $24.0K | 0.01% | +31+8.2% | Added |
| Private Capital Group, LLC | 437 | $25.0K | 0.01% | −244−35.8% | Reduced |
| Ellis Investment Partners, LLC | 434 | $25.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 434 | $25.0K | 0.00% | +117+36.9% | Added |
| TD Ameritrade Investment Management, LLC | 440 | $25.0K | 0.00% | +440 | New |
| American State Bank (Iowa) | 450 | $26.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 454 | $26.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 452 | $26.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 450 | $26.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 447 | $26.0K | 0.00% | +67+17.6% | Added |
| Financial Perspectives, Inc | 480 | $27.7K | 0.01% | +3+0.6% | Added |
| Hanson & Doremus Investment Management | 489 | $28.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 483 | $28.0K | 0.00% | −3−0.6% | Reduced |
| Stephens Consulting, LLC | 485 | $28.0K | 0.02% | +485 | New |
| First Financial Corp | 500 | $29.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 521 | $30.0K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 519 | $30.0K | 0.01% | +519 | New |
| Catalyst Capital Advisors LLC | 541 | $31.0K | 0.00% | −46−7.8% | Reduced |
| TCI Wealth Advisors, Inc. | 534 | $31.0K | 0.00% | −5−0.9% | Reduced |
| Smithfield Trust Co | 518 | $31.0K | 0.00% | −2−0.4% | Reduced |
| Curi Capital | 586 | $33.0K | 0.01% | +586 | New |
| Silvant Capital Management LLC | 622 | $36.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 616 | $36.0K | 0.00% | +16+2.7% | Added |
| Missouri Trust & Investment Co | 630 | $36.0K | 0.02% | +630 | New |
| Pittenger & Anderson Inc | 640 | $37.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 660 | $38.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 650 | $38.0K | 0.01% | +650 | New |
| Penserra Capital Management LLC | 678 | $39.0K | 0.00% | −114−14.4% | Reduced |
| Rocky Mountain Advisers, LLC | 674 | $39.0K | 0.04% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 683 | $39.0K | 0.01% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 668 | $39.0K | 0.01% | +668 | New |
| EverSource Wealth Advisors, LLC | 664 | $39.0K | 0.01% | +664 | New |
| Evolution Advisers, Inc. | 683 | $39.0K | 0.03% | +683 | New |
| Selective Wealth Management, Inc. | 700 | $40.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 722 | $42.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 721 | $42.0K | 0.01% | +53+7.9% | Added |
| Sargent Bickham Lagudis LLC | 750 | $43.0K | 0.00% | +2+0.3% | Added |
| Ten Capital Wealth Advisors, LLC | 750 | $43.0K | 0.02% | 00.0% | Unchanged |
| Cordasco Financial Network | 788 | $46.0K | 0.03% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 812 | $47.0K | 0.04% | 00.0% | Unchanged |
| NVWM, LLC | 837 | $48.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 842 | $49.0K | 0.00% | −258−23.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 856 | $49.0K | 0.01% | +1+0.1% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 841 | $49.0K | 0.02% | +841 | New |
| MV Capital Management, Inc. | 876 | $51.0K | 0.01% | +41+4.9% | Added |
| West Paces Advisors Inc. | 892 | $51.5K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 914 | $53.0K | 0.00% | −177−16.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 916 | $53.0K | 0.00% | +1+0.1% | Added |
| Larson Financial Group LLC | 949 | $55.0K | 0.01% | +695+273.6% | Added |
| Oakworth Capital, Inc. | 967 | $56.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 995 | $57.0K | 0.01% | −302−23.3% | Reduced |
| Burleson & Company, LLC | 987 | $57.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 998 | $58.0K | 0.00% | +6+0.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,019 | $58.0K | 0.00% | +1,019 | New |
| CVA Family Office, LLC | 1,050 | $61.0K | 0.02% | +1,050 | New |
| First Command Bank | 1,297 | $63.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 1,110 | $64.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,109 | $64.0K | 0.02% | +54+5.1% | Added |
| City State Bank | 1,124 | $65.0K | 0.04% | +1,124 | New |
| Professional Financial Advisors, LLC | 1,157 | $67.0K | 0.03% | +9+0.8% | Added |
| Lee Financial Co | 1,200 | $69.0K | 0.01% | −200−14.3% | Reduced |
| Boit C F David | 1,200 | $69.0K | 0.04% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,188 | $69.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,220 | $70.0K | 0.00% | +309+33.9% | Added |
| Cornerstone Management, Inc. | 1,226 | $70.8K | 0.02% | +1,226 | New |
| Gladius Capital Management LP | 1,225 | $71.0K | 0.02% | +1,225 | New |
| PrairieView Partners, LLC | 1,239 | $72.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,800 | $74.0K | 0.04% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 1,289 | $74.0K | 0.07% | +1,289 | New |
| Amplius Wealth Advisors, LLC | 1,284 | $74.0K | 0.01% | +1,284 | New |
| Tortoise Investment Management, LLC | 1,294 | $75.0K | 0.01% | +84+6.9% | Added |
| Wolff Wiese Magana LLC | 1,312 | $76.0K | 0.05% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,333 | $77.0K | 0.01% | −2−0.1% | Reduced |
| Vestor Capital, LLC | 1,493 | $86.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,494 | $86.0K | 0.01% | +80+5.7% | Added |
| Mystic Asset Management, Inc. | 1,575 | $90.0K | 0.04% | +1,575 | New |
| Montag A & Associates Inc | 1,575 | $91.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 1,591 | $92.0K | 0.06% | −334−17.4% | Reduced |
| Prestige Wealth Management Group LLC | 1,601 | $92.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,623 | $94.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 1,670 | $96.0K | 0.04% | −185−10.0% | Reduced |
| Rosenberg Matthew Hamilton | 1,661 | $96.0K | 0.03% | +40+2.5% | Added |
| Eagle Bay Advisors LLC | 1,669 | $97.0K | 0.06% | −232−12.2% | Reduced |
| TD Waterhouse Canada Inc. | 1,710 | $97.5K | 0.00% | +1,710 | New |
| Pin Oak Investment Advisors Inc | 1,692 | $98.0K | 0.10% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,723 | $100.0K | 0.01% | +1,723 | New |
| Adirondack Trust Co | 1,755 | $101.0K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 1,740 | $101.0K | 0.00% | −50−2.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,767 | $102.0K | 0.02% | +1,177+199.5% | Added |
| HM Payson & Co | 1,800 | $104.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,808 | $104.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,850 | $107.0K | 0.01% | +1,850 | New |
| First PREMIER Bank | 1,883 | $109.0K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 1,906 | $110.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,940 | $112.0K | 0.01% | −35−1.8% | Reduced |