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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 1,960 | $113.0K | 0.01% | +428+27.9% | Added |
| Hexagon Capital Partners LLC | 1,972 | $114.0K | 0.03% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,149 | $124.0K | 0.18% | −11,603−84.4% | Reduced |
| Concord Wealth Partners | 2,169 | $125.0K | 0.03% | +1,252+136.5% | Added |
| Norwood Financial Corp | 2,210 | $127.0K | 0.18% | +2,210 | New |
| Glassman Wealth Services | 2,214 | $128.0K | 0.02% | +189+9.3% | Added |
| RWM Asset Management, LLC | 2,306 | $133.0K | 0.03% | +60+2.7% | Added |
| Widmann Financial Services, Inc. | 2,312 | $133.0K | 0.11% | +2,312 | New |
| Focused Wealth Management, Inc | 2,411 | $139.0K | 0.02% | +5+0.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 2,414 | $139.0K | 0.02% | +2,414 | New |
| C M Bidwell & Associates Ltd | 2,453 | $142.0K | 0.09% | −17−0.7% | Reduced |
| Sandy Spring Bank | 2,478 | $143.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 3,454 | $144.0K | 0.04% | +100+3.0% | Added |
| Logan Capital Management Inc | 2,500 | $145.0K | 0.01% | −1,209−32.6% | Reduced |
| Evoke Wealth, LLC | 2,595 | $150.0K | 0.00% | +254+10.9% | Added |
| Blueprint Investment Partners LLC | 2,602 | $150.3K | 0.04% | +2,602 | New |
| Cambridge Trust Co | 2,616 | $151.0K | 0.00% | +2,616 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 3,666 | $156.0K | 0.10% | +3,666 | New |
| Sutton Wealth Advisors Inc. | 2,809 | $162.2K | 0.05% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2,846 | $164.0K | 0.02% | −200−6.6% | Reduced |
| City Holding Co | 4,411 | $188.0K | 0.03% | −3,180−41.9% | Reduced |
| Benjamin Edwards Inc | 3,366 | $194.0K | 0.06% | +3,366 | New |
| NEXT Financial Group, Inc | 3,384 | $196.0K | 0.01% | −357−9.5% | Reduced |
| Caldwell Trust Co | 3,404 | $196.6K | 0.02% | +706+26.2% | Added |
| Carmichael Hill & Associates, Inc. | 3,446 | $199.0K | 0.10% | +4+0.1% | Added |
| Searle & Co. | 3,465 | $200.0K | 0.07% | +3,465 | New |
| Centaurus Financial, Inc. | 3,479 | $201.0K | 0.02% | +959+38.1% | Added |
| Cornerstone Wealth Management, LLC | 3,482 | $201.0K | 0.02% | +3,482 | New |
| Cooper Financial Group | 3,471 | $201.0K | 0.08% | +3,471 | New |
| American Institute for Advanced Investment Management, LLP | 3,472 | $201.0K | 0.14% | +3,472 | New |
| Bill Few Associates, Inc. | 3,499 | $202.0K | 0.10% | +3,499 | New |
| Connectus Wealth, LLC | 3,520 | $203.0K | 0.01% | +3,520 | New |
| Arete Wealth Advisors, LLC | 3,532 | $204.0K | 0.02% | +3,532 | New |
| Quadrant Capital Group LLC | 3,547 | $205.0K | 0.02% | +175+5.2% | Added |
| Affinity Capital Advisors, LLC | 3,546 | $205.0K | 0.06% | +3,546 | New |
| Ballentine Partners, LLC | 3,562 | $206.0K | 0.01% | +3,562 | New |
| Integrated Wealth Concepts LLC | 3,565 | $206.0K | 0.01% | +3,565 | New |
| Almanack Investment Partners, LLC. | 3,580 | $207.0K | 0.02% | +3,580 | New |
| New Jersey Better Educational Savings Trust | 3,600 | $208.0K | 0.46% | +3,600 | New |
| Nixon Peabody Trust Co | 3,606 | $208.0K | 0.06% | +3,606 | New |
| Strategic Capital Advisers, Inc. | 3,600 | $208.0K | 0.15% | +3,600 | New |
| Freedman Financial Associates, Inc. | 3,614 | $209.0K | 0.14% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 3,600 | $209.0K | 0.06% | +3,600 | New |
| Schechter Investment Advisors, LLC | 3,633 | $210.0K | 0.02% | +3,633 | New |
| Assetmark, Inc | 3,648 | $211.0K | 0.00% | −74,860−95.4% | Reduced |
| Chicago Partners Investment Group LLC | 4,989 | $211.0K | 0.01% | +268+5.7% | Added |
| Sterling Investment Advisors, Ltd. | 3,658 | $211.0K | 0.06% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 3,648 | $211.0K | 0.02% | +3,648 | New |
| Lido Advisors, LLC | 3,668 | $211.0K | 0.00% | +3,668 | New |
| Independent Financial Group, LLC | 3,697 | $213.5K | 0.02% | +3,697 | New |
| Canandaigua National Corp | 3,726 | $215.0K | 0.03% | +3,726 | New |
| Brown Advisory Securities, LLC | 3,713 | $215.0K | 0.09% | +3,713 | New |
| Cedar Brook Financial Partners, LLC | 3,715 | $215.0K | 0.06% | +3,715 | New |
| Ifrah Financial Services, Inc. | 3,737 | $216.0K | 0.06% | +3,737 | New |
| Financial Architects, Inc | 3,762 | $217.0K | 0.03% | +3,762 | New |
| Change Path, LLC | 3,775 | $218.0K | 0.01% | +3,775 | New |
| Sheaff Brock Investment Advisors, LLC | 3,799 | $219.0K | 0.02% | +3,799 | New |
| Easterly Investment Partners LLC | 3,814 | $220.0K | 0.02% | +3,814 | New |
| Quent Capital, LLC | 3,801 | $220.0K | 0.05% | +3,801 | New |
| First Hawaiian Bank | 3,824 | $221.0K | 0.01% | +3,824 | New |
| Beck Bode, LLC | 3,827 | $221.0K | 0.06% | +3,827 | New |
| Holloway Wealth Management, LLC | – | $222.0K | 0.06% | – | – |
| Klingenstein Fields & Co LP | 3,844 | $222.0K | 0.01% | +3,844 | New |
| Stratos Wealth Advisors, LLC | 3,837 | $222.0K | 0.02% | +3,837 | New |
| David Loasby | 3,838 | $222.0K | 0.03% | +3,838 | New |
| Lineweaver Wealth Advisors, LLC | 3,844 | $222.0K | 0.06% | +3,844 | New |
| Camden Capital, LLC | 3,861 | $223.0K | 0.05% | −755−16.4% | Reduced |
| 1st Source Bank | 3,864 | $223.0K | 0.01% | +3,864 | New |
| Capital Advisors Inc | 3,857 | $223.0K | 0.01% | +3,857 | New |
| DGS Capital Management, LLC | 3,864 | $223.0K | 0.14% | +3,864 | New |
| Castleview Partners, LLC | 12,996 | $225.0K | 0.00% | +12,996 | New |
| Arbor Trust Wealth Advisors, LLC | 3,892 | $225.0K | 0.13% | +3,892 | New |
| NTV Asset Management LLC | 3,917 | $226.0K | 0.04% | +3,917 | New |
| BOK Financial Private Wealth, Inc. | 3,921 | $226.0K | 0.02% | +3,921 | New |
| NorthRock Partners, LLC | 5,497 | $226.0K | 0.02% | +5,497 | New |
| Capital Wealth Planning, LLC | 3,930 | $227.0K | 0.01% | +3,930 | New |
| Brown Brothers Harriman & Co | 3,960 | $229.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,959 | $229.0K | 0.02% | +3,959 | New |
| Harbour Investments, Inc. | 4,022 | $232.0K | 0.01% | −12,041−75.0% | Reduced |
| Snowden Capital Advisors LLC | 4,036 | $233.0K | 0.01% | −2,991−42.6% | Reduced |
| Equitable Trust Co | 4,028 | $233.0K | 0.01% | +4,028 | New |
| Baker Tilly Wealth Management, LLC | 4,028 | $233.0K | 0.03% | +4,028 | New |
| Franklin Street Advisors Inc | 4,055 | $234.0K | 0.02% | +4,055 | New |
| Glen Eagle Advisors, LLC | 4,061 | $234.6K | 0.06% | +450+12.5% | Added |
| Kistler-Tiffany Companies, LLC | 4,073 | $235.0K | 0.05% | +5+0.1% | Added |
| Hengehold Capital Management LLC | 4,062 | $235.0K | 0.03% | +4,062 | New |
| SevenBridge Financial Group, LLC | 4,063 | $235.0K | 0.07% | +4,063 | New |
| Delphia (USA) Inc. | 4,113 | $238.0K | 0.25% | +4,113 | New |
| Thrive Wealth Management, LLC | 4,140 | $239.0K | 0.08% | +4,140 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,162 | $240.0K | 0.05% | +4,162 | New |
| Essex Savings Bank | 4,170 | $241.0K | 0.08% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 4,190 | $242.0K | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,181 | $242.0K | 0.02% | +4,181 | New |
| Vision Capital Management, Inc. | 4,207 | $243.0K | 0.04% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 4,263 | $245.0K | 0.00% | −6,041−58.6% | Reduced |
| Kestra Private Wealth Services, LLC | 4,277 | $247.0K | 0.01% | +4,277 | New |
| Marion Wealth Management | 4,282 | $247.0K | 0.12% | +4,282 | New |
| Wells Trecaso Financial Group, LLC | 4,360 | $252.0K | 0.11% | 00.0% | Unchanged |
| Earnest Partners LLC | 4,385 | $253.0K | 0.00% | −242−5.2% | Reduced |
| CoreFirst Bank & Trust | 4,378 | $253.0K | 0.16% | 00.0% | Unchanged |