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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 4,407 | $254.0K | 0.02% | 00.0% | Unchanged |
| Lake Street Financial LLC | 4,414 | $255.0K | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,416 | $255.0K | 0.02% | +4,416 | New |
| Red Door Wealth Management, LLC | 4,461 | $257.0K | 0.08% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 4,458 | $257.0K | 0.12% | +4,458 | New |
| Phoenix Wealth Advisors | 4,460 | $258.0K | 0.19% | −1,021−18.6% | Reduced |
| Quest Capital Management Inc | 4,481 | $259.0K | 0.04% | −2,921−39.5% | Reduced |
| 44 Wealth Management LLC | 4,491 | $259.0K | 0.09% | −60−1.3% | Reduced |
| Indiana Trust & Investment Management CO | 4,500 | $260.0K | 0.12% | −430−8.7% | Reduced |
| Paragon Capital Management Ltd | 4,507 | $260.0K | 0.04% | −54−1.2% | Reduced |
| Grimes & Company, Inc. | 4,507 | $260.0K | 0.01% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 4,500 | $260.0K | 0.20% | +4,500 | New |
| Segall Bryant & Hamill, LLC | 4,511 | $261.0K | 0.00% | −137−2.9% | Reduced |
| Planning Directions Inc | 4,513 | $261.0K | 0.17% | +30+0.7% | Added |
| Heritage Trust Co | 4,530 | $262.0K | 0.03% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 4,549 | $263.0K | 0.06% | 00.0% | Unchanged |
| Centric Wealth Management | 4,554 | $263.0K | 0.09% | +23+0.5% | Added |
| First National Trust Co | 4,559 | $263.0K | 0.01% | +100+2.2% | Added |
| Modera Wealth Management, LLC | 4,553 | $263.0K | 0.01% | +4,553 | New |
| Newton One Investments LLC | 4,578 | $264.0K | 0.19% | +27+0.6% | Added |
| Signature Wealth Management Partners, LLC | 4,625 | $267.0K | 0.23% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,633 | $268.0K | 0.02% | +4,633 | New |
| Meristem Family Wealth, LLC | 4,654 | $269.0K | 0.02% | +10+0.2% | Added |
| Duff & Phelps Investment Management Co | 4,675 | $270.0K | 0.00% | +4,675 | New |
| US Asset Management LLC | 4,702 | $272.0K | 0.26% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,704 | $272.0K | 0.02% | +4,704 | New |
| AlphaCrest Capital Management LLC | 4,720 | $273.0K | 0.01% | −15,634−76.8% | Reduced |
| SNS Financial Group, LLC | 4,731 | $273.0K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,710 | $273.0K | 0.03% | +4,710 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,737 | $274.0K | 0.02% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 4,757 | $275.0K | 0.01% | −23−0.5% | Reduced |
| Nicolet Bankshares Inc | 4,800 | $277.0K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,803 | $277.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,795 | $277.0K | 0.01% | +908+23.4% | Added |
| FourThought Financial, LLC | 4,865 | $281.0K | 0.04% | −716−12.8% | Reduced |
| Compass Ion Advisors, LLC | 4,884 | $282.0K | 0.09% | +35+0.7% | Added |
| River Wealth Advisors LLC | 4,890 | $282.0K | 0.04% | +4,890 | New |
| Harvest Fund Management Co., Ltd | 4,935 | $282.0K | 0.05% | +4,935 | New |
| People's United Financial, Inc. | 4,897 | $283.0K | 0.01% | −4,455−47.6% | Reduced |
| SFG Wealth Management, LLC. | 4,894 | $283.0K | 0.25% | +4,894 | New |
| Tyler-Stone Wealth Management | 4,908 | $283.0K | 0.15% | +4,908 | New |
| Park Avenue Securities LLC | 4,911 | $284.0K | 0.01% | +461+10.4% | Added |
| WealthShield Partners, LLC | 4,915 | $284.0K | 0.05% | +4,915 | New |
| Gateway Investment Advisers LLC | 4,954 | $286.0K | 0.00% | −542−9.9% | Reduced |
| High Net Worth Advisory Group LLC | 4,987 | $288.0K | 0.10% | +4,987 | New |
| Patten & Patten Inc | 4,996 | $289.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 5,304 | $290.0K | 0.02% | −1,244−19.0% | Reduced |
| Focus Financial Network, Inc. | 5,027 | $290.4K | 0.04% | +5,027 | New |
| Resonant Capital Advisors, LLC | 5,037 | $291.0K | 0.04% | +333+7.1% | Added |
| Alliance Wealth Advisors, LLC | 5,059 | $292.0K | 0.24% | 00.0% | Unchanged |
| Accel Wealth Management | 5,064 | $293.0K | 0.14% | −82−1.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,086 | $294.0K | 0.02% | −461−8.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 5,177 | $295.0K | 0.10% | +7+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 5,127 | $296.0K | 0.01% | +130+2.6% | Added |
| Barrett Asset Management, LLC | 5,132 | $296.0K | 0.01% | +3,732+266.6% | Added |
| First Manhattan Co | 5,180 | $299.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 5,202 | $300.0K | 0.02% | +666+14.7% | Added |
| Outfitter Financial LLC | 5,208 | $301.0K | 0.22% | 00.0% | Unchanged |
| Hudock, Inc. | 5,239 | $302.0K | 0.09% | +2,324+79.7% | Added |
| Grant/GrossMendelsohn, LLC | 5,465 | $303.0K | 0.24% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 5,250 | $303.0K | 0.05% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 5,244 | $303.0K | 0.03% | 00.0% | Unchanged |
| AIA Group Ltd | 5,276 | $305.0K | 0.01% | −31,401−85.6% | Reduced |
| Wolverine Trading, LLC | 5,330 | $306.0K | 0.00% | +5,330 | New |
| Horizon Investments, LLC | 7,470 | $308.0K | 0.01% | +974+15.0% | Added |
| Financial Advocates Investment Management | 5,333 | $308.0K | 0.02% | +73+1.4% | Added |
| Boenning & Scattergood, Inc. | 5,360 | $310.0K | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,396 | $312.0K | 0.04% | −1,209−18.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,402 | $312.0K | 0.15% | +5,402 | New |
| Wealth Dimensions Group, Ltd. | 5,424 | $313.0K | 0.15% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 5,459 | $315.0K | 0.18% | −54−1.0% | Reduced |
| Avantax Planning Partners, Inc. | 5,451 | $315.0K | 0.01% | +170+3.2% | Added |
| Bailard, Inc. | 5,453 | $315.0K | 0.01% | +193+3.7% | Added |
| Fieldpoint Private Securities, LLC | 5,455 | $315.0K | 0.06% | +215+4.1% | Added |
| Orion Portfolio Solutions, LLC | 5,469 | $316.0K | 0.01% | −33−0.6% | Reduced |
| Marcum Wealth, LLC | 5,464 | $316.0K | 0.04% | −22−0.4% | Reduced |
| Calton & Associates, Inc. | 5,491 | $317.0K | 0.08% | +109+2.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,502 | $318.0K | 0.02% | −2,477−31.0% | Reduced |
| Aurora Private Wealth, Inc. | 5,508 | $318.0K | 0.14% | +10.0% | Added |
| JFS Wealth Advisors, LLC | 5,505 | $318.0K | 0.03% | +72+1.3% | Added |
| Allworth Financial LP | 5,499 | $318.0K | 0.00% | +565+11.5% | Added |
| Capital Investment Advisory Services, LLC | 5,531 | $319.0K | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 5,561 | $321.0K | 0.02% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 5,639 | $326.0K | 0.00% | +5,639 | New |
| Johnson Investment Counsel Inc | 5,667 | $327.0K | 0.00% | +5,667 | New |
| StrategIQ Financial Group, LLC | 5,699 | $329.0K | 0.03% | +92+1.6% | Added |
| Alpha Paradigm Partners, LLC | 5,707 | $330.0K | 0.13% | +2,168+61.3% | Added |
| Thrive Capital Management, LLC | 5,851 | $338.0K | 0.22% | +14+0.2% | Added |
| Clifford Swan Investment Counsel LLC | 5,925 | $342.0K | 0.01% | +542+10.1% | Added |
| Key Financial Inc | 5,929 | $342.0K | 0.17% | +110+1.9% | Added |
| Wealth Management Solutions, LLC | 5,927 | $342.0K | 0.18% | +5,927 | New |
| Adviser Investments LLC | 5,949 | $344.0K | 0.02% | −65−1.1% | Reduced |
| Abbrea Capital, LLC | 5,970 | $345.0K | 0.05% | +668+12.6% | Added |
| Engineers Gate Manager LP | 5,977 | $345.0K | 0.02% | +5,977 | New |
| RSM US Wealth Management LLC | 5,988 | $346.0K | 0.02% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 6,017 | $348.0K | 0.03% | −1,336−18.2% | Reduced |
| Belpointe Asset Management LLC | 6,081 | $351.0K | 0.02% | −275−4.3% | Reduced |
| Graham Capital Management, L.P. | 6,119 | $353.0K | 0.02% | +6,119 | New |
| Parkside Financial Bank & Trust | 6,138 | $355.0K | 0.09% | +5,246+588.1% | Added |
| Pallas Capital Advisors LLC | 6,252 | $355.0K | 0.04% | +6,252 | New |