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 |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 6,165 | $356.0K | 0.04% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,179 | $357.0K | 0.02% | +6,179 | New |
| Latitude Advisors, LLC | 6,220 | $359.0K | 0.10% | +13+0.2% | Added |
| Capital International Inc | 6,274 | $362.0K | 0.00% | −312−4.7% | Reduced |
| Ellenbecker Investment Group | 6,273 | $362.0K | 0.10% | +20.0% | Added |
| Insight Folios Inc | 6,462 | $373.0K | 0.17% | +46+0.7% | Added |
| NBT Bank N A | 6,485 | $374.0K | 0.05% | 00.0% | Unchanged |
| Ledyard National Bank | 6,520 | $377.0K | 0.04% | −50−0.8% | Reduced |
| Cadence Bank NA | 6,574 | $380.0K | 0.10% | −13−0.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,590 | $381.0K | 0.03% | +230+3.6% | Added |
| Smith, Moore & Co. | 6,667 | $385.0K | 0.05% | −1,681−20.1% | Reduced |
| Engine No. 1 LLC | 6,696 | $387.0K | 0.08% | +1,432+27.2% | Added |
| Court Place Advisors, LLC | 6,718 | $388.0K | 0.11% | −500−6.9% | Reduced |
| FineMark National Bank & Trust | 6,736 | $389.0K | 0.01% | −1,606−19.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,736 | $389.0K | 0.18% | +3,486+107.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,809 | $393.0K | 0.26% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 6,809 | $393.0K | 0.06% | +43+0.6% | Added |
| Eagle Rock Investment Company, LLC | 6,800 | $393.0K | 0.08% | +6,800 | New |
| Sequoia Financial Advisors, LLC | 6,814 | $394.0K | 0.01% | +6,814 | New |
| Bryn Mawr Trust Co | 6,837 | $395.0K | 0.01% | −41−0.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 6,844 | $395.0K | 0.03% | +132+2.0% | Added |
| V Wealth Advisors LLC | 6,843 | $395.0K | 0.06% | +301+4.6% | Added |
| TriaGen Wealth Management LLC | 6,937 | $401.0K | 0.20% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 6,956 | $401.8K | 0.06% | +794+12.9% | Added |
| Univest Financial Corp | 6,971 | $403.0K | 0.10% | 00.0% | Unchanged |
| Diversified, LLC | 6,973 | $403.0K | 0.17% | +10.0% | Added |
| Clarius Group, LLC | 6,984 | $403.0K | 0.03% | +651+10.3% | Added |
| Chicago Trust Co NA | 6,981 | $403.0K | 0.08% | +780+12.6% | Added |
| Moors & Cabot, Inc. | 7,035 | $406.0K | 0.02% | +1,506+27.2% | Added |
| Asset Management Corp | 7,043 | $407.0K | 0.24% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 7,041 | $407.0K | 0.03% | +396+6.0% | Added |
| Duncker Streett & Co Inc | 7,063 | $408.0K | 0.07% | 00.0% | Unchanged |
| Successful Portfolios LLC | 7,056 | $408.0K | 0.22% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 7,058 | $408.0K | 0.01% | +500+7.6% | Added |
| TD Private Client Wealth LLC | 7,095 | $409.8K | 0.02% | −246−3.4% | Reduced |
| Bank of Hawaii | 7,145 | $413.0K | 0.02% | −8−0.1% | Reduced |
| Exane Derivatives | 7,162 | $413.7K | 0.10% | −5,856−45.0% | Reduced |
| AMG National Trust Bank | 7,175 | $414.0K | 0.01% | −400−5.3% | Reduced |
| Buckingham Strategic Partners | 7,165 | $414.0K | 0.09% | +7,165 | New |
| Equitable Holdings, Inc. | 7,185 | $415.0K | 0.01% | −139−1.9% | Reduced |
| Whittier Trust Co | 7,187 | $415.0K | 0.01% | +113+1.6% | Added |
| Financial Consulate, Inc | 7,196 | $416.0K | 0.14% | +452+6.7% | Added |
| Brinker Capital Investments, LLC | 7,241 | $418.0K | 0.01% | +2,649+57.7% | Added |
| Tiemann Investment Advisors, LLC | 7,275 | $420.0K | 0.18% | +375+5.4% | Added |
| Coastline Trust Co | 7,289 | $421.0K | 0.05% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 7,315 | $423.0K | 0.10% | 00.0% | Unchanged |
| Regal Wealth Group, Inc. | 7,356 | $425.0K | 0.24% | +49+0.7% | Added |
| Segment Wealth Management, LLC | 7,375 | $426.0K | 0.04% | +655+9.7% | Added |
| John G Ullman & Associates Inc | 7,400 | $427.0K | 0.06% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 7,437 | $430.0K | 0.06% | +12+0.2% | Added |
| Hollencrest Capital Management | 7,500 | $433.0K | 0.03% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 7,496 | $433.0K | 0.03% | +795+11.9% | Added |
| Boston Private Wealth LLC | 7,495 | $433.0K | 0.01% | +3,291+78.3% | Added |
| Conning Inc. | 7,516 | $434.0K | 0.01% | +206+2.8% | Added |
| Trustco Bank Corp N Y | 7,588 | $438.0K | 0.38% | −1,700−18.3% | Reduced |
| Beacon Pointe Advisors, LLC | 7,664 | $443.0K | 0.01% | −9−0.1% | Reduced |
| SC&H Financial Advisors, Inc. | 7,695 | $444.0K | 0.25% | +7,695 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,701 | $445.0K | 0.13% | +128+1.7% | Added |
| S.C. Financial Services, Inc. | 7,962 | $450.0K | 0.52% | +7,962 | New |
| Insight Advisors, LLC | 7,834 | $452.0K | 0.13% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 8,035 | $454.0K | 0.31% | −5,014−38.4% | Reduced |
| CRA Financial Services, LLC | 7,910 | $457.0K | 0.14% | −905−10.3% | Reduced |
| Diversified Trust Co | 7,911 | $457.0K | 0.02% | +7,911 | New |
| Front Barnett Associates LLC | 8,024 | $463.0K | 0.04% | 00.0% | Unchanged |
| Synovus Financial Corp | 8,031 | $464.0K | 0.00% | +30.0% | Added |
| Essex Financial Services, Inc. | 8,062 | $466.0K | 0.05% | +399+5.2% | Added |
| Good Life Advisors, LLC | 8,128 | $469.0K | 0.06% | +51+0.6% | Added |
| Mutual Advisors, LLC | 8,154 | $471.0K | 0.02% | +12+0.1% | Added |
| Scotia Capital Inc. | 8,213 | $474.0K | 0.00% | −90−1.1% | Reduced |
| Cohen Klingenstein LLC | 8,200 | $474.0K | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 8,310 | $480.0K | 0.02% | +104+1.3% | Added |
| United Asset Strategies, Inc. | 8,329 | $481.0K | 0.06% | +1,062+14.6% | Added |
| IHT Wealth Management, LLC | 8,337 | $482.0K | 0.04% | +567+7.3% | Added |
| Axxcess Wealth Management, LLC | 8,348 | $482.0K | 0.04% | +8,348 | New |
| Marietta Investment Partners LLC | 8,500 | $491.0K | 0.10% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 8,508 | $491.0K | 0.11% | +167+2.0% | Added |
| Gradient Investments LLC | 8,518 | $492.0K | 0.01% | +205+2.5% | Added |
| Deseret Mutual Benefit Administrators | 8,543 | $493.0K | 0.08% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 8,530 | $493.0K | 0.14% | +8,530 | New |
| Costello Asset Management, INC | 8,553 | $494.0K | 0.30% | +15+0.2% | Added |
| Wealth Management Associates, Inc. | 8,617 | $497.7K | 0.27% | −360−4.0% | Reduced |
| GWM Advisors LLC | 8,701 | $502.0K | 0.01% | +8,701 | New |
| Alphasimplex Group, LLC | 8,764 | $506.0K | 0.86% | −8,951−50.5% | Reduced |
| Eagle Bluffs Wealth Management LLC | 8,756 | $506.0K | 0.53% | +8,756 | New |
| Nexus Investment Management ULC | 8,800 | $508.0K | 0.05% | 00.0% | Unchanged |
| RNC Capital Management LLC | 8,825 | $510.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8,855 | $511.0K | 0.06% | −248−2.7% | Reduced |
| Davenport & Co LLC | 8,886 | $513.0K | 0.00% | −341−3.7% | Reduced |
| Alpha Omega Wealth Management LLC | 9,095 | $514.0K | 0.08% | 00.0% | Unchanged |
| Private Trust Co NA | 8,998 | $520.0K | 0.07% | −96−1.1% | Reduced |
| Van Cleef Asset Management,Inc | 9,128 | $527.0K | 0.07% | +849+10.3% | Added |
| Keybank National Association | 9,142 | $528.0K | 0.00% | +932+11.4% | Added |
| Confluence Wealth Services, Inc. | 9,226 | $532.0K | 0.17% | +9,226 | New |
| Ameritas Advisory Services, LLC | 9,224 | $533.0K | 0.02% | +9,224 | New |
| IFP Advisors, Inc | 9,265 | $535.0K | 0.01% | −2,189−19.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,229 | $535.0K | 0.01% | +397+4.5% | Added |
| Grove Bank & Trust | 9,275 | $536.0K | 0.10% | +300+3.3% | Added |
| J.W. Cole Advisors, Inc. | 9,324 | $539.0K | 0.04% | −2,098−18.4% | Reduced |
| Hancock Whitney Investment Services Inc. | 9,398 | $540.0K | 0.09% | +9,398 | New |
| Bollard Group LLC | 9,390 | $542.0K | 0.02% | +59+0.6% | Added |