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 |
|---|---|---|---|---|---|
| MBB Public Markets I LLC | 9,382 | $542.0K | 0.01% | +9,382 | New |
| Lombard Odier Asset Management (Switzerland) SA | 9,421 | $544.0K | 0.03% | −5,145−35.3% | Reduced |
| Sentry Investment Management LLC | 9,483 | $548.0K | 0.14% | +1,135+13.6% | Added |
| Los Angeles Capital Management LLC | 9,539 | $551.0K | 0.00% | +3,931+70.1% | Added |
| Northwest Bancshares, Inc. | 9,553 | $552.0K | 0.11% | −257−2.6% | Reduced |
| Bokf, NA | 9,582 | $553.0K | 0.01% | −12,873−57.3% | Reduced |
| Fiduciary Trust Co | 9,585 | $554.0K | 0.01% | −375−3.8% | Reduced |
| Fisher Asset Management, LLC | 9,591 | $554.0K | 0.00% | −166−1.7% | Reduced |
| VeraBank, N.A. | 9,620 | $556.0K | 0.28% | −277−2.8% | Reduced |
| Peoples Financial Services Corp. | 9,670 | $558.0K | 0.22% | −25−0.3% | Reduced |
| Paragon Financial Partners, Inc. | 9,773 | $564.0K | 0.46% | +9,773 | New |
| Riverwater Partners LLC | 9,802 | $566.0K | 0.50% | +9,802 | New |
| National Asset Management, Inc. | 9,904 | $573.0K | 0.02% | −1,184−10.7% | Reduced |
| Aull & Monroe Investment Management Corp | 10,003 | $578.0K | 0.26% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 10,000 | $578.0K | 0.13% | 00.0% | Unchanged |
| Archer Investment Corp | 10,055 | $580.8K | 0.20% | −313−3.0% | Reduced |
| Coldstream Capital Management Inc | 10,074 | $582.0K | 0.02% | +3,934+64.1% | Added |
| StoneX Group Inc. | 10,132 | $585.2K | 0.07% | +10,132 | New |
| Checchi Capital Advisers, LLC | 10,154 | $586.0K | 0.06% | +167+1.7% | Added |
| Advisory Services Network, LLC | 10,164 | $587.0K | 0.02% | +1,613+18.9% | Added |
| Wedbush Securities Inc | 10,204 | $589.0K | 0.03% | −2,634−20.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,200 | $589.0K | 0.07% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 10,242 | $592.0K | 0.16% | −147−1.4% | Reduced |
| Syntax Advisors, LLC | 10,242 | $592.0K | 0.44% | +10,242 | New |
| Lantz Financial LLC | 10,304 | $595.0K | 0.27% | +166+1.6% | Added |
| Signaturefd, LLC | 10,347 | $598.0K | 0.02% | +48+0.5% | Added |
| TSFG, LLC | 10,430 | $602.0K | 0.21% | +692+7.1% | Added |
| Centre Asset Management, LLC | 10,494 | $606.0K | 0.31% | −804−7.1% | Reduced |
| Heartland Bank & Trust Co | 10,487 | $606.0K | 0.45% | +138+1.3% | Added |
| American Portfolios Advisors | 10,524 | $607.8K | 0.02% | −397−3.6% | Reduced |
| Sawtooth Solutions, LLC | 10,524 | $608.0K | 0.07% | +5,606+114.0% | Added |
| Strategic Advisors LLC | 10,596 | $612.0K | 0.09% | −16−0.2% | Reduced |
| Ci Investments Inc. | 10,630 | $614.0K | 0.00% | −1,562−12.8% | Reduced |
| MidWestOne Financial Group, Inc. | 10,635 | $614.0K | 0.13% | +875+9.0% | Added |
| Kepos Capital LP | 10,695 | $618.0K | 0.05% | +5,689+113.6% | Added |
| Jacobi Capital Management LLC | 10,963 | $633.0K | 0.08% | +31+0.3% | Added |
| Azimuth Capital Management LLC | 11,156 | $644.0K | 0.03% | −700−5.9% | Reduced |
| Stratos Wealth Partners, LTD. | 11,231 | $649.0K | 0.01% | +254+2.3% | Added |
| First National Bank & Trust Co of Newtown | 11,304 | $653.0K | 0.13% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 11,322 | $654.0K | 0.24% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 11,364 | $656.0K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 11,370 | $657.0K | 0.04% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 11,388 | $658.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 11,388 | $658.0K | 0.01% | +11,388 | New |
| Westover Capital Advisors, LLC | 11,435 | $660.0K | 0.19% | −1,277−10.0% | Reduced |
| American National Registered Investment Advisor, Inc. | 11,518 | $665.0K | 0.22% | −20.0% | Reduced |
| Avantax Advisory Services, Inc. | 11,557 | $668.0K | 0.01% | +765+7.1% | Added |
| MUFG Americas Holdings Corp | 11,592 | $670.0K | 0.01% | 00.0% | Unchanged |
| Wahed Invest LLC | 11,694 | $675.0K | 0.38% | +11,694 | New |
| Toroso Investments, LLC | 11,810 | $682.0K | 0.02% | +2,557+27.6% | Added |
| Community Bank & Trust, Waco, Texas | 11,843 | $684.0K | 0.20% | −9,943−45.6% | Reduced |
| Stephenson National Bank & Trust | 11,873 | $686.0K | 0.40% | −10−0.1% | Reduced |
| Balentine LLC | 11,885 | $686.0K | 0.02% | +2,939+32.9% | Added |
| Polar Asset Management Partners Inc. | 11,918 | $688.0K | 0.01% | +11,918 | New |
| Federation des caisses Desjardins du Quebec | 11,926 | $688.5K | 0.01% | −1,481−11.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 11,982 | $692.1K | 0.16% | +57+0.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $693.0K | 0.21% | 00.0% | Unchanged |
| Veriti Management LLC | 12,081 | $698.0K | 0.09% | −1,205−9.1% | Reduced |
| Vestcor Inc | 12,368 | $714.0K | 0.03% | −2,034−14.1% | Reduced |
| Wesbanco Bank Inc | 12,409 | $717.0K | 0.03% | +353+2.9% | Added |
| Allegheny Financial Group LTD | 12,450 | $719.0K | 0.29% | +4,519+57.0% | Added |
| Cresset Asset Management, LLC | 12,541 | $725.0K | 0.01% | +241+2.0% | Added |
| WBH Advisory Inc | 12,771 | $738.0K | 0.08% | +667+5.5% | Added |
| O'Shaughnessy Asset Management, LLC | 12,862 | $743.0K | 0.01% | +635+5.2% | Added |
| Pathstone Family Office, LLC | 12,917 | $746.0K | 0.02% | +705+5.8% | Added |
| Cornerstone Advisory, LLC | 12,921 | $746.0K | 0.11% | +2,547+24.6% | Added |
| HAP Trading, LLC | 13,007 | $751.0K | 0.05% | −107−0.8% | Reduced |
| First Midwest Bank Trust Division | 13,019 | $752.0K | 0.10% | −166−1.3% | Reduced |
| Gofen & Glossberg LLC | 13,256 | $766.0K | 0.02% | +198+1.5% | Added |
| 1832 Asset Management L.P. | 16,936 | $768.0K | 0.00% | −6,987−29.2% | Reduced |
| American Trust | 13,363 | $772.0K | 0.06% | +13,363 | New |
| Ninepoint Partners LP | 13,635 | $788.0K | 0.29% | +13,635 | New |
| Wetherby Asset Management Inc | 13,669 | $790.0K | 0.04% | +302+2.3% | Added |
| VELA Investment Management, LLC | 13,865 | $801.0K | 0.54% | +13,865 | New |
| Advisors Asset Management, Inc. | 13,919 | $804.0K | 0.01% | −439−3.1% | Reduced |
| Investors Research Corp | 13,959 | $806.0K | 0.24% | 00.0% | Unchanged |
| Greenleaf Trust | 13,950 | $806.0K | 0.01% | +570+4.3% | Added |
| Geneos Wealth Management Inc. | 14,035 | $810.0K | 0.03% | −732−5.0% | Reduced |
| Haverford Trust Co | 14,118 | $815.0K | 0.01% | +7,202+104.1% | Added |
| Great Valley Advisor Group, Inc. | 14,530 | $820.0K | 0.05% | −820−5.3% | Reduced |
| Bessemer Group Inc | 14,263 | $824.0K | 0.00% | +9,194+181.4% | Added |
| Ferguson Wellman Capital Management, Inc | 14,318 | $827.0K | 0.02% | −320−2.2% | Reduced |
| SeaCrest Wealth Management, LLC | 14,364 | $830.0K | 0.09% | +127+0.9% | Added |
| Rational Advisors LLC | 14,504 | $838.0K | 0.05% | −16,576−53.3% | Reduced |
| Ieq Capital, LLC | 14,524 | $839.0K | 0.02% | +1,465+11.2% | Added |
| Intrust Bank NA | 14,548 | $840.0K | 0.10% | +1,714+13.4% | Added |
| MAI Capital Management | 14,538 | $840.0K | 0.01% | +2,999+26.0% | Added |
| First Horizon Advisors, Inc. | 14,632 | $844.0K | 0.03% | −185,218−92.7% | Reduced |
| Pinnacle Associates Ltd | 14,609 | $844.0K | 0.01% | −94−0.6% | Reduced |
| Platform Technology Partners | 14,709 | $850.0K | 0.37% | +14,709 | New |
| Sagefield Capital LP | 14,740 | $851.0K | 0.39% | +14,740 | New |
| Investment Advisory Services Inc | 14,898 | $861.0K | 0.47% | 00.0% | Unchanged |
| Teza Capital Management LLC | 14,928 | $862.0K | 0.23% | −6,055−28.9% | Reduced |
| Altium Wealth Management LLC | 14,922 | $862.0K | 0.06% | +1,184+8.6% | Added |
| CWM, LLC | 14,935 | $863.0K | 0.01% | +14,935 | New |
| North Star Investment Management Corp. | 14,973 | $865.0K | 0.06% | −3,563−19.2% | Reduced |
| Corient Capital Partners, LLC | 15,156 | $875.0K | 0.06% | +4,459+41.7% | Added |
| American National Insurance Co | 15,220 | $879.0K | 0.19% | −86,290−85.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 15,351 | $886.0K | 0.10% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 15,380 | $888.0K | 0.00% | +272+1.8% | Added |