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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2021: 1,071 institutions
Q1 2021: 925 institutionsQ2 2021: 923 institutionsQ3 2021: 937 institutionsQ4 2021: 1,071 institutionsQ1 2022: 1,026 institutionsQ2 2022: 1,021 institutionsQ3 2022: 990 institutionsQ4 2022: 1,007 institutionsQ1 2023: 1,003 institutionsQ2 2023: 1,005 institutionsQ3 2023: 1,001 institutionsQ4 2023: 1,020 institutionsQ1 2024: 1,009 institutionsQ2 2024: 992 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,102 institutionsQ1 2025: 1,196 institutionsQ2 2025: 1,177 institutionsQ3 2025: 1,201 institutionsQ4 2025: 1,249 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,291 institutions
Value heldQ4 2021: $45.4B
Q1 2021: $34.1BQ2 2021: $34.9BQ3 2021: $38.1BQ4 2021: $45.4BQ1 2022: $38.4BQ2 2022: $36.8BQ3 2022: $30.3BQ4 2022: $35.2BQ1 2023: $34.2BQ2 2023: $33.0BQ3 2023: $30.9BQ4 2023: $29.1BQ1 2024: $30.9BQ2 2024: $28.7BQ3 2024: $33.2BQ4 2024: $30.8BQ1 2025: $38.3BQ2 2025: $36.8BQ3 2025: $38.1BQ4 2025: $40.2BQ1 2026: $45.1BQ2 2026: $44.2B
Institutions holding EXC and their total value by quarter
QuarterHoldersValue
Q2 20261,291$44.2B
Q1 20261,285$45.1B
Q4 20251,249$40.2B
Q3 20251,201$38.1B
Q2 20251,177$36.8B
Q1 20251,196$38.3B
Q4 20241,102$30.8B
Q3 20241,055$33.2B
Q2 2024992$28.7B
Q1 20241,009$30.9B
Q4 20231,020$29.1B
Q3 20231,001$30.9B
Q2 20231,005$33.0B
Q1 20231,003$34.2B
Q4 20221,007$35.2B
Q3 2022990$30.3B
Q2 20221,021$36.8B
Q1 20221,026$38.4B
Q4 20211,071$45.4B
Q3 2021937$38.1B
Q2 2021923$34.9B
Q1 2021925$34.1B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q3 2021.

Institutions holding EXC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Gladius Capital Management LP1,225$71.0K0.02%+1,225New
Cornerstone Management, Inc.1,226$70.8K0.02%+1,226New
Whittier Trust Co of Nevada Inc1,220$70.0K0.00%+309+33.9%Added
Lee Financial Co1,200$69.0K0.01%−200−14.3%Reduced
Boit C F David1,200$69.0K0.04%00.0%Unchanged
Kings Point Capital Management1,188$69.0K0.01%00.0%Unchanged
Professional Financial Advisors, LLC1,157$67.0K0.03%+9+0.8%Added
City State Bank1,124$65.0K0.04%+1,124New
Resources Management Corp1,110$64.0K0.01%00.0%Unchanged
Bedel Financial Consulting, Inc.1,109$64.0K0.02%+54+5.1%Added
First Command Bank1,297$63.0K0.01%00.0%Unchanged
CVA Family Office, LLC1,050$61.0K0.02%+1,050New
Capital Analysts, LLC998$58.0K0.00%+6+0.6%Added
Harel Insurance Investments & Financial Services Ltd.1,019$58.0K0.00%+1,019New
First Command Financial Services, Inc.995$57.0K0.01%−302−23.3%Reduced
Burleson & Company, LLC987$57.0K0.01%00.0%Unchanged
Oakworth Capital, Inc.967$56.0K0.00%00.0%Unchanged
Larson Financial Group LLC949$55.0K0.01%+695+273.6%Added
Ancora Advisors, LLC914$53.0K0.00%−177−16.2%Reduced
Benjamin F. Edwards & Company, Inc.916$53.0K0.00%+1+0.1%Added
West Paces Advisors Inc.892$51.5K0.02%00.0%Unchanged
MV Capital Management, Inc.876$51.0K0.01%+41+4.9%Added
Jones Financial Companies LLLP842$49.0K0.00%−258−23.5%Reduced
Patriot Financial Group Insurance Agency, LLC856$49.0K0.01%+1+0.1%Added
Dixon Hughes Goodman Wealth Advisors LLC841$49.0K0.02%+841New
NVWM, LLC837$48.0K0.01%00.0%Unchanged
Johnson Midwest Financial, LLC812$47.0K0.04%00.0%Unchanged
Cordasco Financial Network788$46.0K0.03%00.0%Unchanged
Sargent Bickham Lagudis LLC750$43.0K0.00%+2+0.3%Added
Ten Capital Wealth Advisors, LLC750$43.0K0.02%00.0%Unchanged
Optimum Investment Advisors722$42.0K0.02%00.0%Unchanged
JJJ Advisors Inc.721$42.0K0.01%+53+7.9%Added
Selective Wealth Management, Inc.700$40.0K0.02%00.0%Unchanged
Penserra Capital Management LLC678$39.0K0.00%−114−14.4%Reduced
Rocky Mountain Advisers, LLC674$39.0K0.04%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.683$39.0K0.01%00.0%Unchanged
Signet Financial Management, LLC668$39.0K0.01%+668New
EverSource Wealth Advisors, LLC664$39.0K0.01%+664New
Evolution Advisers, Inc.683$39.0K0.03%+683New
Center for Financial Planning, Inc.660$38.0K0.01%00.0%Unchanged
Citizens National Bank Trust Department650$38.0K0.01%+650New
Pittenger & Anderson Inc640$37.0K0.00%00.0%Unchanged
Silvant Capital Management LLC622$36.0K0.01%00.0%Unchanged
Albion Financial Group616$36.0K0.00%+16+2.7%Added
Missouri Trust & Investment Co630$36.0K0.02%+630New
Curi Capital586$33.0K0.01%+586New
Catalyst Capital Advisors LLC541$31.0K0.00%−46−7.8%Reduced
TCI Wealth Advisors, Inc.534$31.0K0.00%−5−0.9%Reduced
Smithfield Trust Co518$31.0K0.00%−2−0.4%Reduced
Kempen Capital Management N.V.521$30.0K0.00%00.0%Unchanged
Elmwood Wealth Management, Inc.519$30.0K0.01%+519New
First Financial Corp500$29.0K0.02%00.0%Unchanged
Monetary Management Group Inc500$29.0K0.01%00.0%Unchanged
Vectors Research Management, LLC500$29.0K0.01%00.0%Unchanged
Stephens Consulting, LLC485$28.0K0.02%+485New
Hanson & Doremus Investment Management489$28.0K0.01%00.0%Unchanged
Manchester Capital Management LLC483$28.0K0.00%−3−0.6%Reduced
Financial Perspectives, Inc480$27.7K0.01%+3+0.6%Added
Pinnacle Financial Partners Inc454$26.0K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC452$26.0K0.01%00.0%Unchanged
Independence Bank of Kentucky450$26.0K0.01%00.0%Unchanged
Country Trust Bank447$26.0K0.00%+67+17.6%Added
American State Bank (Iowa)450$26.0K0.02%00.0%Unchanged
Private Capital Group, LLC437$25.0K0.01%−244−35.8%Reduced
Ellis Investment Partners, LLC434$25.0K0.01%00.0%Unchanged
Massmutual Trust Co FSB434$25.0K0.00%+117+36.9%Added
TD Ameritrade Investment Management, LLC440$25.0K0.00%+440New
Brewin Dolphin Ltd424$24.0K0.00%−2,576−85.9%Reduced
SOA Wealth Advisors, LLC.433$24.0K0.01%−498−53.5%Reduced
Contravisory Investment Management, Inc.422$24.0K0.01%00.0%Unchanged
Baystate Wealth Management LLC408$24.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC411$24.0K0.01%+2+0.5%Added
Lloyd Advisory Services, LLC.407$24.0K0.01%+31+8.2%Added
Gemmer Asset Management LLC402$23.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC391$23.0K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC400$23.0K0.01%00.0%Unchanged
Old North State Trust, LLC400$23.0K0.02%00.0%Unchanged
Institutional & Family Asset Management, LLC382$22.0K0.00%00.0%Unchanged
Zullo Investment Group, Inc.389$22.0K0.01%+389New
Systematic Financial Management LP349$20.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC358$20.0K0.00%+2+0.6%Added
Delos Wealth Advisors, LLC354$20.0K0.02%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC353$20.0K0.01%+53+17.7%Added
BDO Wealth Advisors, LLC352$20.0K0.00%+127+56.4%Added
BerganKDV Wealth Management, LLC353$20.0K0.00%+214+154.0%Added
FinTrust Capital Advisors, LLC325$19.0K0.00%−185−36.3%Reduced
Wela Strategies, Inc.18,702$19.0K0.01%00.0%Unchanged
Truvestments Capital LLC316$18.0K0.01%00.0%Unchanged
Covestor Ltd307$18.0K0.03%+307New
Bell Investment Advisors, Inc296$17.0K0.00%−151−33.8%Reduced
Reilly Financial Advisors, LLC300$17.0K0.00%00.0%Unchanged
Cribstone Capital Management, LLC300$17.0K0.01%00.0%Unchanged
CNB Bank300$17.0K0.01%00.0%Unchanged
TFC Financial Management302$17.0K0.01%00.0%Unchanged
Dividend Assets Capital, LLC299$17.0K0.00%00.0%Unchanged
Mascoma Wealth Management LLC293$17.0K0.01%−2−0.7%Reduced
West Branch Capital LLC289$17.0K0.01%00.0%Unchanged
Tompkins Financial Corp285$16.0K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC282$16.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC279$16.0K0.00%00.0%Unchanged