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 |
|---|---|---|---|---|---|
| Walled Lake Planning & Wealth Management, LLC | 74,077 | $4.28M | 2.48% | −622−0.8% | Reduced |
| Compagnie Lombard Odier SCmA | 73,962 | $4.27M | 0.08% | −6,227−7.8% | Reduced |
| Tudor Investment Corp Et Al | 72,932 | $4.21M | 0.08% | +72,932 | New |
| Caption Management, LLC | 72,500 | $4.19M | 0.26% | +72,500 | New |
| Carlson Capital L P | 72,287 | $4.17M | 0.24% | −32,713−31.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 72,081 | $4.16M | 0.04% | −2,645−3.5% | Reduced |
| Private Advisor Group, LLC | 70,338 | $4.06M | 0.03% | −30,552−30.3% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 69,750 | $4.03M | 0.19% | +8,420+13.7% | Added |
| Kestra Advisory Services, LLC | 69,098 | $3.99M | 0.04% | −2,355−3.3% | Reduced |
| Gyon Technologies Capital Management, LP | 68,544 | $3.96M | 0.73% | +68,544 | New |
| Industrial Alliance Investment Management Inc. | 67,851 | $3.92M | 0.09% | +67,851 | New |
| Iowa State Bank | 67,232 | $3.88M | 0.91% | +684+1.0% | Added |
| Cerity Partners LLC | 66,188 | $3.83M | 0.06% | +160+0.2% | Added |
| Financial Counselors Inc | 65,306 | $3.77M | 0.08% | −2,035−3.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 64,899 | $3.75M | 0.08% | +4,370+7.2% | Added |
| IronBridge Private Wealth, LLC | 63,160 | $3.65M | 1.90% | −2,115−3.2% | Reduced |
| Miller Howard Investments Inc | 60,855 | $3.52M | 0.13% | +36,714+152.1% | Added |
| Wasatch Advisors Inc | 60,740 | $3.51M | 0.01% | −34,500−36.2% | Reduced |
| Keene & Associates, Inc. | 60,408 | $3.49M | 3.01% | +60,408 | New |
| New Mexico Educational Retirement Board | 59,759 | $3.45M | 0.12% | −4,200−6.6% | Reduced |
| Harvest Volatility Management LLC | 59,705 | $3.45M | 0.17% | +14,567+32.3% | Added |
| Kentucky Retirement Systems | 59,521 | $3.44M | 0.14% | +2,769+4.9% | Added |
| Wealthfront Advisers LLC | 59,415 | $3.43M | 0.01% | +16,918+39.8% | Added |
| SG Americas Securities, LLC | 59,069 | $3.41M | 0.02% | +36,903+166.5% | Added |
| USA Financial Portformulas Corp | 57,818 | $3.34M | 2.87% | +33,855+141.3% | Added |
| Natixis | 80,872 | $3.33M | 0.01% | −59,397−42.3% | Reduced |
| Essex LLC | 56,607 | $3.27M | 0.87% | −1,525−2.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 56,517 | $3.26M | 0.62% | +56,517 | New |
| Souders Financial Advisors | 56,118 | $3.24M | 0.93% | +450+0.8% | Added |
| Abundance Wealth Counselors | 55,316 | $3.19M | 0.82% | +130.0% | Added |
| Balyasny Asset Management LLC | 54,865 | $3.17M | 0.01% | +54,865 | New |
| Capital International Sarl | 54,735 | $3.16M | 0.15% | −198−0.4% | Reduced |
| Mariner, LLC | 54,286 | $3.14M | 0.01% | +3,601+7.1% | Added |
| Northwestern Mutual Wealth Management Co | 52,246 | $3.02M | 0.00% | −2,807−5.1% | Reduced |
| Affinity Investment Advisors, LLC | 52,041 | $3.01M | 1.21% | +2,353+4.7% | Added |
| Pensionfund Sabic | 51,500 | $2.98M | 0.56% | 00.0% | Unchanged |
| Commerce Bank | 51,348 | $2.97M | 0.02% | +271+0.5% | Added |
| Seven Eight Capital, LP | 50,578 | $2.92M | 0.52% | +50,578 | New |
| Radnor Capital Management, LLC | 50,312 | $2.91M | 0.72% | −4,850−8.8% | Reduced |
| Cetera Advisor Networks LLC | 49,822 | $2.88M | 0.04% | −807−1.6% | Reduced |
| Boothbay Fund Management, LLC | 48,920 | $2.83M | 0.09% | −12,225−20.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 48,705 | $2.81M | 0.05% | +188+0.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 48,238 | $2.79M | 0.10% | −32−0.1% | Reduced |
| Huntington National Bank | 47,900 | $2.77M | 0.03% | +2,321+5.1% | Added |
| E. Ohman J:or Asset Management AB | 47,624 | $2.75M | 0.08% | +3,300+7.4% | Added |
| WealthTrust Axiom LLC | 47,602 | $2.75M | 0.88% | −444−0.9% | Reduced |
| Narwhal Capital Management | 47,273 | $2.73M | 0.31% | 00.0% | Unchanged |
| Transform Wealth, LLC | 46,554 | $2.69M | 0.28% | −883−1.9% | Reduced |
| Rothschild Investment Corp | 46,148 | $2.67M | 0.21% | −300−0.6% | Reduced |
| Van Eck Associates Corp | 45,707 | $2.64M | 0.01% | −3,391−6.9% | Reduced |
| MD Financial Management Inc. | 44,236 | $2.56M | 0.06% | +2,935+7.1% | Added |
| Steward Partners Investment Advisory, LLC | 41,843 | $2.42M | 0.04% | −530−1.3% | Reduced |
| Bridgewater Associates, LP | 41,052 | $2.37M | 0.01% | +41,052 | New |
| LGT Group Foundation | 40,598 | $2.35M | 0.06% | +40,598 | New |
| Green Square Capital Advisors LLC | 40,278 | $2.33M | 0.46% | +1,215+3.1% | Added |
| Spire Wealth Management | 40,088 | $2.32M | 0.05% | +29,645+283.9% | Added |
| FRG Family Wealth Advisors LLC | 39,349 | $2.27M | 0.42% | −1,128−2.8% | Reduced |
| Tiaa, FSB | 38,438 | $2.21M | 0.01% | +1,030+2.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 37,981 | $2.19M | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 36,528 | $2.11M | 0.07% | −3,174−8.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 36,500 | $2.11M | 0.17% | −864−2.3% | Reduced |
| Captrust Financial Advisors | 36,125 | $2.09M | 0.01% | +2,178+6.4% | Added |
| Brown Advisory Inc | 35,979 | $2.08M | 0.00% | +1,849+5.4% | Added |
| Trust Co of Toledo NA | 35,530 | $2.05M | 0.31% | +137+0.4% | Added |
| Argyle Capital Management Inc. | 35,025 | $2.02M | 0.63% | −3,500−9.1% | Reduced |
| Walleye Trading LLC | 34,972 | $2.02M | 0.03% | +34,972 | New |
| Pensionfund DSM Netherlands | 34,700 | $2.00M | 0.23% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 34,432 | $1.99M | 0.41% | −190−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 34,198 | $1.98M | 0.07% | +187+0.5% | Added |
| Brookstone Capital Management | 34,846 | $1.97M | 0.03% | +3,985+12.9% | Added |
| DC Investments Management, LLC | 34,183 | $1.97M | 2.80% | +10,028+41.5% | Added |
| Peapack Gladstone Financial Corp | 34,052 | $1.97M | 0.04% | +26+0.1% | Added |
| OPSEU Pension Plan Trust Fund | 34,117 | $1.95M | 0.44% | +6,691+24.4% | Added |
| Transcend Wealth Collective, LLC | 33,267 | $1.92M | 0.17% | −631−1.9% | Reduced |
| NN Investment Partners Holdings N.V. | 33,287 | $1.92M | 0.01% | −117−0.4% | Reduced |
| Virtu Financial LLC | 32,936 | $1.90M | 0.19% | +32,936 | New |
| Providence Wealth Advisors, LLC | 33,567 | $1.90M | 1.19% | +102+0.3% | Added |
| Advanced Asset Management Advisors Inc | 32,814 | $1.90M | 0.39% | +10.0% | Added |
| Hollow Brook Wealth Management LLC | 32,457 | $1.88M | 0.96% | +14,327+79.0% | Added |
| Advisor Partners LLC | 32,074 | $1.85M | 0.11% | +248+0.8% | Added |
| Oppenheimer & Co Inc | 31,039 | $1.79M | 0.03% | +1,213+4.1% | Added |
| Tokio Marine Asset Management Co Ltd | 31,006 | $1.79M | 0.14% | +940+3.1% | Added |
| AdvisorNet Financial, Inc | 30,972 | $1.79M | 0.11% | +193+0.6% | Added |
| Simplex Trading, LLC | 30,463 | $1.76M | 0.06% | +30,463 | New |
| Ossiam | 30,042 | $1.74M | 0.05% | +2,993+11.1% | Added |
| Baader Bank INC | 29,971 | $1.73M | 0.14% | +29,971 | New |
| Meiji Yasuda Asset Management Co Ltd. | 29,616 | $1.71M | 0.11% | +1,011+3.5% | Added |
| Paradigm Asset Management Co LLC | 29,555 | $1.71M | 0.43% | +255+0.9% | Added |
| Kingsview Wealth Management, LLC | 29,260 | $1.69M | 0.07% | +3,879+15.3% | Added |
| Veritable, L.P. | 28,095 | $1.62M | 0.02% | +1,286+4.8% | Added |
| Bellwether Advisors, LLC | 27,675 | $1.60M | 0.50% | +8,114+41.5% | Added |
| Cornerstone National Bank & Trust Co | 27,641 | $1.60M | 0.70% | −84−0.3% | Reduced |
| Simmons Bank | 27,570 | $1.59M | 0.11% | −1,290−4.5% | Reduced |
| Moody National Bank Trust Division | 27,365 | $1.58M | 0.05% | −79,067−74.3% | Reduced |
| Capital Fund Management S.A. | 27,189 | $1.57M | 0.04% | +27,189 | New |
| Glenmede Trust Co NA | 26,832 | $1.55M | 0.01% | −13,648−33.7% | Reduced |
| Lincoln National Corp | 26,610 | $1.54M | 0.03% | +225+0.9% | Added |
| Community Bank, N.A. | 26,532 | $1.53M | 0.18% | −3,025−10.2% | Reduced |
| International Assets Investment Management, LLC | 26,503 | $1.53M | 0.27% | +387+1.5% | Added |
| NTB Financial Corp | 26,359 | $1.52M | 1.06% | +26,359 | New |