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 |
|---|---|---|---|---|---|
| American Trust | 13,363 | $772.0K | 0.06% | +13,363 | New |
| 1832 Asset Management L.P. | 16,936 | $768.0K | 0.00% | −6,987−29.2% | Reduced |
| Gofen & Glossberg LLC | 13,256 | $766.0K | 0.02% | +198+1.5% | Added |
| First Midwest Bank Trust Division | 13,019 | $752.0K | 0.10% | −166−1.3% | Reduced |
| HAP Trading, LLC | 13,007 | $751.0K | 0.05% | −107−0.8% | Reduced |
| 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 |
| O'Shaughnessy Asset Management, LLC | 12,862 | $743.0K | 0.01% | +635+5.2% | Added |
| WBH Advisory Inc | 12,771 | $738.0K | 0.08% | +667+5.5% | Added |
| Cresset Asset Management, LLC | 12,541 | $725.0K | 0.01% | +241+2.0% | Added |
| Allegheny Financial Group LTD | 12,450 | $719.0K | 0.29% | +4,519+57.0% | Added |
| Wesbanco Bank Inc | 12,409 | $717.0K | 0.03% | +353+2.9% | Added |
| Vestcor Inc | 12,368 | $714.0K | 0.03% | −2,034−14.1% | Reduced |
| Veriti Management LLC | 12,081 | $698.0K | 0.09% | −1,205−9.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $693.0K | 0.21% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 11,982 | $692.1K | 0.16% | +57+0.5% | Added |
| Federation des caisses Desjardins du Quebec | 11,926 | $688.5K | 0.01% | −1,481−11.0% | Reduced |
| Polar Asset Management Partners Inc. | 11,918 | $688.0K | 0.01% | +11,918 | New |
| 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 |
| Community Bank & Trust, Waco, Texas | 11,843 | $684.0K | 0.20% | −9,943−45.6% | Reduced |
| Toroso Investments, LLC | 11,810 | $682.0K | 0.02% | +2,557+27.6% | Added |
| Wahed Invest LLC | 11,694 | $675.0K | 0.38% | +11,694 | New |
| MUFG Americas Holdings Corp | 11,592 | $670.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,557 | $668.0K | 0.01% | +765+7.1% | Added |
| American National Registered Investment Advisor, Inc. | 11,518 | $665.0K | 0.22% | −20.0% | Reduced |
| Westover Capital Advisors, LLC | 11,435 | $660.0K | 0.19% | −1,277−10.0% | Reduced |
| 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 |
| Symmetry Partners, LLC | 11,370 | $657.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 11,364 | $656.0K | 0.02% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 11,322 | $654.0K | 0.24% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 11,304 | $653.0K | 0.13% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 11,231 | $649.0K | 0.01% | +254+2.3% | Added |
| Azimuth Capital Management LLC | 11,156 | $644.0K | 0.03% | −700−5.9% | Reduced |
| Jacobi Capital Management LLC | 10,963 | $633.0K | 0.08% | +31+0.3% | Added |
| Kepos Capital LP | 10,695 | $618.0K | 0.05% | +5,689+113.6% | Added |
| 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 |
| Strategic Advisors LLC | 10,596 | $612.0K | 0.09% | −16−0.2% | Reduced |
| Sawtooth Solutions, LLC | 10,524 | $608.0K | 0.07% | +5,606+114.0% | Added |
| American Portfolios Advisors | 10,524 | $607.8K | 0.02% | −397−3.6% | Reduced |
| 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 |
| TSFG, LLC | 10,430 | $602.0K | 0.21% | +692+7.1% | Added |
| Signaturefd, LLC | 10,347 | $598.0K | 0.02% | +48+0.5% | Added |
| Lantz Financial LLC | 10,304 | $595.0K | 0.27% | +166+1.6% | Added |
| 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 |
| 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 |
| Advisory Services Network, LLC | 10,164 | $587.0K | 0.02% | +1,613+18.9% | Added |
| Checchi Capital Advisers, LLC | 10,154 | $586.0K | 0.06% | +167+1.7% | Added |
| StoneX Group Inc. | 10,132 | $585.2K | 0.07% | +10,132 | New |
| Coldstream Capital Management Inc | 10,074 | $582.0K | 0.02% | +3,934+64.1% | Added |
| Archer Investment Corp | 10,055 | $580.8K | 0.20% | −313−3.0% | 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 |
| National Asset Management, Inc. | 9,904 | $573.0K | 0.02% | −1,184−10.7% | Reduced |
| Riverwater Partners LLC | 9,802 | $566.0K | 0.50% | +9,802 | New |
| Paragon Financial Partners, Inc. | 9,773 | $564.0K | 0.46% | +9,773 | New |
| Peoples Financial Services Corp. | 9,670 | $558.0K | 0.22% | −25−0.3% | Reduced |
| VeraBank, N.A. | 9,620 | $556.0K | 0.28% | −277−2.8% | 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 |
| Bokf, NA | 9,582 | $553.0K | 0.01% | −12,873−57.3% | Reduced |
| Northwest Bancshares, Inc. | 9,553 | $552.0K | 0.11% | −257−2.6% | Reduced |
| Los Angeles Capital Management LLC | 9,539 | $551.0K | 0.00% | +3,931+70.1% | Added |
| Sentry Investment Management LLC | 9,483 | $548.0K | 0.14% | +1,135+13.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 9,421 | $544.0K | 0.03% | −5,145−35.3% | Reduced |
| Bollard Group LLC | 9,390 | $542.0K | 0.02% | +59+0.6% | Added |
| MBB Public Markets I LLC | 9,382 | $542.0K | 0.01% | +9,382 | New |
| Hancock Whitney Investment Services Inc. | 9,398 | $540.0K | 0.09% | +9,398 | New |
| J.W. Cole Advisors, Inc. | 9,324 | $539.0K | 0.04% | −2,098−18.4% | Reduced |
| Grove Bank & Trust | 9,275 | $536.0K | 0.10% | +300+3.3% | Added |
| 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 |
| Ameritas Advisory Services, LLC | 9,224 | $533.0K | 0.02% | +9,224 | New |
| Confluence Wealth Services, Inc. | 9,226 | $532.0K | 0.17% | +9,226 | New |
| Keybank National Association | 9,142 | $528.0K | 0.00% | +932+11.4% | Added |
| Van Cleef Asset Management,Inc | 9,128 | $527.0K | 0.07% | +849+10.3% | Added |
| Private Trust Co NA | 8,998 | $520.0K | 0.07% | −96−1.1% | Reduced |
| Alpha Omega Wealth Management LLC | 9,095 | $514.0K | 0.08% | 00.0% | Unchanged |
| Davenport & Co LLC | 8,886 | $513.0K | 0.00% | −341−3.7% | Reduced |
| Harbor Investment Advisory, LLC | 8,855 | $511.0K | 0.06% | −248−2.7% | Reduced |
| RNC Capital Management LLC | 8,825 | $510.0K | 0.03% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 8,800 | $508.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| GWM Advisors LLC | 8,701 | $502.0K | 0.01% | +8,701 | New |
| Wealth Management Associates, Inc. | 8,617 | $497.7K | 0.27% | −360−4.0% | Reduced |
| Costello Asset Management, INC | 8,553 | $494.0K | 0.30% | +15+0.2% | 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 |
| Gradient Investments LLC | 8,518 | $492.0K | 0.01% | +205+2.5% | Added |
| 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 |
| 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 |
| United Asset Strategies, Inc. | 8,329 | $481.0K | 0.06% | +1,062+14.6% | Added |