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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 8,310 | $480.0K | 0.02% | +104+1.3% | 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 |
| Mutual Advisors, LLC | 8,154 | $471.0K | 0.02% | +12+0.1% | Added |
| Good Life Advisors, LLC | 8,128 | $469.0K | 0.06% | +51+0.6% | Added |
| Essex Financial Services, Inc. | 8,062 | $466.0K | 0.05% | +399+5.2% | Added |
| Synovus Financial Corp | 8,031 | $464.0K | 0.00% | +30.0% | Added |
| Front Barnett Associates LLC | 8,024 | $463.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Meridian Financial Partners LLC | 8,035 | $454.0K | 0.31% | −5,014−38.4% | Reduced |
| Insight Advisors, LLC | 7,834 | $452.0K | 0.13% | 00.0% | Unchanged |
| S.C. Financial Services, Inc. | 7,962 | $450.0K | 0.52% | +7,962 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,701 | $445.0K | 0.13% | +128+1.7% | Added |
| SC&H Financial Advisors, Inc. | 7,695 | $444.0K | 0.25% | +7,695 | New |
| Beacon Pointe Advisors, LLC | 7,664 | $443.0K | 0.01% | −9−0.1% | Reduced |
| Trustco Bank Corp N Y | 7,588 | $438.0K | 0.38% | −1,700−18.3% | Reduced |
| Conning Inc. | 7,516 | $434.0K | 0.01% | +206+2.8% | 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 |
| Ausdal Financial Partners, Inc. | 7,437 | $430.0K | 0.06% | +12+0.2% | Added |
| John G Ullman & Associates Inc | 7,400 | $427.0K | 0.06% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 7,375 | $426.0K | 0.04% | +655+9.7% | Added |
| Regal Wealth Group, Inc. | 7,356 | $425.0K | 0.24% | +49+0.7% | Added |
| Harbour Capital Advisors, LLC | 7,315 | $423.0K | 0.10% | 00.0% | Unchanged |
| Coastline Trust Co | 7,289 | $421.0K | 0.05% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 7,275 | $420.0K | 0.18% | +375+5.4% | Added |
| Brinker Capital Investments, LLC | 7,241 | $418.0K | 0.01% | +2,649+57.7% | Added |
| Financial Consulate, Inc | 7,196 | $416.0K | 0.14% | +452+6.7% | Added |
| 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 |
| 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 |
| Exane Derivatives | 7,162 | $413.7K | 0.10% | −5,856−45.0% | Reduced |
| Bank of Hawaii | 7,145 | $413.0K | 0.02% | −8−0.1% | Reduced |
| TD Private Client Wealth LLC | 7,095 | $409.8K | 0.02% | −246−3.4% | Reduced |
| 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 |
| 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 |
| Moors & Cabot, Inc. | 7,035 | $406.0K | 0.02% | +1,506+27.2% | 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 |
| Atlas Capital Advisors LLC | 6,956 | $401.8K | 0.06% | +794+12.9% | Added |
| TriaGen Wealth Management LLC | 6,937 | $401.0K | 0.20% | 00.0% | Unchanged |
| 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 |
| Sequoia Financial Advisors, LLC | 6,814 | $394.0K | 0.01% | +6,814 | New |
| 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 |
| 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 |
| Court Place Advisors, LLC | 6,718 | $388.0K | 0.11% | −500−6.9% | Reduced |
| Engine No. 1 LLC | 6,696 | $387.0K | 0.08% | +1,432+27.2% | Added |
| Smith, Moore & Co. | 6,667 | $385.0K | 0.05% | −1,681−20.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,590 | $381.0K | 0.03% | +230+3.6% | Added |
| Cadence Bank NA | 6,574 | $380.0K | 0.10% | −13−0.2% | Reduced |
| Ledyard National Bank | 6,520 | $377.0K | 0.04% | −50−0.8% | Reduced |
| NBT Bank N A | 6,485 | $374.0K | 0.05% | 00.0% | Unchanged |
| Insight Folios Inc | 6,462 | $373.0K | 0.17% | +46+0.7% | 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 |
| Latitude Advisors, LLC | 6,220 | $359.0K | 0.10% | +13+0.2% | Added |
| Forum Financial Management, LP | 6,179 | $357.0K | 0.02% | +6,179 | New |
| Stonebridge Capital Advisors LLC | 6,165 | $356.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,138 | $355.0K | 0.09% | +5,246+588.1% | Added |
| Pallas Capital Advisors LLC | 6,252 | $355.0K | 0.04% | +6,252 | New |
| Graham Capital Management, L.P. | 6,119 | $353.0K | 0.02% | +6,119 | New |
| Belpointe Asset Management LLC | 6,081 | $351.0K | 0.02% | −275−4.3% | Reduced |
| Connecticut Wealth Management, LLC | 6,017 | $348.0K | 0.03% | −1,336−18.2% | Reduced |
| RSM US Wealth Management LLC | 5,988 | $346.0K | 0.02% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 5,970 | $345.0K | 0.05% | +668+12.6% | Added |
| Engineers Gate Manager LP | 5,977 | $345.0K | 0.02% | +5,977 | New |
| Adviser Investments LLC | 5,949 | $344.0K | 0.02% | −65−1.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,925 | $342.0K | 0.01% | +542+10.1% | Added |
| Key Financial Inc | 5,929 | $342.0K | 0.17% | +110+1.9% | Added |
| Wealth Management Solutions, LLC | 5,927 | $342.0K | 0.18% | +5,927 | New |
| Thrive Capital Management, LLC | 5,851 | $338.0K | 0.22% | +14+0.2% | Added |
| Alpha Paradigm Partners, LLC | 5,707 | $330.0K | 0.13% | +2,168+61.3% | Added |
| StrategIQ Financial Group, LLC | 5,699 | $329.0K | 0.03% | +92+1.6% | Added |
| Johnson Investment Counsel Inc | 5,667 | $327.0K | 0.00% | +5,667 | New |
| Echo Street Capital Management LLC | 5,639 | $326.0K | 0.00% | +5,639 | New |
| Argent Trust Co | 5,561 | $321.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,531 | $319.0K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,502 | $318.0K | 0.02% | −2,477−31.0% | Reduced |
| Aurora Private Wealth, Inc. | 5,508 | $318.0K | 0.14% | +10.0% | Added |
| JFS Wealth Advisors, LLC | 5,505 | $318.0K | 0.03% | +72+1.3% | Added |
| Allworth Financial LP | 5,499 | $318.0K | 0.00% | +565+11.5% | Added |
| Calton & Associates, Inc. | 5,491 | $317.0K | 0.08% | +109+2.0% | Added |
| Orion Portfolio Solutions, LLC | 5,469 | $316.0K | 0.01% | −33−0.6% | Reduced |
| Marcum Wealth, LLC | 5,464 | $316.0K | 0.04% | −22−0.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,459 | $315.0K | 0.18% | −54−1.0% | Reduced |
| Avantax Planning Partners, Inc. | 5,451 | $315.0K | 0.01% | +170+3.2% | Added |
| Bailard, Inc. | 5,453 | $315.0K | 0.01% | +193+3.7% | Added |