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 |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 5,455 | $315.0K | 0.06% | +215+4.1% | Added |
| Wealth Dimensions Group, Ltd. | 5,424 | $313.0K | 0.15% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,396 | $312.0K | 0.04% | −1,209−18.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,402 | $312.0K | 0.15% | +5,402 | New |
| Boenning & Scattergood, Inc. | 5,360 | $310.0K | 0.05% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7,470 | $308.0K | 0.01% | +974+15.0% | Added |
| Financial Advocates Investment Management | 5,333 | $308.0K | 0.02% | +73+1.4% | Added |
| Wolverine Trading, LLC | 5,330 | $306.0K | 0.00% | +5,330 | New |
| AIA Group Ltd | 5,276 | $305.0K | 0.01% | −31,401−85.6% | Reduced |
| Grant/GrossMendelsohn, LLC | 5,465 | $303.0K | 0.24% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 5,250 | $303.0K | 0.05% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 5,244 | $303.0K | 0.03% | 00.0% | Unchanged |
| Hudock, Inc. | 5,239 | $302.0K | 0.09% | +2,324+79.7% | Added |
| Outfitter Financial LLC | 5,208 | $301.0K | 0.22% | 00.0% | Unchanged |
| Proequities, Inc. | 5,202 | $300.0K | 0.02% | +666+14.7% | Added |
| First Manhattan Co | 5,180 | $299.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,127 | $296.0K | 0.01% | +130+2.6% | Added |
| Barrett Asset Management, LLC | 5,132 | $296.0K | 0.01% | +3,732+266.6% | Added |
| Onyx Bridge Wealth Group LLC | 5,177 | $295.0K | 0.10% | +7+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 5,086 | $294.0K | 0.02% | −461−8.3% | Reduced |
| Accel Wealth Management | 5,064 | $293.0K | 0.14% | −82−1.6% | Reduced |
| Alliance Wealth Advisors, LLC | 5,059 | $292.0K | 0.24% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 5,037 | $291.0K | 0.04% | +333+7.1% | Added |
| Focus Financial Network, Inc. | 5,027 | $290.4K | 0.04% | +5,027 | New |
| Carroll Financial Associates, Inc. | 5,304 | $290.0K | 0.02% | −1,244−19.0% | Reduced |
| Patten & Patten Inc | 4,996 | $289.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,987 | $288.0K | 0.10% | +4,987 | New |
| Gateway Investment Advisers LLC | 4,954 | $286.0K | 0.00% | −542−9.9% | Reduced |
| Park Avenue Securities LLC | 4,911 | $284.0K | 0.01% | +461+10.4% | Added |
| WealthShield Partners, LLC | 4,915 | $284.0K | 0.05% | +4,915 | New |
| People's United Financial, Inc. | 4,897 | $283.0K | 0.01% | −4,455−47.6% | Reduced |
| SFG Wealth Management, LLC. | 4,894 | $283.0K | 0.25% | +4,894 | New |
| Tyler-Stone Wealth Management | 4,908 | $283.0K | 0.15% | +4,908 | New |
| Compass Ion Advisors, LLC | 4,884 | $282.0K | 0.09% | +35+0.7% | Added |
| River Wealth Advisors LLC | 4,890 | $282.0K | 0.04% | +4,890 | New |
| Harvest Fund Management Co., Ltd | 4,935 | $282.0K | 0.05% | +4,935 | New |
| FourThought Financial, LLC | 4,865 | $281.0K | 0.04% | −716−12.8% | Reduced |
| Nicolet Bankshares Inc | 4,800 | $277.0K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,803 | $277.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,795 | $277.0K | 0.01% | +908+23.4% | Added |
| Chesley Taft & Associates LLC | 4,757 | $275.0K | 0.01% | −23−0.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,737 | $274.0K | 0.02% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 4,720 | $273.0K | 0.01% | −15,634−76.8% | Reduced |
| SNS Financial Group, LLC | 4,731 | $273.0K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,710 | $273.0K | 0.03% | +4,710 | New |
| US Asset Management LLC | 4,702 | $272.0K | 0.26% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,704 | $272.0K | 0.02% | +4,704 | New |
| Duff & Phelps Investment Management Co | 4,675 | $270.0K | 0.00% | +4,675 | New |
| Meristem Family Wealth, LLC | 4,654 | $269.0K | 0.02% | +10+0.2% | Added |
| Jump Financial, LLC | 4,633 | $268.0K | 0.02% | +4,633 | New |
| Signature Wealth Management Partners, LLC | 4,625 | $267.0K | 0.23% | 00.0% | Unchanged |
| Newton One Investments LLC | 4,578 | $264.0K | 0.19% | +27+0.6% | Added |
| KLCM Advisors, Inc. | 4,549 | $263.0K | 0.06% | 00.0% | Unchanged |
| Centric Wealth Management | 4,554 | $263.0K | 0.09% | +23+0.5% | Added |
| First National Trust Co | 4,559 | $263.0K | 0.01% | +100+2.2% | Added |
| Modera Wealth Management, LLC | 4,553 | $263.0K | 0.01% | +4,553 | New |
| Heritage Trust Co | 4,530 | $262.0K | 0.03% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 4,511 | $261.0K | 0.00% | −137−2.9% | Reduced |
| Planning Directions Inc | 4,513 | $261.0K | 0.17% | +30+0.7% | Added |
| Indiana Trust & Investment Management CO | 4,500 | $260.0K | 0.12% | −430−8.7% | Reduced |
| Paragon Capital Management Ltd | 4,507 | $260.0K | 0.04% | −54−1.2% | Reduced |
| Grimes & Company, Inc. | 4,507 | $260.0K | 0.01% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 4,500 | $260.0K | 0.20% | +4,500 | New |
| Quest Capital Management Inc | 4,481 | $259.0K | 0.04% | −2,921−39.5% | Reduced |
| 44 Wealth Management LLC | 4,491 | $259.0K | 0.09% | −60−1.3% | Reduced |
| Phoenix Wealth Advisors | 4,460 | $258.0K | 0.19% | −1,021−18.6% | Reduced |
| Red Door Wealth Management, LLC | 4,461 | $257.0K | 0.08% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 4,458 | $257.0K | 0.12% | +4,458 | New |
| Lake Street Financial LLC | 4,414 | $255.0K | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,416 | $255.0K | 0.02% | +4,416 | New |
| Venture Visionary Partners LLC | 4,407 | $254.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 4,385 | $253.0K | 0.00% | −242−5.2% | Reduced |
| CoreFirst Bank & Trust | 4,378 | $253.0K | 0.16% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 4,360 | $252.0K | 0.11% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,277 | $247.0K | 0.01% | +4,277 | New |
| Marion Wealth Management | 4,282 | $247.0K | 0.12% | +4,282 | New |
| Vontobel Holding Ltd. | 4,263 | $245.0K | 0.00% | −6,041−58.6% | Reduced |
| Vision Capital Management, Inc. | 4,207 | $243.0K | 0.04% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 4,190 | $242.0K | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,181 | $242.0K | 0.02% | +4,181 | New |
| Essex Savings Bank | 4,170 | $241.0K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,162 | $240.0K | 0.05% | +4,162 | New |
| Thrive Wealth Management, LLC | 4,140 | $239.0K | 0.08% | +4,140 | New |
| Delphia (USA) Inc. | 4,113 | $238.0K | 0.25% | +4,113 | New |
| Kistler-Tiffany Companies, LLC | 4,073 | $235.0K | 0.05% | +5+0.1% | Added |
| Hengehold Capital Management LLC | 4,062 | $235.0K | 0.03% | +4,062 | New |
| SevenBridge Financial Group, LLC | 4,063 | $235.0K | 0.07% | +4,063 | New |
| Glen Eagle Advisors, LLC | 4,061 | $234.6K | 0.06% | +450+12.5% | Added |
| Franklin Street Advisors Inc | 4,055 | $234.0K | 0.02% | +4,055 | New |
| Snowden Capital Advisors LLC | 4,036 | $233.0K | 0.01% | −2,991−42.6% | Reduced |
| Equitable Trust Co | 4,028 | $233.0K | 0.01% | +4,028 | New |
| Baker Tilly Wealth Management, LLC | 4,028 | $233.0K | 0.03% | +4,028 | New |
| Harbour Investments, Inc. | 4,022 | $232.0K | 0.01% | −12,041−75.0% | Reduced |
| Brown Brothers Harriman & Co | 3,960 | $229.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,959 | $229.0K | 0.02% | +3,959 | New |
| Capital Wealth Planning, LLC | 3,930 | $227.0K | 0.01% | +3,930 | New |
| NTV Asset Management LLC | 3,917 | $226.0K | 0.04% | +3,917 | New |
| BOK Financial Private Wealth, Inc. | 3,921 | $226.0K | 0.02% | +3,921 | New |
| NorthRock Partners, LLC | 5,497 | $226.0K | 0.02% | +5,497 | New |
| Castleview Partners, LLC | 12,996 | $225.0K | 0.00% | +12,996 | New |