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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
Arbor Trust Wealth Advisors, LLC3,892$225.0K0.13%+3,892New
Camden Capital, LLC3,861$223.0K0.05%−755−16.4%Reduced
1st Source Bank3,864$223.0K0.01%+3,864New
Capital Advisors Inc3,857$223.0K0.01%+3,857New
DGS Capital Management, LLC3,864$223.0K0.14%+3,864New
Holloway Wealth Management, LLC–$222.0K0.06%––
Klingenstein Fields & Co LP3,844$222.0K0.01%+3,844New
Stratos Wealth Advisors, LLC3,837$222.0K0.02%+3,837New
David Loasby3,838$222.0K0.03%+3,838New
Lineweaver Wealth Advisors, LLC3,844$222.0K0.06%+3,844New
First Hawaiian Bank3,824$221.0K0.01%+3,824New
Beck Bode, LLC3,827$221.0K0.06%+3,827New
Easterly Investment Partners LLC3,814$220.0K0.02%+3,814New
Quent Capital, LLC3,801$220.0K0.05%+3,801New
Sheaff Brock Investment Advisors, LLC3,799$219.0K0.02%+3,799New
Change Path, LLC3,775$218.0K0.01%+3,775New
Financial Architects, Inc3,762$217.0K0.03%+3,762New
Ifrah Financial Services, Inc.3,737$216.0K0.06%+3,737New
Canandaigua National Corp3,726$215.0K0.03%+3,726New
Brown Advisory Securities, LLC3,713$215.0K0.09%+3,713New
Cedar Brook Financial Partners, LLC3,715$215.0K0.06%+3,715New
Independent Financial Group, LLC3,697$213.5K0.02%+3,697New
Assetmark, Inc3,648$211.0K0.00%−74,860−95.4%Reduced
Chicago Partners Investment Group LLC4,989$211.0K0.01%+268+5.7%Added
Sterling Investment Advisors, Ltd.3,658$211.0K0.06%00.0%Unchanged
Beaumont Financial Partners, LLC3,648$211.0K0.02%+3,648New
Lido Advisors, LLC3,668$211.0K0.00%+3,668New
Schechter Investment Advisors, LLC3,633$210.0K0.02%+3,633New
Freedman Financial Associates, Inc.3,614$209.0K0.14%00.0%Unchanged
J. W. Coons Advisors, LLC3,600$209.0K0.06%+3,600New
New Jersey Better Educational Savings Trust3,600$208.0K0.46%+3,600New
Nixon Peabody Trust Co3,606$208.0K0.06%+3,606New
Strategic Capital Advisers, Inc.3,600$208.0K0.15%+3,600New
Almanack Investment Partners, LLC.3,580$207.0K0.02%+3,580New
Ballentine Partners, LLC3,562$206.0K0.01%+3,562New
Integrated Wealth Concepts LLC3,565$206.0K0.01%+3,565New
Quadrant Capital Group LLC3,547$205.0K0.02%+175+5.2%Added
Affinity Capital Advisors, LLC3,546$205.0K0.06%+3,546New
Arete Wealth Advisors, LLC3,532$204.0K0.02%+3,532New
Connectus Wealth, LLC3,520$203.0K0.01%+3,520New
Bill Few Associates, Inc.3,499$202.0K0.10%+3,499New
Centaurus Financial, Inc.3,479$201.0K0.02%+959+38.1%Added
Cornerstone Wealth Management, LLC3,482$201.0K0.02%+3,482New
Cooper Financial Group3,471$201.0K0.08%+3,471New
American Institute for Advanced Investment Management, LLP3,472$201.0K0.14%+3,472New
Searle & Co.3,465$200.0K0.07%+3,465New
Carmichael Hill & Associates, Inc.3,446$199.0K0.10%+4+0.1%Added
Caldwell Trust Co3,404$196.6K0.02%+706+26.2%Added
NEXT Financial Group, Inc3,384$196.0K0.01%−357−9.5%Reduced
Benjamin Edwards Inc3,366$194.0K0.06%+3,366New
City Holding Co4,411$188.0K0.03%−3,180−41.9%Reduced
JNBA Financial Advisors2,846$164.0K0.02%−200−6.6%Reduced
Sutton Wealth Advisors Inc.2,809$162.2K0.05%00.0%Unchanged
Comprehensive Financial Consultants Institutional, Inc.3,666$156.0K0.10%+3,666New
Cambridge Trust Co2,616$151.0K0.00%+2,616New
Blueprint Investment Partners LLC2,602$150.3K0.04%+2,602New
Evoke Wealth, LLC2,595$150.0K0.00%+254+10.9%Added
Logan Capital Management Inc2,500$145.0K0.01%−1,209−32.6%Reduced
Old Second National Bank of Aurora3,454$144.0K0.04%+100+3.0%Added
Sandy Spring Bank2,478$143.0K0.01%00.0%Unchanged
C M Bidwell & Associates Ltd2,453$142.0K0.09%−17−0.7%Reduced
Focused Wealth Management, Inc2,411$139.0K0.02%+5+0.2%Added
ICICI Prudential Asset Management Co Ltd2,414$139.0K0.02%+2,414New
RWM Asset Management, LLC2,306$133.0K0.03%+60+2.7%Added
Widmann Financial Services, Inc.2,312$133.0K0.11%+2,312New
Glassman Wealth Services2,214$128.0K0.02%+189+9.3%Added
Norwood Financial Corp2,210$127.0K0.18%+2,210New
Concord Wealth Partners2,169$125.0K0.03%+1,252+136.5%Added
Neo Ivy Capital Management2,149$124.0K0.18%−11,603−84.4%Reduced
Hexagon Capital Partners LLC1,972$114.0K0.03%00.0%Unchanged
Clearstead Advisors, LLC1,960$113.0K0.01%+428+27.9%Added
Delta Asset Management LLC1,940$112.0K0.01%−35−1.8%Reduced
South State Corp.1,906$110.0K0.01%00.0%Unchanged
First PREMIER Bank1,883$109.0K0.03%00.0%Unchanged
Trust Co of Vermont1,850$107.0K0.01%+1,850New
HM Payson & Co1,800$104.0K0.00%00.0%Unchanged
Trustcore Financial Services, LLC1,808$104.0K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC1,767$102.0K0.02%+1,177+199.5%Added
Adirondack Trust Co1,755$101.0K0.05%00.0%Unchanged
Washington Trust Co1,740$101.0K0.00%−50−2.8%Reduced
CoreCap Advisors, LLC1,723$100.0K0.01%+1,723New
Pin Oak Investment Advisors Inc1,692$98.0K0.10%00.0%Unchanged
TD Waterhouse Canada Inc.1,710$97.5K0.00%+1,710New
Eagle Bay Advisors LLC1,669$97.0K0.06%−232−12.2%Reduced
Norway Savings Bank1,670$96.0K0.04%−185−10.0%Reduced
Rosenberg Matthew Hamilton1,661$96.0K0.03%+40+2.5%Added
Webster Bank, N. A.1,623$94.0K0.01%00.0%Unchanged
First National Bank of South Miami1,591$92.0K0.06%−334−17.4%Reduced
Prestige Wealth Management Group LLC1,601$92.0K0.02%00.0%Unchanged
Montag A & Associates Inc1,575$91.0K0.00%00.0%Unchanged
Mystic Asset Management, Inc.1,575$90.0K0.04%+1,575New
Vestor Capital, LLC1,493$86.0K0.01%00.0%Unchanged
Zions Bancorporation, N.A.1,494$86.0K0.01%+80+5.7%Added
Tarbox Family Office, Inc.1,333$77.0K0.01%−2−0.1%Reduced
Wolff Wiese Magana LLC1,312$76.0K0.05%00.0%Unchanged
Tortoise Investment Management, LLC1,294$75.0K0.01%+84+6.9%Added
Gables Capital Management Inc.1,800$74.0K0.04%00.0%Unchanged
Rather & Kittrell, Inc.1,289$74.0K0.07%+1,289New
Amplius Wealth Advisors, LLC1,284$74.0K0.01%+1,284New
PrairieView Partners, LLC1,239$72.0K0.01%00.0%Unchanged