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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, Q1 2022

Institutional positions in Exelon Corp as of Mar 31, 2022. 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
1,026
−33 vs. Q4 2021
Shares held
806.0M
+18.3M (+2.3%) vs. Q4 2021
Total value
$38.4B
−$7.03B (−15.5%) vs. Q4 2021
New holders
107
429 more added
Sold out
140
312 more reduced

12 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 1,026 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 heldQ1 2022: $38.4B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q4 2021.

Institutions holding EXC in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Evermay Wealth Management LLC9$00.00%00.0%Unchanged
Heritage Wealth Management, LLC9$00.00%+9New
GoalVest Advisory LLC1$00.00%+1New
SJS Investment Consulting Inc.4$00.00%+4New
West Oak Capital, LLC16$1.00K0.00%00.0%Unchanged
Surevest, LLC25$1.00K0.00%00.0%Unchanged
Schubert & Co27$1.00K0.00%+6+28.6%Added
Bivin & Associates, Inc.20$1.00K0.00%00.0%Unchanged
Clean Yield Group20$1.00K0.00%+20New
Lenox Wealth Advisors, LLC37$2.00K0.00%−14−27.5%Reduced
Cedar Wealth Management, LLC44$2.00K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.50$2.00K0.00%00.0%Unchanged
Motco39$2.00K0.00%00.0%Unchanged
Sierra Capital LLC40$2.00K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.38$2.00K0.00%+38New
Disciplined Investments, LLC36$2.00K0.00%+36New
Cordant, Inc.43$2.00K0.00%+43New
Beaird Harris Wealth Management, LLC50$2.00K0.00%+50New
Acadian Asset Management LLC65$3.00K0.00%−89,795−99.9%Reduced
Centerpoint Advisors, LLC73$3.00K0.00%−147−66.8%Reduced
Alaska Permanent Fund Corp58$3.00K0.00%−30−34.1%Reduced
Versant Capital Management, Inc53$3.00K0.00%−5−8.6%Reduced
Semmax Financial Advisors Inc.82$4.00K0.00%+1+1.2%Added
Tradition Wealth Management, LLC77$4.00K0.00%00.0%Unchanged
Paladin Advisory Group, LLC87$4.00K0.00%+87New
Covington Capital Management113$5.00K0.00%00.0%Unchanged
Arrow Financial Corp100$5.00K0.00%00.0%Unchanged
AllSquare Wealth Management LLC100$5.00K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC110$5.00K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC113$5.00K0.00%+1+0.9%Added
Loomis Sayles & Co L P114$5.00K0.00%+114New
WR Wealth Planners, LLC108$5.14K0.00%+108New
Ci Investments Inc.120$6.00K0.00%−10,510−98.9%Reduced
SRS Capital Advisors, Inc.125$6.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC117$6.00K0.00%+117New
BerganKDV Wealth Management, LLC139$7.00K0.00%−214−60.6%Reduced
Baldwin Brothers Inc150$7.00K0.00%00.0%Unchanged
KB Financial Partners, LLC152$7.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC139$7.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.147$7.00K0.00%+31+26.7%Added
Herold Advisors, Inc.150$7.14K0.00%+150New
Tevis Investment Management179$8.00K0.01%00.0%Unchanged
Koshinski Asset Management, Inc.182$8.67K0.00%+24+15.2%Added
Core Alternative Capital181$9.00K0.00%+154+570.4%Added
Proffitt & Goodson Inc195$9.00K0.00%+185+1,850.0%Added
Atwood & Palmer Inc200$10.0K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC210$10.0K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.215$10.0K0.00%+1+0.5%Added
Piscataqua Savings Bank200$10.0K0.01%00.0%Unchanged
Western Pacific Wealth Management, LP225$10.0K0.01%00.0%Unchanged
Ulland Investment Advisors, LLC200$10.0K0.01%00.0%Unchanged
Sound Income Strategies, LLC202$10.0K0.00%+16+8.6%Added
Financial Management Professionals, Inc.200$10.0K0.00%+59+41.8%Added
GHP Investment Advisors, Inc.215$10.0K0.00%+215New
Leonteq Securities AG221$10.5K0.00%+220+22,000.0%Added
Raffa Wealth Management, LLC223$10.6K0.00%00.0%Unchanged
First Bank & Trust237$11.0K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC225$11.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC241$11.0K0.00%+241New
Strengthening Families & Communities, LLC228$11.0K0.01%+228New
Anchor Investment Management, LLC250$11.9K0.00%+250New
FAI Wealth Management271$12.0K0.01%00.0%Unchanged
Sittner & Nelson, LLC261$12.0K0.01%00.0%Unchanged
Operose Advisors LLC254$12.0K0.01%00.0%Unchanged
Northern Oak Wealth Management Inc250$12.0K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC250$12.0K0.00%00.0%Unchanged
DB Wealth Management Group, LLC246$12.0K0.01%00.0%Unchanged
Retirement Group, LLC248$12.0K0.00%+248New
Iron Horse Wealth Management, LLC282$13.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC279$13.0K0.00%00.0%Unchanged
Independence Bank of Kentucky300$14.0K0.01%−150−33.3%Reduced
Mark Sheptoff Financial Planning, LLC300$14.0K0.01%−53−15.0%Reduced
Dividend Assets Capital, LLC299$14.0K0.00%00.0%Unchanged
Cribstone Capital Management, LLC300$14.0K0.01%00.0%Unchanged
Mascoma Wealth Management LLC293$14.0K0.00%00.0%Unchanged
West Branch Capital LLC289$14.0K0.01%00.0%Unchanged
TFC Financial Management302$14.0K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC290$14.0K0.00%+251+643.6%Added
Parkside Investments, LLC303$14.0K0.00%+303New
IndexIQ Advisors LLC308$15.0K0.00%+308New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC355$16.0K0.00%−3−0.8%Reduced
FinTrust Capital Advisors, LLC325$16.0K0.00%00.0%Unchanged
Coastal Capital Group, Inc.340$16.0K0.00%+73+27.3%Added
Cyrus J. Lawrence, LLC334$16.0K0.00%+334New
Systematic Financial Management LP349$17.0K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC354$17.0K0.02%00.0%Unchanged
CNB Bank365$17.0K0.01%+65+21.7%Added
Creative Financial Designs Inc372$18.0K0.00%+113+43.6%Added
TD Ameritrade Investment Management, LLC408$19.0K0.00%−32−7.3%Reduced
Baystate Wealth Management LLC408$19.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC402$19.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC391$19.0K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC400$19.0K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC389$19.0K0.00%+7+1.8%Added
Zullo Investment Group, Inc.389$19.0K0.01%00.0%Unchanged
Wela Strategies, Inc.18,702$19.0K0.01%00.0%Unchanged
Contravisory Investment Management, Inc.422$20.0K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC412$20.0K0.00%+1+0.2%Added
Brewin Dolphin Ltd424$20.0K0.00%00.0%Unchanged
Stephens Consulting, LLC439$20.9K0.02%−46−9.5%Reduced