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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 2,183 | $104.0K | 0.00% | −4,912−69.2% | Reduced |
| Norwood Financial Corp | 2,210 | $105.0K | 0.15% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,242 | $107.0K | 0.01% | +2,242 | New |
| Concord Wealth Partners | 2,279 | $109.0K | 0.03% | +110+5.1% | Added |
| C M Bidwell & Associates Ltd | 2,363 | $113.0K | 0.07% | −90−3.7% | Reduced |
| Focused Wealth Management, Inc | 2,416 | $115.0K | 0.02% | +5+0.2% | Added |
| Glassman Wealth Services | 2,408 | $115.0K | 0.02% | +194+8.8% | Added |
| Adirondack Trust Co | 2,405 | $115.0K | 0.05% | +650+37.0% | Added |
| Logan Capital Management Inc | 2,500 | $119.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,672 | $127.0K | 0.00% | +77+3.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 2,818 | $133.0K | 0.02% | +404+16.7% | Added |
| Sutton Wealth Advisors Inc. | 2,831 | $134.8K | 0.05% | +22+0.8% | Added |
| Hazlett, Burt & Watson, Inc. | 2,821 | $135.0K | 0.11% | +2,821 | New |
| Hudock, Inc. | 2,884 | $137.0K | 0.04% | −2,355−45.0% | Reduced |
| Proequities, Inc. | 2,884 | $137.0K | 0.01% | −2,318−44.6% | Reduced |
| Belpointe Asset Management LLC | 2,983 | $141.0K | 0.01% | −3,098−50.9% | Reduced |
| RWM Asset Management, LLC | 3,171 | $151.0K | 0.03% | +865+37.5% | Added |
| San Luis Wealth Advisors LLC | 2,638 | $152.0K | 0.07% | +2,638 | New |
| JNBA Financial Advisors | 3,246 | $155.0K | 0.02% | +400+14.1% | Added |
| Centaurus Financial, Inc. | 3,320 | $158.0K | 0.01% | −159−4.6% | Reduced |
| Global Retirement Partners, LLC | 3,229 | $158.0K | 0.01% | +3,229 | New |
| Valley National Advisers Inc | 3,338 | $159.0K | 0.03% | +3,086+1,224.6% | Added |
| Old Second National Bank of Aurora | 3,354 | $160.0K | 0.04% | −100−2.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,450 | $164.0K | 0.08% | +4+0.1% | Added |
| Holloway Wealth Management, LLC | – | $166.0K | 0.05% | – | – |
| Freedman Financial Associates, Inc. | 3,614 | $171.0K | 0.12% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,633 | $173.0K | 0.02% | +3,348+1,174.7% | Added |
| Sterling Investment Advisors, Ltd. | 3,658 | $174.0K | 0.05% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 3,701 | $176.0K | 0.07% | +2,951+393.5% | Added |
| AGF Investments LLC | 3,810 | $181.0K | 0.02% | +3,810 | New |
| Caldwell Trust Co | 3,841 | $182.9K | 0.02% | +437+12.8% | Added |
| Washington Trust Advisors, Inc. | 3,882 | $185.0K | 0.01% | −77−1.9% | Reduced |
| Quadrant Capital Group LLC | 3,948 | $188.0K | 0.02% | +401+11.3% | Added |
| FNY Investment Advisers, LLC | 3,956 | $188.0K | 0.18% | +3,956 | New |
| Blueprint Investment Partners LLC | 3,961 | $189.0K | 0.05% | +1,359+52.2% | Added |
| Quent Capital, LLC | 4,032 | $192.0K | 0.04% | +231+6.1% | Added |
| Brown Brothers Harriman & Co | 4,042 | $193.0K | 0.00% | +82+2.1% | Added |
| Glen Eagle Advisors, LLC | 4,061 | $193.4K | 0.05% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4,078 | $194.0K | 0.04% | +5+0.1% | Added |
| Assetmark, Inc | 4,065 | $194.0K | 0.00% | +417+11.4% | Added |
| Lindbrook Capital, LLC | 4,128 | $197.0K | 0.03% | −675−14.1% | Reduced |
| Vision Capital Management, Inc. | 4,207 | $200.0K | 0.03% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 4,214 | $200.0K | 0.06% | +370+9.6% | Added |
| Lido Advisors, LLC | 4,216 | $200.0K | 0.00% | +548+14.9% | Added |
| Affinity Wealth Management LLC | 4,110 | $201.0K | 0.04% | +4,110 | New |
| Atria Wealth Solutions, Inc. | 4,211 | $201.0K | 0.00% | +4,211 | New |
| Marion Wealth Management | 4,282 | $204.0K | 0.10% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 4,330 | $206.0K | 0.10% | −170−3.8% | Reduced |
| Venture Visionary Partners LLC | 4,381 | $208.0K | 0.01% | −26−0.6% | Reduced |
| Wells Trecaso Financial Group, LLC | 4,360 | $208.0K | 0.09% | 00.0% | Unchanged |
| Earnest Partners LLC | 4,385 | $209.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,378 | $209.0K | 0.14% | 00.0% | Unchanged |
| City Holding Co | 4,411 | $210.0K | 0.03% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 4,461 | $212.0K | 0.07% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 4,500 | $214.0K | 0.18% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 4,492 | $214.0K | 0.11% | +34+0.8% | Added |
| Beta Wealth Group, Inc. | 4,500 | $214.0K | 0.14% | +4,500 | New |
| Equity Investment Corp | 4,513 | $215.0K | 0.01% | −1,040,701−99.6% | Reduced |
| American Trust | 4,515 | $215.0K | 0.01% | −8,848−66.2% | Reduced |
| Heritage Trust Co | 4,530 | $215.0K | 0.03% | 00.0% | Unchanged |
| Planning Directions Inc | 4,545 | $216.0K | 0.15% | +32+0.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,532 | $216.0K | 0.00% | +3,513+344.7% | Added |
| RSM US Wealth Management LLC | 4,563 | $217.0K | 0.01% | −1,425−23.8% | Reduced |
| KLCM Advisors, Inc. | 4,549 | $217.0K | 0.05% | 00.0% | Unchanged |
| Centric Wealth Management | 4,556 | $217.0K | 0.07% | +20.0% | Added |
| Meristem Family Wealth, LLC | 4,587 | $218.0K | 0.02% | −67−1.4% | Reduced |
| Newton One Investments LLC | 4,578 | $218.0K | 0.16% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 4,639 | $219.0K | 0.00% | +376+8.8% | Added |
| Schechter Investment Advisors, LLC | 4,596 | $219.0K | 0.02% | +963+26.5% | Added |
| Signature Wealth Management Partners, LLC | 4,625 | $220.0K | 0.19% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4,624 | $220.0K | 0.02% | +703+17.9% | Added |
| Alliance Wealth Advisors, LLC | 4,654 | $222.0K | 0.18% | −405−8.0% | Reduced |
| Grimes & Company, Inc. | 4,667 | $222.0K | 0.01% | +160+3.6% | Added |
| Paragon Capital Management Ltd | 4,662 | $222.0K | 0.04% | +155+3.4% | Added |
| Camden Capital, LLC | 4,691 | $223.0K | 0.05% | +830+21.5% | Added |
| US Asset Management LLC | 4,702 | $224.0K | 0.21% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,737 | $225.0K | 0.02% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 4,731 | $225.0K | 0.03% | 00.0% | Unchanged |
| Exane Derivatives | 4,753 | $226.4K | 0.06% | −2,409−33.6% | Reduced |
| FourThought Financial, LLC | 4,795 | $228.0K | 0.03% | −70−1.4% | Reduced |
| Chesley Taft & Associates LLC | 4,774 | $229.0K | 0.01% | +17+0.4% | Added |
| Bluefin Capital Management, LLC | 4,800 | $229.0K | 0.04% | +4,800 | New |
| Cullen/Frost Bankers, Inc. | 4,823 | $230.0K | 0.00% | −304−5.9% | Reduced |
| Parallel Advisors, LLC | 4,920 | $232.0K | 0.01% | +125+2.6% | Added |
| Maltin Wealth Management, Inc. | 4,896 | $233.0K | 0.15% | −11,400−70.0% | Reduced |
| SFG Wealth Management, LLC. | 4,899 | $233.0K | 0.22% | +5+0.1% | Added |
| Tyler-Stone Wealth Management | 4,908 | $234.0K | 0.13% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 4,921 | $234.0K | 0.07% | +37+0.8% | Added |
| Segall Bryant & Hamill, LLC | 4,907 | $234.0K | 0.00% | +396+8.8% | Added |
| Ritholtz Wealth Management | 4,929 | $235.0K | 0.02% | +4,929 | New |
| Gateway Investment Advisers LLC | 4,954 | $236.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 4,956 | $236.0K | 0.00% | +4,818+3,491.3% | Added |
| Boenning & Scattergood, Inc. | 4,981 | $237.0K | 0.04% | −379−7.1% | Reduced |
| River Wealth Advisors LLC | 4,967 | $237.0K | 0.04% | +77+1.6% | Added |
| Nicolet Bankshares Inc | 4,966 | $237.0K | 0.05% | +166+3.5% | Added |
| Patten & Patten Inc | 4,996 | $238.0K | 0.02% | 00.0% | Unchanged |
| People's United Financial, Inc. | 5,004 | $238.0K | 0.01% | +107+2.2% | Added |
| Level Four Advisory Services, LLC | 4,992 | $238.0K | 0.02% | +288+6.1% | Added |
| Chicago Partners Investment Group LLC | 5,079 | $239.0K | 0.02% | +90+1.8% | Added |
| Fieldpoint Private Securities, LLC | 5,058 | $241.0K | 0.05% | −397−7.3% | Reduced |