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 |
|---|---|---|---|---|---|
| Accel Wealth Management | 5,085 | $242.0K | 0.13% | +21+0.4% | Added |
| Lake Street Financial LLC | 5,084 | $242.0K | 0.04% | +670+15.2% | Added |
| Resonant Capital Advisors, LLC | 5,128 | $244.0K | 0.04% | +91+1.8% | Added |
| Clear Street Markets LLC | 5,133 | $244.0K | 0.07% | +5,133 | New |
| Winton Group Ltd | 5,143 | $245.0K | 0.01% | +5,143 | New |
| First Manhattan Co | 5,180 | $246.0K | 0.00% | 00.0% | Unchanged |
| Outfitter Financial LLC | 5,208 | $248.0K | 0.19% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 5,184 | $248.0K | 0.09% | +7+0.1% | Added |
| Park Avenue Securities LLC | 5,217 | $248.0K | 0.00% | +306+6.2% | Added |
| Trust Co of Virginia | 5,200 | $248.0K | 0.03% | +5,200 | New |
| Old Mission Capital LLC | 5,225 | $249.0K | 0.01% | +5,225 | New |
| Zuckerman Investment Group, LLC | 5,250 | $250.0K | 0.04% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5,251 | $250.0K | 0.01% | +5,251 | New |
| Marcum Wealth, LLC | 5,264 | $251.0K | 0.03% | −200−3.7% | Reduced |
| Financial Advocates Investment Management | 5,309 | $253.0K | 0.02% | −24−0.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,349 | $254.0K | 0.14% | −53−1.0% | Reduced |
| Duncker Streett & Co Inc | 5,390 | $257.0K | 0.05% | −1,673−23.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 5,424 | $258.0K | 0.12% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 5,459 | $260.0K | 0.17% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5,476 | $261.0K | 0.02% | −29−0.5% | Reduced |
| M Holdings Securities, Inc. | 5,483 | $261.0K | 0.02% | +5,483 | New |
| Quantinno Capital Management LP | 5,479 | $261.0K | 0.04% | +5,479 | New |
| Aurora Private Wealth, Inc. | 5,509 | $262.0K | 0.11% | +10.0% | Added |
| Calton & Associates, Inc. | 5,505 | $262.0K | 0.08% | +14+0.3% | Added |
| Johnson Investment Counsel Inc | 5,546 | $264.0K | 0.00% | −121−2.1% | Reduced |
| Argent Trust Co | 5,561 | $265.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 5,572 | $265.0K | 0.00% | +73+1.3% | Added |
| Snowden Capital Advisors LLC | 5,568 | $265.0K | 0.01% | +1,532+38.0% | Added |
| MTM Investment Management, LLC | 5,568 | $265.0K | 0.13% | +5,568 | New |
| Carret Asset Management, LLC | 5,594 | $266.0K | 0.03% | +350+6.7% | Added |
| Parkside Financial Bank & Trust | 5,579 | $267.0K | 0.07% | −559−9.1% | Reduced |
| DGS Capital Management, LLC | 5,607 | $267.0K | 0.16% | +1,743+45.1% | Added |
| Baker Tilly Wealth Management, LLC | 5,636 | $268.0K | 0.03% | +1,608+39.9% | Added |
| Sawtooth Solutions, LLC | 5,642 | $269.0K | 0.03% | −4,882−46.4% | Reduced |
| Grant/GrossMendelsohn, LLC | 5,445 | $269.0K | 0.13% | −20−0.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 5,670 | $270.0K | 0.01% | +5,670 | New |
| StrategIQ Financial Group, LLC | 5,699 | $271.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,760 | $274.0K | 0.00% | +4,918+584.1% | Added |
| Bank of Hawaii | 5,845 | $278.0K | 0.02% | −1,300−18.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,845 | $278.0K | 0.01% | −80−1.4% | Reduced |
| Capital Investment Advisory Services, LLC | 5,831 | $278.0K | 0.03% | +300+5.4% | Added |
| Stratos Wealth Advisors, LLC | 5,840 | $278.0K | 0.02% | +2,003+52.2% | Added |
| Natixis Investment Managers International | 5,857 | $278.0K | 0.00% | +5,857 | New |
| Wealth Management Solutions, LLC | 5,865 | $279.0K | 0.15% | −62−1.0% | Reduced |
| Capital International Inc | 5,914 | $282.0K | 0.00% | −360−5.7% | Reduced |
| Integrated Wealth Concepts LLC | 5,921 | $282.0K | 0.01% | +2,356+66.1% | Added |
| Adviser Investments LLC | 5,949 | $283.0K | 0.02% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 5,970 | $284.0K | 0.04% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 5,992 | $285.0K | 0.03% | −121,938−95.3% | Reduced |
| Connecticut Wealth Management, LLC | 6,021 | $287.0K | 0.02% | +4+0.1% | Added |
| Key Financial Inc | 6,035 | $287.0K | 0.14% | +106+1.8% | Added |
| Thrive Capital Management, LLC | 6,028 | $287.0K | 0.17% | +177+3.0% | Added |
| Nicholas Hoffman & Company, LLC. | 6,037 | $288.0K | 0.01% | −11,829−66.2% | Reduced |
| Twinbeech Capital LP | 6,072 | $289.0K | 0.01% | +6,072 | New |
| Western Wealth Management, LLC | 6,112 | $291.0K | 0.01% | +1,402+29.8% | Added |
| Alpha Paradigm Partners, LLC | 6,121 | $292.0K | 0.12% | +414+7.3% | Added |
| Forum Financial Management, LP | 6,179 | $294.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 6,165 | $294.0K | 0.03% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 6,180 | $294.0K | 0.03% | +6,180 | New |
| High Net Worth Advisory Group LLC | 6,187 | $295.0K | 0.11% | +1,200+24.1% | Added |
| NorthRock Partners, LLC | 6,243 | $297.0K | 0.03% | +746+13.6% | Added |
| Cooper Financial Group | 6,304 | $300.0K | 0.11% | +2,833+81.6% | Added |
| NBT Bank N A | 6,329 | $302.0K | 0.04% | −156−2.4% | Reduced |
| Eagle Bluffs Wealth Management LLC | 6,372 | $303.0K | 0.29% | −2,384−27.2% | Reduced |
| Orion Portfolio Solutions, LLC | 6,395 | $305.0K | 0.01% | +926+16.9% | Added |
| Zeke Capital Advisors, LLC | 6,389 | $305.0K | 0.02% | +6,389 | New |
| Baltimore-Washington Financial Advisors, Inc. | 7,110 | $310.0K | 0.03% | +266+3.9% | Added |
| Insight Folios Inc | 6,511 | $310.0K | 0.14% | +49+0.8% | Added |
| Court Place Advisors, LLC | 6,540 | $311.0K | 0.10% | −178−2.6% | Reduced |
| Ledyard National Bank | 6,520 | $311.0K | 0.03% | 00.0% | Unchanged |
| Cadence Bank NA | 6,574 | $313.0K | 0.09% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 6,590 | $314.0K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 6,663 | $317.0K | 0.17% | −73−1.1% | Reduced |
| Smith, Moore & Co. | 6,667 | $318.0K | 0.04% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 6,789 | $323.0K | 0.04% | −247,311−97.3% | Reduced |
| Bryn Mawr Trust Co | 6,779 | $323.0K | 0.01% | −58−0.8% | Reduced |
| Eagle Rock Investment Company, LLC | 6,800 | $324.0K | 0.07% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 6,844 | $326.0K | 0.05% | +10.0% | Added |
| Enterprise Financial Services Corp | 6,856 | $327.0K | 0.05% | +47+0.7% | Added |
| FineMark National Bank & Trust | 6,869 | $327.0K | 0.01% | +133+2.0% | Added |
| Apollon Wealth Management, LLC | 6,944 | $331.0K | 0.02% | +2,528+57.2% | Added |
| Diversified, LLC | 6,974 | $332.0K | 0.14% | +10.0% | Added |
| Verdence Capital Advisors LLC | 6,980 | $332.0K | 0.04% | +1,584+29.4% | Added |
| WSFS Capital Management, LLC | 6,967 | $332.0K | 0.09% | +6,967 | New |
| Wedbush Securities Inc | 7,004 | $334.0K | 0.02% | −3,200−31.4% | Reduced |
| Asset Management Corp | 7,043 | $335.0K | 0.21% | 00.0% | Unchanged |
| Univest Financial Corp | 7,025 | $335.0K | 0.09% | +54+0.8% | Added |
| Deseret Mutual Benefit Administrators | 7,047 | $336.0K | 0.07% | −1,496−17.5% | Reduced |
| Successful Portfolios LLC | 7,056 | $336.0K | 0.19% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 7,067 | $336.0K | 0.10% | +794+12.7% | Added |
| AMG National Trust Bank | 7,175 | $342.0K | 0.01% | 00.0% | Unchanged |
| Cullinan Associates Inc | 7,187 | $342.0K | 0.02% | +7,187 | New |
| Financial Consulate, Inc | 7,202 | $343.0K | 0.13% | +6+0.1% | Added |
| Costello Asset Management, INC | 7,247 | $345.0K | 0.24% | −1,306−15.3% | Reduced |
| Synovus Financial Corp | 7,274 | $345.0K | 0.00% | −757−9.4% | Reduced |
| Ausdal Financial Partners, Inc. | 7,283 | $347.0K | 0.05% | −154−2.1% | Reduced |
| Coastline Trust Co | 7,289 | $347.0K | 0.04% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 7,315 | $348.0K | 0.10% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,315 | $348.0K | 0.01% | +130+1.8% | Added |
| Sentry Investment Management LLC | 7,378 | $351.0K | 0.11% | −2,105−22.2% | Reduced |