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 |
|---|---|---|---|---|---|
| Segment Wealth Management, LLC | 7,375 | $351.0K | 0.04% | 00.0% | Unchanged |
| S.C. Financial Services, Inc. | 7,393 | $352.0K | 0.45% | −569−7.1% | Reduced |
| John G Ullman & Associates Inc | 7,400 | $352.0K | 0.05% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 7,388 | $352.0K | 0.03% | +347+4.9% | Added |
| Moors & Cabot, Inc. | 7,389 | $352.0K | 0.02% | +354+5.0% | Added |
| Chicago Trust Co NA | 7,389 | $352.0K | 0.08% | +408+5.8% | Added |
| Harvest Fund Management Co., Ltd | 7,456 | $355.0K | 0.07% | +2,521+51.1% | Added |
| Hollencrest Capital Management | 7,500 | $357.0K | 0.03% | 00.0% | Unchanged |
| Regal Wealth Group, Inc. | 7,410 | $357.0K | 0.22% | +54+0.7% | Added |
| Moody Lynn & Lieberson, LLC | 7,490 | $357.0K | 0.03% | +7,490 | New |
| Tiemann Investment Advisors, LLC | 7,515 | $358.0K | 0.17% | +240+3.3% | Added |
| Trustco Bank Corp N Y | 7,588 | $362.0K | 0.36% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 7,702 | $367.0K | 0.17% | +7+0.1% | Added |
| Boston Private Wealth LLC | 7,714 | $367.0K | 0.00% | +219+2.9% | Added |
| Front Barnett Associates LLC | 7,724 | $368.0K | 0.04% | −300−3.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,741 | $369.0K | 0.09% | +40+0.5% | Added |
| XTX Topco Ltd | 7,741 | $369.0K | 0.16% | +7,741 | New |
| Brinker Capital Investments, LLC | 7,783 | $371.0K | 0.01% | +542+7.5% | Added |
| Alphasimplex Group, LLC | 7,812 | $372.0K | 1.37% | −952−10.9% | Reduced |
| Meridian Financial Partners LLC | 7,818 | $372.0K | 0.55% | −217−2.7% | Reduced |
| Bailard, Inc. | 7,810 | $372.0K | 0.01% | +2,357+43.2% | Added |
| Insight Advisors, LLC | 7,834 | $373.0K | 0.11% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 7,910 | $377.0K | 0.11% | 00.0% | Unchanged |
| Conning Inc. | 8,025 | $382.0K | 0.01% | +509+6.8% | Added |
| United Asset Strategies, Inc. | 8,033 | $383.0K | 0.05% | −296−3.6% | Reduced |
| Essex Financial Services, Inc. | 8,077 | $385.0K | 0.04% | +15+0.2% | Added |
| Mutual Advisors, LLC | 8,155 | $388.0K | 0.02% | +10.0% | Added |
| Whittier Trust Co | 8,178 | $390.0K | 0.01% | +991+13.8% | Added |
| Cohen Klingenstein LLC | 8,200 | $391.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 8,240 | $392.0K | 0.21% | +8,240 | New |
| Fund Management at Engine No. 1 LLC | 8,289 | $395.0K | 0.10% | +8,289 | New |
| Axxcess Wealth Management, LLC | 8,356 | $398.0K | 0.03% | +8+0.1% | Added |
| Vantage Consulting Group Inc | 8,384 | $399.0K | 0.16% | −1,858−18.1% | Reduced |
| Syntax Advisors, LLC | 8,384 | $399.0K | 0.34% | −1,858−18.1% | Reduced |
| IHT Wealth Management, LLC | 8,410 | $401.0K | 0.03% | +73+0.9% | Added |
| Clarius Group, LLC | 6,984 | $403.0K | 0.03% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 8,500 | $405.0K | 0.09% | 00.0% | Unchanged |
| Gradient Investments LLC | 8,522 | $406.0K | 0.01% | +40.0% | Added |
| Wealth Management Associates, Inc. | 8,527 | $406.1K | 0.23% | −90−1.0% | Reduced |
| Q3 Asset Management | 8,550 | $408.0K | 0.19% | +8,550 | New |
| Ameritas Advisory Services, LLC | 8,640 | $412.0K | 0.02% | −584−6.3% | Reduced |
| RNC Capital Management LLC | 8,650 | $412.0K | 0.02% | −175−2.0% | Reduced |
| Ontario Teachers Pension Plan Board | 8,646 | $412.0K | 0.00% | +8,646 | New |
| First Horizon Advisors, Inc. | 8,785 | $418.0K | 0.02% | −5,847−40.0% | Reduced |
| Keybank National Association | 8,773 | $418.0K | 0.00% | −369−4.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 8,951 | $418.0K | 0.02% | +1,893+26.8% | Added |
| Beck Bode, LLC | 8,782 | $418.0K | 0.09% | +4,955+129.5% | Added |
| Nexus Investment Management ULC | 8,800 | $419.0K | 0.04% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 8,792 | $419.0K | 0.08% | +284+3.3% | Added |
| Fulton Bank, N.A. | 8,808 | $419.0K | 0.02% | +498+6.0% | Added |
| Toews Corp | 8,800 | $419.0K | 0.07% | +8,800 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 8,809 | $420.0K | 0.27% | +2,000+29.4% | Added |
| Private Trust Co NA | 8,842 | $421.0K | 0.07% | −156−1.7% | Reduced |
| Sequoia Financial Advisors, LLC | 8,873 | $422.0K | 0.01% | +2,059+30.2% | Added |
| Graham Capital Management, L.P. | 8,891 | $423.0K | 0.02% | +2,772+45.3% | Added |
| Alpha Omega Wealth Management LLC | 8,895 | $424.0K | 0.07% | −200−2.2% | Reduced |
| Harbor Investment Advisory, LLC | 8,925 | $425.0K | 0.06% | +70+0.8% | Added |
| Money Concepts Capital Corp | 9,073 | $432.0K | 0.02% | +9,073 | New |
| Good Life Advisors, LLC | 9,160 | $436.0K | 0.05% | +1,032+12.7% | Added |
| Spire Wealth Management | 9,184 | $437.0K | 0.01% | −30,904−77.1% | Reduced |
| Fisher Asset Management, LLC | 9,177 | $437.0K | 0.00% | −414−4.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,229 | $437.0K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 9,190 | $438.0K | 0.03% | −134−1.4% | Reduced |
| Confluence Wealth Services, Inc. | 9,236 | $439.0K | 0.16% | +10+0.1% | Added |
| NuWave Investment Management, LLC | 9,332 | $444.0K | 0.60% | +9,332 | New |
| LMR Partners LLP | 9,315 | $444.0K | 0.01% | +9,315 | New |
| Latitude Advisors, LLC | 9,351 | $445.0K | 0.10% | +3,131+50.3% | Added |
| Bokf, NA | 9,425 | $449.0K | 0.01% | −157−1.6% | Reduced |
| Bollard Group LLC | 9,454 | $450.0K | 0.01% | +64+0.7% | Added |
| First National Bank & Trust Co of Newtown | 9,485 | $452.0K | 0.09% | −1,819−16.1% | Reduced |
| StoneX Group Inc. | 9,522 | $453.5K | 0.04% | −610−6.0% | Reduced |
| VeraBank, N.A. | 9,620 | $458.0K | 0.24% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 9,721 | $463.0K | 0.01% | −10,511−52.0% | Reduced |
| Paragon Financial Partners, Inc. | 9,773 | $465.0K | 0.41% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 9,868 | $470.0K | 0.14% | +6,502+193.2% | Added |
| Grove Bank & Trust | 9,895 | $471.0K | 0.09% | +620+6.7% | Added |
| National Asset Management, Inc. | 9,945 | $474.0K | 0.02% | +41+0.4% | Added |
| Citizens Business Bank | 10,000 | $476.0K | 0.06% | −7,877−44.1% | Reduced |
| Aull & Monroe Investment Management Corp | 10,003 | $476.0K | 0.21% | 00.0% | Unchanged |
| Riverwater Partners LLC | 10,051 | $479.0K | 0.79% | +249+2.5% | Added |
| Archer Investment Corp | 10,055 | $479.4K | 0.17% | 00.0% | Unchanged |
| Stephens Inc | 10,087 | $480.0K | 0.01% | −10,530−51.1% | Reduced |
| Los Angeles Capital Management LLC | 10,091 | $481.0K | 0.00% | +552+5.8% | Added |
| First Interstate Bank | 10,116 | $481.0K | 0.05% | +10,116 | New |
| Hall Private Wealth Advisors | 10,125 | $482.0K | 0.26% | −7,449−42.4% | Reduced |
| Fiduciary Trust Co | 10,132 | $482.0K | 0.01% | +547+5.7% | Added |
| NJ State Employees Deferred Compensation Plan | 10,200 | $486.0K | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,216 | $487.0K | 0.02% | +142+1.4% | Added |
| Van Cleef Asset Management,Inc | 10,241 | $488.0K | 0.07% | +1,113+12.2% | Added |
| Peoples Financial Services Corp. | 10,293 | $490.0K | 0.21% | +623+6.4% | Added |
| Signaturefd, LLC | 10,365 | $494.0K | 0.01% | +18+0.2% | Added |
| Northwest Bancshares, Inc. | 10,378 | $494.0K | 0.09% | +825+8.6% | Added |
| Davenport & Co LLC | 10,454 | $498.0K | 0.00% | +1,568+17.6% | Added |
| Cutler Group LP | 10,472 | $498.0K | 0.05% | +10,444+37,300.0% | Added |
| Lantz Financial LLC | 10,504 | $500.0K | 0.20% | +200+1.9% | Added |
| Azimuth Capital Management LLC | 10,556 | $503.0K | 0.02% | −600−5.4% | Reduced |
| Strategic Advisors LLC | 10,599 | $504.0K | 0.09% | +30.0% | Added |
| Blue Bell Private Wealth Management, LLC | 10,591 | $504.0K | 0.14% | +10,591 | New |
| Heartland Bank & Trust Co | 10,616 | $506.0K | 0.38% | +129+1.2% | Added |
| Centre Asset Management, LLC | 10,641 | $507.0K | 0.16% | +147+1.4% | Added |