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 |
|---|---|---|---|---|---|
| United Asset Strategies, Inc. | 8,033 | $383.0K | 0.05% | −296−3.6% | Reduced |
| Conning Inc. | 8,025 | $382.0K | 0.01% | +509+6.8% | Added |
| CRA Financial Services, LLC | 7,910 | $377.0K | 0.11% | 00.0% | Unchanged |
| Insight Advisors, LLC | 7,834 | $373.0K | 0.11% | 00.0% | Unchanged |
| 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 |
| Brinker Capital Investments, LLC | 7,783 | $371.0K | 0.01% | +542+7.5% | Added |
| 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 |
| Front Barnett Associates LLC | 7,724 | $368.0K | 0.04% | −300−3.7% | Reduced |
| 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 |
| Trustco Bank Corp N Y | 7,588 | $362.0K | 0.36% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 7,515 | $358.0K | 0.17% | +240+3.3% | 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 |
| Harvest Fund Management Co., Ltd | 7,456 | $355.0K | 0.07% | +2,521+51.1% | Added |
| 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 |
| Sentry Investment Management LLC | 7,378 | $351.0K | 0.11% | −2,105−22.2% | Reduced |
| Segment Wealth Management, LLC | 7,375 | $351.0K | 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 |
| 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 |
| 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 |
| Financial Consulate, Inc | 7,202 | $343.0K | 0.13% | +6+0.1% | 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 |
| 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 |
| 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 |
| Wedbush Securities Inc | 7,004 | $334.0K | 0.02% | −3,200−31.4% | Reduced |
| 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 |
| Apollon Wealth Management, LLC | 6,944 | $331.0K | 0.02% | +2,528+57.2% | 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 |
| V Wealth Advisors LLC | 6,844 | $326.0K | 0.05% | +10.0% | Added |
| Eagle Rock Investment Company, LLC | 6,800 | $324.0K | 0.07% | 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 |
| Smith, Moore & Co. | 6,667 | $318.0K | 0.04% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 6,663 | $317.0K | 0.17% | −73−1.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,590 | $314.0K | 0.02% | 00.0% | Unchanged |
| Cadence Bank NA | 6,574 | $313.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Eagle Bluffs Wealth Management LLC | 6,372 | $303.0K | 0.29% | −2,384−27.2% | Reduced |
| NBT Bank N A | 6,329 | $302.0K | 0.04% | −156−2.4% | Reduced |
| Cooper Financial Group | 6,304 | $300.0K | 0.11% | +2,833+81.6% | Added |
| NorthRock Partners, LLC | 6,243 | $297.0K | 0.03% | +746+13.6% | Added |
| High Net Worth Advisory Group LLC | 6,187 | $295.0K | 0.11% | +1,200+24.1% | 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 |
| Alpha Paradigm Partners, LLC | 6,121 | $292.0K | 0.12% | +414+7.3% | Added |
| Western Wealth Management, LLC | 6,112 | $291.0K | 0.01% | +1,402+29.8% | Added |
| Twinbeech Capital LP | 6,072 | $289.0K | 0.01% | +6,072 | New |
| Nicholas Hoffman & Company, LLC. | 6,037 | $288.0K | 0.01% | −11,829−66.2% | 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 |
| Mirabella Financial Services LLP | 5,992 | $285.0K | 0.03% | −121,938−95.3% | Reduced |
| Abbrea Capital, LLC | 5,970 | $284.0K | 0.04% | 00.0% | Unchanged |
| Adviser Investments LLC | 5,949 | $283.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Wealth Management Solutions, LLC | 5,865 | $279.0K | 0.15% | −62−1.0% | Reduced |
| 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 |
| Jones Financial Companies LLLP | 5,760 | $274.0K | 0.00% | +4,918+584.1% | Added |
| StrategIQ Financial Group, LLC | 5,699 | $271.0K | 0.03% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 5,670 | $270.0K | 0.01% | +5,670 | New |
| 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 |
| Baker Tilly Wealth Management, LLC | 5,636 | $268.0K | 0.03% | +1,608+39.9% | 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 |
| Carret Asset Management, LLC | 5,594 | $266.0K | 0.03% | +350+6.7% | Added |
| 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 |