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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 5,546 | $264.0K | 0.00% | −121−2.1% | Reduced |
| 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 |
| 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 |
| Burke & Herbert Bank & Trust Co | 5,459 | $260.0K | 0.17% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 5,424 | $258.0K | 0.12% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,390 | $257.0K | 0.05% | −1,673−23.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,349 | $254.0K | 0.14% | −53−1.0% | Reduced |
| Financial Advocates Investment Management | 5,309 | $253.0K | 0.02% | −24−0.5% | Reduced |
| Marcum Wealth, LLC | 5,264 | $251.0K | 0.03% | −200−3.7% | Reduced |
| 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 |
| Old Mission Capital LLC | 5,225 | $249.0K | 0.01% | +5,225 | New |
| 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 |
| First Manhattan Co | 5,180 | $246.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 5,143 | $245.0K | 0.01% | +5,143 | New |
| 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 |
| 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 |
| Fieldpoint Private Securities, LLC | 5,058 | $241.0K | 0.05% | −397−7.3% | Reduced |
| Chicago Partners Investment Group LLC | 5,079 | $239.0K | 0.02% | +90+1.8% | 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 |
| 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 |
| 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 |
| Ritholtz Wealth Management | 4,929 | $235.0K | 0.02% | +4,929 | New |
| 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 |
| 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 |
| Parallel Advisors, LLC | 4,920 | $232.0K | 0.01% | +125+2.6% | Added |
| Cullen/Frost Bankers, Inc. | 4,823 | $230.0K | 0.00% | −304−5.9% | 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 |
| FourThought Financial, LLC | 4,795 | $228.0K | 0.03% | −70−1.4% | Reduced |
| Exane Derivatives | 4,753 | $226.4K | 0.06% | −2,409−33.6% | Reduced |
| 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 |
| US Asset Management LLC | 4,702 | $224.0K | 0.21% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,691 | $223.0K | 0.05% | +830+21.5% | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Red Door Wealth Management, LLC | 4,461 | $212.0K | 0.07% | 00.0% | Unchanged |
| City Holding Co | 4,411 | $210.0K | 0.03% | 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 |
| 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 |
| Indiana Trust & Investment Management CO | 4,330 | $206.0K | 0.10% | −170−3.8% | Reduced |
| Marion Wealth Management | 4,282 | $204.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| 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 |
| Lindbrook Capital, LLC | 4,128 | $197.0K | 0.03% | −675−14.1% | Reduced |
| 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 |
| Glen Eagle Advisors, LLC | 4,061 | $193.4K | 0.05% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,042 | $193.0K | 0.00% | +82+2.1% | Added |
| Quent Capital, LLC | 4,032 | $192.0K | 0.04% | +231+6.1% | Added |
| Blueprint Investment Partners LLC | 3,961 | $189.0K | 0.05% | +1,359+52.2% | Added |
| 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 |
| Washington Trust Advisors, Inc. | 3,882 | $185.0K | 0.01% | −77−1.9% | Reduced |
| Caldwell Trust Co | 3,841 | $182.9K | 0.02% | +437+12.8% | Added |
| AGF Investments LLC | 3,810 | $181.0K | 0.02% | +3,810 | New |
| Ten Capital Wealth Advisors, LLC | 3,701 | $176.0K | 0.07% | +2,951+393.5% | Added |
| Sterling Investment Advisors, Ltd. | 3,658 | $174.0K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,633 | $173.0K | 0.02% | +3,348+1,174.7% | Added |
| Freedman Financial Associates, Inc. | 3,614 | $171.0K | 0.12% | 00.0% | Unchanged |