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, Q2 2022
Institutional positions in Exelon Corp as of Jun 30, 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
- 1,021
- +14 vs. Q1 2022
- Shares held
- 810.7M
- +9.72M (+1.2%) vs. Q1 2022
- Total value
- $36.8B
- −$1.36B (−3.6%) vs. Q1 2022
- New holders
- 102
- 422 more added
- Sold out
- 88
- 298 more reduced
19 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 646 | $30.0K | 0.00% | −8,427−92.9% | Reduced |
| Lindbrook Capital, LLC | 642 | $29.0K | 0.00% | −3,486−84.4% | Reduced |
| Missouri Trust & Investment Co | 630 | $29.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 636 | $29.0K | 0.00% | +100+18.7% | Added |
| Jones Financial Companies LLLP | 627 | $28.0K | 0.00% | −5,133−89.1% | Reduced |
| Silvant Capital Management LLC | 622 | $28.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 608 | $28.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 587 | $27.0K | 0.01% | −75−11.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 590 | $27.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 586 | $27.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 630 | $27.0K | 0.02% | +629+62,900.0% | Added |
| Hanseatic Management Services Inc | 553 | $25.0K | 0.06% | +49+9.7% | Added |
| Spartan Planning & Wealth Management | 521 | $24.0K | 0.03% | +16+3.2% | Added |
| First Financial Corp | 500 | $23.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 518 | $23.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 487 | $22.1K | 0.01% | +3+0.6% | Added |
| Manchester Capital Management LLC | 483 | $22.0K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 450 | $20.4K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 439 | $19.9K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 425 | $19.0K | 0.00% | −127−23.0% | Reduced |
| Contravisory Investment Management, Inc. | 422 | $19.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 414 | $19.0K | 0.00% | +2+0.5% | Added |
| Brewin Dolphin Ltd | 424 | $19.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 415 | $19.0K | 0.00% | +7+1.7% | Added |
| Baystate Wealth Management LLC | 408 | $19.0K | 0.00% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 18,702 | $19.0K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 418 | $19.0K | 0.01% | +418 | New |
| Moisand Fitzgerald Tamayo, LLC | 391 | $18.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 389 | $18.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 365 | $17.0K | 0.01% | 00.0% | Unchanged |
| Systematic Financial Management LP | 349 | $16.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 354 | $16.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 343 | $16.0K | 0.00% | +3+0.9% | Added |
| Cyrus J. Lawrence, LLC | 334 | $15.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 308 | $14.0K | 0.01% | −290−48.5% | Reduced |
| FinTrust Capital Advisors, LLC | 325 | $14.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 299 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 302 | $14.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 316 | $14.0K | 0.01% | +316 | New |
| Raleigh Capital Management Inc. | 319 | $14.0K | 0.01% | +319 | New |
| Kayne Anderson Rudnick Investment Management LLC | 290 | $13.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 293 | $13.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 289 | $13.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 282 | $13.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 279 | $13.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 292 | $13.0K | 0.00% | +292 | New |
| Sage Private Wealth Group, LLC | 276 | $13.0K | 0.02% | +276 | New |
| FAI Wealth Management | 271 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 261 | $12.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 254 | $12.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 256 | $12.0K | 0.00% | +75+41.4% | Added |
| Vigilant Capital Management, LLC | 261 | $12.0K | 0.00% | +261 | New |
| Northern Oak Wealth Management Inc | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 246 | $11.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 241 | $11.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 228 | $11.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 232 | $11.0K | 0.00% | +17+7.9% | Added |
| Financial Management Professionals, Inc. | 253 | $11.0K | 0.00% | +53+26.5% | Added |
| Raffa Wealth Management, LLC | 223 | $10.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 221 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 216 | $10.0K | 0.00% | −21−8.9% | Reduced |
| Cedar Mountain Advisors, LLC | 225 | $10.0K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 225 | $10.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 202 | $9.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 195 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 179 | $8.00K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 173 | $8.00K | 0.00% | +56+47.9% | Added |
| Bogart Wealth, LLC | 184 | $8.00K | 0.00% | +184 | New |
| Wagner Wealth Management, LLC | 166 | $8.00K | 0.01% | +166 | New |
| Retirement Group, LLC | 165 | $7.00K | 0.00% | −83−33.5% | Reduced |
| Baldwin Brothers Inc | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 152 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 148 | $7.00K | 0.00% | +1+0.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 124 | $6.00K | 0.00% | −91−42.3% | Reduced |
| Capital Advisors, Ltd. LLC | 139 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 139 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 133 | $6.00K | 0.00% | +133 | New |
| Tfo-TDC, LLC | 142 | $6.00K | 0.00% | +142 | New |
| Bell Investment Advisors, Inc | 134 | $6.00K | 0.00% | +134 | New |
| Ci Investments Inc. | 119 | $5.00K | 0.00% | −1−0.8% | Reduced |
| Arrow Financial Corp | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 122 | $5.00K | 0.00% | +122 | New |
| WR Wealth Planners, LLC | 108 | $4.89K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 94 | $4.00K | 0.00% | −600−86.5% | Reduced |
| Semmax Financial Advisors Inc. | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 93 | $4.00K | 0.00% | +93 | New |
| Loomis Sayles & Co L P | 72 | $3.00K | 0.00% | −42−36.8% | Reduced |