Skip to main content
Livermore
Livermore
ZHEN

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, Q3 2022

Institutional positions in Exelon Corp as of Sep 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
990
−16 vs. Q2 2022
Shares held
808.2M
−2.21M (−0.3%) vs. Q2 2022
Total value
$30.3B
−$6.47B (−17.6%) vs. Q2 2022
New holders
90
386 more added
Sold out
106
332 more reduced

15 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 990 institutions
Q1 2021: 925 institutionsQ2 2021: 923 institutionsQ3 2021: 937 institutionsQ4 2021: 1,071 institutionsQ1 2022: 1,026 institutionsQ2 2022: 1,021 institutionsQ3 2022: 990 institutionsQ4 2022: 1,007 institutionsQ1 2023: 1,003 institutionsQ2 2023: 1,005 institutionsQ3 2023: 1,001 institutionsQ4 2023: 1,020 institutionsQ1 2024: 1,009 institutionsQ2 2024: 992 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,102 institutionsQ1 2025: 1,196 institutionsQ2 2025: 1,177 institutionsQ3 2025: 1,201 institutionsQ4 2025: 1,249 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,291 institutions
Value heldQ3 2022: $30.3B
Q1 2021: $34.1BQ2 2021: $34.9BQ3 2021: $38.1BQ4 2021: $45.4BQ1 2022: $38.4BQ2 2022: $36.8BQ3 2022: $30.3BQ4 2022: $35.2BQ1 2023: $34.2BQ2 2023: $33.0BQ3 2023: $30.9BQ4 2023: $29.1BQ1 2024: $30.9BQ2 2024: $28.7BQ3 2024: $33.2BQ4 2024: $30.8BQ1 2025: $38.3BQ2 2025: $36.8BQ3 2025: $38.1BQ4 2025: $40.2BQ1 2026: $45.1BQ2 2026: $44.2B
Institutions holding EXC and their total value by quarter
QuarterHoldersValue
Q2 20261,291$44.2B
Q1 20261,285$45.1B
Q4 20251,249$40.2B
Q3 20251,201$38.1B
Q2 20251,177$36.8B
Q1 20251,196$38.3B
Q4 20241,102$30.8B
Q3 20241,055$33.2B
Q2 2024992$28.7B
Q1 20241,009$30.9B
Q4 20231,020$29.1B
Q3 20231,001$30.9B
Q2 20231,005$33.0B
Q1 20231,003$34.2B
Q4 20221,007$35.2B
Q3 2022990$30.3B
Q2 20221,021$36.8B
Q1 20221,026$38.4B
Q4 20211,071$45.4B
Q3 2021937$38.1B
Q2 2021923$34.9B
Q1 2021925$34.1B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q2 2022.

Institutions holding EXC in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Nelson, Van Denburg & Campbell Wealth Management Group, LLC19$00.00%00.0%Unchanged
Antonetti Capital Management LLC4$00.00%+4New
IAG Wealth Partners, LLC12$00.00%+12New
Financial Synergies Wealth Advisors, Inc.18$6750.00%00.0%Unchanged
Anchor Investment Management, LLC25$9370.00%00.0%Unchanged
Cedar Wealth Management, LLC33$1.00K0.00%−11−25.0%Reduced
Sierra Capital LLC40$1.00K0.00%00.0%Unchanged
Disciplined Investments, LLC40$1.00K0.00%−11−21.6%Reduced
West Oak Capital, LLC16$1.00K0.00%00.0%Unchanged
Alaska Permanent Fund Corp15$1.00K0.00%00.0%Unchanged
Surevest, LLC25$1.00K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group19$1.00K0.00%00.0%Unchanged
WestEnd Advisors, LLC16$1.00K0.00%+5+45.5%Added
Horan Securities, Inc.38$1.00K0.00%+38New
CFS Investment Advisory Services, LLC24,199$1.00K0.00%+24,199New
Hallmark Capital Management Inc43$2.00K0.00%−653−93.8%Reduced
BerganKDV Wealth Management, LLC45$2.00K0.00%−94−67.6%Reduced
Covington Capital Management48$2.00K0.00%00.0%Unchanged
Versant Capital Management, Inc53$2.00K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.51$2.00K0.00%+1+2.0%Added
Salem Investment Counselors Inc65$2.00K0.00%+65New
SJS Investment Consulting Inc.33$2.00K0.00%+33New
Highline Wealth Partners LLC80$3.00K0.00%+80New
Semmax Financial Advisors Inc.83$3.00K0.00%+1+1.2%Added
Coston, McIsaac & Partners93$3.00K0.00%00.0%Unchanged
Schubert & Co79$3.00K0.00%+5+6.8%Added
Twin Tree Management, LP116$4.00K0.00%−77,517−99.9%Reduced
Altshuler Shaham Ltd95$4.00K0.00%−3,838−97.6%Reduced
Truvestments Capital LLC100$4.00K0.00%−216−68.4%Reduced
Arrow Financial Corp100$4.00K0.00%00.0%Unchanged
AllSquare Wealth Management LLC100$4.00K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC110$4.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC98$4.00K0.00%+21+27.3%Added
Heritage Wealth Management, LLC110$4.00K0.00%+101+1,122.2%Added
Parallax Volatility Advisers, L.P.120$4.00K0.00%+120New
WR Wealth Planners, LLC108$4.05K0.00%00.0%Unchanged
Absolute Capital Management, LLC114$4.30K0.01%+114New
ClariVest Asset Management LLC133$5.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.125$5.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC125$5.00K0.00%−14−10.1%Reduced
Bell Investment Advisors, Inc122$5.00K0.00%−12−9.0%Reduced
Tower View Investment Management & Research LLC134$5.00K0.00%+134New
Abound Wealth Management135$5.07K0.00%+135New
Wagner Wealth Management, LLC166$6.00K0.00%00.0%Unchanged
Baldwin Brothers Inc150$6.00K0.00%00.0%Unchanged
KB Financial Partners, LLC152$6.00K0.00%00.0%Unchanged
American National Bank155$6.00K0.00%+155New
Pacifica Partners Inc.143$6.00K0.00%+143New
EdgeRock Capital LLC155$6.00K0.00%+155New
Atwood & Palmer Inc200$7.00K0.00%00.0%Unchanged
Proffitt & Goodson Inc195$7.00K0.00%00.0%Unchanged
Piscataqua Savings Bank200$7.00K0.01%00.0%Unchanged
Ulland Investment Advisors, LLC200$7.00K0.01%00.0%Unchanged
Bogart Wealth, LLC184$7.00K0.00%00.0%Unchanged
Barrett & Company, Inc.165$7.13K0.00%+165New
Ancora Advisors, LLC214$8.00K0.00%−700−76.6%Reduced
BDO Wealth Advisors, LLC225$8.00K0.00%−200−47.1%Reduced
Cedar Mountain Advisors, LLC225$8.00K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP225$8.00K0.01%00.0%Unchanged
Sound Income Strategies, LLC212$8.00K0.00%+10+5.0%Added
Leelyn Smith, LLC215$8.00K0.00%+215New
Householder Group Estate & Retirement Specialist, LLC221$8.00K0.00%+221New
Leonteq Securities AG221$8.28K0.00%00.0%Unchanged
Raffa Wealth Management, LLC223$8.35K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.232$9.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.253$9.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC241$9.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC250$9.00K0.00%00.0%Unchanged
Clear Perspectives Financial Planning, LLC231$9.00K0.00%+231New
Annapolis Financial Services, LLC279$10.0K0.00%00.0%Unchanged
Sage Private Wealth Group, LLC276$10.0K0.01%00.0%Unchanged
FAI Wealth Management271$10.0K0.01%00.0%Unchanged
Core Alternative Capital256$10.0K0.00%00.0%Unchanged
Sittner & Nelson, LLC261$10.0K0.01%00.0%Unchanged
Operose Advisors LLC254$10.0K0.01%00.0%Unchanged
Dividend Assets Capital, LLC299$11.0K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC300$11.0K0.01%00.0%Unchanged
Cribstone Capital Management, LLC300$11.0K0.01%00.0%Unchanged
Independence Bank of Kentucky300$11.0K0.01%00.0%Unchanged
TFC Financial Management302$11.0K0.00%00.0%Unchanged
Raleigh Capital Management Inc.286$11.0K0.01%−33−10.3%Reduced
Mascoma Wealth Management LLC293$11.0K0.00%00.0%Unchanged
West Branch Capital LLC289$11.0K0.01%00.0%Unchanged
Strengthening Families & Communities, LLC316$11.0K0.01%+88+38.6%Added
Worth Asset Management, LLC332$12.0K0.01%−1,666−83.4%Reduced
FinTrust Capital Advisors, LLC325$12.0K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC316$12.0K0.00%+316New
Systematic Financial Management LP349$13.0K0.00%00.0%Unchanged
Coastal Capital Group, Inc.345$13.0K0.00%+2+0.6%Added
TD Ameritrade Investment Management, LLC361$14.0K0.00%−54−13.0%Reduced
Delos Wealth Advisors, LLC369$14.0K0.02%+15+4.2%Added
Dark Forest Capital Management LP377$14.0K0.00%+377New
Baystate Wealth Management LLC408$15.0K0.00%00.0%Unchanged
Zullo Investment Group, Inc.389$15.0K0.01%00.0%Unchanged
USA Financial Portformulas Corp435$16.0K0.03%−79,201−99.5%Reduced
Investors Asset Management of Georgia Inc418$16.0K0.01%00.0%Unchanged
Contravisory Investment Management, Inc.425$16.0K0.01%+3+0.7%Added
Carolinas Wealth Consulting LLC415$16.0K0.00%+1+0.2%Added
Addison Advisors LLC417$16.0K0.01%+109+35.4%Added
Newbridge Financial Services Group, Inc.414$16.0K0.01%+266+179.7%Added