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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Motco | 418 | $16.0K | 0.00% | +379+971.8% | Added |
| Stephens Consulting, LLC | 439 | $16.4K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 450 | $16.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 518 | $17.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 459 | $17.0K | 0.00% | +198+75.9% | Added |
| Old North State Trust, LLC | 467 | $17.0K | 0.01% | +467 | New |
| Manchester Capital Management LLC | 479 | $18.0K | 0.00% | −4−0.8% | Reduced |
| Crewe Advisors LLC | 492 | $18.0K | 0.00% | +200+68.5% | Added |
| Financial Perspectives, Inc | 491 | $18.4K | 0.01% | +4+0.8% | Added |
| Jones Financial Companies LLLP | 510 | $19.0K | 0.00% | −117−18.7% | Reduced |
| First Financial Corp | 500 | $19.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $19.0K | 0.01% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 18,702 | $19.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 499 | $19.0K | 0.00% | +427+593.1% | Added |
| Creative Financial Designs Inc | 522 | $20.0K | 0.00% | −542−50.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 550 | $21.0K | 0.01% | +159+40.7% | Added |
| Albion Financial Group | 600 | $22.0K | 0.00% | −8−1.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 590 | $22.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 587 | $22.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 602 | $23.0K | 0.00% | −34−5.3% | Reduced |
| Silvant Capital Management LLC | 622 | $23.0K | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 627 | $23.0K | 0.03% | +106+20.3% | Added |
| Optimum Investment Advisors | 644 | $24.0K | 0.01% | −301−31.9% | Reduced |
| Missouri Trust & Investment Co | 630 | $24.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 668 | $25.0K | 0.00% | −683−50.6% | Reduced |
| Rocky Mountain Advisers, LLC | 674 | $25.0K | 0.03% | 00.0% | Unchanged |
| Caption Management, LLC | 700 | $26.0K | 0.00% | −96,000−99.3% | Reduced |
| Kempen Capital Management N.V. | 686 | $26.0K | 0.00% | −37−5.1% | Reduced |
| Selective Wealth Management, Inc. | 700 | $26.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 698 | $26.0K | 0.00% | +6+0.9% | Added |
| Evolution Advisers, Inc. | 698 | $26.0K | 0.02% | +5+0.7% | Added |
| Cowa, LLC | 687 | $26.0K | 0.02% | +687 | New |
| First National Bank of South Miami | 733 | $27.0K | 0.02% | −201−21.5% | Reduced |
| Bartlett & Co. LLC | 758 | $28.0K | 0.00% | −51−6.3% | Reduced |
| Lindbrook Capital, LLC | 751 | $28.0K | 0.00% | +109+17.0% | Added |
| Bartlett & Co. Wealth Management LLC | 758 | $28.4K | 0.00% | −51−6.3% | Reduced |
| Washington Trust Advisors, Inc. | 795 | $29.0K | 0.00% | −3,087−79.5% | Reduced |
| Riverview Trust Co | 785 | $29.0K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 800 | $30.0K | 0.00% | −349−30.4% | Reduced |
| Johnson Midwest Financial, LLC | 812 | $30.0K | 0.11% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 792 | $30.0K | 0.00% | +9+1.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 837 | $31.0K | 0.00% | −3,900−82.3% | Reduced |
| Sargent Bickham Lagudis LLC | 830 | $31.0K | 0.00% | +3+0.4% | Added |
| NVWM, LLC | 837 | $31.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 850 | $32.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 861 | $32.0K | 0.01% | +3+0.3% | Added |
| Lowe Wealth Advisors, LLC | 870 | $33.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 940 | $35.0K | 0.01% | +2+0.2% | Added |
| Hanseatic Management Services Inc | 964 | $36.0K | 0.10% | +411+74.3% | Added |
| Burleson & Company, LLC | 987 | $37.0K | 0.01% | −54−5.2% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $37.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 986 | $37.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 793 | $37.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,014 | $38.0K | 0.00% | −68−6.3% | Reduced |
| MV Capital Management, Inc. | 1,026 | $38.0K | 0.01% | +20+2.0% | Added |
| Money Concepts Capital Corp | 1,004 | $38.0K | 0.00% | +358+55.4% | Added |
| Tortoise Investment Management, LLC | 1,071 | $40.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,124 | $42.0K | 0.03% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 1,122 | $42.0K | 0.03% | +4+0.4% | Added |
| Resources Management Corp | 1,110 | $42.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,131 | $42.0K | 0.00% | +119+11.8% | Added |
| Oakworth Capital, Inc. | 1,159 | $43.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 1,183 | $44.0K | 0.03% | +9+0.8% | Added |
| Lee Financial Co | 1,210 | $45.0K | 0.01% | −100−7.6% | Reduced |
| Cornerstone Management, Inc. | 1,226 | $45.9K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,239 | $46.0K | 0.01% | −125−9.2% | Reduced |
| Atlantic Trust, LLC | 1,226 | $46.0K | 0.02% | +1,226 | New |
| West Paces Advisors Inc. | 1,246 | $46.7K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,300 | $49.0K | 0.00% | +1,181+992.4% | Added |
| Wolff Wiese Magana LLC | 1,342 | $50.0K | 0.04% | −10−0.7% | Reduced |
| JJJ Advisors Inc. | 1,385 | $52.0K | 0.02% | +300+27.6% | Added |
| CNB Bank | 1,476 | $55.0K | 0.04% | +1,111+304.4% | Added |
| Vestor Capital, LLC | 1,493 | $56.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,556 | $58.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,585 | $59.0K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,575 | $59.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,601 | $60.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,623 | $61.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,662 | $62.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,692 | $63.0K | 0.08% | 00.0% | Unchanged |
| Norway Savings Bank | 1,670 | $63.0K | 0.03% | 00.0% | Unchanged |
| Cutler Group LP | 1,783 | $66.0K | 0.01% | −5,138−74.2% | Reduced |
| HM Payson & Co | 1,800 | $67.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,800 | $67.0K | 0.05% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,850 | $69.0K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 1,906 | $71.0K | 0.01% | −100−5.0% | Reduced |
| Trustcore Financial Services, LLC | 1,893 | $71.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,883 | $71.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 1,943 | $73.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,996 | $75.0K | 0.01% | +258+14.8% | Added |
| Edmond de Rothschild Holding S.A. | 1,998 | $75.0K | 0.00% | +1,998 | New |
| Trust Co of Vermont | 2,050 | $76.0K | 0.01% | −3−0.1% | Reduced |
| McClarren Financial Advisors, Inc. | 2,029 | $76.0K | 0.08% | +2,029 | New |
| Sandy Spring Bank | 2,093 | $78.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,210 | $83.0K | 0.15% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,242 | $84.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,356 | $88.0K | 0.07% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,418 | $91.0K | 0.00% | −221−8.4% | Reduced |
| Focused Wealth Management, Inc | 2,426 | $91.0K | 0.02% | +5+0.2% | Added |
| Adirondack Trust Co | 2,505 | $94.0K | 0.05% | 00.0% | Unchanged |