Skip to main content

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
Logan Capital Management Inc2,500$94.0K0.01%00.0%Unchanged
Glassman Wealth Services2,509$94.0K0.02%+85+3.5%Added
Evoke Wealth, LLC2,552$96.0K0.00%−88−3.3%Reduced
Old Second National Bank of Aurora2,654$99.0K0.03%−700−20.9%Reduced
JNBA Financial Advisors2,646$99.0K0.02%00.0%Unchanged
Wellington Shields & Co., LLC2,715$102.0K0.04%00.0%Unchanged
TD Private Client Wealth LLC2,778$104.1K0.01%+622+28.8%Added
Alta Advisers Ltd2,800$105.0K0.07%+2,800New
Almanack Investment Partners, LLC.2,809$105.0K0.02%+2,809New
Sutton Wealth Advisors Inc.2,820$105.6K0.04%−44−1.5%Reduced
Hazlett, Burt & Watson, Inc.2,848$106.0K0.10%+14+0.5%Added
Hudock, Inc.2,906$108.0K0.04%+11+0.4%Added
Eagle Bay Advisors LLC2,950$110.0K0.07%−93−3.1%Reduced
Assetmark, Inc3,092$116.0K0.00%00.0%Unchanged
Proequities, Inc.3,145$118.0K0.01%+102+3.4%Added
Centaurus Financial, Inc.3,154$118.0K0.01%+934+42.1%Added
Whittier Trust Co of Nevada Inc3,192$120.0K0.01%+1,951+157.2%Added
Valley National Advisers Inc3,338$125.0K0.03%00.0%Unchanged
Glen Eagle Advisors, LLC3,409$127.7K0.04%−345−9.2%Reduced
Global Retirement Partners, LLC3,319$128.0K0.01%−223−6.3%Reduced
EverSource Wealth Advisors, LLC3,448$129.0K0.03%−39−1.1%Reduced
Kistler-Tiffany Companies, LLC3,476$130.0K0.03%−456−11.6%Reduced
Carmichael Hill & Associates, Inc.3,457$130.0K0.08%+3+0.1%Added
City Holding Co3,571$134.0K0.03%−495−12.2%Reduced
Tompkins Financial Corp3,633$136.0K0.02%00.0%Unchanged
Hexagon Capital Partners LLC3,632$136.0K0.04%+1,033+39.7%Added
ICICI Prudential Asset Management Co Ltd3,648$137.0K0.02%+725+24.8%Added
Ten Capital Wealth Advisors, LLC3,701$139.0K0.06%00.0%Unchanged
Asahi Life Asset Management Co., Ltd.3,800$142.0K0.04%−5,240−58.0%Reduced
CoreFirst Bank & Trust4,028$151.0K0.13%00.0%Unchanged
Exos TFP Holdings LLC4,028$151.0K0.07%+4,028New
Covestor Ltd4,045$152.0K0.13%+2,547+170.0%Added
Massmutual Trust Co FSB4,064$152.0K0.01%+2,867+239.5%Added
Neo Ivy Capital Management4,244$159.0K0.42%+2,436+134.7%Added
Ronald Blue Trust, Inc.3,598$163.0K0.00%+1,076+42.7%Added
FourThought Financial, LLC4,387$164.0K0.02%−260−5.6%Reduced
Brown Brothers Harriman & Co4,395$165.0K0.00%+58+1.3%Added
DuPont Capital Management Corp4,433$166.0K0.01%−22,664−83.6%Reduced
Newton One Investments LLC4,578$171.0K0.12%00.0%Unchanged
Deseret Mutual Benefit Administrators4,596$172.0K0.05%−1,753−27.6%Reduced
Harvest Fund Management Co., Ltd4,659$175.0K0.05%−2,797−37.5%Reduced
NuWave Investment Management, LLC4,724$177.0K0.20%−990−17.3%Reduced
Tyler-Stone Wealth Management4,908$184.0K0.14%00.0%Unchanged
Geneos Wealth Management Inc.4,946$185.0K0.01%−13,473−73.1%Reduced
Gradient Investments LLC4,935$185.0K0.01%+5+0.1%Added
Quadrant Capital Group LLC4,969$186.0K0.02%−274−5.2%Reduced
Sandia Investment Management LP5,000$187.0K0.03%+5,000New
Parkside Financial Bank & Trust5,024$189.0K0.06%−363−6.7%Reduced
Quent Capital, LLC5,037$189.0K0.04%+676+15.5%Added
Earnest Partners LLC5,068$190.0K0.00%+337+7.1%Added
Tobam5,119$192.0K0.01%+5,119New
First Manhattan Co5,180$194.0K0.00%00.0%Unchanged
Harbour Investments, Inc.4,347$197.0K0.01%00.0%Unchanged
Stonebridge Capital Advisors LLC5,298$198.0K0.03%−867−14.1%Reduced
Parallel Advisors, LLC5,348$200.0K0.01%−383−6.7%Reduced
Retirement Planning Co of New England, Inc.5,349$200.0K0.14%00.0%Unchanged
Zeke Capital Advisors, LLC5,359$201.0K0.01%−1,030−16.1%Reduced
Calton & Associates, Inc.5,401$202.0K0.12%−8−0.1%Reduced
Duncker Streett & Co Inc5,390$202.0K0.05%00.0%Unchanged
Schechter Investment Advisors, LLC5,373$202.0K0.02%+164+3.1%Added
Wealth Dimensions Group, Ltd.5,424$203.0K0.10%00.0%Unchanged
Ballentine Partners, LLC5,402$203.0K0.01%+5,402New
Marcum Wealth, LLC5,458$204.0K0.03%+216+4.1%Added
Wade G W & Inc5,456$204.0K0.01%+5,456New
Insight Folios Inc5,478$205.0K0.10%+40+0.7%Added
Aurora Private Wealth, Inc.5,507$206.0K0.10%+10.0%Added
Hyman Charles D5,500$206.0K0.02%00.0%Unchanged
Financial Advocates Investment Management5,565$208.0K0.02%−31,368−84.9%Reduced
JFS Wealth Advisors, LLC5,558$208.0K0.02%−64−1.1%Reduced
Carret Asset Management, LLC5,544$208.0K0.03%−50−0.9%Reduced
Blueprint Investment Partners LLC5,558$208.0K0.06%+5,558New
MTM Investment Management, LLC5,568$209.0K0.12%00.0%Unchanged
Grant/GrossMendelsohn, LLC5,548$209.0K0.11%+10.0%Added
Kovitz Investment Group Partners, LLC5,576$209.0K0.00%+5,576New
Conning Inc.5,593$210.0K0.01%−2,390−29.9%Reduced
Baker Tilly Wealth Management, LLC5,656$212.0K0.03%+20.0%Added
StrategIQ Financial Group, LLC5,699$213.0K0.03%00.0%Unchanged
High Net Worth Advisory Group LLC5,787$217.0K0.09%00.0%Unchanged
Smith, Moore & Co.5,809$218.0K0.03%−858−12.9%Reduced
Capital Investment Advisory Services, LLC5,831$218.0K0.03%00.0%Unchanged
First Command Bank5,807$218.0K0.03%+300+5.4%Added
First Command Financial Services, Inc.5,807$218.0K0.03%+300+5.4%Added
Capital International Inc5,860$220.0K0.00%00.0%Unchanged
Key Financial Inc5,913$221.0K0.10%+103+1.8%Added
Lakeview Capital Partners, LLC5,938$222.0K0.09%+904+18.0%Added
Johnson Investment Counsel Inc5,948$223.0K0.00%+10.0%Added
Abbrea Capital, LLC5,970$224.0K0.04%00.0%Unchanged
Cullen/Frost Bankers, Inc.5,980$224.0K0.01%+1,157+24.0%Added
Gladstone Institutional Advisory LLC6,032$226.0K0.02%−11,291−65.2%Reduced
Sequoia Financial Advisors, LLC6,044$226.0K0.01%−3,426−36.2%Reduced
Connecticut Wealth Management, LLC6,053$227.0K0.02%+43+0.7%Added
First Horizon Advisors, Inc.6,135$228.0K0.01%−4,872−44.3%Reduced
Meridian Financial Partners LLC6,256$229.0K0.32%−1,302−17.2%Reduced
Baltimore-Washington Financial Advisors, Inc.6,125$229.0K0.02%00.0%Unchanged
Thrive Capital Management, LLC6,109$229.0K0.15%+44+0.7%Added
Arrowstreet Capital, Limited Partnership6,147$230.0K0.00%+6,147New
Clifford Swan Investment Counsel LLC6,200$232.0K0.01%00.0%Unchanged
Ledyard National Bank6,260$234.0K0.03%−160−2.5%Reduced
Wealth Management Solutions, LLC6,237$234.0K0.14%+21+0.3%Added
Court Place Advisors, LLC6,390$239.0K0.10%−150−2.3%Reduced