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 |
|---|---|---|---|---|---|
| NBT Bank N A | 6,418 | $241.0K | 0.04% | −411−6.0% | Reduced |
| Sawtooth Solutions, LLC | 6,438 | $241.0K | 0.03% | +282+4.6% | Added |
| Asset Management Corp | 6,515 | $244.0K | 0.20% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 6,535 | $244.0K | 0.01% | +112+1.7% | Added |
| BancorpSouth Bank | 6,650 | $249.0K | 0.03% | +6,650 | New |
| Sentry Investment Management LLC | 6,673 | $250.0K | 0.12% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,685 | $250.0K | 0.01% | +268+4.2% | Added |
| Independent Financial Group, LLC | 6,694 | $250.8K | 0.02% | +6,694 | New |
| Wipfli Financial Advisors LLC, | 6,766 | $253.0K | 0.02% | +6,766 | New |
| Enterprise Financial Services Corp | 6,798 | $255.0K | 0.19% | −114−1.6% | Reduced |
| Eagle Rock Investment Company, LLC | 6,800 | $255.0K | 0.07% | 00.0% | Unchanged |
| Diversified, LLC | 6,852 | $257.0K | 0.13% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 6,879 | $258.0K | 0.04% | +126+1.9% | Added |
| FineMark National Bank & Trust | 6,918 | $259.0K | 0.01% | +69+1.0% | Added |
| HB Wealth Management, LLC | 6,908 | $259.0K | 0.01% | +667+10.7% | Added |
| WSFS Capital Management, LLC | 6,931 | $260.0K | 0.09% | 00.0% | Unchanged |
| Univest Financial Corp | 6,971 | $261.0K | 0.09% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,984 | $262.0K | 0.02% | −42−0.6% | Reduced |
| Greenfield Savings Bank | 7,054 | $264.0K | 0.19% | 00.0% | Unchanged |
| Successful Portfolios LLC | 7,039 | $264.0K | 0.19% | −8−0.1% | Reduced |
| Ellenbecker Investment Group | 7,082 | $265.0K | 0.08% | +7+0.1% | Added |
| Fukoku Mutual Life Insurance Co | 7,110 | $266.0K | 0.02% | −570−7.4% | Reduced |
| First Heartland Consultants, Inc. | 7,141 | $267.0K | 0.04% | +922+14.8% | Added |
| Trustco Bank Corp N Y | 7,178 | $268.0K | 0.33% | −300−4.0% | Reduced |
| Segment Wealth Management, LLC | 7,161 | $268.0K | 0.03% | −34−0.5% | Reduced |
| Forum Financial Management, LP | 7,166 | $268.0K | 0.01% | +50+0.7% | Added |
| ARGI Investment Services, LLC | 7,147 | $268.0K | 0.01% | +7,147 | New |
| Centennial Wealth Advisory LLC | 7,179 | $269.0K | 0.16% | +2,119+41.9% | Added |
| Harbour Capital Advisors, LLC | 7,135 | $270.0K | 0.09% | −205−2.8% | Reduced |
| Financial Consulate, Inc | 7,213 | $270.0K | 0.11% | +6+0.1% | Added |
| Belpointe Asset Management LLC | 7,213 | $270.0K | 0.02% | +4,488+164.7% | Added |
| Clear Street Markets LLC | 7,241 | $271.0K | 0.05% | −1,759−19.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 7,228 | $271.0K | 0.04% | +142+2.0% | Added |
| Accel Wealth Management | 6,838 | $274.0K | 0.15% | +1,659+32.0% | Added |
| ClearBridge Investments Ltd | 7,329 | $275.0K | 0.01% | −2,921,559−99.7% | Reduced |
| Brinker Capital Investments, LLC | 7,380 | $276.0K | 0.01% | −130−1.7% | Reduced |
| S.C. Financial Services, Inc. | 7,393 | $277.0K | 0.44% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 7,457 | $279.0K | 0.03% | +1,423+23.6% | Added |
| Hollencrest Capital Management | 7,500 | $281.0K | 0.04% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 7,490 | $281.0K | 0.03% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 7,532 | $282.0K | 0.06% | −628−7.7% | Reduced |
| AMG National Trust Bank | 7,525 | $282.0K | 0.01% | +350+4.9% | Added |
| Wedbush Securities Inc | 7,590 | $284.0K | 0.02% | +41+0.5% | Added |
| SC&H Financial Advisors, Inc. | 7,618 | $285.0K | 0.14% | +7+0.1% | Added |
| Huber Capital Management LLC | 7,636 | $286.0K | 0.08% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 7,689 | $288.0K | 0.01% | −50−0.6% | Reduced |
| Equitable Holdings, Inc. | 7,697 | $288.0K | 0.01% | +390+5.3% | Added |
| Front Barnett Associates LLC | 7,724 | $289.0K | 0.04% | 00.0% | Unchanged |
| Regal Wealth Group, Inc. | 7,845 | $289.0K | 0.22% | +387+5.2% | Added |
| RWM Asset Management, LLC | 7,752 | $290.0K | 0.07% | +1,866+31.7% | Added |
| Sompo Asset Management Co., Ltd. | 7,780 | $291.0K | 0.07% | +7,780 | New |
| Insight Advisors, LLC | 7,834 | $293.0K | 0.12% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 7,860 | $294.0K | 0.11% | −150−1.9% | Reduced |
| Tiemann Investment Advisors, LLC | 8,015 | $300.0K | 0.19% | +500+6.7% | Added |
| Clarius Group, LLC | 8,012 | $300.0K | 0.03% | +1,252+18.5% | Added |
| Bailard, Inc. | 8,025 | $301.0K | 0.01% | +110+1.4% | Added |
| Ameritas Advisory Services, LLC | 8,056 | $302.0K | 0.02% | −499−5.8% | Reduced |
| Mutual Advisors, LLC | 8,166 | $306.0K | 0.02% | +79+1.0% | Added |
| NorthRock Partners, LLC | 8,172 | $306.0K | 0.04% | +1,161+16.6% | Added |
| Cohen Klingenstein LLC | 8,200 | $307.0K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 8,199 | $307.0K | 0.04% | +92+1.1% | Added |
| Quantinno Capital Management LP | 8,251 | $309.0K | 0.04% | +1,864+29.2% | Added |
| Private Trust Co NA | 8,273 | $310.0K | 0.05% | +125+1.5% | Added |
| Apollon Wealth Management, LLC | 8,301 | $311.0K | 0.03% | −782−8.6% | Reduced |
| RNC Capital Management LLC | 8,300 | $311.0K | 0.02% | −350−4.0% | Reduced |
| River Wealth Advisors LLC | 8,335 | $312.0K | 0.07% | −679−7.5% | Reduced |
| Whittier Trust Co | 8,341 | $312.0K | 0.01% | −89−1.1% | Reduced |
| Chicago Partners Investment Group LLC | 8,544 | $313.0K | 0.02% | +3,613+73.3% | Added |
| Axxcess Wealth Management, LLC | 8,372 | $314.0K | 0.03% | +8+0.1% | Added |
| Romano Brothers and Company | 8,373 | $314.0K | 0.05% | +8,373 | New |
| Marietta Investment Partners LLC | 8,500 | $316.0K | 0.09% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 8,474 | $317.0K | 0.06% | 00.0% | Unchanged |
| Atom Investors LP | 8,466 | $317.0K | 0.11% | +8,466 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 8,500 | $318.0K | 0.01% | −537−5.9% | Reduced |
| J.W. Cole Advisors, Inc. | 8,605 | $322.0K | 0.03% | −967−10.1% | Reduced |
| Orion Portfolio Solutions, LLC | 8,696 | $326.0K | 0.01% | +594+7.3% | Added |
| Winton Group Ltd | 8,737 | $327.0K | 0.02% | −63,726−87.9% | Reduced |
| Mairs & Power Inc | 8,739 | $327.0K | 0.00% | +8,739 | New |
| Nexus Investment Management ULC | 8,750 | $328.0K | 0.04% | −50−0.6% | Reduced |
| Buckingham Strategic Partners | 8,790 | $329.0K | 0.02% | +199+2.3% | Added |
| Keybank National Association | 8,851 | $332.0K | 0.00% | +149+1.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 8,902 | $333.0K | 0.26% | 00.0% | Unchanged |
| Cooper Financial Group | 8,892 | $333.0K | 0.12% | +2,485+38.8% | Added |
| Vantage Consulting Group Inc | 8,926 | $334.0K | 0.20% | +600+7.2% | Added |
| Syntax Advisors, LLC | 8,926 | $334.0K | 0.29% | +600+7.2% | Added |
| Fisher Asset Management, LLC | 8,963 | $336.0K | 0.00% | −379−4.1% | Reduced |
| Harbor Investment Advisory, LLC | 8,985 | $337.0K | 0.06% | +44+0.5% | Added |
| Confluence Wealth Services, Inc. | 9,028 | $338.0K | 0.14% | −1,361−13.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 9,045 | $339.0K | 0.21% | +2,291+33.9% | Added |
| Mirabella Financial Services LLP | 8,977 | $339.0K | 0.04% | +8,977 | New |
| Ritholtz Wealth Management | 9,083 | $340.0K | 0.02% | +3,938+76.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 9,105 | $344.0K | 0.01% | +485+5.6% | Added |
| Wesbanco Bank Inc | 9,224 | $345.0K | 0.02% | −3,199−25.8% | Reduced |
| Haverford Trust Co | 9,264 | $347.0K | 0.00% | −4,409−32.2% | Reduced |
| Stonegate Investment Group, LLC | 9,270 | $347.0K | 0.02% | +292+3.3% | Added |
| Horizon Investments, LLC | 9,468 | $352.0K | 0.01% | −9,609−50.4% | Reduced |
| Coastal Investment Advisors, Inc. | 9,405 | $352.0K | 0.09% | −7−0.1% | Reduced |
| First National Bank & Trust Co of Newtown | 9,485 | $355.0K | 0.09% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 9,535 | $357.0K | 0.11% | −362−3.7% | Reduced |
| Good Life Advisors, LLC | 9,531 | $357.0K | 0.05% | −246−2.5% | Reduced |