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 |
|---|---|---|---|---|---|
| Heartland Advisors Inc | 26,840 | $1.00M | 0.08% | −19−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 26,603 | $997.0K | 0.05% | −110.0% | Reduced |
| Verger Capital Management LLC | 25,680 | $962.0K | 0.63% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 25,065 | $939.0K | 0.09% | −243−1.0% | Reduced |
| Balentine LLC | 25,049 | $938.0K | 0.04% | −17,627−41.3% | Reduced |
| International Assets Investment Management, LLC | 24,961 | $935.0K | 0.20% | +699+2.9% | Added |
| Community Bank, N.A. | 24,775 | $927.0K | 0.14% | +143+0.6% | Added |
| Strategic Blueprint, LLC | 24,743 | $927.0K | 0.12% | +24,743 | New |
| Uncommon Cents Investing LLC | 24,600 | $922.0K | 0.39% | +115+0.5% | Added |
| Simmons Bank | 24,438 | $915.0K | 0.09% | −328−1.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 24,100 | $903.0K | 0.09% | +24,100 | New |
| Wellington Shields Capital Management, LLC | 24,000 | $899.0K | 0.21% | 00.0% | Unchanged |
| Empirical Finance, LLC | 23,731 | $889.0K | 0.11% | +3,926+19.8% | Added |
| Veritable, L.P. | 23,635 | $885.0K | 0.02% | +2,472+11.7% | Added |
| Pinkerton Retirement Specialists, LLC | 23,635 | $885.0K | 0.34% | +23,635 | New |
| CWM, LLC | 23,446 | $878.0K | 0.01% | +5,569+31.2% | Added |
| VELA Investment Management, LLC | 23,302 | $873.0K | 0.49% | +3,367+16.9% | Added |
| Stevens Capital Management LP | 23,238 | $870.0K | 0.56% | +23,238 | New |
| Widmann Financial Services, Inc. | 23,126 | $866.3K | 0.96% | +90+0.4% | Added |
| Oak Family Advisors, LLC | 23,105 | $866.0K | 0.56% | +1,537+7.1% | Added |
| Vestcor Inc | 23,092 | $865.0K | 0.03% | +298+1.3% | Added |
| Corient Capital Partners, LLC | 18,914 | $857.0K | 0.07% | +3,928+26.2% | Added |
| Baillie Gifford & Co | 22,861 | $856.0K | 0.00% | −5,591−19.7% | Reduced |
| Bokf, NA | 22,715 | $851.0K | 0.02% | +13,179+138.2% | Added |
| Two Sigma Securities, LLC | 22,685 | $850.0K | 0.12% | +13,344+142.9% | Added |
| O'Shaughnessy Asset Management, LLC | 22,615 | $847.0K | 0.02% | −3,492−13.4% | Reduced |
| Western Financial Corporation | 22,544 | $845.0K | 0.59% | +3,841+20.5% | Added |
| Convergence Investment Partners, LLC | 22,357 | $838.0K | 0.55% | −2,905−11.5% | Reduced |
| ICA Group Wealth Management, LLC | 21,671 | $812.0K | 0.17% | +4,607+27.0% | Added |
| Sigma Planning Corp | 21,554 | $807.0K | 0.03% | +1,276+6.3% | Added |
| Acropolis Investment Management, LLC | 21,467 | $804.0K | 0.08% | +216+1.0% | Added |
| Principal Street Partners, LLC | 21,456 | $803.0K | 0.21% | +3,265+17.9% | Added |
| Ieq Capital, LLC | 21,215 | $795.0K | 0.02% | +2,351+12.5% | Added |
| Moody National Bank Trust Division | 21,012 | $787.0K | 0.08% | 00.0% | Unchanged |
| Viking Fund Management LLC | 21,000 | $787.0K | 0.19% | 00.0% | Unchanged |
| Rational Advisors LLC | 20,684 | $775.0K | 0.06% | +1,710+9.0% | Added |
| Paradigm Asset Management Co LLC | 20,655 | $773.7K | 0.26% | −200−1.0% | Reduced |
| Hartford Financial Management Inc. | 20,500 | $768.0K | 0.23% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 19,838 | $743.0K | 0.04% | +14,182+250.7% | Added |
| Buckingham Strategic Wealth, LLC | 19,789 | $741.0K | 0.02% | −14−0.1% | Reduced |
| Sumitomo Life Insurance Co | 19,706 | $738.0K | 0.03% | −2,083−9.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 19,693 | $738.0K | 0.04% | +2,154+12.3% | Added |
| Symmetry Partners, LLC | 19,602 | $734.0K | 0.05% | −569−2.8% | Reduced |
| Krilogy Financial LLC | 19,429 | $728.0K | 0.09% | +10.0% | Added |
| Balasa Dinverno & Foltz LLC | 19,398 | $727.0K | 0.05% | −6,548−25.2% | Reduced |
| Greenleaf Trust | 19,319 | $724.0K | 0.01% | +2,120+12.3% | Added |
| Redpoint Investment Management Pty Ltd | 19,207 | $719.0K | 0.11% | +976+5.4% | Added |
| United Capital Financial Advisers, LLC | 19,032 | $713.0K | 0.00% | −834−4.2% | Reduced |
| Advisory Services Network, LLC | 18,903 | $709.0K | 0.03% | +1,707+9.9% | Added |
| Fox Run Management, L.L.C. | 18,838 | $706.0K | 0.27% | +18,838 | New |
| Boston Financial Mangement LLC | 18,749 | $702.0K | 0.03% | +18,749 | New |
| Wealthcare Advisory Partners LLC | 18,610 | $697.0K | 0.04% | +310+1.7% | Added |
| Intrust Bank NA | 18,477 | $693.0K | 0.11% | −2,280−11.0% | Reduced |
| Ninepoint Partners LP | 18,492 | $693.0K | 0.12% | 00.0% | Unchanged |
| Asset Dedication, LLC | 18,574 | $692.0K | 0.08% | +894+5.1% | Added |
| Bank of New Hampshire | 18,450 | $691.0K | 0.22% | −285−1.5% | Reduced |
| West Chester Capital Advisors, Inc | 18,232 | $683.0K | 1.50% | −21−0.1% | Reduced |
| North Star Investment Management Corp. | 18,205 | $682.0K | 0.07% | −462−2.5% | Reduced |
| Resolution Capital Ltd | 18,130 | $679.0K | 0.01% | +650+3.7% | Added |
| Ontario Teachers Pension Plan Board | 17,989 | $674.0K | 0.01% | −30,184−62.7% | Reduced |
| Ingalls & Snyder LLC | 18,001 | $674.0K | 0.04% | −237−1.3% | Reduced |
| Lakeside Advisors, INC. | 17,908 | $671.0K | 0.60% | −100−0.6% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 17,665 | $662.0K | 0.27% | −225−1.3% | Reduced |
| Benjamin Edwards Inc | 17,645 | $661.0K | 0.20% | +2,570+17.0% | Added |
| HBK Sorce Advisory LLC | 17,624 | $660.0K | 0.04% | −4,551−20.5% | Reduced |
| Mather Group, LLC. | 17,566 | $658.0K | 0.01% | +17,566 | New |
| StoneX Group Inc. | 17,549 | $657.4K | 0.09% | −4,421−20.1% | Reduced |
| Central Trust Co | 17,424 | $653.0K | 0.02% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 17,217 | $648.6K | 0.01% | +1,050+6.5% | Added |
| D.A. Davidson & Co. | 17,003 | $637.0K | 0.01% | −1,294−7.1% | Reduced |
| Advisors Asset Management, Inc. | 17,014 | $637.0K | 0.01% | +1,065+6.7% | Added |
| Regal Investment Advisors LLC | 16,983 | $636.0K | 0.07% | +1,558+10.1% | Added |
| Siemens Fonds Invest GmbH | 16,914 | $634.0K | 0.07% | −535−3.1% | Reduced |
| Integrated Advisors Network LLC | 16,383 | $614.0K | 0.04% | −13−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 16,391 | $614.0K | 0.00% | +1,135+7.4% | Added |
| Strategy Asset Managers LLC | 16,401 | $614.0K | 0.17% | +16,401 | New |
| Prelude Capital Management, LLC | 16,353 | $613.0K | 0.03% | +16,353 | New |
| Bessemer Group Inc | 16,268 | $610.0K | 0.00% | +271+1.7% | Added |
| Signaturefd, LLC | 16,262 | $609.0K | 0.02% | −571−3.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 16,206 | $606.0K | 0.06% | +8,891+121.5% | Added |
| Independent Solutions Wealth Management, LLC | 16,010 | $599.7K | 0.20% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 15,999 | $599.0K | 0.08% | +10.0% | Added |
| MAI Capital Management | 15,988 | $599.0K | 0.01% | +1,284+8.7% | Added |
| Plimoth Trust Co LLC | 15,923 | $596.0K | 0.21% | −89−0.6% | Reduced |
| Independent Advisor Alliance | 15,794 | $592.0K | 0.03% | −489−3.0% | Reduced |
| Seven Eight Capital, LP | 15,801 | $592.0K | 0.12% | +15,801 | New |
| Avantax Advisory Services, Inc. | 15,787 | $591.0K | 0.01% | +3,857+32.3% | Added |
| Campion Asset Management LLC | 15,733 | $589.0K | 0.62% | 00.0% | Unchanged |
| Arden Trust Co | 15,666 | $587.0K | 0.15% | −10,448−40.0% | Reduced |
| Platform Technology Partners | 15,626 | $585.0K | 0.33% | +1,000+6.8% | Added |
| Caldwell Trust Co | 15,424 | $577.8K | 0.09% | −881−5.4% | Reduced |
| Stableford Capital II LLC | 15,621 | $574.0K | 0.28% | +1,561+11.1% | Added |
| Echo Street Capital Management LLC | 15,255 | $571.0K | 0.01% | +461+3.1% | Added |
| Sante Capital Fund, LP | 15,213 | $570.0K | 1.17% | +61+0.4% | Added |
| Wetherby Asset Management Inc | 15,106 | $566.0K | 0.04% | −306−2.0% | Reduced |
| GWM Advisors LLC | 15,058 | $565.0K | 0.01% | −1,783−10.6% | Reduced |
| CIBC World Markets Corp | 15,048 | $564.0K | 0.01% | −108,015−87.8% | Reduced |
| Raymond James Trust N.A. | 15,054 | $564.0K | 0.02% | −3,383−18.3% | Reduced |
| Quadrature Capital Ltd | 15,043 | $564.0K | 0.02% | +15,043 | New |
| Blueshift Asset Management, LLC | 14,901 | $558.0K | 0.12% | +6,739+82.6% | Added |