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 |
|---|---|---|---|---|---|
| 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 |
| Confluence Wealth Services, Inc. | 9,028 | $338.0K | 0.14% | −1,361−13.1% | Reduced |
| Harbor Investment Advisory, LLC | 8,985 | $337.0K | 0.06% | +44+0.5% | Added |
| Fisher Asset Management, LLC | 8,963 | $336.0K | 0.00% | −379−4.1% | Reduced |
| 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 |
| 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 |
| Keybank National Association | 8,851 | $332.0K | 0.00% | +149+1.7% | Added |
| Buckingham Strategic Partners | 8,790 | $329.0K | 0.02% | +199+2.3% | Added |
| Nexus Investment Management ULC | 8,750 | $328.0K | 0.04% | −50−0.6% | Reduced |
| 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 |
| Orion Portfolio Solutions, LLC | 8,696 | $326.0K | 0.01% | +594+7.3% | Added |
| J.W. Cole Advisors, Inc. | 8,605 | $322.0K | 0.03% | −967−10.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 8,500 | $318.0K | 0.01% | −537−5.9% | Reduced |
| 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 |
| Marietta Investment Partners LLC | 8,500 | $316.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Chicago Partners Investment Group LLC | 8,544 | $313.0K | 0.02% | +3,613+73.3% | Added |
| 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 |
| 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 |
| Private Trust Co NA | 8,273 | $310.0K | 0.05% | +125+1.5% | Added |
| Quantinno Capital Management LP | 8,251 | $309.0K | 0.04% | +1,864+29.2% | 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 |
| 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 |
| Ameritas Advisory Services, LLC | 8,056 | $302.0K | 0.02% | −499−5.8% | Reduced |
| Bailard, Inc. | 8,025 | $301.0K | 0.01% | +110+1.4% | Added |
| 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 |
| CRA Financial Services, LLC | 7,860 | $294.0K | 0.11% | −150−1.9% | Reduced |
| Insight Advisors, LLC | 7,834 | $293.0K | 0.12% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 7,780 | $291.0K | 0.07% | +7,780 | New |
| RWM Asset Management, LLC | 7,752 | $290.0K | 0.07% | +1,866+31.7% | 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 |
| 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 |
| Huber Capital Management LLC | 7,636 | $286.0K | 0.08% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 7,618 | $285.0K | 0.14% | +7+0.1% | Added |
| Wedbush Securities Inc | 7,590 | $284.0K | 0.02% | +41+0.5% | Added |
| 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 |
| 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 |
| Stratos Wealth Advisors, LLC | 7,457 | $279.0K | 0.03% | +1,423+23.6% | Added |
| S.C. Financial Services, Inc. | 7,393 | $277.0K | 0.44% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 7,380 | $276.0K | 0.01% | −130−1.7% | Reduced |
| ClearBridge Investments Ltd | 7,329 | $275.0K | 0.01% | −2,921,559−99.7% | Reduced |
| Accel Wealth Management | 6,838 | $274.0K | 0.15% | +1,659+32.0% | 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 |
| 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 |
| Centennial Wealth Advisory LLC | 7,179 | $269.0K | 0.16% | +2,119+41.9% | 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 |
| First Heartland Consultants, Inc. | 7,141 | $267.0K | 0.04% | +922+14.8% | Added |
| Fukoku Mutual Life Insurance Co | 7,110 | $266.0K | 0.02% | −570−7.4% | Reduced |
| Ellenbecker Investment Group | 7,082 | $265.0K | 0.08% | +7+0.1% | Added |
| 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 |
| Moors & Cabot, Inc. | 6,984 | $262.0K | 0.02% | −42−0.6% | Reduced |
| Univest Financial Corp | 6,971 | $261.0K | 0.09% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 6,931 | $260.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Verdence Capital Advisors LLC | 6,879 | $258.0K | 0.04% | +126+1.9% | Added |
| Diversified, LLC | 6,852 | $257.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| Wipfli Financial Advisors LLC, | 6,766 | $253.0K | 0.02% | +6,766 | New |
| Independent Financial Group, LLC | 6,694 | $250.8K | 0.02% | +6,694 | 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 |
| BancorpSouth Bank | 6,650 | $249.0K | 0.03% | +6,650 | New |
| 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 |
| 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 |
| Court Place Advisors, LLC | 6,390 | $239.0K | 0.10% | −150−2.3% | Reduced |
| Ledyard National Bank | 6,260 | $234.0K | 0.03% | −160−2.5% | Reduced |
| Wealth Management Solutions, LLC | 6,237 | $234.0K | 0.14% | +21+0.3% | Added |
| Clifford Swan Investment Counsel LLC | 6,200 | $232.0K | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 6,147 | $230.0K | 0.00% | +6,147 | New |
| Meridian Financial Partners LLC | 6,256 | $229.0K | 0.32% | −1,302−17.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 6,125 | $229.0K | 0.02% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 6,109 | $229.0K | 0.15% | +44+0.7% | Added |
| First Horizon Advisors, Inc. | 6,135 | $228.0K | 0.01% | −4,872−44.3% | Reduced |
| Connecticut Wealth Management, LLC | 6,053 | $227.0K | 0.02% | +43+0.7% | Added |