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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 1,998 | $75.0K | 0.00% | +1,998 | New |
| Washington Trust Co | 1,943 | $73.0K | 0.00% | 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 |
| Citizens National Bank Trust Department | 1,850 | $69.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Cutler Group LP | 1,783 | $66.0K | 0.01% | −5,138−74.2% | Reduced |
| 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 |
| Rosenberg Matthew Hamilton | 1,662 | $62.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,623 | $61.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,601 | $60.0K | 0.02% | 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 |
| Zions Bancorporation, N.A. | 1,556 | $58.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,493 | $56.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 1,476 | $55.0K | 0.04% | +1,111+304.4% | Added |
| JJJ Advisors Inc. | 1,385 | $52.0K | 0.02% | +300+27.6% | Added |
| Wolff Wiese Magana LLC | 1,342 | $50.0K | 0.04% | −10−0.7% | Reduced |
| Ci Investments Inc. | 1,300 | $49.0K | 0.00% | +1,181+992.4% | Added |
| West Paces Advisors Inc. | 1,246 | $46.7K | 0.02% | 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 |
| Cornerstone Management, Inc. | 1,226 | $45.9K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 1,210 | $45.0K | 0.01% | −100−7.6% | Reduced |
| Professional Financial Advisors, LLC | 1,183 | $44.0K | 0.03% | +9+0.8% | Added |
| Oakworth Capital, Inc. | 1,159 | $43.0K | 0.00% | 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 |
| Tortoise Investment Management, LLC | 1,071 | $40.0K | 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 |
| 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 |
| Hanseatic Management Services Inc | 964 | $36.0K | 0.10% | +411+74.3% | Added |
| SOA Wealth Advisors, LLC. | 940 | $35.0K | 0.01% | +2+0.2% | Added |
| Lowe Wealth Advisors, LLC | 870 | $33.0K | 0.02% | 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 |
| 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 |
| 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 |
| 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 |
| Bartlett & Co. Wealth Management LLC | 758 | $28.4K | 0.00% | −51−6.3% | 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 |
| First National Bank of South Miami | 733 | $27.0K | 0.02% | −201−21.5% | Reduced |
| 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 |
| Clearstead Advisors, LLC | 668 | $25.0K | 0.00% | −683−50.6% | Reduced |
| Rocky Mountain Advisers, LLC | 674 | $25.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 644 | $24.0K | 0.01% | −301−31.9% | Reduced |
| Missouri Trust & Investment Co | 630 | $24.0K | 0.02% | 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 |
| 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 |
| Moisand Fitzgerald Tamayo, LLC | 550 | $21.0K | 0.01% | +159+40.7% | Added |
| Creative Financial Designs Inc | 522 | $20.0K | 0.00% | −542−50.9% | Reduced |
| 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 |
| Financial Perspectives, Inc | 491 | $18.4K | 0.01% | +4+0.8% | Added |
| 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 |
| 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 |
| American State Bank (Iowa) | 450 | $16.9K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 439 | $16.4K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 435 | $16.0K | 0.03% | −79,201−99.5% | Reduced |
| Investors Asset Management of Georgia Inc | 418 | $16.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 425 | $16.0K | 0.01% | +3+0.7% | Added |
| Carolinas Wealth Consulting LLC | 415 | $16.0K | 0.00% | +1+0.2% | Added |
| Addison Advisors LLC | 417 | $16.0K | 0.01% | +109+35.4% | Added |
| Newbridge Financial Services Group, Inc. | 414 | $16.0K | 0.01% | +266+179.7% | Added |
| Motco | 418 | $16.0K | 0.00% | +379+971.8% | Added |
| Baystate Wealth Management LLC | 408 | $15.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 389 | $15.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 361 | $14.0K | 0.00% | −54−13.0% | Reduced |
| Delos Wealth Advisors, LLC | 369 | $14.0K | 0.02% | +15+4.2% | Added |