Exelon Corp

EXC

Exchange: Nasdaq
Industry: Electric & Other Services Combined
SEC CIK: 0001109357

SEC filings (opens in a new tab)

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, Q4 2022

Institutional positions in Exelon Corp as of Dec 31, 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: 1,007; +32 vs. Q3 2022
Shares held: 814.8M; +6.92M (+0.9%) vs. Q3 2022
Total value: $35.2B; +$4.92B (+16.2%) vs. Q3 2022
New holders: 134; 371 more added
Sold out: 102; 332 more reduced

15 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 1,007 institutions

Value heldQ4 2022: $35.2B

Institutions holding EXC and their total value by quarter
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, Q4 2022

Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q3 2022.

Institutions holding EXC in Q4 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Coppell Advisory Solutions LLC	4	$173	0.00%	+4	New
Coppell Advisory Solutions Corp.	4	$173	0.00%	+4	New
True Wealth Design, LLC	11	$476	0.00%	+11	New
CIBC Private Wealth Group, LLC	12,011	$519	0.00%	−4,380−26.7%	Reduced
Sofos Investments, Inc.	43	$519	0.01%	+43	New
Manchester Capital Management LLC	14	$605	0.00%	−465−97.1%	Reduced
Financial Synergies Wealth Advisors, Inc.	18	$779	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	21	$908	0.00%	+5+31.3%	Added
My Personal CFO, LLC	21	$908	0.00%	+21	New
New Millennium Group LLC	23	$994	0.00%	+23	New
Alaska Permanent Fund Corp	15	$1.00K	0.00%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	23	$1.01K	0.00%	+4+21.1%	Added
Cedar Wealth Management, LLC	33	$1.43K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	37	$1.60K	0.00%	+4+12.1%	Added
Horan Securities, Inc.	38	$1.65K	0.00%	00.0%	Unchanged
Motco	39	$1.69K	0.00%	−379−90.7%	Reduced
TFC Financial Management	44	$1.91K	0.00%	−258−85.4%	Reduced
Disciplined Investments, LLC	45	$1.95K	0.00%	+5+12.5%	Added
Sierra Capital LLC	40	$2.00K	0.00%	00.0%	Unchanged
Crewe Advisors LLC	51	$2.21K	0.00%	−441−89.6%	Reduced
Guardian Wealth Management, Inc.	51	$2.21K	0.00%	00.0%	Unchanged
Schubert & Co	52	$2.25K	0.00%	−27−34.2%	Reduced
Versant Capital Management, Inc	53	$2.29K	0.00%	00.0%	Unchanged
EWG Elevate Inc.	69	$2.98K	0.00%	+69	New
Pinnacle Bancorp, Inc.	58	$3.00K	0.00%	+58	New
Steward Financial Group LLC	88	$3.00K	0.00%	+88	New
BerganKDV Wealth Management, LLC	73	$3.14K	0.00%	+28+62.2%	Added
Exchange Traded Concepts, LLC	77	$3.33K	0.00%	−9,562−99.2%	Reduced
Highline Wealth Partners LLC	80	$3.46K	0.00%	00.0%	Unchanged
Salem Investment Counselors Inc	88	$3.80K	0.00%	+23+35.4%	Added
Arrow Financial Corp	100	$4.00K	0.00%	00.0%	Unchanged
Tradition Wealth Management, LLC	94	$4.00K	0.00%	−4−4.1%	Reduced
Semmax Financial Advisors Inc.	83	$4.00K	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	93	$4.00K	0.00%	00.0%	Unchanged
Park Place Capital Corp	89	$4.00K	0.00%	+89	New
AllSquare Wealth Management LLC	100	$4.32K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	100	$4.32K	0.00%	00.0%	Unchanged
Godsey & Gibb Associates	100	$4.32K	0.00%	+100	New
WR Wealth Planners, LLC	108	$4.67K	0.00%	00.0%	Unchanged
Colonial Trust Advisors	110	$4.75K	0.00%	+110	New
Abound Wealth Management	118	$5.11K	0.00%	−17−12.6%	Reduced
Parallax Volatility Advisers, L.P.	120	$5.19K	0.00%	00.0%	Unchanged
SRS Capital Advisors, Inc.	125	$5.40K	0.00%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	127	$5.49K	0.00%	+127	New
RFP Financial Group LLC	134	$5.79K	0.00%	+134	New
ClariVest Asset Management LLC	133	$6.00K	0.00%	00.0%	Unchanged
Tower View Investment Management & Research LLC	134	$6.00K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	143	$6.18K	0.00%	00.0%	Unchanged
Baldwin Brothers Inc	150	$6.49K	0.00%	00.0%	Unchanged
American National Bank	155	$7.00K	0.00%	00.0%	Unchanged
KB Financial Partners, LLC	152	$7.00K	0.00%	00.0%	Unchanged
Retirement Group, LLC	165	$7.00K	0.00%	+165	New
Studio Investment Management LLC	163	$7.05K	0.00%	+163	New
Barrett & Company, Inc.	165	$7.13K	0.00%	00.0%	Unchanged
JDM Financial Group LLC	176	$7.61K	0.01%	+176	New
Bogart Wealth, LLC	184	$7.95K	0.00%	00.0%	Unchanged
Proffitt & Goodson Inc	195	$8.43K	0.00%	00.0%	Unchanged
NewSquare Capital LLC	199	$8.60K	0.00%	+199	New
Piscataqua Savings Bank	200	$8.64K	0.01%	00.0%	Unchanged
Atwood & Palmer Inc	200	$8.65K	0.00%	00.0%	Unchanged
Householder Group Estate & Retirement Specialist, LLC	221	$9.00K	0.01%	00.0%	Unchanged
Ulland Investment Advisors, LLC	200	$9.00K	0.01%	00.0%	Unchanged
Sound Income Strategies, LLC	212	$9.16K	0.00%	00.0%	Unchanged
Baker Avenue Asset Management, LP	214	$9.25K	0.00%	+214	New
Bell Investment Advisors, Inc	219	$9.47K	0.00%	+97+79.5%	Added
Raffa Wealth Management, LLC	223	$9.64K	0.00%	00.0%	Unchanged
Western Pacific Wealth Management, LP	225	$9.73K	0.01%	00.0%	Unchanged
BDO Wealth Advisors, LLC	225	$9.73K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	225	$9.73K	0.00%	00.0%	Unchanged
Clear Perspectives Financial Planning, LLC	231	$9.99K	0.01%	00.0%	Unchanged
Ancora Advisors, LLC	232	$10.0K	0.00%	+18+8.4%	Added
Creative Financial Designs Inc	237	$10.2K	0.00%	−285−54.6%	Reduced
McIlrath & Eck, LLC	241	$10.4K	0.00%	00.0%	Unchanged
DB Wealth Management Group, LLC	246	$10.6K	0.01%	+246	New
Laurel Wealth Advisors LLC	250	$10.8K	0.00%	00.0%	Unchanged
Operose Advisors LLC	254	$11.0K	0.01%	00.0%	Unchanged
Core Alternative Capital	256	$11.1K	0.00%	00.0%	Unchanged
Okabena Investment Services Inc	258	$11.2K	0.01%	+258	New
Oakworth Capital, Inc.	259	$11.2K	0.00%	−900−77.7%	Reduced
Sittner & Nelson, LLC	263	$11.4K	0.01%	+2+0.8%	Added
Oliver Lagore Vanvalin Investment Group	275	$11.9K	0.01%	+256+1,347.4%	Added
TD Ameritrade Investment Management, LLC	289	$12.0K	0.00%	−72−19.9%	Reduced
Financial Management Professionals, Inc.	279	$12.0K	0.00%	+26+10.3%	Added
Iron Horse Wealth Management, LLC	282	$12.0K	0.01%	+282	New
Annapolis Financial Services, LLC	279	$12.1K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	286	$12.4K	0.01%	00.0%	Unchanged
West Branch Capital LLC	289	$12.5K	0.01%	00.0%	Unchanged
Mascoma Wealth Management LLC	293	$12.7K	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	345	$12.9K	0.00%	00.0%	Unchanged
Mark Sheptoff Financial Planning, LLC	300	$13.0K	0.01%	00.0%	Unchanged
Cribstone Capital Management, LLC	300	$13.0K	0.01%	00.0%	Unchanged
Dividend Assets Capital, LLC	299	$13.0K	0.00%	00.0%	Unchanged
Worth Asset Management, LLC	307	$13.3K	0.01%	−25−7.5%	Reduced
Strengthening Families & Communities, LLC	316	$14.0K	0.01%	00.0%	Unchanged
FinTrust Capital Advisors, LLC	325	$14.1K	0.00%	00.0%	Unchanged
Zullo Investment Group, Inc.	332	$14.3K	0.01%	−57−14.7%	Reduced
Rocky Mountain Advisers, LLC	340	$15.0K	0.01%	−334−49.6%	Reduced
Clean Yield Group	348	$15.0K	0.01%	+348	New
Systematic Financial Management LP	349	$15.1K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	369	$16.0K	0.02%	00.0%	Unchanged