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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heritage Wealth Management, LLC | 378 | $16.3K | 0.00% | +268+243.6% | Added |
| Antonetti Capital Management LLC | 404 | $17.5K | 0.02% | +400+10,000.0% | Added |
| Newbridge Financial Services Group, Inc. | 416 | $18.0K | 0.01% | +2+0.5% | Added |
| Baystate Wealth Management LLC | 408 | $18.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 703 | $18.0K | 0.00% | +578+462.4% | Added |
| New Hampshire Trust | 422 | $18.2K | 0.00% | +422 | New |
| Contravisory Investment Management, Inc. | 425 | $18.4K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 430 | $18.6K | 0.01% | −1,046−70.9% | Reduced |
| Carolinas Wealth Consulting LLC | 432 | $18.7K | 0.00% | +17+4.1% | Added |
| Stephens Consulting, LLC | 439 | $19.0K | 0.01% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 18,702 | $19.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 518 | $19.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 457 | $19.8K | 0.01% | +40+9.6% | Added |
| Old North State Trust, LLC | 467 | $20.0K | 0.01% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 472 | $20.4K | 0.03% | −155−24.7% | Reduced |
| Financial Perspectives, Inc | 495 | $21.4K | 0.01% | +4+0.8% | Added |
| Monetary Management Group Inc | 500 | $21.6K | 0.01% | 00.0% | Unchanged |
| Madden Securities Corp | 500 | $21.6K | 0.01% | +500 | New |
| Cambridge Trust Co | 510 | $22.0K | 0.00% | −504−49.7% | Reduced |
| AXS Investments LLC | 552 | $23.9K | 0.01% | +552 | New |
| Bangor Savings Bank | 550 | $24.0K | 0.00% | −250−31.3% | Reduced |
| Princeton Global Asset Management LLC | 587 | $25.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 590 | $25.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 597 | $25.8K | 0.00% | −198−24.9% | Reduced |
| Albion Financial Group | 600 | $25.9K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 600 | $25.9K | 0.02% | +150+33.3% | Added |
| Silvant Capital Management LLC | 622 | $26.9K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 630 | $27.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 644 | $27.9K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 645 | $28.0K | 0.00% | +135+26.5% | Added |
| Concord Wealth Partners | 660 | $28.6K | 0.01% | +660 | New |
| TCI Wealth Advisors, Inc. | 664 | $28.7K | 0.00% | +62+10.3% | Added |
| Evolution Advisers, Inc. | 704 | $30.0K | 0.02% | +6+0.9% | Added |
| Independence Bank of Kentucky | 700 | $30.0K | 0.01% | +400+133.3% | Added |
| Larson Financial Group LLC | 698 | $30.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 707 | $30.6K | 0.01% | −86−10.8% | Reduced |
| Anchor Investment Management, LLC | 725 | $31.3K | 0.00% | +700+2,800.0% | Added |
| First Financial Corp | 735 | $31.8K | 0.02% | +235+47.0% | Added |
| First National Bank of South Miami | 733 | $32.0K | 0.02% | 00.0% | Unchanged |
| Affiance Financial, LLC | 750 | $32.4K | 0.01% | +750 | New |
| Sargent Bickham Lagudis LLC | 761 | $32.9K | 0.00% | −69−8.3% | Reduced |
| Bartlett & Co. LLC | 766 | $33.0K | 0.00% | +8+1.1% | Added |
| Bartlett & Co. Wealth Management LLC | 766 | $33.1K | 0.00% | +8+1.1% | Added |
| Catalyst Capital Advisors LLC | 776 | $33.5K | 0.00% | −16−2.0% | Reduced |
| Johnson Midwest Financial, LLC | 812 | $35.0K | 0.13% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 815 | $35.2K | 0.01% | +265+48.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 837 | $36.2K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 834 | $36.2K | 0.01% | −551−39.8% | Reduced |
| NVWM, LLC | 837 | $36.2K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 844 | $36.5K | 0.00% | +612+263.8% | Added |
| Pittenger & Anderson Inc | 850 | $36.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 869 | $37.6K | 0.00% | +201+30.1% | Added |
| Lowe Wealth Advisors, LLC | 870 | $37.6K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 875 | $37.7K | 0.01% | +875 | New |
| BOK Financial Private Wealth, Inc. | 900 | $38.9K | 0.00% | +900 | New |
| Massmutual Trust Co FSB | 959 | $41.0K | 0.00% | −3,105−76.4% | Reduced |
| Burleson & Company, LLC | 987 | $42.7K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,001 | $43.0K | 0.01% | −6,240−86.2% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $43.2K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,001 | $43.3K | 0.00% | +780+352.9% | Added |
| MV Capital Management, Inc. | 1,011 | $43.7K | 0.01% | −15−1.5% | Reduced |
| Capital Analysts, LLC | 1,026 | $44.0K | 0.00% | −105−9.3% | Reduced |
| RWM Asset Management, LLC | 1,056 | $45.7K | 0.01% | −6,696−86.4% | Reduced |
| Tortoise Investment Management, LLC | 1,071 | $46.3K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 1,110 | $48.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,234 | $53.0K | 0.02% | +8+0.7% | Added |
| PrairieView Partners, LLC | 1,239 | $53.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,246 | $53.9K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,260 | $54.5K | 0.01% | −325−20.5% | Reduced |
| Center for Financial Planning, Inc. | 1,265 | $54.7K | 0.01% | +279+28.3% | Added |
| Lee Financial Co | 1,304 | $56.4K | 0.01% | +94+7.8% | Added |
| City State Bank | 1,324 | $57.0K | 0.04% | +200+17.8% | Added |
| Wolff Wiese Magana LLC | 1,337 | $57.8K | 0.05% | −5−0.4% | Reduced |
| Piershale Financial Group, Inc. | 1,357 | $58.6K | 0.05% | +1,357 | New |
| Pathway Financial Advisers, LLC | 1,373 | $59.4K | 0.02% | +1,373 | New |
| Farther Finance Advisors, LLC | 1,389 | $60.0K | 0.02% | +1,389 | New |
| Cutler Group LP | 1,434 | $61.0K | 0.01% | −349−19.6% | Reduced |
| Trustcore Financial Services, LLC | 1,456 | $62.9K | 0.01% | −437−23.1% | Reduced |
| Zions Bancorporation, N.A. | 1,491 | $64.5K | 0.01% | −65−4.2% | Reduced |
| Norway Savings Bank | 1,530 | $66.1K | 0.03% | −140−8.4% | Reduced |
| Vestor Capital, LLC | 1,549 | $67.0K | 0.01% | +56+3.8% | Added |
| Montag A & Associates Inc | 1,575 | $68.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,601 | $69.2K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,605 | $69.3K | 0.02% | −20,066−92.6% | Reduced |
| Webster Bank, N. A. | 1,623 | $70.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,638 | $71.0K | 0.00% | +1,139+228.3% | Added |
| Armstrong Advisory Group, Inc | 1,645 | $71.1K | 0.01% | +1,645 | New |
| Rosenberg Matthew Hamilton | 1,663 | $71.9K | 0.02% | +1+0.1% | Added |
| Pin Oak Investment Advisors Inc | 1,692 | $73.0K | 0.09% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,700 | $73.5K | 0.05% | −100−5.6% | Reduced |
| Logan Capital Management Inc | 1,740 | $75.2K | 0.00% | −760−30.4% | Reduced |
| Trust Co of Vermont | 1,800 | $77.8K | 0.01% | −250−12.2% | Reduced |
| Institutional & Family Asset Management, LLC | 1,832 | $79.2K | 0.01% | −164−8.2% | Reduced |
| Citizens National Bank Trust Department | 1,850 | $80.0K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 1,883 | $81.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 1,882 | $81.4K | 0.00% | +82+4.6% | Added |
| South State Corp. | 1,906 | $82.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,943 | $84.0K | 0.00% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,994 | $86.2K | 0.05% | +1,994 | New |
| Cary Street Partner Investment Advisory LLC | 2,004 | $86.6K | 0.01% | +2,004 | New |