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 |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 2,045 | $88.0K | 0.08% | +16+0.8% | Added |
| Delta Asset Management LLC | 2,171 | $93.9K | 0.01% | +2,171 | New |
| Norwood Financial Corp | 2,210 | $95.5K | 0.15% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,242 | $96.9K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,241 | $97.0K | 0.04% | −4,432−66.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,250 | $97.3K | 0.00% | +252+12.6% | Added |
| Tobam | 2,273 | $98.0K | 0.01% | −2,846−55.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,303 | $99.5K | 0.00% | −889−27.9% | Reduced |
| Lindbrook Capital, LLC | 2,323 | $100.4K | 0.01% | +1,572+209.3% | Added |
| Deseret Mutual Benefit Administrators | 2,352 | $101.7K | 0.04% | −2,244−48.8% | Reduced |
| Focused Wealth Management, Inc | 2,431 | $105.1K | 0.02% | +5+0.2% | Added |
| SOA Wealth Advisors, LLC. | 2,504 | $108.2K | 0.03% | +1,564+166.4% | Added |
| Glassman Wealth Services | 2,511 | $108.6K | 0.02% | +2+0.1% | Added |
| Adirondack Trust Co | 2,580 | $111.5K | 0.06% | +75+3.0% | Added |
| State of Wyoming | 2,644 | $114.3K | 0.04% | +2,644 | New |
| JNBA Financial Advisors | 2,646 | $114.4K | 0.02% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 2,686 | $116.1K | 0.04% | +2,686 | New |
| Wellington Shields & Co., LLC | 2,715 | $117.4K | 0.03% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 2,769 | $119.7K | 0.05% | −932−25.2% | Reduced |
| Alta Advisers Ltd | 2,800 | $121.0K | 0.07% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,838 | $122.7K | 0.04% | +184+6.9% | Added |
| Hazlett, Burt & Watson, Inc. | 2,862 | $124.0K | 0.11% | +14+0.5% | Added |
| EverSource Wealth Advisors, LLC | 2,929 | $126.6K | 0.02% | −519−15.1% | Reduced |
| Sutton Wealth Advisors Inc. | 2,948 | $127.4K | 0.05% | +128+4.5% | Added |
| Sandy Spring Bank | 3,032 | $131.1K | 0.01% | +939+44.9% | Added |
| Hexagon Capital Partners LLC | 3,072 | $132.8K | 0.04% | −560−15.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 3,137 | $135.6K | 0.07% | +3,137 | New |
| Benjamin F. Edwards & Company, Inc. | 3,144 | $136.0K | 0.01% | +726+30.0% | Added |
| Valley National Advisers Inc | 3,106 | $137.0K | 0.02% | −232−7.0% | Reduced |
| Ossiam | 3,335 | $144.2K | 0.00% | −175,036−98.1% | Reduced |
| Earnest Partners LLC | 3,396 | $146.8K | 0.00% | −1,672−33.0% | Reduced |
| Proequities, Inc. | 3,398 | $146.9K | 0.01% | +253+8.0% | Added |
| Glen Eagle Advisors, LLC | 3,409 | $147.4K | 0.04% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,462 | $149.7K | 0.08% | +5+0.1% | Added |
| Kistler-Tiffany Companies, LLC | 3,478 | $150.4K | 0.03% | +2+0.1% | Added |
| City Holding Co | 3,571 | $154.3K | 0.03% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,568 | $155.9K | 0.06% | +3,568 | New |
| Ronald Blue Trust, Inc. | 4,165 | $156.0K | 0.00% | +567+15.8% | Added |
| Tompkins Financial Corp | 3,633 | $157.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3,927 | $169.8K | 0.10% | +977+33.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,961 | $171.2K | 0.01% | +3,961 | New |
| CoreFirst Bank & Trust | 4,028 | $174.1K | 0.13% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 4,043 | $174.8K | 0.01% | −390−8.8% | Reduced |
| Brown Brothers Harriman & Co | 4,353 | $188.2K | 0.00% | −42−1.0% | Reduced |
| Gradient Investments LLC | 4,359 | $188.4K | 0.01% | −576−11.7% | Reduced |
| Newton One Investments LLC | 4,578 | $197.9K | 0.13% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,599 | $198.8K | 0.06% | −425−8.5% | Reduced |
| Alliance Wealth Advisors, LLC | 4,654 | $201.2K | 0.17% | +4,654 | New |
| 1st Source Bank | 4,668 | $201.8K | 0.01% | +4,668 | New |
| Covestor Ltd | 4,665 | $202.0K | 0.17% | +620+15.3% | Added |
| Burke & Herbert Bank & Trust Co | 4,694 | $203.0K | 0.15% | +4,694 | New |
| US Asset Management LLC | 4,702 | $203.0K | 0.22% | +4,702 | New |
| Nwam LLC | 4,705 | $203.4K | 0.02% | +4,705 | New |
| Grimes & Company, Inc. | 4,724 | $204.2K | 0.01% | +4,724 | New |
| Jacobs Levy Equity Management, Inc | 4,775 | $206.4K | 0.00% | +4,775 | New |
| Spire Wealth Management | 4,779 | $207.0K | 0.01% | −116,801−96.1% | Reduced |
| Quad-Cities Investment Group, LLC | 4,813 | $208.0K | 0.15% | +4,813 | New |
| Rehmann Capital Advisory Group | 4,827 | $208.7K | 0.02% | +4,827 | New |
| Harbour Investments, Inc. | 4,833 | $208.9K | 0.01% | +486+11.2% | Added |
| Gateway Investment Advisers LLC | 4,835 | $209.0K | 0.00% | +4,835 | New |
| American Trust | 4,839 | $209.2K | 0.02% | +4,839 | New |
| Geneos Wealth Management Inc. | 4,850 | $209.7K | 0.01% | −96−1.9% | Reduced |
| Marion Wealth Management | 4,859 | $210.1K | 0.09% | +4,859 | New |
| Boyd Watterson Asset Management LLC | 4,882 | $211.0K | 0.09% | +4,882 | New |
| Beta Wealth Group, Inc. | 4,900 | $211.8K | 0.14% | +4,900 | New |
| SFG Wealth Management, LLC. | 4,900 | $211.8K | 0.26% | +4,900 | New |
| Tyler-Stone Wealth Management | 4,908 | $212.0K | 0.14% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,919 | $212.6K | 0.03% | +4,919 | New |
| CAPROCK Group, Inc. | 4,924 | $212.9K | 0.02% | +4,924 | New |
| RSM US Wealth Management LLC | 4,950 | $214.0K | 0.01% | +4,950 | New |
| Lake Street Financial LLC | 4,971 | $214.5K | 0.04% | +4,971 | New |
| ICICI Prudential Asset Management Co Ltd | 4,991 | $215.8K | 0.03% | +1,343+36.8% | Added |
| Patten & Patten Inc | 4,996 | $216.0K | 0.02% | +4,996 | New |
| Sandia Investment Management LP | 5,000 | $216.2K | 0.04% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 5,002 | $216.2K | 0.01% | +5,002 | New |
| Eagle Bluffs Wealth Management LLC | 5,005 | $216.4K | 0.23% | +5,005 | New |
| Schechter Investment Advisors, LLC | 5,039 | $217.8K | 0.02% | −334−6.2% | Reduced |
| Patton Fund Management, Inc. | 5,057 | $219.0K | 0.06% | +5,057 | New |
| Girard Partners Ltd. | 5,074 | $219.3K | 0.02% | +5,074 | New |
| Quent Capital, LLC | 5,091 | $220.1K | 0.04% | +54+1.1% | Added |
| We Are One Seven, LLC | 5,096 | $220.3K | 0.02% | +5,096 | New |
| Compass Ion Advisors, LLC | 5,097 | $220.3K | 0.06% | +5,097 | New |
| Cullen/Frost Bankers, Inc. | 5,106 | $220.7K | 0.00% | −874−14.6% | Reduced |
| M Holdings Securities, Inc. | 5,112 | $221.0K | 0.02% | +5,112 | New |
| Key Financial Inc | 5,913 | $221.5K | 0.10% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5,136 | $222.0K | 0.01% | −266−4.9% | Reduced |
| Quadrant Capital Group LLC | 5,142 | $222.3K | 0.03% | +173+3.5% | Added |
| First Manhattan Co | 5,180 | $223.9K | 0.00% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 5,180 | $223.9K | 0.03% | +5,180 | New |
| Fisher Asset Management, LLC | 5,186 | $224.0K | 0.00% | −3,777−42.1% | Reduced |
| Financial Advocates Investment Management | 5,191 | $224.4K | 0.02% | −374−6.7% | Reduced |
| Outfitter Financial LLC | 5,208 | $225.1K | 0.20% | +5,208 | New |
| Lido Advisors, LLC | 5,226 | $226.0K | 0.00% | +5,226 | New |
| Trust Co of Virginia | 5,237 | $226.4K | 0.03% | +5,237 | New |
| Zuckerman Investment Group, LLC | 5,250 | $227.0K | 0.04% | −7,320−58.2% | Reduced |
| Argent Trust Co | 5,273 | $228.0K | 0.02% | +5,273 | New |
| Retirement Planning Co of New England, Inc. | 5,289 | $228.6K | 0.15% | −60−1.1% | Reduced |
| Planning Directions Inc | 5,287 | $229.0K | 0.17% | +5,287 | New |
| Nadler Financial Group, Inc. | 5,361 | $231.7K | 0.04% | +5,361 | New |
| Kestra Private Wealth Services, LLC | 5,362 | $231.8K | 0.01% | +5,362 | New |