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 |
|---|---|---|---|---|---|
| Zeke Capital Advisors, LLC | 5,385 | $232.8K | 0.02% | +26+0.5% | Added |
| Duncker Streett & Co Inc | 5,390 | $233.0K | 0.06% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 5,395 | $233.2K | 0.14% | +5,395 | New |
| Wealth Dimensions Group, Ltd. | 5,424 | $234.5K | 0.10% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5,438 | $235.1K | 0.03% | +140+2.6% | Added |
| Boenning & Scattergood, Inc. | 4,981 | $237.0K | 0.04% | +4,981 | New |
| Agf Management Ltd | 5,493 | $237.5K | 0.00% | +5,493 | New |
| Hyman Charles D | 5,500 | $238.0K | 0.02% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 5,508 | $238.0K | 0.27% | +10.0% | Added |
| Segall Bryant & Hamill, LLC | 5,506 | $238.0K | 0.00% | +5,506 | New |
| Level Four Advisory Services, LLC | 5,510 | $238.2K | 0.02% | +5,510 | New |
| Calton & Associates, Inc. | 5,510 | $238.2K | 0.09% | +109+2.0% | Added |
| Insight Folios Inc | 5,522 | $238.7K | 0.11% | +44+0.8% | Added |
| JFS Wealth Advisors, LLC | 5,538 | $239.4K | 0.02% | −20−0.4% | Reduced |
| Carret Asset Management, LLC | 5,544 | $240.0K | 0.03% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,570 | $240.0K | 0.01% | +5,570 | New |
| Conning Inc. | 5,564 | $240.5K | 0.01% | −29−0.5% | Reduced |
| MTM Investment Management, LLC | 5,568 | $240.7K | 0.12% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 5,577 | $241.1K | 0.08% | +5,577 | New |
| Sawtooth Solutions, LLC | 5,591 | $241.7K | 0.03% | −847−13.2% | Reduced |
| First Horizon Advisors, Inc. | 5,597 | $242.0K | 0.01% | −538−8.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 5,548 | $242.3K | 0.12% | 00.0% | Unchanged |
| BancorpSouth Bank | 5,650 | $244.2K | 0.02% | −1,000−15.0% | Reduced |
| Apollon Wealth Management, LLC | 5,682 | $245.6K | 0.02% | −2,619−31.6% | Reduced |
| StrategIQ Financial Group, LLC | 5,737 | $248.0K | 0.03% | +38+0.7% | Added |
| High Net Worth Advisory Group LLC | 5,787 | $250.2K | 0.10% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 5,997 | $250.4K | 0.08% | +59+1.0% | Added |
| Harvest Fund Management Co., Ltd | 5,859 | $253.0K | 0.07% | +1,200+25.8% | Added |
| Marcum Wealth, LLC | 5,858 | $253.2K | 0.03% | +400+7.3% | Added |
| Global Retirement Partners, LLC | 5,863 | $253.5K | 0.02% | +2,544+76.6% | Added |
| Johnson Investment Counsel Inc | 5,864 | $253.5K | 0.00% | −84−1.4% | Reduced |
| Smith, Moore & Co. | 5,870 | $253.8K | 0.04% | +61+1.1% | Added |
| Meridian Financial Partners LLC | 6,091 | $256.0K | 0.29% | −165−2.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,922 | $256.0K | 0.01% | −278−4.5% | Reduced |
| Abbrea Capital, LLC | 5,970 | $258.1K | 0.05% | 00.0% | Unchanged |
| Martingale Asset Management L P | 6,000 | $259.4K | 0.01% | −375,732−98.4% | Reduced |
| Connecticut Wealth Management, LLC | 6,035 | $260.9K | 0.02% | −18−0.3% | Reduced |
| Parallel Advisors, LLC | 6,053 | $261.7K | 0.01% | +705+13.2% | Added |
| CIC Wealth, LLC | 6,083 | $262.9K | 0.11% | +6,083 | New |
| ClearBridge Investments Ltd | 6,113 | $264.3K | 0.01% | −1,216−16.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 6,125 | $264.8K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6,182 | $267.2K | 0.03% | −1,990−24.4% | Reduced |
| Engineers Gate Manager LP | 6,214 | $268.6K | 0.02% | −242,684−97.5% | Reduced |
| apricus wealth, LLC | 6,250 | $270.2K | 0.25% | −8,250−56.9% | Reduced |
| Ledyard National Bank | 6,260 | $270.6K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 6,261 | $270.7K | 0.03% | +605+10.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 6,263 | $270.7K | 0.02% | +6,263 | New |
| FineMark National Bank & Trust | 6,361 | $275.0K | 0.01% | −557−8.1% | Reduced |
| Court Place Advisors, LLC | 6,390 | $276.2K | 0.10% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 6,432 | $278.1K | 0.02% | +400+6.6% | Added |
| NBT Bank N A | 6,497 | $280.9K | 0.04% | +79+1.2% | Added |
| Asset Management Corp | 6,515 | $281.6K | 0.24% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 6,526 | $282.0K | 0.01% | +950+17.0% | Added |
| First Command Bank | 6,567 | $284.0K | 0.04% | +760+13.1% | Added |
| First Command Financial Services, Inc. | 6,567 | $284.0K | 0.04% | +760+13.1% | Added |
| Capital Investment Advisory Services, LLC | 6,595 | $285.1K | 0.03% | +764+13.1% | Added |
| Cassaday & Co Wealth Management LLC | 6,630 | $286.6K | 0.01% | +6,630 | New |
| STF Management LP | 6,630 | $286.6K | 0.41% | +6,630 | New |
| Segment Wealth Management, LLC | 6,631 | $286.7K | 0.03% | −530−7.4% | Reduced |
| Independent Financial Group, LLC | 6,694 | $289.4K | 0.02% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,760 | $292.0K | 0.04% | +6,760 | New |
| Grey Fox Wealth Advisors, LLC | 6,794 | $293.7K | 0.19% | +6,794 | New |
| Accel Wealth Management | 6,859 | $296.5K | 0.14% | +21+0.3% | Added |
| Enterprise Financial Services Corp | 6,863 | $296.7K | 0.20% | +65+1.0% | Added |
| Diversified, LLC | 6,903 | $298.4K | 0.12% | +51+0.7% | Added |
| WSFS Capital Management, LLC | 6,931 | $299.6K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 6,942 | $300.1K | 0.04% | +63+0.9% | Added |
| Eagle Rock Investment Company, LLC | 6,800 | $300.2K | 0.07% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 6,955 | $300.7K | 0.10% | −905−11.5% | Reduced |
| Greenfield Savings Bank | 6,962 | $301.0K | 0.20% | −92−1.3% | Reduced |
| Westshore Wealth, LLC | 6,964 | $301.1K | 0.17% | +6,964 | New |
| Univest Financial Corp | 6,971 | $301.4K | 0.09% | 00.0% | Unchanged |
| Successful Portfolios LLC | 7,025 | $304.0K | 0.20% | −14−0.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 7,075 | $306.0K | 0.04% | −153−2.1% | Reduced |
| Ellenbecker Investment Group | 7,084 | $306.0K | 0.09% | +20.0% | Added |
| Chapin Davis, Inc. | 7,081 | $306.1K | 0.18% | +7,081 | New |
| Trustco Bank Corp N Y | 7,103 | $307.1K | 0.34% | −75−1.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,110 | $307.4K | 0.03% | 00.0% | Unchanged |
| Ergoteles LLC | 7,112 | $307.5K | 0.01% | −52,934−88.2% | Reduced |
| Brinker Capital Investments, LLC | 7,143 | $308.8K | 0.01% | −237−3.2% | Reduced |
| AMG National Trust Bank | 7,175 | $310.2K | 0.01% | −350−4.7% | Reduced |
| First Heartland Consultants, Inc. | 7,192 | $310.9K | 0.05% | +51+0.7% | Added |
| Financial Consulate, Inc | 7,220 | $312.1K | 0.11% | +7+0.1% | Added |
| Harbour Capital Advisors, LLC | 7,232 | $312.1K | 0.11% | +97+1.4% | Added |
| Stock Yards Bank & Trust Co | 7,357 | $318.0K | 0.01% | −332−4.3% | Reduced |
| S.C. Financial Services, Inc. | 7,393 | $319.6K | 0.49% | 00.0% | Unchanged |
| Adviser Investments LLC | 7,258 | $320.4K | 0.01% | −2,452−25.3% | Reduced |
| Squarepoint Ops LLC | 7,421 | $320.8K | 0.00% | −697,167−98.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 7,435 | $321.0K | 0.15% | +7,435 | New |
| Atlas Capital Advisors LLC | 7,465 | $322.7K | 0.05% | −2,535−25.4% | Reduced |
| Moors & Cabot, Inc. | 7,518 | $325.0K | 0.02% | +534+7.6% | Added |
| Hollencrest Capital Management | 7,540 | $326.0K | 0.04% | +40+0.5% | Added |
| Snowden Capital Advisors LLC | 7,559 | $326.8K | 0.01% | +874+13.1% | Added |
| Equitable Holdings, Inc. | 7,594 | $328.3K | 0.01% | −103−1.3% | Reduced |
| SC&H Financial Advisors, Inc. | 7,626 | $329.7K | 0.14% | +8+0.1% | Added |
| Huber Capital Management LLC | 7,636 | $330.1K | 0.08% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 7,724 | $334.0K | 0.04% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 7,780 | $336.3K | 0.08% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 7,804 | $337.4K | 0.03% | +347+4.7% | Added |
| Insight Advisors, LLC | 7,834 | $338.1K | 0.12% | 00.0% | Unchanged |