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 |
|---|---|---|---|---|---|
| Regal Wealth Group, Inc. | 7,848 | $339.3K | 0.25% | +30.0% | Added |
| Thrive Capital Management, LLC | 7,927 | $342.7K | 0.22% | +1,818+29.8% | Added |
| Tiemann Investment Advisors, LLC | 8,015 | $346.5K | 0.20% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 8,018 | $346.6K | 0.02% | +8,018 | New |
| Bailard, Inc. | 8,025 | $346.9K | 0.01% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 8,137 | $351.8K | 0.07% | −198−2.4% | Reduced |
| Private Trust Co NA | 8,181 | $354.0K | 0.05% | −92−1.1% | Reduced |
| Essex Financial Services, Inc. | 8,198 | $354.0K | 0.04% | −10.0% | Reduced |
| Cohen Klingenstein LLC | 8,200 | $354.5K | 0.02% | 00.0% | Unchanged |
| Kepos Capital LP | 8,253 | $357.0K | 0.05% | −1,575−16.0% | Reduced |
| ARGI Investment Services, LLC | 8,270 | $357.0K | 0.01% | +1,123+15.7% | Added |
| TD Waterhouse Canada Inc. | 8,279 | $357.3K | 0.00% | −3,311−28.6% | Reduced |
| RNC Capital Management LLC | 8,300 | $359.0K | 0.02% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 8,320 | $359.7K | 0.07% | +788+10.5% | Added |
| Forum Financial Management, LP | 8,362 | $361.5K | 0.01% | +1,196+16.7% | Added |
| Centennial Wealth Advisory LLC | 8,364 | $361.6K | 0.20% | +1,185+16.5% | Added |
| Axxcess Wealth Management, LLC | 8,380 | $362.3K | 0.03% | +8+0.1% | Added |
| Belpointe Asset Management LLC | 8,393 | $362.8K | 0.02% | +1,180+16.4% | Added |
| Principal Street Partners, LLC | 8,464 | $365.9K | 0.09% | −12,992−60.6% | Reduced |
| Alpha Omega Wealth Management LLC | 8,474 | $366.3K | 0.07% | 00.0% | Unchanged |
| Clarius Group, LLC | 8,492 | $367.0K | 0.03% | +480+6.0% | Added |
| Marietta Investment Partners LLC | 8,500 | $367.5K | 0.10% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 8,505 | $367.7K | 0.05% | −1,026−10.8% | Reduced |
| HB Wealth Management, LLC | 8,510 | $367.9K | 0.01% | +1,602+23.2% | Added |
| Mutual Advisors, LLC | 8,521 | $368.3K | 0.02% | +355+4.3% | Added |
| J.W. Cole Advisors, Inc. | 8,557 | $370.0K | 0.03% | −48−0.6% | Reduced |
| DGS Capital Management, LLC | 8,571 | $370.5K | 0.24% | −3,415−28.5% | Reduced |
| Grove Bank & Trust | 8,591 | $371.0K | 0.08% | −1,274−12.9% | Reduced |
| Seven Eight Capital, LP | 8,715 | $376.7K | 0.10% | −7,086−44.8% | Reduced |
| Mairs & Power Inc | 8,739 | $377.8K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 8,769 | $379.1K | 0.03% | +8,769 | New |
| Fiduciary Trust Co | 8,789 | $379.9K | 0.01% | −842−8.7% | Reduced |
| Comerica Securities,inc. | 8,791 | $380.0K | 0.03% | +8,791 | New |
| Vise Technologies, Inc. | 8,803 | $380.6K | 0.12% | −5,635−39.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 8,902 | $385.0K | 0.26% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 8,946 | $386.7K | 0.20% | +8,946 | New |
| Confluence Wealth Services, Inc. | 9,038 | $390.7K | 0.10% | +10+0.1% | Added |
| Total Clarity Wealth Management, Inc. | 9,049 | $391.2K | 0.20% | +40.0% | Added |
| Ameritas Advisory Services, LLC | 9,076 | $392.4K | 0.02% | +1,020+12.7% | Added |
| Northwest Bancshares, Inc. | 9,078 | $392.4K | 0.08% | −1,300−12.5% | Reduced |
| Whittier Trust Co | 9,085 | $392.7K | 0.01% | +744+8.9% | Added |
| Keybank National Association | 9,091 | $393.0K | 0.00% | +240+2.7% | Added |
| Buckingham Strategic Partners | 9,214 | $398.4K | 0.03% | +424+4.8% | Added |
| Vantage Consulting Group Inc | 9,319 | $402.9K | 0.24% | +393+4.4% | Added |
| Syntax Advisors, LLC | 9,319 | $402.9K | 0.34% | +393+4.4% | Added |
| Coastal Investment Advisors, Inc. | 9,403 | $406.5K | 0.10% | −20.0% | Reduced |
| Anfield Capital Management, LLC | 9,431 | $407.7K | 0.20% | −929−9.0% | Reduced |
| Coastline Trust Co | 9,438 | $408.0K | 0.06% | −3,240−25.6% | Reduced |
| Stonegate Investment Group, LLC | 9,439 | $408.0K | 0.02% | +169+1.8% | Added |
| First National Bank & Trust Co of Newtown | 9,485 | $409.9K | 0.09% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 9,570 | $413.6K | 0.19% | −623−6.1% | Reduced |
| Orion Portfolio Solutions, LLC | 9,617 | $415.8K | 0.01% | +921+10.6% | Added |
| VeraBank, N.A. | 9,620 | $415.9K | 0.21% | 00.0% | Unchanged |
| Bollard Group LLC | 9,643 | $417.0K | 0.02% | +68+0.7% | Added |
| Haverford Trust Co | 9,664 | $417.8K | 0.01% | +400+4.3% | Added |
| Aull & Monroe Investment Management Corp | 9,704 | $419.5K | 0.21% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 9,773 | $422.5K | 0.47% | 00.0% | Unchanged |
| Kennedy Investment Group | 9,784 | $423.0K | 0.27% | +9,784 | New |
| Riverwater Partners LLC | 9,826 | $424.8K | 0.36% | −118−1.2% | Reduced |
| Chicago Partners Investment Group LLC | 10,427 | $425.6K | 0.03% | +1,883+22.0% | Added |
| Fulton Bank, N.A. | 9,878 | $427.0K | 0.02% | +294+3.1% | Added |
| Romano Brothers and Company | 9,927 | $429.1K | 0.07% | +1,554+18.6% | Added |
| Harbor Investment Advisory, LLC | 9,936 | $429.5K | 0.07% | +951+10.6% | Added |
| RIA Advisory Group LLC | 10,441 | $432.0K | 0.25% | +10,441 | New |
| Hendershot Investments Inc. | 9,999 | $432.2K | 0.07% | 00.0% | Unchanged |
| Citizens Business Bank | 10,000 | $432.3K | 0.10% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 10,023 | $433.3K | 0.29% | −3,935−28.2% | Reduced |
| Coldstream Capital Management Inc | 10,029 | $433.6K | 0.02% | +10,029 | New |
| Cooper Financial Group | 10,115 | $437.3K | 0.13% | +1,223+13.8% | Added |
| IHT Wealth Management, LLC | 10,186 | $440.3K | 0.03% | −1,103−9.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,200 | $440.9K | 0.07% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 10,228 | $442.0K | 0.12% | −335−3.2% | Reduced |
| XTX Topco Ltd | 10,281 | $444.4K | 0.09% | −30,059−74.5% | Reduced |
| Davenport & Co LLC | 10,343 | $447.0K | 0.00% | −575−5.3% | Reduced |
| Integrated Wealth Concepts LLC | 10,357 | $448.0K | 0.01% | +11+0.1% | Added |
| Heartland Bank & Trust Co | 10,439 | $451.3K | 0.33% | +38+0.4% | Added |
| Allegheny Financial Group LTD | 10,503 | $454.1K | 0.19% | −536−4.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 10,591 | $457.8K | 0.15% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 10,676 | $461.5K | 0.18% | −40−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 10,679 | $461.6K | 0.01% | −605−5.4% | Reduced |
| Farmers & Merchants Investments Inc | 10,785 | $466.2K | 0.02% | −734−6.4% | Reduced |
| Nexus Investment Management ULC | 10,800 | $466.9K | 0.05% | +2,050+23.4% | Added |
| Azimuth Capital Investment Management LLC | 10,856 | $469.3K | 0.02% | +950+9.6% | Added |
| StoneX Group Inc. | 10,908 | $470.4K | 0.06% | −6,641−37.8% | Reduced |
| Fund Management at Engine No. 1 LLC | 10,936 | $472.8K | 0.12% | +1,401+14.7% | Added |
| TD Private Client Wealth LLC | 11,009 | $475.9K | 0.02% | +8,231+296.3% | Added |
| Stratos Wealth Partners, LTD. | 11,035 | $477.1K | 0.01% | +121+1.1% | Added |
| Costello Asset Management, INC | 11,054 | $477.9K | 0.43% | +30.0% | Added |
| Cornerstone Advisory, LLC | 11,092 | $479.5K | 0.09% | −31−0.3% | Reduced |
| Horizon Investments, LLC | 11,122 | $481.0K | 0.01% | +1,654+17.5% | Added |
| Archer Investment Corp | 11,155 | $482.2K | 0.19% | 00.0% | Unchanged |
| Umb Bank N A | 11,187 | $483.0K | 0.01% | −10.0% | Reduced |
| CoreCap Advisors, LLC | 11,192 | $483.8K | 0.03% | +331+3.0% | Added |
| TSFG, LLC | 11,223 | $485.0K | 0.19% | +10+0.1% | Added |
| Community Bank & Trust, Waco, Texas | 11,367 | $491.0K | 0.16% | −662−5.5% | Reduced |
| E Fund Management Co., Ltd. | 11,387 | $492.0K | 0.04% | −385−3.3% | Reduced |
| Bleakley Financial Group, LLC | 11,436 | $494.4K | 0.02% | +11,436 | New |
| Pathstone Family Office, LLC | 35,865 | $495.4K | 0.01% | +18,648+108.3% | Added |
| Money Concepts Capital Corp | 11,688 | $505.3K | 0.02% | +10,684+1,064.1% | Added |
| Commerzbank Aktiengesellschaft | 11,748 | $508.0K | 0.03% | 00.0% | Unchanged |