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
Contravisory Investment Management, Inc.	425	$18.4K	0.01%	00.0%	Unchanged
New Hampshire Trust	422	$18.2K	0.00%	+422	New
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
Newbridge Financial Services Group, Inc.	416	$18.0K	0.01%	+2+0.5%	Added
Antonetti Capital Management LLC	404	$17.5K	0.02%	+400+10,000.0%	Added
Heritage Wealth Management, LLC	378	$16.3K	0.00%	+268+243.6%	Added
Delos Wealth Advisors, LLC	369	$16.0K	0.02%	00.0%	Unchanged
Systematic Financial Management LP	349	$15.1K	0.00%	00.0%	Unchanged
Clean Yield Group	348	$15.0K	0.01%	+348	New
Rocky Mountain Advisers, LLC	340	$15.0K	0.01%	−334−49.6%	Reduced
Zullo Investment Group, Inc.	332	$14.3K	0.01%	−57−14.7%	Reduced
FinTrust Capital Advisors, LLC	325	$14.1K	0.00%	00.0%	Unchanged
Strengthening Families & Communities, LLC	316	$14.0K	0.01%	00.0%	Unchanged
Worth Asset Management, LLC	307	$13.3K	0.01%	−25−7.5%	Reduced
Dividend Assets Capital, LLC	299	$13.0K	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
Coastal Capital Group, Inc.	345	$12.9K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	293	$12.7K	0.00%	00.0%	Unchanged
West Branch Capital LLC	289	$12.5K	0.01%	00.0%	Unchanged
Raleigh Capital Management Inc.	286	$12.4K	0.01%	00.0%	Unchanged
Annapolis Financial Services, LLC	279	$12.1K	0.00%	00.0%	Unchanged
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
Oliver Lagore Vanvalin Investment Group	275	$11.9K	0.01%	+256+1,347.4%	Added
Sittner & Nelson, LLC	263	$11.4K	0.01%	+2+0.8%	Added
Oakworth Capital, Inc.	259	$11.2K	0.00%	−900−77.7%	Reduced
Okabena Investment Services Inc	258	$11.2K	0.01%	+258	New
Core Alternative Capital	256	$11.1K	0.00%	00.0%	Unchanged
Operose Advisors LLC	254	$11.0K	0.01%	00.0%	Unchanged
Laurel Wealth Advisors LLC	250	$10.8K	0.00%	00.0%	Unchanged
DB Wealth Management Group, LLC	246	$10.6K	0.01%	+246	New
McIlrath & Eck, LLC	241	$10.4K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	237	$10.2K	0.00%	−285−54.6%	Reduced
Ancora Advisors, LLC	232	$10.0K	0.00%	+18+8.4%	Added
Clear Perspectives Financial Planning, LLC	231	$9.99K	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
Western Pacific Wealth Management, LP	225	$9.73K	0.01%	00.0%	Unchanged
Raffa Wealth Management, LLC	223	$9.64K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	219	$9.47K	0.00%	+97+79.5%	Added
Baker Avenue Asset Management, LP	214	$9.25K	0.00%	+214	New
Sound Income Strategies, LLC	212	$9.16K	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
Atwood & Palmer Inc	200	$8.65K	0.00%	00.0%	Unchanged
Piscataqua Savings Bank	200	$8.64K	0.01%	00.0%	Unchanged
NewSquare Capital LLC	199	$8.60K	0.00%	+199	New
Proffitt & Goodson Inc	195	$8.43K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	184	$7.95K	0.00%	00.0%	Unchanged
JDM Financial Group LLC	176	$7.61K	0.01%	+176	New
Barrett & Company, Inc.	165	$7.13K	0.00%	00.0%	Unchanged
Studio Investment Management LLC	163	$7.05K	0.00%	+163	New
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
Baldwin Brothers Inc	150	$6.49K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	143	$6.18K	0.00%	00.0%	Unchanged
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
RFP Financial Group LLC	134	$5.79K	0.00%	+134	New
Ruedi Wealth Management, Inc.	127	$5.49K	0.00%	+127	New
SRS Capital Advisors, Inc.	125	$5.40K	0.00%	00.0%	Unchanged
Parallax Volatility Advisers, L.P.	120	$5.19K	0.00%	00.0%	Unchanged
Abound Wealth Management	118	$5.11K	0.00%	−17−12.6%	Reduced
Colonial Trust Advisors	110	$4.75K	0.00%	+110	New
WR Wealth Planners, LLC	108	$4.67K	0.00%	00.0%	Unchanged
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
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
Salem Investment Counselors Inc	88	$3.80K	0.00%	+23+35.4%	Added
Highline Wealth Partners LLC	80	$3.46K	0.00%	00.0%	Unchanged
Exchange Traded Concepts, LLC	77	$3.33K	0.00%	−9,562−99.2%	Reduced
BerganKDV Wealth Management, LLC	73	$3.14K	0.00%	+28+62.2%	Added
Pinnacle Bancorp, Inc.	58	$3.00K	0.00%	+58	New
Steward Financial Group LLC	88	$3.00K	0.00%	+88	New
EWG Elevate Inc.	69	$2.98K	0.00%	+69	New
Versant Capital Management, Inc	53	$2.29K	0.00%	00.0%	Unchanged
Schubert & Co	52	$2.25K	0.00%	−27−34.2%	Reduced
Guardian Wealth Management, Inc.	51	$2.21K	0.00%	00.0%	Unchanged
Crewe Advisors LLC	51	$2.21K	0.00%	−441−89.6%	Reduced
Sierra Capital LLC	40	$2.00K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	45	$1.95K	0.00%	+5+12.5%	Added
TFC Financial Management	44	$1.91K	0.00%	−258−85.4%	Reduced
Motco	39	$1.69K	0.00%	−379−90.7%	Reduced
Horan Securities, Inc.	38	$1.65K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	37	$1.60K	0.00%	+4+12.1%	Added
Cedar Wealth Management, LLC	33	$1.43K	0.00%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	23	$1.01K	0.00%	+4+21.1%	Added
Alaska Permanent Fund Corp	15	$1.00K	0.00%	00.0%	Unchanged
New Millennium Group LLC	23	$994	0.00%	+23	New
WestEnd Advisors, LLC	21	$908	0.00%	+5+31.3%	Added
My Personal CFO, LLC	21	$908	0.00%	+21	New