Skip to main content

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.

Institutional holdersQ4 2022: 1,007 institutions
Q1 2021: 925 institutionsQ2 2021: 923 institutionsQ3 2021: 937 institutionsQ4 2021: 1,071 institutionsQ1 2022: 1,026 institutionsQ2 2022: 1,021 institutionsQ3 2022: 990 institutionsQ4 2022: 1,007 institutionsQ1 2023: 1,003 institutionsQ2 2023: 1,005 institutionsQ3 2023: 1,001 institutionsQ4 2023: 1,020 institutionsQ1 2024: 1,009 institutionsQ2 2024: 992 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,102 institutionsQ1 2025: 1,196 institutionsQ2 2025: 1,177 institutionsQ3 2025: 1,201 institutionsQ4 2025: 1,249 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,291 institutions
Value heldQ4 2022: $35.2B
Q1 2021: $34.1BQ2 2021: $34.9BQ3 2021: $38.1BQ4 2021: $45.4BQ1 2022: $38.4BQ2 2022: $36.8BQ3 2022: $30.3BQ4 2022: $35.2BQ1 2023: $34.2BQ2 2023: $33.0BQ3 2023: $30.9BQ4 2023: $29.1BQ1 2024: $30.9BQ2 2024: $28.7BQ3 2024: $33.2BQ4 2024: $30.8BQ1 2025: $38.3BQ2 2025: $36.8BQ3 2025: $38.1BQ4 2025: $40.2BQ1 2026: $45.1BQ2 2026: $44.2B
Institutions holding EXC and their total value by quarter
QuarterHoldersValue
Q2 20261,291$44.2B
Q1 20261,285$45.1B
Q4 20251,249$40.2B
Q3 20251,201$38.1B
Q2 20251,177$36.8B
Q1 20251,196$38.3B
Q4 20241,102$30.8B
Q3 20241,055$33.2B
Q2 2024992$28.7B
Q1 20241,009$30.9B
Q4 20231,020$29.1B
Q3 20231,001$30.9B
Q2 20231,005$33.0B
Q1 20231,003$34.2B
Q4 20221,007$35.2B
Q3 2022990$30.3B
Q2 20221,021$36.8B
Q1 20221,026$38.4B
Q4 20211,071$45.4B
Q3 2021937$38.1B
Q2 2021923$34.9B
Q1 2021925$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
InstitutionSharesValue% of portfolioChange in sharesAction
Cigna Investments Inc12,188$526.0K0.11%00.0%Unchanged
Stephens Inc12,127$524.2K0.01%+183+1.5%Added
Lantz Financial LLC12,046$520.7K0.24%+400+3.4%Added
Scotia Capital Inc.12,009$519.2K0.00%−2,434−16.9%Reduced
Supplemental Annuity Collective Trust of NJ12,000$518.8K0.22%00.0%Unchanged
Perigon Wealth Management, LLC11,964$517.2K0.03%+11,964New
Jane Street Group, LLC11,864$512.9K0.00%−287,192−96.0%Reduced
Commerzbank Aktiengesellschaft11,748$508.0K0.03%00.0%Unchanged
Money Concepts Capital Corp11,688$505.3K0.02%+10,684+1,064.1%Added
Pathstone Family Office, LLC35,865$495.4K0.01%+18,648+108.3%Added
Bleakley Financial Group, LLC11,436$494.4K0.02%+11,436New
E Fund Management Co., Ltd.11,387$492.0K0.04%−385−3.3%Reduced
Community Bank & Trust, Waco, Texas11,367$491.0K0.16%−662−5.5%Reduced
TSFG, LLC11,223$485.0K0.19%+10+0.1%Added
CoreCap Advisors, LLC11,192$483.8K0.03%+331+3.0%Added
Umb Bank N A11,187$483.0K0.01%−10.0%Reduced
Archer Investment Corp11,155$482.2K0.19%00.0%Unchanged
Horizon Investments, LLC11,122$481.0K0.01%+1,654+17.5%Added
Cornerstone Advisory, LLC11,092$479.5K0.09%−31−0.3%Reduced
Costello Asset Management, INC11,054$477.9K0.43%+30.0%Added
Stratos Wealth Partners, LTD.11,035$477.1K0.01%+121+1.1%Added
TD Private Client Wealth LLC11,009$475.9K0.02%+8,231+296.3%Added
Fund Management at Engine No. 1 LLC10,936$472.8K0.12%+1,401+14.7%Added
StoneX Group Inc.10,908$470.4K0.06%−6,641−37.8%Reduced
Azimuth Capital Investment Management LLC10,856$469.3K0.02%+950+9.6%Added
Nexus Investment Management ULC10,800$466.9K0.05%+2,050+23.4%Added
Farmers & Merchants Investments Inc10,785$466.2K0.02%−734−6.4%Reduced
Beacon Pointe Advisors, LLC10,679$461.6K0.01%−605−5.4%Reduced
Westover Capital Advisors, LLC10,676$461.5K0.18%−40−0.4%Reduced
Blue Bell Private Wealth Management, LLC10,591$457.8K0.15%00.0%Unchanged
Allegheny Financial Group LTD10,503$454.1K0.19%−536−4.9%Reduced
Heartland Bank & Trust Co10,439$451.3K0.33%+38+0.4%Added
Integrated Wealth Concepts LLC10,357$448.0K0.01%+11+0.1%Added
Davenport & Co LLC10,343$447.0K0.00%−575−5.3%Reduced
XTX Topco Ltd10,281$444.4K0.09%−30,059−74.5%Reduced
Centre Asset Management, LLC10,228$442.0K0.12%−335−3.2%Reduced
NJ State Employees Deferred Compensation Plan10,200$440.9K0.07%00.0%Unchanged
IHT Wealth Management, LLC10,186$440.3K0.03%−1,103−9.8%Reduced
Cooper Financial Group10,115$437.3K0.13%+1,223+13.8%Added
Coldstream Capital Management Inc10,029$433.6K0.02%+10,029New
Wealth Management Associates, Inc.10,023$433.3K0.29%−3,935−28.2%Reduced
Citizens Business Bank10,000$432.3K0.10%00.0%Unchanged
Hendershot Investments Inc.9,999$432.2K0.07%00.0%Unchanged
RIA Advisory Group LLC10,441$432.0K0.25%+10,441New
Harbor Investment Advisory, LLC9,936$429.5K0.07%+951+10.6%Added
Romano Brothers and Company9,927$429.1K0.07%+1,554+18.6%Added
Fulton Bank, N.A.9,878$427.0K0.02%+294+3.1%Added
Chicago Partners Investment Group LLC10,427$425.6K0.03%+1,883+22.0%Added
Riverwater Partners LLC9,826$424.8K0.36%−118−1.2%Reduced
Kennedy Investment Group9,784$423.0K0.27%+9,784New
Paragon Financial Partners, Inc.9,773$422.5K0.47%00.0%Unchanged
Aull & Monroe Investment Management Corp9,704$419.5K0.21%00.0%Unchanged
Haverford Trust Co9,664$417.8K0.01%+400+4.3%Added
Bollard Group LLC9,643$417.0K0.02%+68+0.7%Added
VeraBank, N.A.9,620$415.9K0.21%00.0%Unchanged
Orion Portfolio Solutions, LLC9,617$415.8K0.01%+921+10.6%Added
Peoples Financial Services Corp.9,570$413.6K0.19%−623−6.1%Reduced
First National Bank & Trust Co of Newtown9,485$409.9K0.09%00.0%Unchanged
Stonegate Investment Group, LLC9,439$408.0K0.02%+169+1.8%Added
Coastline Trust Co9,438$408.0K0.06%−3,240−25.6%Reduced
Anfield Capital Management, LLC9,431$407.7K0.20%−929−9.0%Reduced
Coastal Investment Advisors, Inc.9,403$406.5K0.10%−20.0%Reduced
Vantage Consulting Group Inc9,319$402.9K0.24%+393+4.4%Added
Syntax Advisors, LLC9,319$402.9K0.34%+393+4.4%Added
Buckingham Strategic Partners9,214$398.4K0.03%+424+4.8%Added
Keybank National Association9,091$393.0K0.00%+240+2.7%Added
Whittier Trust Co9,085$392.7K0.01%+744+8.9%Added
Northwest Bancshares, Inc.9,078$392.4K0.08%−1,300−12.5%Reduced
Ameritas Advisory Services, LLC9,076$392.4K0.02%+1,020+12.7%Added
Total Clarity Wealth Management, Inc.9,049$391.2K0.20%+40.0%Added
Confluence Wealth Services, Inc.9,038$390.7K0.10%+10+0.1%Added
Catalyst Financial Partners LLC8,946$386.7K0.20%+8,946New
Farmers & Merchants Trust Co of Chambersburg PA8,902$385.0K0.26%00.0%Unchanged
Vise Technologies, Inc.8,803$380.6K0.12%−5,635−39.0%Reduced
Comerica Securities,inc.8,791$380.0K0.03%+8,791New
Fiduciary Trust Co8,789$379.9K0.01%−842−8.7%Reduced
SageView Advisory Group, LLC8,769$379.1K0.03%+8,769New
Mairs & Power Inc8,739$377.8K0.00%00.0%Unchanged
Seven Eight Capital, LP8,715$376.7K0.10%−7,086−44.8%Reduced
Grove Bank & Trust8,591$371.0K0.08%−1,274−12.9%Reduced
DGS Capital Management, LLC8,571$370.5K0.24%−3,415−28.5%Reduced
J.W. Cole Advisors, Inc.8,557$370.0K0.03%−48−0.6%Reduced
Mutual Advisors, LLC8,521$368.3K0.02%+355+4.3%Added
HB Wealth Management, LLC8,510$367.9K0.01%+1,602+23.2%Added
Good Life Advisors, LLC8,505$367.7K0.05%−1,026−10.8%Reduced
Marietta Investment Partners LLC8,500$367.5K0.10%00.0%Unchanged
Clarius Group, LLC8,492$367.0K0.03%+480+6.0%Added
Alpha Omega Wealth Management LLC8,474$366.3K0.07%00.0%Unchanged
Principal Street Partners, LLC8,464$365.9K0.09%−12,992−60.6%Reduced
Belpointe Asset Management LLC8,393$362.8K0.02%+1,180+16.4%Added
Axxcess Wealth Management, LLC8,380$362.3K0.03%+8+0.1%Added
Centennial Wealth Advisory LLC8,364$361.6K0.20%+1,185+16.5%Added
Forum Financial Management, LP8,362$361.5K0.01%+1,196+16.7%Added
V Wealth Advisors LLC8,320$359.7K0.07%+788+10.5%Added
RNC Capital Management LLC8,300$359.0K0.02%00.0%Unchanged
TD Waterhouse Canada Inc.8,279$357.3K0.00%−3,311−28.6%Reduced
Kepos Capital LP8,253$357.0K0.05%−1,575−16.0%Reduced
ARGI Investment Services, LLC8,270$357.0K0.01%+1,123+15.7%Added
Cohen Klingenstein LLC8,200$354.5K0.02%00.0%Unchanged
Private Trust Co NA8,181$354.0K0.05%−92−1.1%Reduced