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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 8,198 | $354.0K | 0.04% | −10.0% | Reduced |
| River Wealth Advisors LLC | 8,137 | $351.8K | 0.07% | −198−2.4% | Reduced |
| Bailard, Inc. | 8,025 | $346.9K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 8,018 | $346.6K | 0.02% | +8,018 | New |
| Tiemann Investment Advisors, LLC | 8,015 | $346.5K | 0.20% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 7,927 | $342.7K | 0.22% | +1,818+29.8% | Added |
| Regal Wealth Group, Inc. | 7,848 | $339.3K | 0.25% | +30.0% | Added |
| Insight Advisors, LLC | 7,834 | $338.1K | 0.12% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 7,804 | $337.4K | 0.03% | +347+4.7% | Added |
| Sompo Asset Management Co., Ltd. | 7,780 | $336.3K | 0.08% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 7,724 | $334.0K | 0.04% | 00.0% | Unchanged |
| Huber Capital Management LLC | 7,636 | $330.1K | 0.08% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 7,626 | $329.7K | 0.14% | +8+0.1% | Added |
| Equitable Holdings, Inc. | 7,594 | $328.3K | 0.01% | −103−1.3% | Reduced |
| Snowden Capital Advisors LLC | 7,559 | $326.8K | 0.01% | +874+13.1% | Added |
| Hollencrest Capital Management | 7,540 | $326.0K | 0.04% | +40+0.5% | Added |
| Moors & Cabot, Inc. | 7,518 | $325.0K | 0.02% | +534+7.6% | Added |
| Atlas Capital Advisors LLC | 7,465 | $322.7K | 0.05% | −2,535−25.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 7,435 | $321.0K | 0.15% | +7,435 | New |
| Squarepoint Ops LLC | 7,421 | $320.8K | 0.00% | −697,167−98.9% | Reduced |
| Adviser Investments LLC | 7,258 | $320.4K | 0.01% | −2,452−25.3% | Reduced |
| S.C. Financial Services, Inc. | 7,393 | $319.6K | 0.49% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 7,357 | $318.0K | 0.01% | −332−4.3% | Reduced |
| Harbour Capital Advisors, LLC | 7,232 | $312.1K | 0.11% | +97+1.4% | Added |
| Financial Consulate, Inc | 7,220 | $312.1K | 0.11% | +7+0.1% | Added |
| First Heartland Consultants, Inc. | 7,192 | $310.9K | 0.05% | +51+0.7% | Added |
| AMG National Trust Bank | 7,175 | $310.2K | 0.01% | −350−4.7% | Reduced |
| Brinker Capital Investments, LLC | 7,143 | $308.8K | 0.01% | −237−3.2% | Reduced |
| Ergoteles LLC | 7,112 | $307.5K | 0.01% | −52,934−88.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,110 | $307.4K | 0.03% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 7,103 | $307.1K | 0.34% | −75−1.0% | Reduced |
| Chapin Davis, Inc. | 7,081 | $306.1K | 0.18% | +7,081 | New |
| 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 |
| Successful Portfolios LLC | 7,025 | $304.0K | 0.20% | −14−0.2% | Reduced |
| Univest Financial Corp | 6,971 | $301.4K | 0.09% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 6,964 | $301.1K | 0.17% | +6,964 | New |
| Greenfield Savings Bank | 6,962 | $301.0K | 0.20% | −92−1.3% | Reduced |
| CRA Financial Services, LLC | 6,955 | $300.7K | 0.10% | −905−11.5% | Reduced |
| Eagle Rock Investment Company, LLC | 6,800 | $300.2K | 0.07% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 6,942 | $300.1K | 0.04% | +63+0.9% | Added |
| WSFS Capital Management, LLC | 6,931 | $299.6K | 0.03% | 00.0% | Unchanged |
| Diversified, LLC | 6,903 | $298.4K | 0.12% | +51+0.7% | Added |
| Enterprise Financial Services Corp | 6,863 | $296.7K | 0.20% | +65+1.0% | Added |
| Accel Wealth Management | 6,859 | $296.5K | 0.14% | +21+0.3% | Added |
| Grey Fox Wealth Advisors, LLC | 6,794 | $293.7K | 0.19% | +6,794 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,760 | $292.0K | 0.04% | +6,760 | New |
| Independent Financial Group, LLC | 6,694 | $289.4K | 0.02% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 6,631 | $286.7K | 0.03% | −530−7.4% | Reduced |
| 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 |
| Capital Investment Advisory Services, LLC | 6,595 | $285.1K | 0.03% | +764+13.1% | 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 |
| Kovitz Investment Group Partners, LLC | 6,526 | $282.0K | 0.01% | +950+17.0% | Added |
| Asset Management Corp | 6,515 | $281.6K | 0.24% | 00.0% | Unchanged |
| NBT Bank N A | 6,497 | $280.9K | 0.04% | +79+1.2% | Added |
| Gladstone Institutional Advisory LLC | 6,432 | $278.1K | 0.02% | +400+6.6% | Added |
| Court Place Advisors, LLC | 6,390 | $276.2K | 0.10% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 6,361 | $275.0K | 0.01% | −557−8.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 6,263 | $270.7K | 0.02% | +6,263 | New |
| Baker Tilly Wealth Management, LLC | 6,261 | $270.7K | 0.03% | +605+10.7% | Added |
| Ledyard National Bank | 6,260 | $270.6K | 0.03% | 00.0% | Unchanged |
| apricus wealth, LLC | 6,250 | $270.2K | 0.25% | −8,250−56.9% | Reduced |
| Engineers Gate Manager LP | 6,214 | $268.6K | 0.02% | −242,684−97.5% | Reduced |
| NorthRock Partners, LLC | 6,182 | $267.2K | 0.03% | −1,990−24.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 6,125 | $264.8K | 0.03% | 00.0% | Unchanged |
| ClearBridge Investments Ltd | 6,113 | $264.3K | 0.01% | −1,216−16.6% | Reduced |
| CIC Wealth, LLC | 6,083 | $262.9K | 0.11% | +6,083 | New |
| Parallel Advisors, LLC | 6,053 | $261.7K | 0.01% | +705+13.2% | Added |
| Connecticut Wealth Management, LLC | 6,035 | $260.9K | 0.02% | −18−0.3% | Reduced |
| Martingale Asset Management L P | 6,000 | $259.4K | 0.01% | −375,732−98.4% | Reduced |
| Abbrea Capital, LLC | 5,970 | $258.1K | 0.05% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 5,922 | $256.0K | 0.01% | −278−4.5% | Reduced |
| Meridian Financial Partners LLC | 6,091 | $256.0K | 0.29% | −165−2.6% | Reduced |
| Smith, Moore & Co. | 5,870 | $253.8K | 0.04% | +61+1.1% | Added |
| Johnson Investment Counsel Inc | 5,864 | $253.5K | 0.00% | −84−1.4% | Reduced |
| Global Retirement Partners, LLC | 5,863 | $253.5K | 0.02% | +2,544+76.6% | Added |
| Marcum Wealth, LLC | 5,858 | $253.2K | 0.03% | +400+7.3% | Added |
| Harvest Fund Management Co., Ltd | 5,859 | $253.0K | 0.07% | +1,200+25.8% | Added |
| Lakeview Capital Partners, LLC | 5,997 | $250.4K | 0.08% | +59+1.0% | Added |
| High Net Worth Advisory Group LLC | 5,787 | $250.2K | 0.10% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 5,737 | $248.0K | 0.03% | +38+0.7% | Added |
| Apollon Wealth Management, LLC | 5,682 | $245.6K | 0.02% | −2,619−31.6% | Reduced |
| BancorpSouth Bank | 5,650 | $244.2K | 0.02% | −1,000−15.0% | Reduced |
| Grant/GrossMendelsohn, LLC | 5,548 | $242.3K | 0.12% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5,597 | $242.0K | 0.01% | −538−8.8% | Reduced |
| Sawtooth Solutions, LLC | 5,591 | $241.7K | 0.03% | −847−13.2% | Reduced |
| 44 Wealth Management LLC | 5,577 | $241.1K | 0.08% | +5,577 | New |
| MTM Investment Management, LLC | 5,568 | $240.7K | 0.12% | 00.0% | Unchanged |
| Conning Inc. | 5,564 | $240.5K | 0.01% | −29−0.5% | 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 |
| JFS Wealth Advisors, LLC | 5,538 | $239.4K | 0.02% | −20−0.4% | Reduced |
| Insight Folios Inc | 5,522 | $238.7K | 0.11% | +44+0.8% | Added |
| Calton & Associates, Inc. | 5,510 | $238.2K | 0.09% | +109+2.0% | Added |
| Level Four Advisory Services, LLC | 5,510 | $238.2K | 0.02% | +5,510 | 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 |