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 |
|---|---|---|---|---|---|
| Agf Management Ltd | 5,493 | $237.5K | 0.00% | +5,493 | New |
| Boenning & Scattergood, Inc. | 4,981 | $237.0K | 0.04% | +4,981 | New |
| Stonebridge Capital Advisors LLC | 5,438 | $235.1K | 0.03% | +140+2.6% | Added |
| Wealth Dimensions Group, Ltd. | 5,424 | $234.5K | 0.10% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 5,395 | $233.2K | 0.14% | +5,395 | New |
| Duncker Streett & Co Inc | 5,390 | $233.0K | 0.06% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 5,385 | $232.8K | 0.02% | +26+0.5% | Added |
| Kestra Private Wealth Services, LLC | 5,362 | $231.8K | 0.01% | +5,362 | New |
| Nadler Financial Group, Inc. | 5,361 | $231.7K | 0.04% | +5,361 | New |
| Planning Directions Inc | 5,287 | $229.0K | 0.17% | +5,287 | New |
| Retirement Planning Co of New England, Inc. | 5,289 | $228.6K | 0.15% | −60−1.1% | Reduced |
| Argent Trust Co | 5,273 | $228.0K | 0.02% | +5,273 | New |
| Zuckerman Investment Group, LLC | 5,250 | $227.0K | 0.04% | −7,320−58.2% | Reduced |
| Trust Co of Virginia | 5,237 | $226.4K | 0.03% | +5,237 | New |
| Lido Advisors, LLC | 5,226 | $226.0K | 0.00% | +5,226 | New |
| Outfitter Financial LLC | 5,208 | $225.1K | 0.20% | +5,208 | New |
| Financial Advocates Investment Management | 5,191 | $224.4K | 0.02% | −374−6.7% | Reduced |
| Fisher Asset Management, LLC | 5,186 | $224.0K | 0.00% | −3,777−42.1% | Reduced |
| First Manhattan Co | 5,180 | $223.9K | 0.00% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 5,180 | $223.9K | 0.03% | +5,180 | New |
| Quadrant Capital Group LLC | 5,142 | $222.3K | 0.03% | +173+3.5% | Added |
| Ballentine Partners, LLC | 5,136 | $222.0K | 0.01% | −266−4.9% | Reduced |
| Key Financial Inc | 5,913 | $221.5K | 0.10% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 5,112 | $221.0K | 0.02% | +5,112 | New |
| Cullen/Frost Bankers, Inc. | 5,106 | $220.7K | 0.00% | −874−14.6% | Reduced |
| Compass Ion Advisors, LLC | 5,097 | $220.3K | 0.06% | +5,097 | New |
| We Are One Seven, LLC | 5,096 | $220.3K | 0.02% | +5,096 | New |
| Quent Capital, LLC | 5,091 | $220.1K | 0.04% | +54+1.1% | Added |
| Girard Partners Ltd. | 5,074 | $219.3K | 0.02% | +5,074 | New |
| Patton Fund Management, Inc. | 5,057 | $219.0K | 0.06% | +5,057 | New |
| Schechter Investment Advisors, LLC | 5,039 | $217.8K | 0.02% | −334−6.2% | Reduced |
| Eagle Bluffs Wealth Management LLC | 5,005 | $216.4K | 0.23% | +5,005 | New |
| Foundations Investment Advisors, LLC | 5,002 | $216.2K | 0.01% | +5,002 | New |
| Sandia Investment Management LP | 5,000 | $216.2K | 0.04% | 00.0% | Unchanged |
| Patten & Patten Inc | 4,996 | $216.0K | 0.02% | +4,996 | New |
| ICICI Prudential Asset Management Co Ltd | 4,991 | $215.8K | 0.03% | +1,343+36.8% | Added |
| Lake Street Financial LLC | 4,971 | $214.5K | 0.04% | +4,971 | New |
| RSM US Wealth Management LLC | 4,950 | $214.0K | 0.01% | +4,950 | New |
| CAPROCK Group, Inc. | 4,924 | $212.9K | 0.02% | +4,924 | New |
| Resonant Capital Advisors, LLC | 4,919 | $212.6K | 0.03% | +4,919 | New |
| Tyler-Stone Wealth Management | 4,908 | $212.0K | 0.14% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 4,900 | $211.8K | 0.26% | +4,900 | New |
| Beta Wealth Group, Inc. | 4,900 | $211.8K | 0.14% | +4,900 | New |
| Boyd Watterson Asset Management LLC | 4,882 | $211.0K | 0.09% | +4,882 | New |
| Marion Wealth Management | 4,859 | $210.1K | 0.09% | +4,859 | New |
| Geneos Wealth Management Inc. | 4,850 | $209.7K | 0.01% | −96−1.9% | Reduced |
| American Trust | 4,839 | $209.2K | 0.02% | +4,839 | New |
| Gateway Investment Advisers LLC | 4,835 | $209.0K | 0.00% | +4,835 | New |
| Harbour Investments, Inc. | 4,833 | $208.9K | 0.01% | +486+11.2% | Added |
| Rehmann Capital Advisory Group | 4,827 | $208.7K | 0.02% | +4,827 | New |
| Quad-Cities Investment Group, LLC | 4,813 | $208.0K | 0.15% | +4,813 | New |
| Spire Wealth Management | 4,779 | $207.0K | 0.01% | −116,801−96.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 4,775 | $206.4K | 0.00% | +4,775 | New |
| Grimes & Company, Inc. | 4,724 | $204.2K | 0.01% | +4,724 | New |
| Nwam LLC | 4,705 | $203.4K | 0.02% | +4,705 | New |
| Burke & Herbert Bank & Trust Co | 4,694 | $203.0K | 0.15% | +4,694 | New |
| US Asset Management LLC | 4,702 | $203.0K | 0.22% | +4,702 | New |
| Covestor Ltd | 4,665 | $202.0K | 0.17% | +620+15.3% | Added |
| 1st Source Bank | 4,668 | $201.8K | 0.01% | +4,668 | New |
| Alliance Wealth Advisors, LLC | 4,654 | $201.2K | 0.17% | +4,654 | New |
| Parkside Financial Bank & Trust | 4,599 | $198.8K | 0.06% | −425−8.5% | Reduced |
| Newton One Investments LLC | 4,578 | $197.9K | 0.13% | 00.0% | Unchanged |
| Gradient Investments LLC | 4,359 | $188.4K | 0.01% | −576−11.7% | Reduced |
| Brown Brothers Harriman & Co | 4,353 | $188.2K | 0.00% | −42−1.0% | Reduced |
| DuPont Capital Management Corp | 4,043 | $174.8K | 0.01% | −390−8.8% | Reduced |
| CoreFirst Bank & Trust | 4,028 | $174.1K | 0.13% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 3,961 | $171.2K | 0.01% | +3,961 | New |
| Eagle Bay Advisors LLC | 3,927 | $169.8K | 0.10% | +977+33.1% | Added |
| Tompkins Financial Corp | 3,633 | $157.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,165 | $156.0K | 0.00% | +567+15.8% | Added |
| Accurate Wealth Management, LLC | 3,568 | $155.9K | 0.06% | +3,568 | New |
| City Holding Co | 3,571 | $154.3K | 0.03% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 3,478 | $150.4K | 0.03% | +2+0.1% | Added |
| Carmichael Hill & Associates, Inc. | 3,462 | $149.7K | 0.08% | +5+0.1% | Added |
| Glen Eagle Advisors, LLC | 3,409 | $147.4K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 3,398 | $146.9K | 0.01% | +253+8.0% | Added |
| Earnest Partners LLC | 3,396 | $146.8K | 0.00% | −1,672−33.0% | Reduced |
| Ossiam | 3,335 | $144.2K | 0.00% | −175,036−98.1% | Reduced |
| Valley National Advisers Inc | 3,106 | $137.0K | 0.02% | −232−7.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,144 | $136.0K | 0.01% | +726+30.0% | Added |
| Glass Jacobson Investment Advisors llc | 3,137 | $135.6K | 0.07% | +3,137 | New |
| Hexagon Capital Partners LLC | 3,072 | $132.8K | 0.04% | −560−15.4% | Reduced |
| Sandy Spring Bank | 3,032 | $131.1K | 0.01% | +939+44.9% | Added |
| Sutton Wealth Advisors Inc. | 2,948 | $127.4K | 0.05% | +128+4.5% | Added |
| EverSource Wealth Advisors, LLC | 2,929 | $126.6K | 0.02% | −519−15.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,862 | $124.0K | 0.11% | +14+0.5% | Added |
| Old Second National Bank of Aurora | 2,838 | $122.7K | 0.04% | +184+6.9% | Added |
| Alta Advisers Ltd | 2,800 | $121.0K | 0.07% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 2,769 | $119.7K | 0.05% | −932−25.2% | Reduced |
| Wellington Shields & Co., LLC | 2,715 | $117.4K | 0.03% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 2,686 | $116.1K | 0.04% | +2,686 | New |
| JNBA Financial Advisors | 2,646 | $114.4K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 2,644 | $114.3K | 0.04% | +2,644 | New |
| Adirondack Trust Co | 2,580 | $111.5K | 0.06% | +75+3.0% | Added |
| Glassman Wealth Services | 2,511 | $108.6K | 0.02% | +2+0.1% | Added |
| SOA Wealth Advisors, LLC. | 2,504 | $108.2K | 0.03% | +1,564+166.4% | Added |
| Focused Wealth Management, Inc | 2,431 | $105.1K | 0.02% | +5+0.2% | Added |
| Deseret Mutual Benefit Administrators | 2,352 | $101.7K | 0.04% | −2,244−48.8% | Reduced |
| Lindbrook Capital, LLC | 2,323 | $100.4K | 0.01% | +1,572+209.3% | Added |
| Whittier Trust Co of Nevada Inc | 2,303 | $99.5K | 0.00% | −889−27.9% | Reduced |