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 |
|---|---|---|---|---|---|
| Tobam | 2,273 | $98.0K | 0.01% | −2,846−55.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,250 | $97.3K | 0.00% | +252+12.6% | Added |
| Sentry Investment Management LLC | 2,241 | $97.0K | 0.04% | −4,432−66.4% | Reduced |
| MCF Advisors LLC | 2,242 | $96.9K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,210 | $95.5K | 0.15% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,171 | $93.9K | 0.01% | +2,171 | New |
| McClarren Financial Advisors, Inc. | 2,045 | $88.0K | 0.08% | +16+0.8% | Added |
| Cary Street Partner Investment Advisory LLC | 2,004 | $86.6K | 0.01% | +2,004 | New |
| 3Chopt Investment Partners, LLC | 1,994 | $86.2K | 0.05% | +1,994 | New |
| Washington Trust Co | 1,943 | $84.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1,906 | $82.4K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,882 | $81.4K | 0.00% | +82+4.6% | Added |
| First PREMIER Bank | 1,883 | $81.0K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,850 | $80.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,832 | $79.2K | 0.01% | −164−8.2% | Reduced |
| Trust Co of Vermont | 1,800 | $77.8K | 0.01% | −250−12.2% | Reduced |
| Logan Capital Management Inc | 1,740 | $75.2K | 0.00% | −760−30.4% | Reduced |
| Gables Capital Management Inc. | 1,700 | $73.5K | 0.05% | −100−5.6% | Reduced |
| Pin Oak Investment Advisors Inc | 1,692 | $73.0K | 0.09% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,663 | $71.9K | 0.02% | +1+0.1% | Added |
| Armstrong Advisory Group, Inc | 1,645 | $71.1K | 0.01% | +1,645 | New |
| Loomis Sayles & Co L P | 1,638 | $71.0K | 0.00% | +1,139+228.3% | Added |
| Webster Bank, N. A. | 1,623 | $70.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,605 | $69.3K | 0.02% | −20,066−92.6% | Reduced |
| Prestige Wealth Management Group LLC | 1,601 | $69.2K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,575 | $68.1K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,549 | $67.0K | 0.01% | +56+3.8% | Added |
| Norway Savings Bank | 1,530 | $66.1K | 0.03% | −140−8.4% | Reduced |
| Zions Bancorporation, N.A. | 1,491 | $64.5K | 0.01% | −65−4.2% | Reduced |
| Trustcore Financial Services, LLC | 1,456 | $62.9K | 0.01% | −437−23.1% | Reduced |
| Cutler Group LP | 1,434 | $61.0K | 0.01% | −349−19.6% | Reduced |
| Farther Finance Advisors, LLC | 1,389 | $60.0K | 0.02% | +1,389 | New |
| Pathway Financial Advisers, LLC | 1,373 | $59.4K | 0.02% | +1,373 | New |
| Piershale Financial Group, Inc. | 1,357 | $58.6K | 0.05% | +1,357 | New |
| Wolff Wiese Magana LLC | 1,337 | $57.8K | 0.05% | −5−0.4% | Reduced |
| City State Bank | 1,324 | $57.0K | 0.04% | +200+17.8% | Added |
| Lee Financial Co | 1,304 | $56.4K | 0.01% | +94+7.8% | Added |
| Center for Financial Planning, Inc. | 1,265 | $54.7K | 0.01% | +279+28.3% | Added |
| CVA Family Office, LLC | 1,260 | $54.5K | 0.01% | −325−20.5% | Reduced |
| West Paces Advisors Inc. | 1,246 | $53.9K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,234 | $53.0K | 0.02% | +8+0.7% | Added |
| PrairieView Partners, LLC | 1,239 | $53.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 1,110 | $48.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,071 | $46.3K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,056 | $45.7K | 0.01% | −6,696−86.4% | Reduced |
| Capital Analysts, LLC | 1,026 | $44.0K | 0.00% | −105−9.3% | Reduced |
| MV Capital Management, Inc. | 1,011 | $43.7K | 0.01% | −15−1.5% | Reduced |
| Leonteq Securities AG | 1,001 | $43.3K | 0.00% | +780+352.9% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $43.2K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,001 | $43.0K | 0.01% | −6,240−86.2% | Reduced |
| Burleson & Company, LLC | 987 | $42.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 959 | $41.0K | 0.00% | −3,105−76.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 900 | $38.9K | 0.00% | +900 | New |
| Colonial Trust Co | 875 | $37.7K | 0.01% | +875 | New |
| Lowe Wealth Advisors, LLC | 870 | $37.6K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 869 | $37.6K | 0.00% | +201+30.1% | Added |
| Pittenger & Anderson Inc | 850 | $36.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 844 | $36.5K | 0.00% | +612+263.8% | Added |
| NVWM, LLC | 837 | $36.2K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 834 | $36.2K | 0.01% | −551−39.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 837 | $36.2K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 815 | $35.2K | 0.01% | +265+48.2% | Added |
| Johnson Midwest Financial, LLC | 812 | $35.0K | 0.13% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 776 | $33.5K | 0.00% | −16−2.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 766 | $33.1K | 0.00% | +8+1.1% | Added |
| Bartlett & Co. LLC | 766 | $33.0K | 0.00% | +8+1.1% | Added |
| Sargent Bickham Lagudis LLC | 761 | $32.9K | 0.00% | −69−8.3% | Reduced |
| Affiance Financial, LLC | 750 | $32.4K | 0.01% | +750 | New |
| First National Bank of South Miami | 733 | $32.0K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 735 | $31.8K | 0.02% | +235+47.0% | Added |
| Anchor Investment Management, LLC | 725 | $31.3K | 0.00% | +700+2,800.0% | Added |
| Beacon Capital Management, LLC | 707 | $30.6K | 0.01% | −86−10.8% | Reduced |
| Larson Financial Group LLC | 698 | $30.2K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 704 | $30.0K | 0.02% | +6+0.9% | Added |
| Independence Bank of Kentucky | 700 | $30.0K | 0.01% | +400+133.3% | Added |
| TCI Wealth Advisors, Inc. | 664 | $28.7K | 0.00% | +62+10.3% | Added |
| Concord Wealth Partners | 660 | $28.6K | 0.01% | +660 | New |
| Jones Financial Companies LLLP | 645 | $28.0K | 0.00% | +135+26.5% | Added |
| Optimum Investment Advisors | 644 | $27.9K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 630 | $27.0K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 622 | $26.9K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 600 | $25.9K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 600 | $25.9K | 0.02% | +150+33.3% | Added |
| Washington Trust Advisors, Inc. | 597 | $25.8K | 0.00% | −198−24.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 590 | $25.5K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 587 | $25.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 550 | $24.0K | 0.00% | −250−31.3% | Reduced |
| AXS Investments LLC | 552 | $23.9K | 0.01% | +552 | New |
| Cambridge Trust Co | 510 | $22.0K | 0.00% | −504−49.7% | Reduced |
| Monetary Management Group Inc | 500 | $21.6K | 0.01% | 00.0% | Unchanged |
| Madden Securities Corp | 500 | $21.6K | 0.01% | +500 | New |
| Financial Perspectives, Inc | 495 | $21.4K | 0.01% | +4+0.8% | Added |
| Spartan Planning & Wealth Management | 472 | $20.4K | 0.03% | −155−24.7% | Reduced |
| Old North State Trust, LLC | 467 | $20.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 457 | $19.8K | 0.01% | +40+9.6% | Added |
| Wela Strategies, Inc. | 18,702 | $19.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 518 | $19.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 439 | $19.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 432 | $18.7K | 0.00% | +17+4.1% | Added |
| CNB Bank | 430 | $18.6K | 0.01% | −1,046−70.9% | Reduced |