# EXELON CORP (EXC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EXC/

- Reporting holders: 42
- Reported value: $11.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $1.3M | 31,228 | 0.2% | 25 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.2M | 29,231 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $989.9K | 24,502 | 0.0% | 12 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $883.8K | 21,877 | 0.2% | 3 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $726.9K | 17,418 | 0.0% | 9 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $591.2K | 14,634 | 0.2% | 28 |
| [Partnership Wealth Management, LLC](https://holderbook.com/funds/2010656-partnership-wealth-management-llc/) | $544.1K | 13,467 | 0.4% | 12 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $500.1K | 12,378 | 0.0% | 32 |
| [LEGACY SOLUTIONS, LLC](https://holderbook.com/funds/2053314-legacy-solutions-llc/) | $496.0K | 12,278 | 0.4% | 8 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $387.4K | 9,590 | 0.1% | 6 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $359.2K | 8,891 | 0.0% | 32 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $339.4K | 8,402 | 0.0% | 24 |
| [Veery Capital, LLC](https://holderbook.com/funds/1844375-veery-capital-llc/) | $317.8K | 7,866 | 0.1% | 12 |
| [Bank & Trust Co](https://holderbook.com/funds/2026082-bank-trust-co/) | $283.9K | 7,026 | 0.2% | 10 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $269.1K | 6,662 | 0.0% | 6 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $249.3K | 6,010 | 0.0% | 4 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $242.8K | 6,010 | 0.1% | 7 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $221.8K | 5,490 | 0.0% | 22 |
| [Successful Portfolios LLC](https://holderbook.com/funds/1721780-successful-portfolios-llc/) | $213.2K | 5,225 | 0.1% | 32 |
| [Greenfield Savings Bank](https://holderbook.com/funds/1940406-greenfield-savings-bank/) | $200.5K | 4,964 | 0.1% | 18 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $171.1K | 4,235 | 0.0% | 26 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $169.9K | 4,205 | 0.0% | 11 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $161.3K | 3,992 | 0.0% | 32 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $135.3K | 3,348 | 0.0% | 31 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $130.0K | 3,219 | 0.0% | 26 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 42 | $11.4M |
| Q2 2026 | 1,296 | $48.3B |
| Q1 2026 | 1,283 | $45.7B |
| Q4 2025 | 1,258 | $40.9B |
| Q3 2025 | 1,210 | $38.7B |
| Q2 2025 | 1,185 | $37.4B |
| Q1 2025 | 1,203 | $39.1B |
| Q4 2024 | 1,103 | $31.1B |
| Q3 2024 | 1,061 | $33.7B |
| Q2 2024 | 994 | $29.0B |
| Q1 2024 | 1,014 | $32.5B |
| Q4 2023 | 1,025 | $30.1B |