EXC Exelon Corporation
Exelon Corporation (EXC) Institutional Ownership
What the institutions did with EXC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Partnership Wealth Management, LLC | 13.5K | 25.8% |
| Montecito Bank & Trust | 9.6K | 18.3% |
| Versant Capital Management, Inc | 8.9K | 17.0% |
| CX Institutional | 6.7K | 12.9% |
| Rosenberg Matthew Hamilton | 4.2K | 8.1% |
| TOMPKINS FINANCIAL CORP | 3.3K | 6.4% |
| MassMutual Private Wealth & Trust, FSB | 3.2K | 6.2% |
| Central Pacific Bank - Trust Division | 1.3K | 2.5% |
| EASTERN BANK | 559 | 1.1% |
| Coastline Trust Co | 418 | 0.8% |
| GoalVest Advisory LLC | 312 | 0.6% |
| Polaris Financial Partners | 144 | 0.3% |
| Planning Strategies Inc. | 42 | 0.1% |
| Hickory Point Bank & Trust | 27 | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Central Pacific Bank - Trust Division | Reduced | 3.7K | 1.3K | -2.4K |
| CX Institutional | Reduced | 7.7K | 6.7K | -958 |
| Montecito Bank & Trust | Increased | 8.6K | 9.6K | +945 |
| Versant Capital Management, Inc | Increased | 8.4K | 8.9K | +506 |
| Rosenberg Matthew Hamilton | Reduced | 4.6K | 4.2K | -345 |
| GoalVest Advisory LLC | New | 0 | 312 | +312 |
| Planning Strategies Inc. | Reduced | 146 | 42 | -104 |
| MassMutual Private Wealth & Trust, FSB | Increased | 3.2K | 3.2K | +52 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.