Institutional Ownership Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC). We have compiled data on the 1,335 institutions that hold shares in the stock, with a total of 803 Million shares, which have been reported (via 13F filing form) to have a value of $35.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
58,815
shares
|
$2.57 Million
0.09% of portfolio
|
Q1 2025
Added 607.51%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
58,787
shares
|
$2.57 Million
0.57% of portfolio
|
Q2 2025
Reduced 41.56%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
58,618
shares
|
$2.56 Million
0.29% of portfolio
|
Q1 2025
Added 15.96%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
58,460
shares
|
$2.56 Million
0.44% of portfolio
|
Q2 2025
Added 78.12%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
58,244
shares
|
$2.55 Million
0.47% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
57,118
shares
|
$2.5 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
56,762
shares
|
$2.48 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
56,711
shares
|
$2.48 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Opus Investment Management Inc
|
May 14, 2025 Q1 2025 |
56,000
shares
|
$2.45 Million
1.86% of portfolio
|
Q3 2023
Reduced 31.37%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
54,128
shares
|
$2.37 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
53,664
shares
|
$2.35 Million
0.04% of portfolio
|
Q1 2025
Added 45.39%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
53,424
shares
|
$2.34 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
53,399
shares
|
$2.34 Million
0.21% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
53,161
shares
|
$2.33 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
52,829
shares
|
$2.31 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
51,808
shares
|
$2.27 Million
1.35% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
51,625
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
51,418
shares
|
$2.25 Million
0.01% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
51,283
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
Added 18.76%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
51,005
shares
|
$2.23 Million
0.18% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
50,280
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 90.65%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
49,808
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
49,769
shares
|
$2.18 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
48,390
shares
|
$2.12 Million
0.34% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
48,317
shares
|
$2.11 Million
0.69% of portfolio
|
Q1 2025
Added 1.39%
|