Institutional Ownership Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC). We have compiled data on the 1,207 institutions that hold shares in the stock, with a total of 802 Million shares, which have been reported (via 13F filing form) to have a value of $34.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
50,551
shares
|
$2.16 Million
0.25% of portfolio
|
Q4 2024
Added 249.93%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
50,139
shares
|
$2.14 Million
0.04% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
49,951
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
49,895
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
49,280
shares
|
$2.1 Million
0.14% of portfolio
|
Q4 2024
Reduced 14.78%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
48,790
shares
|
$2.08 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
47,974
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
47,910
shares
|
$2.05 Million
0.07% of portfolio
|
Q3 2023
Added 4.59%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
47,659
shares
|
$2.04 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
47,654
shares
|
$2.03 Million
0.55% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
47,457
shares
|
$2.03 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
47,333
shares
|
$2.02 Million
0.06% of portfolio
|
Q4 2024
Added 19.95%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
47,180
shares
|
$2.01 Million
0.16% of portfolio
|
Q3 2023
Reduced 0.01%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
Feb 14, 2025 Q4 2024 |
47,107
shares
|
$2.01 Million
1.18% of portfolio
|
Q4 2024
Added 73.36%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
46,674
shares
|
$1.99 Million
0.38% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
46,288
shares
|
$1.98 Million
0.01% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
46,245
shares
|
$1.97 Million
0.0% of portfolio
|
Q4 2024
Added 16.75%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
44,314
shares
|
$1.89 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
44,026
shares
|
$1.88 Million
0.14% of portfolio
|
Q3 2023
Added 2.19%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 27, 2025 Q4 2024 |
44,024
shares
|
$1.88 Million
0.04% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
43,182
shares
|
$1.84 Million
0.01% of portfolio
|
Q4 2024
Reduced 93.02%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
42,568
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
42,512
shares
|
$1.82 Million
0.07% of portfolio
|
Q4 2024
Added 726.28%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
42,417
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2023
Reduced 50.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
42,363
shares
|
$1.81 Million
0.01% of portfolio
|
Q4 2024
Added 11.96%
|