Institutional Ownership Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC). We have compiled data on the 1,208 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 $34.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
23,841
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
23,566
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 31.96%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Feb 14, 2025 Q4 2024 |
23,250
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
23,236
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
23,171
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
22,870
shares
|
$987,297
0.0% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
22,834
shares
|
$985,743
0.0% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
22,612
shares
|
$976,160
0.02% of portfolio
|
Q4 2024
Added 10.56%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
22,544
shares
|
$973,224
0.59% of portfolio
|
Q3 2022
Added 20.54%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
22,447
shares
|
$969,036
0.01% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
22,290
shares
|
$962,259
0.02% of portfolio
|
Q4 2024
Added 13.22%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
22,163
shares
|
$956,776
0.03% of portfolio
|
Q4 2024
Reduced 40.93%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
21,990
shares
|
$949,308
0.03% of portfolio
|
Q3 2024
Reduced 19.14%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
21,755
shares
|
$939,163
0.25% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
21,581
shares
|
$931,651
0.12% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
21,318
shares
|
$920,298
0.02% of portfolio
|
Q3 2024
Added 17.95%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
21,185
shares
|
$914,556
0.02% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
20,974
shares
|
$905,447
0.04% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
20,885
shares
|
$901,605
0.01% of portfolio
|
Q4 2024
Reduced 37.46%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
20,802
shares
|
$898,022
0.01% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
20,500
shares
|
$884,985
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
20,249
shares
|
$874,149
0.01% of portfolio
|
Q4 2024
Added 23.36%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
20,233
shares
|
$873,458
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
20,215
shares
|
$872,681
0.05% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
20,181
shares
|
$871,213
0.03% of portfolio
|
Q4 2024
Added 14.4%
|