Institutional Ownership Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC). We have compiled data on the 1,334 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 $35.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
21,990
shares
|
$977,455
0.03% of portfolio
|
Q3 2024
Reduced 19.14%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
21,949
shares
|
$975,633
0.02% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
21,946
shares
|
$975,499
0.3% of portfolio
|
Q1 2025
Added 0.88%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
21,879
shares
|
$972,521
0.03% of portfolio
|
Q4 2024
Added 2.63%
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
21,442
shares
|
$953,096
0.1% of portfolio
|
Q1 2025
Added 23.38%
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
21,415
shares
|
$951,896
0.04% of portfolio
|
Q1 2025
Reduced 69.37%
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
21,413
shares
|
$951,807
0.02% of portfolio
|
Q1 2025
Added 16.63%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
21,384
shares
|
$950,518
0.05% of portfolio
|
Q1 2025
Added 95.06%
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
21,185
shares
|
$941,673
0.02% of portfolio
|
Q3 2024
Added 4.12%
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
21,104
shares
|
$938,072
0.49% of portfolio
|
Q1 2025
New holding
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
21,024
shares
|
$934,516
0.06% of portfolio
|
Q1 2025
Added 4.0%
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
20,898
shares
|
$928,916
0.03% of portfolio
|
Q1 2025
Added 3.21%
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
20,624
shares
|
$916,736
0.47% of portfolio
|
Q2 2025
New holding
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
20,500
shares
|
$911,225
0.21% of portfolio
|
Q4 2021
New holding
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
20,462
shares
|
$909,535
0.0% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
20,404
shares
|
$906,957
0.06% of portfolio
|
Q2 2025
Added 3.31%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
20,284
shares
|
$901,623
0.04% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
20,283
shares
|
$901,579
0.22% of portfolio
|
Q1 2025
Added 0.25%
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
19,911
shares
|
$885,043
0.03% of portfolio
|
Q1 2025
Added 2.64%
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
19,698
shares
|
$875,576
0.02% of portfolio
|
Q1 2025
Added 4.72%
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
19,537
shares
|
$868,419
0.02% of portfolio
|
Q1 2025
Added 5.91%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
19,520
shares
|
$867,664
0.02% of portfolio
|
Q1 2025
Added 10.24%
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
19,439
shares
|
$864,063
0.06% of portfolio
|
Q1 2025
Added 79.43%
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
19,398
shares
|
$862,241
0.05% of portfolio
|
Q3 2022
Reduced 25.24%
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
19,266
shares
|
$856,373
0.08% of portfolio
|
Q4 2022
Reduced 54.09%
|