Institutional Ownership Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC). We have compiled data on the 1,209 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 $34.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
17,700
shares
|
$768,003
0.14% of portfolio
|
Q4 2024
Added 29.2%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
17,665
shares
|
$766,484
0.27% of portfolio
|
Q3 2022
Reduced 1.26%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Feb 13, 2025 Q4 2024 |
17,640
shares
|
$765,399
0.04% of portfolio
|
Q4 2024
Reduced 98.44%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
17,379
shares
|
$754,074
0.07% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Feb 11, 2025 Q4 2024 |
17,343
shares
|
$752,512
0.09% of portfolio
|
Q4 2024
Reduced 80.03%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
17,334
shares
|
$752,122
0.02% of portfolio
|
Q4 2024
Added 94.41%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
17,327
shares
|
$751,818
0.05% of portfolio
|
Q4 2024
Reduced 32.33%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
17,252
shares
|
$748,564
0.14% of portfolio
|
Q4 2024
Added 10.95%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
17,130
shares
|
$743,270
0.12% of portfolio
|
Q4 2024
Added 40.71%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
17,044
shares
|
$739,539
0.03% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
16,767
shares
|
$727,520
0.25% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
16,706
shares
|
$724,873
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
16,410
shares
|
$712,029
0.04% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
16,353
shares
|
$709,556
0.06% of portfolio
|
Q4 2024
Added 28.87%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
16,318
shares
|
$708,038
0.0% of portfolio
|
Q4 2024
Added 12.27%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
16,307
shares
|
$707,560
0.05% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
16,273
shares
|
$706,085
0.01% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
16,258
shares
|
$705,434
0.41% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
16,000
shares
|
$694,240
0.3% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
15,992
shares
|
$693,892
0.01% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
15,931
shares
|
$691,246
0.03% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
15,665
shares
|
$679,704
0.07% of portfolio
|
Q4 2024
Added 70.64%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
15,632
shares
|
$678,272
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
15,612
shares
|
$677,404
0.01% of portfolio
|
Q4 2024
Added 12.14%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
15,591
shares
|
$676,493
0.02% of portfolio
|
Q4 2024
Added 48.19%
|