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 |
|---|---|---|---|---|---|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
17,365
shares
|
$771,874
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
17,342
shares
|
$770,851
0.01% of portfolio
|
Q1 2025
Added 55.77%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
17,267
shares
|
$767,518
0.0% of portfolio
|
Q1 2025
Added 1965.43%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
17,220
shares
|
$765,429
0.01% of portfolio
|
Q1 2025
Added 159.03%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
17,029
shares
|
$756,939
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
17,026
shares
|
$756,805
0.03% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
16,856
shares
|
$749,249
0.01% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
16,828
shares
|
$748,004
0.02% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
16,556
shares
|
$735,914
0.08% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
16,539
shares
|
$735,158
0.05% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
16,506
shares
|
$733,691
0.01% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
16,505
shares
|
$733,647
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
16,472
shares
|
$732,180
0.01% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
16,440
shares
|
$730,758
0.06% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
16,428
shares
|
$730,224
0.01% of portfolio
|
Q1 2025
Added 140.53%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
16,283
shares
|
$723,779
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
16,077
shares
|
$714,622
0.01% of portfolio
|
Q1 2025
Added 63.1%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
16,006
shares
|
$711,466
0.02% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
15,958
shares
|
$709,333
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
15,875
shares
|
$705,643
0.35% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
15,837
shares
|
$703,954
0.02% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
15,788
shares
|
$701,776
0.31% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
15,647
shares
|
$695,509
0.26% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
15,643
shares
|
$695,331
0.08% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
15,600
shares
|
$693,420
0.03% of portfolio
|
Q1 2025
Added 191.15%
|