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 |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,621
shares
|
$504,235
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Feb 14, 2025 Q4 2024 |
11,563
shares
|
$501,718
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
11,540
shares
|
$500,720
0.01% of portfolio
|
Q4 2024
Reduced 23.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,331
shares
|
$491,652
0.02% of portfolio
|
Q2 2020
Reduced 11.19%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
11,294
shares
|
$490,046
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
11,287
shares
|
$489,742
0.14% of portfolio
|
Q4 2024
Added 65.77%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
11,178
shares
|
$485,013
0.0% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
11,133
shares
|
$483,060
0.01% of portfolio
|
Q4 2024
Reduced 40.81%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
11,107
shares
|
$481,932
0.15% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Wela Strategies, Inc.
|
Jan 13, 2025 Q4 2024 |
11,093
shares
|
$481,325
0.17% of portfolio
|
Q4 2024
Reduced 40.69%
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
11,000
shares
|
$477,290
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jan 22, 2025 Q4 2024 |
11,000
shares
|
$477,290
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
10,963
shares
|
$475,684
0.02% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
10,959
shares
|
$475,511
0.22% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
10,847
shares
|
$470,651
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
10,780
shares
|
$467,744
0.03% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
10,743
shares
|
$466,138
0.01% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
10,711
shares
|
$464,750
0.08% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
10,524
shares
|
$456,636
0.05% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,486
shares
|
$454,987
0.01% of portfolio
|
Q4 2023
Reduced 11.33%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Feb 11, 2025 Q4 2024 |
10,449
shares
|
$453,382
0.2% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
10,431
shares
|
$452,601
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
10,428
shares
|
$452,470
0.0% of portfolio
|
Q4 2024
Reduced 97.52%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
10,401
shares
|
$451,299
0.01% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
10,325
shares
|
$448,001
0.01% of portfolio
|
Q4 2024
Added 0.92%
|