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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
9,661
shares
|
$419,190
0.04% of portfolio
|
Q4 2024
Added 54.53%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
9,656
shares
|
$418,973
0.07% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
9,651
shares
|
$418,756
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
9,621
shares
|
$417,455
0.0% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
9,596
shares
|
$416,370
0.04% of portfolio
|
Q3 2024
Reduced 78.01%
|
|
|
Neo Ivy Capital Management
New York, NY |
Feb 18, 2025 Q4 2024 |
9,588
shares
|
$416,023
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
9,581
shares
|
$415,719
0.12% of portfolio
|
Q4 2024
Added 48.08%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
9,547
shares
|
$414,244
0.01% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
9,531
shares
|
$413,550
0.07% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Groupe La Francaise
Paris, I0 |
Feb 14, 2025 Q4 2024 |
9,509
shares
|
$412,595
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
9,455
shares
|
$410,252
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
9,410
shares
|
$408,299
0.01% of portfolio
|
Q4 2024
Added 74.36%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
9,384
shares
|
$407,171
0.03% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
9,331
shares
|
$404,872
0.01% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
9,330
shares
|
$404,828
0.11% of portfolio
|
Q4 2024
Reduced 17.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
9,311
shares
|
$404,004
0.01% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
9,297
shares
|
$403,396
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
9,244
shares
|
$401,097
0.04% of portfolio
|
Q4 2024
Added 16.2%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
9,228
shares
|
$400,402
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
9,195
shares
|
$398,971
0.04% of portfolio
|
Q4 2024
Added 70.25%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
9,184
shares
|
$398,493
0.18% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
9,105
shares
|
$395,065
0.19% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
9,099
shares
|
$394,805
0.59% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,094
shares
|
$394,588
0.1% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
9,071
shares
|
$393,590
0.01% of portfolio
|
Q4 2024
Reduced 0.13%
|