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 |
|---|---|---|---|---|---|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
8,173
shares
|
$354,626
0.08% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,149
shares
|
$353,585
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
8,146
shares
|
$353,454
0.04% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
8,056
shares
|
$349,549
0.04% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
7,999
shares
|
$347,076
0.04% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
7,939
shares
|
$344,473
0.1% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
7,874
shares
|
$341,652
0.06% of portfolio
|
Q4 2023
Reduced 6.81%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
7,872
shares
|
$341,566
0.11% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,864
shares
|
$341,218
0.0% of portfolio
|
Q4 2024
Reduced 90.21%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
7,834
shares
|
$339,917
0.08% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,828
shares
|
$339,656
0.05% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Atom Investors LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
7,792
shares
|
$338,094
0.04% of portfolio
|
Q4 2024
Reduced 18.66%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
7,782
shares
|
$337,660
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Feb 14, 2025 Q4 2024 |
7,774
shares
|
$337,313
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
7,763
shares
|
$336,836
0.07% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
7,730
shares
|
$335,404
0.16% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
7,709
shares
|
$334,493
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
7,680
shares
|
$333,235
0.16% of portfolio
|
Q1 2024
Added 10.42%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
7,645
shares
|
$331,716
0.02% of portfolio
|
Q4 2024
Added 43.33%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
7,527
shares
|
$326,596
0.2% of portfolio
|
Q3 2023
Added 0.08%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
7,500
shares
|
$325,425
0.01% of portfolio
|
Q2 2023
Reduced 0.53%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,451
shares
|
$323,298
0.02% of portfolio
|
Q3 2023
Reduced 12.41%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
7,440
shares
|
$322,821
0.02% of portfolio
|
Q4 2024
Reduced 62.74%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
7,431
shares
|
$322,431
0.01% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
7,393
shares
|
$320,782
0.49% of portfolio
|
Q1 2022
Reduced 7.15%
|