Institutional Ownership Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC). We have compiled data on the 1,337 institutions that hold shares in the stock, with a total of 831 Million shares, which have been reported (via 13F filing form) to have a value of $37.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
9,656
shares
|
$430,754
0.08% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
9,651
shares
|
$430,531
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
9,649
shares
|
$430,441
0.01% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
9,623
shares
|
$429,282
0.02% of portfolio
|
Q2 2025
Added 30.29%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
9,620
shares
|
$429,148
0.01% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
9,596
shares
|
$428,077
0.04% of portfolio
|
Q3 2024
Reduced 78.01%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,545
shares
|
$425,802
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
9,406
shares
|
$419,601
0.11% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
9,350
shares
|
$417,103
0.02% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
9,333
shares
|
$416,345
0.15% of portfolio
|
Q2 2025
Added 60.75%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
9,326
shares
|
$416,032
0.28% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
9,297
shares
|
$414,739
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
9,184
shares
|
$409,698
0.01% of portfolio
|
Q2 2025
Reduced 71.49%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
9,120
shares
|
$406,843
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
9,109
shares
|
$406,352
0.01% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
9,099
shares
|
$405,906
0.59% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
9,093
shares
|
$405,638
0.04% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
9,092
shares
|
$405,594
0.01% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
9,074
shares
|
$404,791
0.04% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
9,067
shares
|
$404,478
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
8,993
shares
|
$401,177
0.03% of portfolio
|
Q2 2025
Added 70.58%
|
|
|
Rnc Capital Management LLC
|
Jul 30, 2025 Q2 2025 |
8,969
shares
|
$400,107
0.02% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
8,939
shares
|
$398,768
0.1% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,863
shares
|
$395,378
0.01% of portfolio
|
Q2 2025
Reduced 42.78%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
8,839
shares
|
$394,307
0.03% of portfolio
|
Q2 2025
Reduced 15.43%
|