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 |
|---|---|---|---|---|---|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
7,355
shares
|
$319,133
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Centre Asset Management, LLC
|
Jan 03, 2025 Q4 2024 |
7,351
shares
|
$318,959
0.06% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
7,317
shares
|
$317,484
0.05% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
7,307
shares
|
$317,050
0.11% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
7,274
shares
|
$315,618
0.03% of portfolio
|
Q1 2023
Reduced 5.83%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
7,227
shares
|
$313,579
0.03% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
7,225
shares
|
$313,492
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
7,152
shares
|
$310,325
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
7,148
shares
|
$310,151
0.05% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
7,147
shares
|
$310,108
0.23% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,143
shares
|
$309,934
0.01% of portfolio
|
Q4 2022
Reduced 3.21%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
7,132
shares
|
$309,457
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
7,125
shares
|
$309,153
0.02% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,102
shares
|
$308,155
0.01% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Clear Bridge Investments LTD
Sydney, C3 |
Feb 12, 2025 Q4 2024 |
7,089
shares
|
$307,591
0.01% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
7,077
shares
|
$307,071
0.02% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
7,001
shares
|
$303,773
0.02% of portfolio
|
Q4 2024
Added 27.22%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,979
shares
|
$302,818
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
6,953
shares
|
$301,690
0.02% of portfolio
|
Q4 2024
Added 21.47%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,924
shares
|
$300,432
0.02% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
6,873
shares
|
$298,219
0.03% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
6,830
shares
|
$296,353
0.01% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
6,796
shares
|
$294,878
0.02% of portfolio
|
Q4 2024
Reduced 17.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
6,791
shares
|
$294,661
0.01% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
6,790
shares
|
$294,618
0.03% of portfolio
|
Q4 2024
Reduced 1.85%
|