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 |
|---|---|---|---|---|---|
|
Wallace Hart LLC
Lexington, KY |
Aug 14, 2025 Q2 2025 |
8,206
shares
|
$366,069
0.28% of portfolio
|
Q2 2025
Reduced 73.6%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
8,200
shares
|
$365,802
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
8,192
shares
|
$365,445
0.02% of portfolio
|
Q2 2025
Added 24.27%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
8,192
shares
|
$365,445
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
8,146
shares
|
$363,393
0.04% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
8,145
shares
|
$363,348
0.07% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
8,139
shares
|
$363,080
0.06% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
8,132
shares
|
$362,768
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
8,077
shares
|
$360,314
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
8,068
shares
|
$359,913
0.08% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
8,061
shares
|
$359,601
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
8,034
shares
|
$358,396
0.0% of portfolio
|
Q2 2025
Added 49.39%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
8,017
shares
|
$357,638
0.02% of portfolio
|
Q2 2025
Added 13.09%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
8,000
shares
|
$356,880
0.19% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
7,983
shares
|
$356,121
0.03% of portfolio
|
Q2 2025
Added 20.57%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
7,933
shares
|
$353,891
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
7,914
shares
|
$353,043
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
7,908
shares
|
$352,775
0.02% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
7,872
shares
|
$351,169
0.12% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Groupe La Francaise
Paris, I0 |
Aug 13, 2025 Q2 2025 |
7,865
shares
|
$350,857
0.01% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
7,834
shares
|
$349,474
0.09% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
7,831
shares
|
$349,340
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
7,813
shares
|
$348,537
0.01% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
7,799
shares
|
$347,913
0.05% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
7,795
shares
|
$347,734
0.07% of portfolio
|
Q1 2025
Reduced 4.62%
|