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 |
|---|---|---|---|---|---|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
6,768
shares
|
$292,174
0.12% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,766
shares
|
$292,088
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
6,725
shares
|
$290,318
0.11% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
6,724
shares
|
$290,275
0.0% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,666
shares
|
$287,771
0.0% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
6,648
shares
|
$286,994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
6,626
shares
|
$286,044
0.01% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
6,625
shares
|
$286,001
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Compton Financial Group, LLC
|
Jan 30, 2025 Q4 2024 |
6,618
shares
|
$285,699
0.07% of portfolio
|
Q4 2024
Added 16.93%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
6,539
shares
|
$282,288
0.19% of portfolio
|
Q1 2023
Added 0.37%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
6,525
shares
|
$281,684
0.04% of portfolio
|
Q4 2024
Added 11.67%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
6,500
shares
|
$280,605
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,492
shares
|
$280,259
0.01% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
6,487
shares
|
$280,043
0.05% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
6,485
shares
|
$279,957
0.06% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
6,462
shares
|
$278,964
0.06% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
6,439
shares
|
$277,971
0.01% of portfolio
|
Q4 2024
Added 22.44%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
6,413
shares
|
$276,849
0.01% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
6,400
shares
|
$276,288
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
6,399
shares
|
$276,244
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
6,394
shares
|
$276,028
0.06% of portfolio
|
Q4 2023
Reduced 49.48%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,392
shares
|
$275,942
0.01% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
6,388
shares
|
$275,769
0.04% of portfolio
|
Q4 2024
Added 12.46%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
6,367
shares
|
$274,863
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
6,367
shares
|
$274,863
0.02% of portfolio
|
Q4 2024
New holding
|