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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,916
shares
|
$255,393
0.02% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
5,898
shares
|
$254,616
0.0% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
5,855
shares
|
$252,760
0.15% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,828
shares
|
$251,594
0.01% of portfolio
|
Q4 2024
Added 438.13%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
5,812
shares
|
$250,904
0.12% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,762
shares
|
$248,745
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
5,731
shares
|
$247,407
0.01% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
5,688
shares
|
$245,550
0.13% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
5,687
shares
|
$245,507
0.02% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
5,675
shares
|
$244,989
0.13% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,674
shares
|
$244,946
0.02% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
5,672
shares
|
$244,860
0.09% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
5,671
shares
|
$244,817
0.02% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
5,669
shares
|
$244,730
0.05% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
5,668
shares
|
$244,687
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
5,636
shares
|
$243,306
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
5,575
shares
|
$240,672
0.02% of portfolio
|
Q4 2024
Added 10.03%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
5,549
shares
|
$239,550
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
5,531
shares
|
$238,773
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
5,529
shares
|
$238,686
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,527
shares
|
$238,600
0.01% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
5,520
shares
|
$238,298
0.01% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
5,518
shares
|
$238,212
0.01% of portfolio
|
Q4 2024
Reduced 11.09%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
5,499
shares
|
$237,391
0.1% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
5,488
shares
|
$236,916
0.01% of portfolio
|
Q3 2024
New holding
|