Institutional Ownership Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC). We have compiled data on the 1,335 institutions that hold shares in the stock, with a total of 803 Million shares, which have been reported (via 13F filing form) to have a value of $35.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
5,180
shares
|
$226,573
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
May 05, 2025 Q1 2025 |
5,177
shares
|
$226,441
0.27% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
5,153
shares
|
$225,392
0.01% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
5,148
shares
|
$225,173
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
5,132
shares
|
$224,473
0.05% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
5,113
shares
|
$223,642
0.02% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
5,113
shares
|
$223,642
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,110
shares
|
$223,511
0.02% of portfolio
|
Q2 2024
Reduced 98.73%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
5,110
shares
|
$223,511
0.01% of portfolio
|
Q1 2024
Reduced 98.73%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
5,106
shares
|
$223,336
0.01% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
5,090
shares
|
$222,636
0.05% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
5,024
shares
|
$219,749
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
5,022
shares
|
$219,662
0.12% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
5,008
shares
|
$219,049
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
5,007
shares
|
$219,006
0.03% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
5,000
shares
|
$218,700
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,000
shares
|
$218,700
0.03% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
4,981
shares
|
$217,868
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
4,979
shares
|
$217,781
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
4,978
shares
|
$217,737
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
4,944
shares
|
$216,250
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
4,940
shares
|
$216,075
0.01% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
4,910
shares
|
$214,763
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
4,900
shares
|
$214,326
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
4,891
shares
|
$213,932
0.02% of portfolio
|
Q1 2025
New holding
|