Institutional Ownership Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC). We have compiled data on the 1,215 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 $35.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,639
shares
|
$73,083
0.0% of portfolio
|
Q4 2024
Reduced 55.41%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
1,634
shares
|
$72,860
0.0% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
1,602
shares
|
$71,433
0.0% of portfolio
|
Q4 2024
Added 99.75%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
1,602
shares
|
$71,433
0.01% of portfolio
|
Q1 2023
Added 0.75%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,575
shares
|
$70,229
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,569
shares
|
$69,961
0.02% of portfolio
|
Q4 2024
Reduced 21.55%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,500
shares
|
$66,885
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,456
shares
|
$64,923
0.01% of portfolio
|
Q4 2022
Reduced 23.09%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,433
shares
|
$63,897
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,414
shares
|
$63,050
0.03% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,411
shares
|
$62,916
0.0% of portfolio
|
Q2 2024
Reduced 15.81%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
1,375
shares
|
$61,311
0.01% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,357
shares
|
$60,508
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,344
shares
|
$59,928
0.01% of portfolio
|
Q4 2024
Added 43.59%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,340
shares
|
$59,750
0.0% of portfolio
|
Q4 2023
Added 1.44%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,337
shares
|
$59,616
0.02% of portfolio
|
Q3 2023
Added 4.45%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,332
shares
|
$59,393
0.0% of portfolio
|
Q4 2024
Reduced 74.86%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
1,305
shares
|
$58,189
0.02% of portfolio
|
Q2 2023
Reduced 94.3%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,301
shares
|
$58,011
0.02% of portfolio
|
Q1 2024
Added 5.43%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,299
shares
|
$57,922
0.0% of portfolio
|
Q4 2024
Reduced 42.22%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
1,280
shares
|
$57,075
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,275
shares
|
$56,852
0.0% of portfolio
|
Q3 2024
Reduced 22.49%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
1,273
shares
|
$56,763
0.02% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
1,265
shares
|
$56,406
0.01% of portfolio
|
Q4 2022
Added 28.3%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,204
shares
|
$53,686
0.01% of portfolio
|
Q3 2024
Reduced 28.67%
|