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 800 Million shares, which have been reported (via 13F filing form) to have a value of $34.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,500
shares
|
$64,275
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,456
shares
|
$62,389
0.01% of portfolio
|
Q4 2022
Reduced 23.09%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,433
shares
|
$61,404
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,414
shares
|
$60,589
0.03% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,411
shares
|
$60,461
0.0% of portfolio
|
Q2 2024
Reduced 15.81%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
1,375
shares
|
$58,918
0.01% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Feb 14, 2025 Q4 2024 |
1,369
shares
|
$58,661
0.0% of portfolio
|
Q4 2024
Reduced 87.36%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,357
shares
|
$58,147
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,344
shares
|
$57,590
0.01% of portfolio
|
Q4 2024
Added 43.59%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,340
shares
|
$57,419
0.0% of portfolio
|
Q4 2023
Added 1.44%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,337
shares
|
$57,290
0.02% of portfolio
|
Q3 2023
Added 4.45%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,332
shares
|
$57,076
0.0% of portfolio
|
Q4 2024
Reduced 74.86%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,316
shares
|
$56,390
0.01% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
1,305
shares
|
$55,919
0.02% of portfolio
|
Q2 2023
Reduced 94.3%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,301
shares
|
$55,747
0.02% of portfolio
|
Q1 2024
Added 5.43%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,299
shares
|
$55,662
0.0% of portfolio
|
Q4 2024
Reduced 42.22%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,275
shares
|
$54,633
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
|
$54,548
0.02% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
1,265
shares
|
$54,205
0.01% of portfolio
|
Q4 2022
Added 28.3%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,204
shares
|
$51,591
0.01% of portfolio
|
Q3 2024
Reduced 28.67%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
1,200
shares
|
$51,420
0.02% of portfolio
|
Q2 2024
Reduced 29.41%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,199
shares
|
$51,377
0.01% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,177
shares
|
$50,434
0.01% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
1,170
shares
|
$50,134
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,104
shares
|
$47,306
0.0% of portfolio
|
Q4 2024
Reduced 1.16%
|