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 |
|---|---|---|---|---|---|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
4,600
shares
|
$201,204
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
4,600
shares
|
$201,204
0.06% of portfolio
|
Q4 2024
Added 820.0%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
4,590
shares
|
$200,766
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
4,578
shares
|
$200,241
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,570
shares
|
$199,891
0.01% of portfolio
|
Q1 2025
Reduced 45.15%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,567
shares
|
$199,760
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Apr 15, 2025 Q1 2025 |
4,552
shares
|
$199,104
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
4,530
shares
|
$198,142
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
4,503
shares
|
$196,961
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
4,482
shares
|
$196,042
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
4,474
shares
|
$195,692
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
4,472
shares
|
$195,605
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
4,415
shares
|
$193,112
0.03% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
4,414
shares
|
$193,068
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
4,410
shares
|
$192,893
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
4,387
shares
|
$191,887
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,387
shares
|
$191,887
0.02% of portfolio
|
Q3 2022
Reduced 5.6%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
4,329
shares
|
$189,350
0.14% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
4,320
shares
|
$188,956
0.05% of portfolio
|
Q2 2025
Added 297.06%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
4,230
shares
|
$185,020
0.11% of portfolio
|
Q1 2025
Added 888.32%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
4,229
shares
|
$184,976
0.04% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
4,174
shares
|
$182,570
0.09% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,147
shares
|
$181,389
0.05% of portfolio
|
Q2 2023
Added 49.77%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
3,971
shares
|
$173,691
0.0% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
3,826
shares
|
$167,349
0.03% of portfolio
|
Q2 2025
Added 0.1%
|