Institutional Ownership Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC). We have compiled data on the 1,389 institutions that hold shares in the stock, with a total of 828 Million shares, which have been reported (via 13F filing form) to have a value of $38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
4,598
shares
|
$211,232
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,582
shares
|
$210,497
0.01% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Newton One Investments LLC
|
Jan 22, 2026 Q4 2025 |
4,578
shares
|
$210,313
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
4,569
shares
|
$209,899
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
4,555
shares
|
$209,256
0.02% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
4,543
shares
|
$208,705
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
4,530
shares
|
$208,108
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
4,527
shares
|
$207,970
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,522
shares
|
$207,740
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
4,487
shares
|
$206,132
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
4,476
shares
|
$205,627
0.01% of portfolio
|
Q4 2025
Added 11.18%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
4,471
shares
|
$205,397
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,387
shares
|
$201,538
0.02% of portfolio
|
Q3 2022
Reduced 5.6%
|
|
|
High Point Wealth Management, LLC
Chester, NJ |
Jan 29, 2026 Q4 2025 |
4,254
shares
|
$195,428
0.17% of portfolio
|
Q4 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
4,251
shares
|
$195,290
0.11% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Peoples Financial Services Corp.
|
Jan 26, 2026 Q4 2025 |
4,174
shares
|
$191,753
0.09% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,147
shares
|
$190,513
0.05% of portfolio
|
Q2 2023
Added 49.77%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
4,100
shares
|
$188,354
0.02% of portfolio
|
Q4 2025
Added 1950.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
4,027
shares
|
$185,000
0.05% of portfolio
|
Q3 2025
Reduced 21.53%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
3,987
shares
|
$183,162
0.0% of portfolio
|
Q3 2025
Added 19.16%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
3,923
shares
|
$180,222
0.04% of portfolio
|
Q4 2025
Added 59.67%
|
|
|
Bayforest Capital LTD
London, X0 |
Jan 27, 2026 Q4 2025 |
3,896
shares
|
$178,982
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
3,832
shares
|
$176,042
0.02% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
3,626
shares
|
$166,578
0.09% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
3,573
shares
|
$164,143
0.01% of portfolio
|
Q4 2025
Added 2.53%
|
|