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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
644
shares
|
$28,715
0.01% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
622
shares
|
$27,734
0.01% of portfolio
|
Q1 2023
Reduced 3.42%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
622
shares
|
$27,734
0.0% of portfolio
|
Q3 2019
Reduced 18.05%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
621
shares
|
$27,690
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
620
shares
|
$27,645
0.02% of portfolio
|
Q3 2024
Reduced 19.35%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
617
shares
|
$27,512
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
600
shares
|
$26,754
0.0% of portfolio
|
Q3 2022
Reduced 1.32%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
596
shares
|
$26,575
0.0% of portfolio
|
Q4 2024
Added 5318.18%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
595
shares
|
$26,531
0.01% of portfolio
|
Q4 2024
Reduced 55.4%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
590
shares
|
$26,308
0.0% of portfolio
|
Q1 2022
Reduced 66.61%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
578
shares
|
$25,773
0.02% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
555
shares
|
$24,747
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
535
shares
|
$23,855
0.0% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
534
shares
|
$23,811
0.01% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
526
shares
|
$23,454
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
525
shares
|
$23,409
0.0% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
518
shares
|
$23,097
0.0% of portfolio
|
Q4 2021
Reduced 0.38%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
513
shares
|
$22,874
0.01% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
509
shares
|
$22,696
0.0% of portfolio
|
Q3 2024
Reduced 23.46%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
500
shares
|
$22,295
0.01% of portfolio
|
Q1 2024
Reduced 69.23%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
500
shares
|
$22,295
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
492
shares
|
$21,938
0.01% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
474
shares
|
$21,135
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
474
shares
|
$21,135
0.01% of portfolio
|
Q3 2023
Reduced 83.63%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
458
shares
|
$20,422
0.0% of portfolio
|
Q2 2024
Reduced 83.17%
|