Institutional Ownership Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC). We have compiled data on the 1,334 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 $35.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
1,910
shares
|
$84,899
0.03% of portfolio
|
Q1 2025
Reduced 16.56%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
1,889
shares
|
$83,966
0.03% of portfolio
|
Q4 2024
Reduced 21.75%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
1,883
shares
|
$83,699
0.02% of portfolio
|
Q3 2019
Reduced 7.42%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,759
shares
|
$78,187
0.01% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,725
shares
|
$76,676
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
1,709
shares
|
$75,965
0.03% of portfolio
|
Q1 2025
Reduced 19.04%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
1,692
shares
|
$75,209
0.06% of portfolio
|
Q4 2017
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,666
shares
|
$74,053
0.0% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,650
shares
|
$73,342
0.0% of portfolio
|
Q2 2023
Reduced 15.08%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
1,650
shares
|
$73,342
0.02% of portfolio
|
Q4 2023
Reduced 10.81%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
1,616
shares
|
$71,831
0.01% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
1,602
shares
|
$71,208
0.02% of portfolio
|
Q1 2023
Added 0.75%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,575
shares
|
$70,008
0.02% of portfolio
|
Q1 2025
Added 48.03%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,544
shares
|
$68,630
0.01% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,469
shares
|
$65,297
0.0% of portfolio
|
Q1 2025
Added 174.58%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,456
shares
|
$64,719
0.01% of portfolio
|
Q4 2022
Reduced 23.09%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,433
shares
|
$63,696
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,414
shares
|
$62,852
0.03% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,411
shares
|
$62,718
0.0% of portfolio
|
Q2 2024
Reduced 15.81%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,362
shares
|
$60,540
0.02% of portfolio
|
Q1 2025
Added 15.72%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,357
shares
|
$60,318
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,340
shares
|
$59,563
0.0% of portfolio
|
Q4 2023
Added 1.44%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,337
shares
|
$59,429
0.02% of portfolio
|
Q3 2023
Added 4.45%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,328
shares
|
$59,029
0.01% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
1,305
shares
|
$58,007
0.02% of portfolio
|
Q2 2023
Reduced 94.3%
|