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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,301
shares
|
$57,829
0.02% of portfolio
|
Q1 2024
Added 5.43%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
1,280
shares
|
$56,896
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,275
shares
|
$56,673
0.0% of portfolio
|
Q3 2024
Reduced 22.49%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,265
shares
|
$56,229
0.01% of portfolio
|
Q4 2022
Added 28.3%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,239
shares
|
$55,073
0.01% of portfolio
|
Q1 2025
Added 18.0%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
1,230
shares
|
$54,673
0.01% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,204
shares
|
$53,517
0.01% of portfolio
|
Q3 2024
Reduced 28.67%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
1,200
shares
|
$53,340
0.03% of portfolio
|
Q2 2024
Reduced 29.41%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,189
shares
|
$52,851
0.0% of portfolio
|
Q2 2025
Added 213.72%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
1,170
shares
|
$52,006
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,138
shares
|
$50,584
0.0% of portfolio
|
Q1 2025
Added 19.79%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
1,119
shares
|
$49,739
0.02% of portfolio
|
Q1 2025
Added 39.53%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,113
shares
|
$49,472
0.0% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,071
shares
|
$47,605
0.01% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
May 05, 2025 Q1 2025 |
1,000
shares
|
$44,450
0.01% of portfolio
|
Q1 2022
Reduced 90.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
987
shares
|
$43,872
0.01% of portfolio
|
Q3 2022
Reduced 5.19%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
986
shares
|
$43,827
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
983
shares
|
$43,694
0.01% of portfolio
|
Q1 2025
Reduced 26.86%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
936
shares
|
$41,605
0.0% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
929
shares
|
$41,294
0.01% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
928
shares
|
$41,249
0.01% of portfolio
|
Q1 2024
Reduced 37.63%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
906
shares
|
$40,271
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
900
shares
|
$40,005
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
898
shares
|
$39,916
0.02% of portfolio
|
Q1 2023
Added 798.0%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
893
shares
|
$39,693
0.01% of portfolio
|
Q4 2024
New holding
|