Institutional Ownership Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC). We have compiled data on the 1,164 institutions that hold shares in the stock, with a total of 806 Million shares, which have been reported (via 13F filing form) to have a value of $31.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
100
shares
|
$3,872
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
98
shares
|
$3,795
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
94
shares
|
$3,640
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
93
shares
|
$3,601
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
87
shares
|
$3,369
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
87
shares
|
$3,369
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
85
shares
|
$3,292
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
84
shares
|
$3,253
0.0% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
80
shares
|
$3,098
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
74
shares
|
$2,866
0.0% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
72
shares
|
$2,788
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
65
shares
|
$2,517
0.0% of portfolio
|
Q3 2024
Added 91.18%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
65
shares
|
$2,517
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
56
shares
|
$2,168
0.0% of portfolio
|
Q1 2024
Added 124.0%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
55
shares
|
$2,130
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
48
shares
|
$1,859
0.0% of portfolio
|
Q2 2022
Reduced 57.52%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
44
shares
|
$1,704
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
43
shares
|
$1,665
0.0% of portfolio
|
Q1 2024
Reduced 87.35%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
40
shares
|
$1,549
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
39
shares
|
$1,510
0.0% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
39
shares
|
$1,510
0.0% of portfolio
|
Q2 2024
Reduced 45.83%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
30
shares
|
$1,161
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
29
shares
|
$1,123
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
28
shares
|
$1,084
0.0% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
25
shares
|
$968
0.0% of portfolio
|
Q4 2021
New holding
|