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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
25
shares
|
$968
0.0% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
24
shares
|
$929
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
23
shares
|
$890
0.0% of portfolio
|
Q2 2023
Reduced 96.86%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
22
shares
|
$852
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
20
shares
|
$774
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
16
shares
|
$619
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
14
shares
|
$542
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
12
shares
|
$464
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
11
shares
|
$426
0.0% of portfolio
|
Q4 2023
Reduced 15.38%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
11
shares
|
$426
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
9
shares
|
$348
0.0% of portfolio
|
Q3 2023
Reduced 98.09%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 28, 2024 Q3 2024 |
7
shares
|
$271
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
7
shares
|
$271
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
4
shares
|
$154
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
4
shares
|
$154
0.0% of portfolio
|
Q3 2024
Reduced 99.27%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
4
shares
|
$154
0.0% of portfolio
|
Q3 2024
Reduced 96.99%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
1
shares
|
$38
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
1
shares
|
$38
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
1
shares
|
$38
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|