Institutional Ownership Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC). We have compiled data on the 1,336 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 $35.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
694
shares
|
$30,348
0.01% of portfolio
|
Q1 2025
Added 46.41%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
681
shares
|
$29,780
0.02% of portfolio
|
Q2 2022
Reduced 18.35%
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
670
shares
|
$29,299
0.0% of portfolio
|
Q2 2025
Added 0.9%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
656
shares
|
$28,686
0.0% of portfolio
|
Q4 2023
Reduced 19.51%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
651
shares
|
$28,468
0.0% of portfolio
|
Q2 2023
Added 189.33%
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
646
shares
|
$28,249
0.0% of portfolio
|
Q2 2025
Added 0.62%
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
630
shares
|
$27,549
0.01% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
622
shares
|
$27,200
0.01% of portfolio
|
Q1 2023
Reduced 3.42%
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
622
shares
|
$27,200
0.0% of portfolio
|
Q3 2019
Reduced 18.05%
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
600
shares
|
$26,237
0.0% of portfolio
|
Q3 2022
Reduced 1.32%
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
590
shares
|
$25,800
0.0% of portfolio
|
Q1 2022
Reduced 66.61%
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
555
shares
|
$24,270
0.09% of portfolio
|
Q3 2024
New holding
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
544
shares
|
$23,789
0.0% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
541
shares
|
$23,657
0.01% of portfolio
|
Q2 2025
Added 0.74%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
539
shares
|
$23,570
0.01% of portfolio
|
Q1 2025
Added 0.94%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
532
shares
|
$23,264
0.02% of portfolio
|
Q1 2025
Reduced 7.96%
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
529
shares
|
$23,133
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
522
shares
|
$22,827
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
518
shares
|
$22,652
0.0% of portfolio
|
Q4 2021
Reduced 0.38%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
513
shares
|
$22,433
0.01% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
513
shares
|
$22,433
0.03% of portfolio
|
Q1 2025
Added 75.68%
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
500
shares
|
$21,865
0.01% of portfolio
|
Q1 2024
Reduced 69.23%
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$21,865
0.01% of portfolio
|
Q2 2024
New holding
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
500
shares
|
$21,865
0.02% of portfolio
|
Q1 2025
Reduced 19.35%
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
492
shares
|
$21,515
0.01% of portfolio
|
Q2 2024
Added 0.41%
|