Institutional Ownership Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC). We have compiled data on the 1,389 institutions that hold shares in the stock, with a total of 828 Million shares, which have been reported (via 13F filing form) to have a value of $38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
761
shares
|
$34,960
0.0% of portfolio
|
Q4 2022
Reduced 8.31%
|
|
|
Evolution Advisers, Inc.
|
Jan 23, 2026 Q4 2025 |
760
shares
|
$34,914
0.01% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
758
shares
|
$34,822
0.0% of portfolio
|
Q3 2023
Reduced 1.04%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
750
shares
|
$34,455
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jan 26, 2026 Q4 2025 |
748
shares
|
$34,363
0.0% of portfolio
|
Q1 2025
Reduced 42.42%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
694
shares
|
$31,882
0.01% of portfolio
|
Q1 2025
Added 46.41%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
685
shares
|
$31,468
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
681
shares
|
$31,285
0.02% of portfolio
|
Q2 2022
Reduced 18.35%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
678
shares
|
$31,147
0.01% of portfolio
|
Q3 2025
Reduced 35.31%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
663
shares
|
$30,458
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
656
shares
|
$30,136
0.0% of portfolio
|
Q4 2023
Reduced 19.51%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
655
shares
|
$30,090
0.02% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
651
shares
|
$29,906
0.0% of portfolio
|
Q2 2023
Added 189.33%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
647
shares
|
$29,723
0.0% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
630
shares
|
$28,942
0.01% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
622
shares
|
$28,574
0.01% of portfolio
|
Q1 2023
Reduced 3.42%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
622
shares
|
$28,574
0.0% of portfolio
|
Q3 2019
Reduced 18.05%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
602
shares
|
$27,655
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Concord Wealth Partners
|
Jan 29, 2026 Q4 2025 |
600
shares
|
$27,564
0.0% of portfolio
|
Q4 2025
Reduced 14.77%
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
584
shares
|
$26,828
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
578
shares
|
$26,553
0.0% of portfolio
|
Q3 2025
Added 210.75%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 23, 2026 Q4 2025 |
560
shares
|
$25,726
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
556
shares
|
$25,542
0.01% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
555
shares
|
$25,496
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 28, 2026 Q4 2025 |
554
shares
|
$25,450
0.01% of portfolio
|
Q4 2025
Added 0.91%
|
|