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 |
---|---|---|---|---|---|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
342
shares
|
$14,955
0.01% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
340
shares
|
$14,868
0.01% of portfolio
|
Q4 2022
Reduced 49.55%
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
339
shares
|
$14,824
0.0% of portfolio
|
Q1 2025
New holding
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
337
shares
|
$14,737
0.0% of portfolio
|
Q4 2024
Reduced 13.59%
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
335
shares
|
$14,649
0.01% of portfolio
|
Q4 2024
New holding
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
330
shares
|
$14,430
0.01% of portfolio
|
Q2 2024
Reduced 34.0%
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
329
shares
|
$14,387
0.01% of portfolio
|
Q1 2025
Added 306.17%
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
313
shares
|
$13,687
0.01% of portfolio
|
Q1 2025
Added 0.97%
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
305
shares
|
$13,337
0.0% of portfolio
|
Q4 2024
Added 0.99%
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
300
shares
|
$13,118
0.01% of portfolio
|
Q1 2022
Reduced 15.01%
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
300
shares
|
$13,118
0.01% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
300
shares
|
$13,118
0.01% of portfolio
|
Q3 2020
Reduced 68.75%
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
299
shares
|
$13,075
0.0% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
285
shares
|
$12,463
0.0% of portfolio
|
Q2 2025
Added 15.85%
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
282
shares
|
$12,331
0.0% of portfolio
|
Q4 2022
New holding
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
280
shares
|
$12,244
0.01% of portfolio
|
Q2 2025
New holding
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
279
shares
|
$12,200
0.01% of portfolio
|
Q1 2025
New holding
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
279
shares
|
$12,200
0.01% of portfolio
|
Q1 2025
New holding
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
277
shares
|
$12,113
0.01% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
275
shares
|
$12,025
0.0% of portfolio
|
Q4 2022
Added 1347.37%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
271
shares
|
$11,850
0.01% of portfolio
|
Q4 2023
Added 3.83%
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
269
shares
|
$11,763
0.0% of portfolio
|
Q1 2025
Added 27.49%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
268
shares
|
$11,719
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
262
shares
|
$11,457
0.0% of portfolio
|
Q2 2024
New holding
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
255
shares
|
$11,151
0.0% of portfolio
|
Q1 2025
Added 962.5%
|