Institutional Ownership Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC). We have compiled data on the 1,327 institutions that hold shares in the stock, with a total of 801 Million shares, which have been reported (via 13F filing form) to have a value of $35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
185
shares
|
$8,078
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
183
shares
|
$7,991
0.0% of portfolio
|
Q1 2025
Added 266.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
176
shares
|
$7,685
0.0% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
170
shares
|
$7,423
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
166
shares
|
$7,249
0.0% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
165
shares
|
$7,205
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
159
shares
|
$6,943
0.0% of portfolio
|
Q4 2024
Reduced 72.01%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
155
shares
|
$6,768
0.0% of portfolio
|
Q2 2024
Added 287.5%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
152
shares
|
$6,637
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
150
shares
|
$6,550
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
143
shares
|
$6,244
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
142
shares
|
$6,201
0.0% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
142
shares
|
$6,201
0.0% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
137
shares
|
$5,982
0.0% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
131
shares
|
$5,720
0.0% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
127
shares
|
$5,546
0.0% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
113
shares
|
$4,934
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
111
shares
|
$4,847
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
108
shares
|
$4,716
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
107
shares
|
$4,672
0.0% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
107
shares
|
$4,672
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
106
shares
|
$4,629
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
104
shares
|
$4,541
0.0% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
101
shares
|
$4,410
0.0% of portfolio
|
Q1 2025
Reduced 75.6%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
101
shares
|
$4,410
0.0% of portfolio
|
Q1 2025
New holding
|