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 |
---|---|---|---|---|---|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
200
shares
|
$8,746
0.01% of portfolio
|
Q4 2024
New holding
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
199
shares
|
$8,702
0.0% of portfolio
|
Q2 2025
New holding
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
199
shares
|
$8,702
0.0% of portfolio
|
Q1 2024
New holding
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
193
shares
|
$8,439
0.0% of portfolio
|
Q1 2025
New holding
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
190
shares
|
$8,308
0.0% of portfolio
|
Q3 2024
Added 2.15%
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
188
shares
|
$8,221
0.0% of portfolio
|
Q1 2025
Reduced 39.16%
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
188
shares
|
$8,221
0.0% of portfolio
|
Q1 2025
Added 5.03%
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
185
shares
|
$8,090
0.0% of portfolio
|
Q1 2025
New holding
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
183
shares
|
$8,002
0.0% of portfolio
|
Q1 2025
Added 266.0%
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
176
shares
|
$7,696
0.0% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
170
shares
|
$7,434
0.01% of portfolio
|
Q1 2025
New holding
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
165
shares
|
$7,215
0.0% of portfolio
|
Q4 2022
New holding
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
155
shares
|
$6,778
0.0% of portfolio
|
Q2 2024
Added 287.5%
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
152
shares
|
$6,646
0.0% of portfolio
|
Q4 2021
New holding
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
150
shares
|
$6,559
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
143
shares
|
$6,253
0.0% of portfolio
|
Q3 2022
New holding
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
142
shares
|
$6,209
0.0% of portfolio
|
Q1 2025
Added 3.65%
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
142
shares
|
$6,209
0.0% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
138
shares
|
$6,034
0.0% of portfolio
|
Q2 2025
Added 0.73%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
131
shares
|
$5,728
0.0% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
130
shares
|
$5,684
0.0% of portfolio
|
Q2 2025
Added 242.11%
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
127
shares
|
$5,553
0.0% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
120
shares
|
$5,247
0.0% of portfolio
|
Q2 2025
Added 700.0%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
113
shares
|
$4,941
0.0% of portfolio
|
Q3 2023
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
111
shares
|
$4,854
0.0% of portfolio
|
Q1 2025
Added 0.91%
|