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 |
|---|---|---|---|---|---|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
100
shares
|
$4,367
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
96
shares
|
$4,192
0.0% of portfolio
|
Q1 2025
Reduced 76.47%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
94
shares
|
$4,104
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
93
shares
|
$4,061
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
87
shares
|
$3,799
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
87
shares
|
$3,799
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
87
shares
|
$3,799
0.0% of portfolio
|
Q1 2025
Reduced 96.81%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
85
shares
|
$3,711
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
82
shares
|
$3,580
0.0% of portfolio
|
Q4 2024
Added 241.67%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
81
shares
|
$3,537
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
80
shares
|
$3,493
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
80
shares
|
$3,493
0.0% of portfolio
|
Q4 2024
Added 23.08%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
73
shares
|
$3,187
0.0% of portfolio
|
Q1 2025
Added 87.18%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
72
shares
|
$3,144
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
65
shares
|
$2,838
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
55
shares
|
$2,401
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
55
shares
|
$2,401
0.0% of portfolio
|
Q1 2025
Added 120.0%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
50
shares
|
$2,183
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
50
shares
|
$2,183
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
49
shares
|
$2,139
0.0% of portfolio
|
Q4 2024
Added 63.33%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
48
shares
|
$2,096
0.0% of portfolio
|
Q2 2022
Reduced 57.52%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
47
shares
|
$2,052
0.0% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
46
shares
|
$2,008
0.0% of portfolio
|
Q1 2025
Reduced 81.3%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
46
shares
|
$2,008
0.0% of portfolio
|
Q1 2025
Added 48.39%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
46
shares
|
$2,008
0.0% of portfolio
|
Q1 2025
Added 253.85%
|