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 |
---|---|---|---|---|---|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
108
shares
|
$4,722
0.0% of portfolio
|
Q3 2023
New holding
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
107
shares
|
$4,679
0.0% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
107
shares
|
$4,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
106
shares
|
$4,635
0.0% of portfolio
|
Q4 2024
New holding
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
104
shares
|
$4,547
0.0% of portfolio
|
Q1 2025
Added 6.12%
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
101
shares
|
$4,416
0.0% of portfolio
|
Q1 2025
Reduced 75.6%
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
101
shares
|
$4,416
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
100
shares
|
$4,373
0.0% of portfolio
|
Q2 2025
Reduced 39.76%
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
100
shares
|
$4,373
0.0% of portfolio
|
Q4 2024
New holding
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
96
shares
|
$4,198
0.0% of portfolio
|
Q1 2025
Reduced 76.47%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
94
shares
|
$4,110
0.0% of portfolio
|
Q1 2023
New holding
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
93
shares
|
$4,066
0.0% of portfolio
|
Q2 2022
New holding
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
87
shares
|
$3,804
0.0% of portfolio
|
Q1 2023
New holding
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
87
shares
|
$3,804
0.0% of portfolio
|
Q3 2024
New holding
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
87
shares
|
$3,804
0.0% of portfolio
|
Q1 2025
Reduced 96.81%
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
85
shares
|
$3,717
0.0% of portfolio
|
Q1 2023
New holding
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
82
shares
|
$3,585
0.0% of portfolio
|
Q4 2024
Added 241.67%
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
81
shares
|
$3,542
0.0% of portfolio
|
Q1 2025
New holding
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
80
shares
|
$3,498
0.0% of portfolio
|
Q3 2024
New holding
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
80
shares
|
$3,498
0.0% of portfolio
|
Q4 2024
Added 23.08%
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
72
shares
|
$3,148
0.0% of portfolio
|
Q4 2023
New holding
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
65
shares
|
$2,842
0.0% of portfolio
|
Q2 2024
New holding
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
64
shares
|
$2,798
0.0% of portfolio
|
Q2 2025
Reduced 75.38%
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
55
shares
|
$2,405
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
55
shares
|
$2,405
0.0% of portfolio
|
Q1 2025
Added 120.0%
|