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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
50
shares
|
$2,186
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
50
shares
|
$2,186
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
49
shares
|
$2,142
0.0% of portfolio
|
Q4 2024
Added 63.33%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
48
shares
|
$2,099
0.0% of portfolio
|
Q2 2022
Reduced 57.52%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
47
shares
|
$2,055
0.0% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
46
shares
|
$2,011
0.0% of portfolio
|
Q1 2025
Reduced 81.3%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
43
shares
|
$1,880
0.0% of portfolio
|
Q1 2025
Reduced 97.83%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
40
shares
|
$1,749
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
39
shares
|
$1,705
0.0% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
39
shares
|
$1,705
0.0% of portfolio
|
Q2 2025
Reduced 46.58%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
36
shares
|
$1,574
0.0% of portfolio
|
Q2 2025
Added 260.0%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
May 15, 2025 Q1 2025 |
35
shares
|
$1,530
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
32
shares
|
$1,399
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
29
shares
|
$1,268
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
29
shares
|
$1,268
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
28
shares
|
$1,224
0.0% of portfolio
|
Q1 2025
Reduced 82.28%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
27
shares
|
$1,180
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
25
shares
|
$1,093
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
25
shares
|
$1,093
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
23
shares
|
$1,005
0.0% of portfolio
|
Q2 2023
Reduced 96.86%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
22
shares
|
$962
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
22
shares
|
$962
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
22
shares
|
$962
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
22
shares
|
$962
0.0% of portfolio
|
Q2 2025
Reduced 52.17%
|