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 |
|---|---|---|---|---|---|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
22
shares
|
$962
0.0% of portfolio
|
Q1 2025
Reduced 58.49%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
20
shares
|
$874
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
20
shares
|
$874
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
20
shares
|
$874
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
20
shares
|
$874
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
16
shares
|
$699
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
15
shares
|
$655
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
11
shares
|
$481
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
10
shares
|
$437
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
9
shares
|
$393
0.0% of portfolio
|
Q2 2025
Reduced 94.34%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
7
shares
|
$306
0.0% of portfolio
|
Q1 2025
Reduced 96.83%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
4
shares
|
$174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
4
shares
|
$174
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
4
shares
|
$174
0.0% of portfolio
|
Q3 2024
Reduced 99.27%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
4
shares
|
$174
0.0% of portfolio
|
Q1 2025
Reduced 95.79%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
3
shares
|
$131
0.0% of portfolio
|
Q1 2025
Reduced 97.22%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
1
shares
|
$43
0.0% of portfolio
|
Q1 2025
Reduced 99.81%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$43
0.0% of portfolio
|
Q1 2025
Reduced 99.34%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|