Purchases and Sales Made in Q1 2025 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q1 2025. The information is specifically focused on institutions that hold shares of EXELON CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.26K+ 4.8% |
$47K - $58K
|
27.5K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.24K+ 11.57% |
$46.4K - $57.3K
|
12K
$521K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.19K+ 8.6% |
$44.3K - $54.8K
|
15K
$652K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.16K+ 12.65% |
$43.4K - $53.6K
|
10.4K
$450K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.14K+ 3.73% |
$42.4K - $52.4K
|
31.6K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.11K+ 26.04% |
$41.4K - $51.2K
|
5.38K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.1K+ 4.24% |
$40.8K - $50.5K
|
26.9K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.09K+ 12.11% |
$40.8K - $50.4K
|
10.1K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.09K+ 5.91% |
$40.7K - $50.3K
|
19.5K
$848K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.09KNew |
$40.6K - $50.1K
|
1.09K
$47.3K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.07K+ 6.88% |
$40K - $49.4K
|
16.7K
$724K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.06K+ 2.04% |
$39.6K - $48.9K
|
53.2K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.05K+ 14.69% |
$39.1K - $48.2K
|
8.17K
$355K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 6.89% |
$38.6K - $47.6K
|
16K
$697K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
986New |
$36.8K - $45.4K
|
986
$42.8K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
983+ 16.1% |
$36.7K - $45.3K
|
7.09K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
949+ 12.18% |
$35.4K - $43.7K
|
8.74K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
934+ 174.58% |
$34.8K - $43K
|
1.47K
$63.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
933+ 1.97% |
$34.8K - $43K
|
48.4K
$2.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
933+ 9.53% |
$34.8K - $43K
|
10.7K
$466K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
906New |
$33.8K - $41.7K
|
906
$39.3K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
901+ 2.16% |
$33.6K - $41.5K
|
42.7K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
891+ 5.69% |
$33.2K - $41.1K
|
16.6K
$719K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
887+ 4.72% |
$33.1K - $40.9K
|
19.7K
$855K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
877+ 2.09% |
$32.7K - $40.4K
|
42.9K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
865+ 8.85% |
$32.3K - $39.9K
|
10.6K
$462K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
859+ 79.54% |
$32K - $39.6K
|
1.94K
$84.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
839+ 8.43% |
$31.3K - $38.7K
|
10.8K
$469K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
826+ 2.33% |
$30.8K - $38.1K
|
36.3K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
809+ 4.0% |
$30.2K - $37.3K
|
21K
$913K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
807+ 2.39% |
$30.1K - $37.2K
|
34.6K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
798+ 7.07% |
$29.8K - $36.8K
|
12.1K
$525K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
790+ 5.65% |
$29.5K - $36.4K
|
14.8K
$641K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
779+ 12.79% |
$29.1K - $35.9K
|
6.87K
$298K
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
760+ 0.63% |
$28.3K - $35K
|
121K
$5.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
745+ 1.46% |
$27.8K - $34.3K
|
51.6K
$2.24M
|
|
|
May 06, 2025
Q1 2025
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
743New |
$27.7K - $34.2K
|
743
$32.3K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
726+ 10.22% |
$27.1K - $33.5K
|
7.83K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
717+ 11.41% |
$26.7K - $33K
|
7K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
675+ 10.57% |
$25.2K - $31.1K
|
7.06K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
663+ 1.39% |
$24.7K - $30.6K
|
48.3K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
649+ 3.21% |
$24.2K - $29.9K
|
20.9K
$908K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
644+ 2.73% |
$24K - $29.7K
|
24.2K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
625+ 38.13% |
$23.3K - $28.8K
|
2.26K
$98.3K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
596+ 6.57% |
$22.2K - $27.5K
|
9.67K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
589+ 10.36% |
$22K - $27.1K
|
6.28K
$273K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
584+ 2.41% |
$21.8K - $26.9K
|
24.8K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
573+ 7.0% |
$21.4K - $26.4K
|
8.76K
$380K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
569+ 3.19% |
$21.2K - $26.2K
|
18.4K
$800K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
565+ 0.29% |
$21.1K - $26K
|
192K
$8.35M
|