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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
563+ 2.34% |
$21K - $25.9K
|
24.6K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
550+ 5.62% |
$20.5K - $25.3K
|
10.3K
$449K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
544+ 15.34% |
$20.3K - $25.1K
|
4.09K
$178K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
539+ 4.67% |
$20.1K - $24.8K
|
12.1K
$525K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
532+ 4.05% |
$19.8K - $24.5K
|
13.7K
$594K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
519+ 2.04% |
$19.4K - $23.9K
|
26K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
512+ 2.64% |
$19.1K - $23.6K
|
19.9K
$865K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
511+ 48.03% |
$19.1K - $23.5K
|
1.58K
$68.4K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
508+ 3.28% |
$18.9K - $23.4K
|
16K
$695K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
500+ 2.82% |
$18.7K - $23K
|
18.2K
$790K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
500+ 6.35% |
$18.7K - $23K
|
8.37K
$364K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
471+ 3.19% |
$17.6K - $21.7K
|
15.3K
$662K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
430+ 6.16% |
$16K - $19.8K
|
7.41K
$322K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
424New |
$15.8K - $19.5K
|
424
$18.4K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
421+ 9.15% |
$15.7K - $19.4K
|
5.02K
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
415+ 3.55% |
$15.5K - $19.1K
|
12.1K
$526K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
400New |
$14.9K - $18.4K
|
400
$17.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
400+ 1.27% |
$14.9K - $18.4K
|
31.9K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
396New |
$14.8K - $18.2K
|
396
$17.2K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
395New |
$14.7K - $18.2K
|
395
$17.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
385+ 1.69% |
$14.4K - $17.7K
|
23.2K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
383+ 1235.48% |
$14.3K - $17.6K
|
414
$18K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
376+ 16.35% |
$14K - $17.3K
|
2.68K
$116K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
371+ 3.56% |
$13.8K - $17.1K
|
10.8K
$469K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
361+ 11.66% |
$13.5K - $16.6K
|
3.46K
$150K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
354+ 9.66% |
$13.2K - $16.3K
|
4.02K
$175K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
354+ 6.41% |
$13.2K - $16.3K
|
5.87K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
348+ 2.78% |
$13K - $16K
|
12.8K
$558K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
347+ 8.94% |
$12.9K - $16K
|
4.23K
$184K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
339+ 3390.0% |
$12.6K - $15.6K
|
349
$15.2K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
339New |
$12.6K - $15.6K
|
339
$14.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
323+ 3.77% |
$12K - $14.9K
|
8.88K
$386K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
317+ 39.53% |
$11.8K - $14.6K
|
1.12K
$48.6K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
296+ 6.15% |
$11K - $13.6K
|
5.11K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
279New |
$10.4K - $12.9K
|
279
$12.1K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
279New |
$10.4K - $12.9K
|
279
$12.1K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
277New |
$10.3K - $12.8K
|
277
$12K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
275+ 3.28% |
$10.3K - $12.7K
|
8.67K
$377K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
267+ 3.84% |
$9.96K - $12.3K
|
7.22K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
248+ 306.17% |
$9.25K - $11.4K
|
329
$14.3K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
239+ 2.22% |
$8.91K - $11K
|
11K
$479K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
233+ 2.38% |
$8.69K - $10.7K
|
10K
$436K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
233+ 3.17% |
$8.69K - $10.7K
|
7.58K
$329K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
231+ 962.5% |
$8.62K - $10.6K
|
255
$11.1K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
230+ 2.41% |
$8.58K - $10.6K
|
9.76K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
230New |
$8.58K - $10.6K
|
230
$9.99K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
230+ 37.04% |
$8.58K - $10.6K
|
851
$37K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
226+ 0.67% |
$8.43K - $10.4K
|
33.8K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
221+ 75.68% |
$8.24K - $10.2K
|
513
$22.3K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
220+ 46.41% |
$8.21K - $10.1K
|
694
$30.1K
|