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 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
217+ 0.55% |
$8.09K - $10K
|
39.3K
$1.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
202+ 1.63% |
$7.53K - $9.31K
|
12.6K
$545K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
198+ 1.53% |
$7.39K - $9.12K
|
13.1K
$570K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
193New |
$7.2K - $8.89K
|
193
$8.38K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
191+ 0.88% |
$7.12K - $8.8K
|
21.9K
$953K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
189+ 18.0% |
$7.05K - $8.71K
|
1.24K
$53.8K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
188+ 19.79% |
$7.01K - $8.66K
|
1.14K
$49.4K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
187+ 2.56% |
$6.98K - $8.62K
|
7.5K
$326K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
186+ 1.36% |
$6.94K - $8.57K
|
13.9K
$603K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
185+ 15.72% |
$6.9K - $8.52K
|
1.36K
$59.2K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
185New |
$6.9K - $8.52K
|
185
$8.03K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
183+ 8.04% |
$6.83K - $8.43K
|
2.46K
$107K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
179+ 108.48% |
$6.68K - $8.25K
|
344
$14.9K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
178+ 1.51% |
$6.64K - $8.2K
|
12K
$520K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
177+ 0.84% |
$6.6K - $8.16K
|
21.2K
$919K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
175+ 2.83% |
$6.53K - $8.06K
|
6.35K
$276K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
170New |
$6.34K - $7.83K
|
170
$7.38K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
158+ 1.04% |
$5.89K - $7.28K
|
15.4K
$668K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
154+ 22.06% |
$5.74K - $7.1K
|
852
$37K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
153+ 2.38% |
$5.71K - $7.05K
|
6.59K
$286K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
133+ 266.0% |
$4.96K - $6.13K
|
183
$7.95K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
133+ 0.82% |
$4.96K - $6.13K
|
16.4K
$714K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
129+ 10.76% |
$4.81K - $5.94K
|
1.33K
$57.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
127+ 1.96% |
$4.74K - $5.85K
|
6.62K
$287K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
125+ 1.46% |
$4.66K - $5.76K
|
8.68K
$377K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
124+ 6.53% |
$4.63K - $5.71K
|
2.02K
$87.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
123+ 0.79% |
$4.59K - $5.67K
|
15.8K
$684K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
118+ 45.21% |
$4.4K - $5.44K
|
379
$16.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
108+ 71.05% |
$4.03K - $4.98K
|
260
$11.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
103+ 1.47% |
$3.84K - $4.75K
|
7.1K
$309K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
102+ 70.83% |
$3.8K - $4.7K
|
246
$10.7K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
101New |
$3.77K - $4.65K
|
101
$4.39K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.08% |
$3.73K - $4.61K
|
128K
$5.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
95+ 1.67% |
$3.54K - $4.38K
|
5.77K
$251K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
91+ 5.78% |
$3.39K - $4.19K
|
1.67K
$72.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
90+ 1.16% |
$3.36K - $4.15K
|
7.82K
$340K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
87+ 20.0% |
$3.25K - $4.01K
|
522
$22.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
86+ 3.37% |
$3.21K - $3.96K
|
2.64K
$114K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
86+ 0.84% |
$3.21K - $3.96K
|
10.3K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
85+ 0.82% |
$3.17K - $3.92K
|
10.4K
$452K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
81New |
$3.02K - $3.73K
|
81
$3.52K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
70+ 1.27% |
$2.61K - $3.23K
|
5.6K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
69+ 0.56% |
$2.57K - $3.18K
|
12.5K
$543K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
67+ 0.21% |
$2.5K - $3.09K
|
32K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
66+ 0.98% |
$2.46K - $3.04K
|
6.83K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
64+ 22.86% |
$2.39K - $2.95K
|
344
$14.9K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
64+ 0.39% |
$2.39K - $2.95K
|
16.5K
$715K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
62+ 0.5% |
$2.31K - $2.86K
|
12.5K
$541K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
58+ 1.92% |
$2.16K - $2.67K
|
3.08K
$134K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
58+ 27.49% |
$2.16K - $2.67K
|
269
$11.7K
|