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 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 1.48% |
$74.6 - $92.2
|
137
$5.95K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2+ 0.03% |
$74.6 - $92.2
|
7.15K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.85% |
$74.6 - $92.2
|
238
$10.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1+ 0.01% |
$37.3 - $46.1
|
11.9K
$519K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.91% |
$37.3 - $46.1
|
111
$4.82K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1- 0.02% |
$37.3 - $46.1
|
5.67K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-2- 1.39% |
$74.6 - $92.2
|
142
$6.17K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3- 1.78% |
$112 - $138
|
166
$7.21K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4- 0.07% |
$149 - $184
|
6.03K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-6- 0.04% |
$224 - $276
|
15.2K
$659K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-7- 0.15% |
$261 - $323
|
4.8K
$209K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-9- 0.95% |
$336 - $415
|
936
$40.7K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-12- 8.39% |
$448 - $553
|
131
$5.69K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-13- 1.38% |
$485 - $599
|
929
$40.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-18- 6.1% |
$671 - $829
|
277
$12K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-18- 1.1% |
$671 - $829
|
1.62K
$70.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-20- 2.56% |
$746 - $922
|
762
$33.1K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-22- 0.1% |
$821 - $1.01K
|
21.6K
$936K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-24- 3.34% |
$895 - $1.11K
|
695
$30.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-25- 1.11% |
$932 - $1.15K
|
2.22K
$96.3K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-25- 1.04% |
$932 - $1.15K
|
2.37K
$103K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-28- 11.16% |
$1.04K - $1.29K
|
223
$9.68K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-30- 0.39% |
$1.12K - $1.38K
|
7.73K
$336K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-31- 58.49% |
$1.16K - $1.43K
|
22
$955
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-31- 0.46% |
$1.16K - $1.43K
|
6.69K
$291K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-33- 0.61% |
$1.23K - $1.52K
|
5.36K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-35- 0.21% |
$1.31K - $1.61K
|
16.3K
$707K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-36- 0.24% |
$1.34K - $1.66K
|
15.2K
$660K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-39- 0.55% |
$1.45K - $1.8K
|
7.09K
$308K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-41- 4.89% |
$1.53K - $1.89K
|
798
$34.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-46- 7.96% |
$1.72K - $2.12K
|
532
$23.1K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-49- 0.97% |
$1.83K - $2.26K
|
5.01K
$217K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-51- 12.98% |
$1.9K - $2.35K
|
342
$14.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-52- 0.13% |
$1.94K - $2.4K
|
39.5K
$1.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-52- 20.47% |
$1.94K - $2.4K
|
202
$8.77K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-52- 0.96% |
$1.94K - $2.4K
|
5.36K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-52- 8.72% |
$1.94K - $2.4K
|
544
$23.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-53- 0.6% |
$1.98K - $2.44K
|
8.73K
$379K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-56- 0.87% |
$2.09K - $2.58K
|
6.36K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-58- 0.78% |
$2.16K - $2.67K
|
7.37K
$320K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-62- 0.5% |
$2.31K - $2.86K
|
12.3K
$535K
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-64- 0.05% |
$2.39K - $2.95K
|
131K
$5.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-66- 1.21% |
$2.46K - $3.04K
|
5.41K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-68- 0.01% |
$2.54K - $3.13K
|
528K
$22.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-70- 0.67% |
$2.61K - $3.23K
|
10.4K
$451K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-70- 0.72% |
$2.61K - $3.23K
|
9.67K
$420K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-71- 13.95% |
$2.65K - $3.27K
|
438
$19K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-77- 0.24% |
$2.87K - $3.55K
|
31.4K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-79- 1.79% |
$2.95K - $3.64K
|
4.33K
$188K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-87- 0.17% |
$3.25K - $4.01K
|
49.8K
$2.16M
|