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 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.13K- 71.7% |
$42K - $51.8K
|
444
$19.3K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.16K- 19.85% |
$43.2K - $53.3K
|
4.67K
$203K
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.19K- 66.44% |
$44.2K - $54.7K
|
599
$26K
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.2K- 5.01% |
$44.8K - $55.3K
|
22.8K
$989K
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-1.2K- 8.51% |
$44.8K - $55.3K
|
12.9K
$560K
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.2K- 12.06% |
$44.8K - $55.3K
|
8.75K
$380K
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.25K- 4.12% |
$46.6K - $57.6K
|
29.1K
$1.26M
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
- |
-1.3K- 13.68% |
$48.5K - $60K
|
8.21K
$356K
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.34K- 3.64% |
$50.1K - $61.9K
|
35.5K
$1.54M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 5.51% |
$51K - $63K
|
23.5K
$1.02M
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-1.51K- 1.98% |
$56.1K - $69.4K
|
74.6K
$3.24M
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.52K- 34.6% |
$56.8K - $70.2K
|
2.88K
$125K
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.56K- 10.04% |
$58.1K - $71.8K
|
14K
$606K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.69K- 12.99% |
$63K - $77.9K
|
11.3K
$491K
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-1.7K- 1.62% |
$63.5K - $78.4K
|
103K
$4.49M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.73KClosed |
$64.5K - $79.7K
|
0
$0
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.76K- 28.57% |
$65.5K - $80.9K
|
4.39K
$191K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.79K- 73.52% |
$66.9K - $82.7K
|
646
$28.1K
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.8K- 0.47% |
$67.1K - $82.9K
|
383K
$16.6M
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.8K- 1.3% |
$67.1K - $82.9K
|
137K
$5.95M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.84K- 29.43% |
$68.6K - $84.7K
|
4.41K
$192K
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.93K- 16.4% |
$72K - $88.9K
|
9.83K
$427K
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.94K- 97.83% |
$72.3K - $89.3K
|
43
$1.87K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.95K- 48.76% |
$72.8K - $89.9K
|
2.05K
$89.1K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.95K- 44.79% |
$72.8K - $90K
|
2.41K
$105K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-2K- 89.29% |
$74.6K - $92.2K
|
240
$10.4K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.06K- 12.93% |
$76.8K - $94.9K
|
13.9K
$602K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.15K- 3.65% |
$80.3K - $99.2K
|
56.8K
$2.47M
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.2K- 17.24% |
$81.9K - $101K
|
10.5K
$458K
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.21K- 6.23% |
$82.4K - $102K
|
33.2K
$1.44M
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.3K- 5.22% |
$85.8K - $106K
|
41.7K
$1.81M
|
|
May 07, 2025
Q1 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.32K- 30.13% |
$86.6K - $107K
|
5.39K
$234K
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-2.38K- 1.74% |
$88.7K - $110K
|
134K
$5.82M
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.4K- 19.53% |
$89.5K - $111K
|
9.89K
$429K
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.41K- 10.53% |
$89.8K - $111K
|
20.5K
$889K
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-2.42K- 0.75% |
$90.1K - $111K
|
318K
$13.8M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.61K- 19.6% |
$97.4K - $120K
|
10.7K
$465K
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-2.64K- 96.81% |
$98.6K - $122K
|
87
$3.78K
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.69K- 29.12% |
$100K - $124K
|
6.55K
$285K
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-2.81K- 7.71% |
$105K - $129K
|
33.6K
$1.46M
|
|
May 14, 2025
Q1 2025
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-2.92K- 6.2% |
$109K - $135K
|
44.2K
$1.92M
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3.17K- 5.25% |
$118K - $146K
|
57.1K
$2.48M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.18K- 3.6% |
$119K - $146K
|
85.1K
$3.7M
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.24K- 3.0% |
$121K - $149K
|
105K
$4.55M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.42K- 3.26% |
$128K - $158K
|
101K
$4.4M
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.48K- 2.89% |
$130K - $160K
|
117K
$5.08M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.76K- 45.15% |
$140K - $173K
|
4.57K
$198K
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.77K- 3.1% |
$141K - $174K
|
118K
$5.12M
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.94K- 25.73% |
$147K - $181K
|
11.4K
$493K
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.97K- 5.27% |
$148K - $183K
|
71.4K
$3.1M
|