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 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
13.9K+ 97.21% |
$518K - $640K
|
28.2K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
13.9K+ 45.81% |
$518K - $639K
|
44.2K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
13.4KNew |
$501K - $618K
|
13.4K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
13.4KNew |
$499K - $617K
|
13.4K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
13.3KNew |
$497K - $614K
|
13.3K
$579K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
13.3K+ 3.53% |
$497K - $614K
|
391K
$17M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
13.2KNew |
$493K - $609K
|
13.2K
$574K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13K+ 26.07% |
$486K - $600K
|
63K
$2.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
13K+ 5.97% |
$485K - $600K
|
231K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
12.6K+ 26.58% |
$469K - $580K
|
59.9K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$442K - $546K
|
11.9K
$515K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.7K+ 3.64% |
$436K - $538K
|
332K
$14.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.6K+ 22.52% |
$434K - $537K
|
63.4K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
11.6K+ 5.16% |
$433K - $535K
|
236K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11.5K+ 10.15% |
$427K - $528K
|
124K
$5.4M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
11.2KNew |
$419K - $517K
|
11.2K
$487K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.2K+ 46.1% |
$418K - $517K
|
35.5K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
11K+ 84.37% |
$409K - $505K
|
24K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
10.8K+ 270.25% |
$403K - $498K
|
14.8K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
10.8K+ 8.53% |
$401K - $496K
|
137K
$5.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
10.7KNew |
$401K - $495K
|
10.7K
$466K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.6K+ 159.03% |
$394K - $487K
|
17.2K
$748K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.5KNew |
$390K - $482K
|
10.5K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.4K+ 95.06% |
$389K - $480K
|
21.4K
$929K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.3K+ 55.57% |
$383K - $473K
|
28.8K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10.2K+ 191.15% |
$382K - $472K
|
15.6K
$678K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
10.2KNew |
$380K - $470K
|
10.2K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.2K+ 118.08% |
$380K - $470K
|
18.8K
$818K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
10.2K+ 3.57% |
$380K - $469K
|
295K
$12.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
9.66KNew |
$360K - $445K
|
9.66K
$419K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.6K+ 140.53% |
$358K - $442K
|
16.4K
$713K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
9.49K+ 11.88% |
$354K - $437K
|
89.4K
$3.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
9.47KNew |
$353K - $437K
|
9.47K
$411K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.41K+ 47.85% |
$351K - $433K
|
29.1K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.24K+ 6.17% |
$345K - $426K
|
159K
$6.9M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
9.2K+ 50.2% |
$343K - $424K
|
27.5K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
9.2KNew |
$343K - $424K
|
9.2K
$400K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.18K+ 14.22% |
$342K - $423K
|
73.7K
$3.2M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.17KNew |
$342K - $423K
|
9.17K
$398K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
9.17K+ 10.19% |
$342K - $423K
|
99.2K
$4.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
9.07KNew |
$338K - $418K
|
9.07K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
8.93K+ 2.74% |
$333K - $411K
|
335K
$14.6M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
8.81K+ 24.63% |
$329K - $406K
|
44.6K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
8.61K+ 79.43% |
$321K - $397K
|
19.4K
$844K
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
8.6KNew |
$321K - $396K
|
8.6K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.54K+ 90.7% |
$318K - $393K
|
17.9K
$779K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
8.48K+ 51.83% |
$316K - $391K
|
24.8K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.41K+ 30.5% |
$314K - $387K
|
36K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.36K+ 9.32% |
$312K - $385K
|
98.1K
$4.26M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.3K+ 48.09% |
$309K - $382K
|
25.5K
$1.11M
|