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 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
8.1K+ 18.76% |
$302K - $373K
|
51.3K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
8.07K+ 15.96% |
$301K - $372K
|
58.6K
$2.55M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
8.02K+ 26.28% |
$299K - $370K
|
38.5K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.99KNew |
$298K - $368K
|
7.99K
$347K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
7.92K+ 0.58% |
$295K - $365K
|
1.38M
$59.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.87K+ 105.79% |
$294K - $363K
|
15.3K
$665K
|
|
|
May 14, 2025
Q1 2025
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
7.83KNew |
$292K - $361K
|
7.83K
$340K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
7.8K+ 0.28% |
$291K - $359K
|
2.83M
$123M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.79K+ 125.97% |
$291K - $359K
|
14K
$607K
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
7.75K+ 0.24% |
$289K - $357K
|
3.22M
$140M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.72KNew |
$288K - $356K
|
7.72K
$335K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
7.69K+ 13.01% |
$287K - $354K
|
66.8K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.68KNew |
$286K - $354K
|
7.68K
$333K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.62K+ 19.08% |
$284K - $351K
|
47.5K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
7.61K+ 68.59% |
$284K - $351K
|
18.7K
$812K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
7.54K+ 16.15% |
$281K - $347K
|
54.2K
$2.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
7.53KNew |
$281K - $347K
|
7.53K
$327K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.47K+ 3.14% |
$279K - $344K
|
246K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
7.46K+ 26.48% |
$278K - $344K
|
35.6K
$1.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
7.18KNew |
$268K - $331K
|
7.18K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
7.17KNew |
$268K - $330K
|
7.17K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
6.82KNew |
$254K - $314K
|
6.82K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.37KNew |
$238K - $294K
|
6.37K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.34K+ 3.02% |
$237K - $292K
|
216K
$9.4M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.22K+ 63.1% |
$232K - $287K
|
16.1K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.22K+ 76.29% |
$232K - $286K
|
14.4K
$624K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.21K+ 55.77% |
$232K - $286K
|
17.3K
$753K
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
6.2KNew |
$231K - $286K
|
6.2K
$269K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
6.11KNew |
$228K - $282K
|
6.11K
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
5.99KNew |
$223K - $276K
|
5.99K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5.99KNew |
$223K - $276K
|
5.99K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5.97KNew |
$222K - $275K
|
5.97K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
5.82KNew |
$217K - $268K
|
5.82K
$253K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
5.81KNew |
$217K - $268K
|
5.81K
$252K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.64KNew |
$210K - $260K
|
5.64K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.64K+ 9.59% |
$210K - $260K
|
64.4K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.62K+ 25.03% |
$210K - $259K
|
28.1K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
5.46KNew |
$204K - $252K
|
5.46K
$237K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
5.39KNew |
$201K - $248K
|
5.39K
$234K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.38KNew |
$200K - $248K
|
5.38K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
5.36KNew |
$200K - $247K
|
5.36K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.27KNew |
$197K - $243K
|
5.27K
$229K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.23KNew |
$195K - $241K
|
5.23K
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
5.21KNew |
$194K - $240K
|
5.21K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.18KNew |
$193K - $239K
|
5.18K
$225K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5.15KNew |
$192K - $237K
|
5.15K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.13K+ 11.08% |
$191K - $236K
|
51.4K
$2.23M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.11KNew |
$191K - $236K
|
5.11K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5.09K+ 85.2% |
$190K - $234K
|
11.1K
$480K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
5.05KNew |
$188K - $233K
|
5.05K
$219K
|