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
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.49KNew |
$167K - $207K
|
4.49K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.48KNew |
$167K - $207K
|
4.48K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.47KNew |
$167K - $206K
|
4.47K
$194K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.47KNew |
$167K - $206K
|
4.47K
$194K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
4.45KNew |
$166K - $205K
|
4.45K
$193K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.43KNew |
$165K - $204K
|
4.43K
$193K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
4.43KNew |
$165K - $204K
|
4.43K
$192K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4.42KNew |
$165K - $204K
|
4.42K
$192K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
4.41KNew |
$165K - $203K
|
4.41K
$192K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
4.41KNew |
$164K - $203K
|
4.41K
$192K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4.39KNew |
$164K - $202K
|
4.39K
$191K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
4.36KNew |
$163K - $201K
|
4.36K
$189K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
4.36KNew |
$163K - $201K
|
4.36K
$189K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.36K+ 109.5% |
$162K - $201K
|
8.33K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.28K+ 20.47% |
$159K - $197K
|
25.2K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
4.06K+ 23.38% |
$152K - $187K
|
21.4K
$931K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
4.03K+ 48.68% |
$150K - $186K
|
12.3K
$535K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.99K+ 112.4% |
$149K - $184K
|
7.54K
$327K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.97K+ 58.43% |
$148K - $183K
|
10.8K
$468K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.85K+ 302.2% |
$143K - $177K
|
5.12K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
3.8K+ 888.32% |
$142K - $175K
|
4.23K
$184K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
3.78K+ 1.13% |
$141K - $174K
|
340K
$14.8M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.66K+ 4.94% |
$137K - $169K
|
77.7K
$3.38M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.65K+ 65.92% |
$136K - $168K
|
9.18K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.6K+ 3.64% |
$134K - $166K
|
103K
$4.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.59K+ 65.08% |
$134K - $165K
|
9.11K
$396K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.53K+ 10.16% |
$132K - $163K
|
38.3K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.49KNew |
$130K - $161K
|
3.49K
$152K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.49K+ 29.41% |
$130K - $161K
|
15.3K
$666K
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.48K+ 22.53% |
$130K - $160K
|
18.9K
$822K
|
|
|
May 15, 2025
Q1 2025
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
3.48K+ 4.75% |
$130K - $160K
|
76.7K
$3.33M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.41K+ 57.11% |
$127K - $157K
|
9.38K
$408K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
3.39K+ 1.78% |
$127K - $156K
|
194K
$8.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.32K+ 15.97% |
$124K - $153K
|
24.1K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
3.3KNew |
$123K - $152K
|
3.3K
$143K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
3.27K+ 1.04% |
$122K - $151K
|
317K
$13.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.27K+ 39.13% |
$122K - $151K
|
11.6K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
3.25KNew |
$121K - $150K
|
3.25K
$141K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.19K+ 2.78% |
$119K - $147K
|
118K
$5.11M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.13K+ 8.5% |
$117K - $144K
|
39.9K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
3.13K+ 7.05% |
$117K - $144K
|
47.4K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.09K+ 16.02% |
$115K - $142K
|
22.4K
$971K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.08K+ 11.5% |
$115K - $142K
|
29.9K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.06K+ 48.7% |
$114K - $141K
|
9.34K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Clear Bridge Investments LTD
Sydney, C3 |
BUY
|
- |
3.06K+ 43.14% |
$114K - $141K
|
10.1K
$441K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.05K+ 16.63% |
$114K - $141K
|
21.4K
$930K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
3.05K+ 57.13% |
$114K - $141K
|
8.39K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.96K+ 19.96% |
$110K - $136K
|
17.8K
$773K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.84K+ 61.51% |
$106K - $131K
|
7.45K
$323K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.78K+ 265.04% |
$104K - $128K
|
3.82K
$166K
|