Latest Institutional Transactions on Exelon Corp (EXC)
This table provides information on the latest institutional transactions involving Exelon Corp (EXC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-7.39K- 6.85% |
$332K - $356K
|
100K
$4.62M
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-9- 0.91% |
$405 - $434
|
981
$45.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
450+ 11.18% |
$20.2K - $21.7K
|
4.48K
$206K
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
96.5K+ 3.75% |
$4.34M - $4.65M
|
2.67M
$123M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.11K+ 4.18% |
$49.7K - $53.3K
|
27.5K
$1.27M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-25- 0.45% |
$1.12K - $1.21K
|
5.56K
$255K
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-918- 3.05% |
$41.3K - $44.3K
|
29.2K
$1.34M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
96+ 46.15% |
$4.32K - $4.63K
|
304
$14K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
6+ 3.75% |
$270 - $289
|
166
$7.63K
|
|
|
Jan 23, 2026
Q4 2025
|
Baillie Gifford & CO
|
SELL
|
- |
-56.8K- 15.5% |
$2.55M - $2.74M
|
309K
$14.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
130+ 2.9% |
$5.85K - $6.27K
|
4.61K
$212K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-41- 0.74% |
$1.84K - $1.98K
|
5.47K
$251K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
19+ 47.5% |
$854 - $917
|
59
$2.71K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.47K- 25.57% |
$291K - $312K
|
18.8K
$865K
|
|
|
Jan 23, 2026
Q4 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.72% |
$45 - $48.2
|
140
$6.43K
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
560New |
$25.2K - $27K
|
560
$25.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Steph & CO
|
SELL
|
- |
-1.41K- 10.51% |
$63.3K - $67.9K
|
12K
$550K
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
188New |
$8.45K - $9.07K
|
188
$8.64K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.99K- 7.46% |
$179K - $192K
|
49.5K
$2.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-12- 5.91% |
$540 - $579
|
191
$8.77K
|
|
|
Jan 23, 2026
Q4 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-912- 15.52% |
$41K - $44K
|
4.96K
$228K
|
|
|
Jan 23, 2026
Q4 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4.81KNew |
$216K - $232K
|
4.81K
$221K
|
|
|
Jan 23, 2026
Q4 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.89KNew |
$220K - $236K
|
4.89K
$224K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
584New |
$26.3K - $28.2K
|
584
$26.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.58K+ 57.61% |
$386K - $414K
|
23.5K
$1.08M
|
|
|
Jan 23, 2026
Q4 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.7KNew |
$211K - $226K
|
4.7K
$216K
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
466+ 65.73% |
$21K - $22.5K
|
1.18K
$54K
|
|
|
Jan 22, 2026
Q4 2025
|
Successful Portfolios LLC
|
BUY
|
- |
10+ 0.18% |
$450 - $482
|
5.49K
$252K
|
|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
13.7K+ 36.36% |
$618K - $663K
|
51.5K
$2.37M
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
548K+ 21.29% |
$24.6M - $26.4M
|
3.12M
$143M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.14K+ 4.56% |
$51.4K - $55.1K
|
26.2K
$1.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-874- 32.51% |
$39.3K - $42.2K
|
1.81K
$83.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.09K+ 85.06% |
$49.2K - $52.7K
|
2.38K
$109K
|
|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
SELL
|
- |
-1- 0.53% |
$45 - $48.2
|
187
$8.59K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.74KNew |
$123K - $132K
|
2.74K
$126K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.39% |
$89.9 - $96.5
|
520
$23.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
11.2K+ 64.37% |
$503K - $539K
|
28.6K
$1.31M
|
|
|
Jan 21, 2026
Q4 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
130+ 1.3% |
$5.85K - $6.27K
|
10.2K
$467K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.6KNew |
$207K - $222K
|
4.6K
$211K
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
SELL
|
- |
-28- 3.02% |
$1.26K - $1.35K
|
900
$41.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
490+ 157.56% |
$22K - $23.6K
|
801
$36.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.09% |
$45 - $48.2
|
1.09K
$49.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Ethos Capital Management, Inc.
Newtown, PA |
BUY
|
- |
30.8KNew |
$1.39M - $1.49M
|
30.8K
$1.42M
|
|
|
Jan 21, 2026
Q4 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 6.25% |
$4.5K - $4.82K
|
1.5K
$68.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
703+ 3.59% |
$31.6K - $33.9K
|
20.3K
$931K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-8.12K- 5.16% |
$365K - $392K
|
149K
$6.86M
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6+ 3.64% |
$270 - $289
|
171
$7.86K
|
|
|
Jan 21, 2026
Q4 2025
|
Ledyard National Bank
|
BUY
|
- |
37.8K+ 616.81% |
$1.7M - $1.82M
|
43.9K
$2.02M
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
62+ 3.45% |
$2.79K - $2.99K
|
1.86K
$85.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
485+ 5.01% |
$21.8K - $23.4K
|
10.2K
$467K
|
|