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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
47+ 0.91% |
$2.01K - $2.14K
|
5.2K
$239K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-106- 0.43% |
$4.53K - $4.83K
|
24.5K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-169- 1.38% |
$7.22K - $7.7K
|
12.1K
$555K
|
|
|
Oct 27, 2025
Q3 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-1.15K- 7.59% |
$49.1K - $52.4K
|
14K
$644K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-798- 6.17% |
$34.1K - $36.3K
|
12.1K
$558K
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
BUY
|
- |
4.5KNew |
$192K - $205K
|
4.5K
$207K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
302+ 7.89% |
$12.9K - $13.8K
|
4.13K
$190K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-30- 0.38% |
$1.28K - $1.37K
|
7.9K
$363K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
4.58KNew |
$195K - $208K
|
4.58K
$210K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
4.58KNew |
$196K - $209K
|
4.58K
$211K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
402+ 5.91% |
$17.2K - $18.3K
|
7.2K
$331K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-110- 1.09% |
$4.7K - $5.01K
|
10K
$461K
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
125+ 0.92% |
$5.34K - $5.69K
|
13.7K
$628K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.93K+ 1.43% |
$82.3K - $87.7K
|
137K
$6.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
6.17K+ 32.47% |
$264K - $281K
|
25.2K
$1.16M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2- 0.01% |
$85.5 - $91.1
|
17.4K
$802K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
5.86K+ 0.41% |
$250K - $267K
|
1.45M
$66.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 0.98% |
$85.5 - $91.1
|
203
$9.33K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
68+ 2.73% |
$2.91K - $3.1K
|
2.56K
$117K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-370- 35.31% |
$15.8K - $16.8K
|
678
$31.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
52+ 6.09% |
$2.22K - $2.37K
|
906
$41.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
35+ 0.65% |
$1.5K - $1.59K
|
5.45K
$250K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.85% |
$85.5 - $91.1
|
236
$10.8K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
564+ 0.07% |
$24.1K - $25.7K
|
845K
$38.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
17.9KNew |
$765K - $815K
|
17.9K
$822K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
55New |
$2.35K - $2.5K
|
55
$2.53K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-706- 2.95% |
$30.2K - $32.2K
|
23.2K
$1.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-20- 0.43% |
$855 - $911
|
4.66K
$214K
|
|
|
Oct 24, 2025
Q3 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.44K+ 12.63% |
$61.6K - $65.7K
|
12.9K
$591K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.07K+ 14.34% |
$131K - $140K
|
24.5K
$1.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
443+ 44300.0% |
$18.9K - $20.2K
|
444
$20.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.1K+ 118.48% |
$561K - $597K
|
24.2K
$1.11M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-366- 13.69% |
$15.6K - $16.7K
|
2.31K
$106K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.93K- 7.46% |
$168K - $179K
|
48.8K
$2.24M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
466+ 141.64% |
$19.9K - $21.2K
|
795
$36.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
104K+ 10.44% |
$4.43M - $4.72M
|
1.1M
$50.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.25K- 9.87% |
$139K - $148K
|
29.7K
$1.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.68K+ 9.8% |
$200K - $213K
|
52.5K
$2.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
20+ 0.33% |
$855 - $911
|
6.1K
$280K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.37K+ 10.28% |
$144K - $153K
|
36.1K
$1.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
524+ 3.6% |
$22.4K - $23.9K
|
15.1K
$692K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.53K+ 16.69% |
$65.5K - $69.8K
|
10.7K
$492K
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-109- 0.71% |
$4.66K - $4.96K
|
15.3K
$705K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.44K+ 29.48% |
$61.6K - $65.6K
|
6.33K
$291K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
262K+ 651.94% |
$11.2M - $11.9M
|
302K
$13.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.6KNew |
$197K - $210K
|
4.6K
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.1KNew |
$562K - $599K
|
13.1K
$604K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.76KNew |
$204K - $217K
|
4.76K
$219K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.14K- 3.44% |
$48.6K - $51.8K
|
31.9K
$1.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
586+ 7.97% |
$25K - $26.7K
|
7.93K
$364K
|
|