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 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
17New |
$726 - $774
|
17
$781
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
3.54K+ 0.9% |
$151K - $161K
|
399K
$18.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
17.4K+ 128.73% |
$743K - $792K
|
30.9K
$1.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
236+ 4.99% |
$10.1K - $10.7K
|
4.97K
$228K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.29K+ 9.51% |
$55.3K - $58.9K
|
14.9K
$684K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-32.3K- 74.83% |
$1.38M - $1.47M
|
10.9K
$499K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
391+ 3.79% |
$16.7K - $17.8K
|
10.7K
$492K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
328+ 54.67% |
$14K - $14.9K
|
928
$42.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.54K+ 28.4% |
$365K - $389K
|
38.6K
$1.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
81+ 0.95% |
$3.46K - $3.69K
|
8.58K
$394K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
25.8K+ 3.77% |
$1.1M - $1.18M
|
710K
$32.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-19.8K- 13.05% |
$846K - $902K
|
132K
$6.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2- 0.39% |
$85.5 - $91.1
|
508
$23.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
875+ 13.56% |
$37.4K - $39.8K
|
7.33K
$337K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.07K- 1.26% |
$217K - $231K
|
396K
$18.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.49KNew |
$192K - $204K
|
4.49K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
9.96KNew |
$426K - $454K
|
9.96K
$458K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
691+ 98.71% |
$29.5K - $31.5K
|
1.39K
$63.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.23K+ 40.2% |
$138K - $147K
|
11.3K
$517K
|
|
|
Oct 17, 2025
Q3 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3K+ 7.19% |
$128K - $137K
|
44.7K
$2.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
842+ 5.32% |
$36K - $38.3K
|
16.7K
$766K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.48KNew |
$192K - $204K
|
4.48K
$206K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
215+ 1.06% |
$9.19K - $9.79K
|
20.5K
$942K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
11+ 5.58% |
$470 - $501
|
208
$9.56K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-129- 1.32% |
$5.51K - $5.87K
|
9.61K
$442K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
20.1K+ 6.91% |
$858K - $915K
|
311K
$14.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
52+ 0.6% |
$2.22K - $2.37K
|
8.7K
$400K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-120- 0.93% |
$5.13K - $5.46K
|
12.8K
$589K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 2.46% |
$470 - $501
|
458
$21K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.52KNew |
$193K - $206K
|
4.52K
$208K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
57New |
$2.44K - $2.6K
|
57
$2.62K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-104- 1.52% |
$4.44K - $4.74K
|
6.74K
$310K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.89K- 15.13% |
$209K - $223K
|
27.4K
$1.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
130+ 0.38% |
$5.55K - $5.92K
|
34.6K
$1.59M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-30- 2.32% |
$1.28K - $1.37K
|
1.26K
$57.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
871+ 16.71% |
$37.2K - $39.7K
|
6.09K
$280K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-174- 0.57% |
$7.44K - $7.92K
|
30.1K
$1.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.72% |
$42.7 - $45.5
|
139
$6.39K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.09% |
$42.7 - $45.5
|
1.08K
$49.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
47New |
$2.01K - $2.14K
|
47
$2.16K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-21- 7.02% |
$897 - $956
|
278
$12.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
469+ 8.58% |
$20K - $21.4K
|
5.94K
$273K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.53K+ 5.58% |
$65.5K - $69.8K
|
29K
$1.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
129+ 1.92% |
$5.51K - $5.87K
|
6.86K
$315K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-363- 6.21% |
$15.5K - $16.5K
|
5.48K
$252K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.94K+ 60.67% |
$254K - $271K
|
15.7K
$723K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
5.6K+ 103.23% |
$239K - $255K
|
11K
$506K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
78.1K+ 2.69% |
$3.34M - $3.56M
|
2.98M
$137M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-611- 6.79% |
$26.1K - $27.8K
|
8.38K
$385K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-33- 0.38% |
$1.41K - $1.5K
|
8.55K
$393K
|
|