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 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-549- 4.71% |
$23.5K - $25K
|
11.1K
$510K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
164+ 0.29% |
$7.01K - $7.47K
|
57.5K
$2.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
427+ 3.99% |
$18.2K - $19.4K
|
11.1K
$511K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
636+ 2.72% |
$27.2K - $29K
|
24K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-294- 40.11% |
$12.6K - $13.4K
|
439
$20.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-131- 2.25% |
$5.6K - $5.97K
|
5.69K
$261K
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
5.4K+ 26.73% |
$231K - $246K
|
25.6K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-9.28K- 4.96% |
$396K - $422K
|
178K
$8.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3.04K+ 8.96% |
$130K - $138K
|
37K
$1.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
9.8K+ 2.88% |
$419K - $446K
|
350K
$16.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
970+ 3.59% |
$41.4K - $44.2K
|
28K
$1.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
632+ 11.27% |
$27K - $28.8K
|
6.24K
$287K
|
|
|
Oct 14, 2025
Q3 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.98K+ 8.63% |
$84.7K - $90.3K
|
25K
$1.15M
|
|
|
Oct 14, 2025
Q3 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
4.55KNew |
$194K - $207K
|
4.55K
$209K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
25.9K+ 92.87% |
$1.11M - $1.18M
|
53.7K
$2.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
32.3K+ 3.22% |
$1.38M - $1.47M
|
1.04M
$47.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
8.92K+ 16.88% |
$381K - $406K
|
61.7K
$2.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
12.1KNew |
$516K - $550K
|
12.1K
$555K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-50- 0.7% |
$2.14K - $2.28K
|
7.06K
$325K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
64New |
$2.73K - $2.91K
|
64
$2.94K
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-52.9K- 90.0% |
$2.26M - $2.41M
|
5.88K
$270K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 2.17% |
$46.2K - $49.2K
|
48.7K
$2.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.89K+ 14.56% |
$80.9K - $86.2K
|
14.9K
$684K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.13K- 4.34% |
$305K - $325K
|
157K
$7.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 0.97% |
$85.5 - $91.1
|
204
$9.37K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
4.5KNew |
$192K - $205K
|
4.5K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 8.77% |
$1.07K - $1.14K
|
310
$14.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
27.5K+ 9.51% |
$1.17M - $1.25M
|
316K
$14.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
81+ 1.32% |
$3.46K - $3.69K
|
6.23K
$286K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.83% |
$42.7 - $45.5
|
121
$5.56K
|
|
|
Oct 10, 2025
Q3 2025
|
Viking Fund Management LLC
|
SELL
|
- |
-2K- 3.23% |
$85.5K - $91.1K
|
60K
$2.76M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.35K- 0.95% |
$57.9K - $61.7K
|
141K
$6.49M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.56K+ 26.55% |
$66.7K - $71K
|
7.44K
$342K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
96+ 8.07% |
$4.1K - $4.37K
|
1.29K
$59K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.71% |
$1.71K - $1.82K
|
5.56K
$255K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
6+ 0.11% |
$256 - $273
|
5.45K
$250K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-3K- 36.86% |
$128K - $137K
|
5.14K
$236K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-58.3K- 99.74% |
$2.49M - $2.66M
|
153
$7.03K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-422- 3.87% |
$18K - $19.2K
|
10.5K
$482K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
141+ 2.12% |
$6.02K - $6.42K
|
6.78K
$311K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1New |
$42.7 - $45.5
|
1
$45.9
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11+ 26.83% |
$470 - $501
|
52
$2.39K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-130K- 23.88% |
$5.57M - $5.93M
|
415K
$19.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.83K+ 120.55% |
$292K - $311K
|
12.5K
$574K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-747- 11.8% |
$31.9K - $34K
|
5.59K
$257K
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
21+ 0.17% |
$897 - $956
|
12.3K
$566K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
332+ 1.31% |
$14.2K - $15.1K
|
25.6K
$1.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$42.7 - $45.5
|
7.3K
$335K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
90+ 93.75% |
$3.85K - $4.1K
|
186
$8.54K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.84K- 23.61% |
$78.5K - $83.7K
|
5.95K
$273K
|
|