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 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
|
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
|
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
|
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
|
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
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
90+ 93.75% |
$3.85K - $4.1K
|
186
$8.54K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-176- 1.2% |
$7.52K - $8.02K
|
14.6K
$669K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
15+ 2.77% |
$641 - $683
|
556
$25.5K
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
5.09K+ 24.68% |
$217K - $232K
|
25.7K
$1.18M
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1K- 31.53% |
$42.7K - $45.5K
|
2.17K
$99.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
149+ 2.11% |
$6.37K - $6.79K
|
7.23K
$332K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-700- 30.15% |
$29.9K - $31.9K
|
1.62K
$74.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
35+ 0.71% |
$1.5K - $1.59K
|
4.94K
$227K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.91K+ 11.54% |
$124K - $132K
|
28.1K
$1.29M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
187+ 3.46% |
$7.99K - $8.52K
|
5.6K
$257K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-52- 1.47% |
$2.22K - $2.37K
|
3.48K
$160K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-2.27K- 14.48% |
$96.8K - $103K
|
13.4K
$615K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
8New |
$342 - $364
|
8
$368
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-26- 72.22% |
$1.11K - $1.18K
|
10
$459
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
8.3K+ 91.44% |
$355K - $378K
|
17.4K
$798K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-94- 1.36% |
$4.02K - $4.28K
|
6.83K
$314K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
222K+ 27.29% |
$9.38M - $10.5M
|
1.04M
$47.6M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
328K+ 12.2% |
$13.8M - $15.5M
|
3.02M
$139M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
450+ 5.49% |
$19K - $21.3K
|
8.65K
$397K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.11K- 10.82% |
$46.6K - $52.3K
|
9.11K
$418K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-52- 2.33% |
$2.19K - $2.46K
|
2.18K
$100K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.18K+ 5377.27% |
$49.9K - $56K
|
1.21K
$55.4K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-37.1K- 34.36% |
$1.57M - $1.76M
|
71K
$3.26M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.64KNew |
$196K - $220K
|
4.64K
$213K
|
|