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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
31.6KNew |
$1.14M - $1.29M
|
31.6K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.52K- 19.32% |
$128K - $144K
|
14.7K
$676K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
6.5KNew |
$235K - $266K
|
6.5K
$299K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
200New |
$7.24K - $8.19K
|
200
$9.19K
|
|
|
Feb 06, 2025
Q4 2024
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-107K- 65.76% |
$3.86M - $4.37M
|
55.5K
$2.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
114KNew |
$4.13M - $4.67M
|
114K
$5.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
12.4KNew |
$450K - $509K
|
12.4K
$571K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-140- 21.44% |
$5.07K - $5.74K
|
513
$23.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
275New |
$9.96K - $11.3K
|
275
$12.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
511KNew |
$18.5M - $20.9M
|
511K
$23.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-21- 0.34% |
$761 - $860
|
6.1K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
410New |
$14.9K - $16.8K
|
410
$18.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.33K+ 15.39% |
$48.2K - $54.5K
|
9.98K
$459K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
204New |
$7.39K - $8.36K
|
204
$9.37K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.01K- 2.51% |
$36.7K - $41.5K
|
39.4K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-921- 2.94% |
$33.4K - $37.7K
|
30.4K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
718+ 12.5% |
$26K - $29.4K
|
6.46K
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 1.89% |
$3.62K - $4.1K
|
5.2K
$239K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-53- 13.59% |
$1.92K - $2.17K
|
337
$15.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
4+ 9.3% |
$145 - $164
|
47
$2.16K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-140- 2.0% |
$5.07K - $5.74K
|
6.87K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8+ 1.06% |
$290 - $328
|
760
$34.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-400- 2.55% |
$14.5K - $16.4K
|
15.3K
$702K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 0.18% |
$181 - $205
|
2.78K
$128K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-65- 1.16% |
$2.35K - $2.66K
|
5.53K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
60.4KNew |
$2.19M - $2.48M
|
60.4K
$2.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
389+ 7.34% |
$14.1K - $15.9K
|
5.69K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
20New |
$724 - $819
|
20
$919
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
28.2KNew |
$1.02M - $1.16M
|
28.2K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
4.58KNew |
$166K - $188K
|
4.58K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
800New |
$29K - $32.8K
|
800
$36.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-113- 1.52% |
$4.09K - $4.63K
|
7.31K
$336K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
84+ 1.0% |
$3.04K - $3.44K
|
8.52K
$391K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
893New |
$32.3K - $36.6K
|
893
$41K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
21New |
$761 - $860
|
21
$965
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20New |
$724 - $819
|
20
$919
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-43- 0.47% |
$1.56K - $1.76K
|
9.11K
$418K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
60.4KNew |
$2.19M - $2.47M
|
60.4K
$2.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
6KNew |
$217K - $246K
|
6K
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
11KNew |
$398K - $451K
|
11K
$505K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-30- 13.39% |
$1.09K - $1.23K
|
194
$8.91K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
32+ 14.61% |
$1.16K - $1.31K
|
251
$11.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
600+ 20.8% |
$21.7K - $24.6K
|
3.49K
$160K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
111New |
$4.02K - $4.55K
|
111
$5.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-441- 31.41% |
$16K - $18.1K
|
963
$44.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
627+ 9.72% |
$22.7K - $25.7K
|
7.08K
$325K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.99% |
$109 - $123
|
305
$14K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-3.21M- 23.66% |
$110M - $130M
|
10.4M
$476M
|
|
|
Nov 19, 2024
Q3 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-3.87K- 39.1% |
$133K - $157K
|
6.03K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.35KNew |
$218K - $258K
|
6.35K
$292K
|
|