Institutional Ownership Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC). We have compiled data on the 1,377 institutions that hold shares in the stock, with a total of 828 Million shares, which have been reported (via 13F filing form) to have a value of $38.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
17,897
shares
|
$822,188
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
17,828
shares
|
$819,018
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
17,733
shares
|
$814,654
0.02% of portfolio
|
Q3 2025
Added 102.64%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
17,728
shares
|
$814,424
0.28% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
17,706
shares
|
$813,413
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
17,697
shares
|
$813,000
0.03% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
17,665
shares
|
$811,530
0.27% of portfolio
|
Q3 2022
Reduced 1.26%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
17,463
shares
|
$802,250
0.01% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
17,449
shares
|
$801,607
0.18% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
17,371
shares
|
$798,023
0.05% of portfolio
|
Q3 2025
Added 91.44%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
17,366
shares
|
$797,794
0.27% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
17,349
shares
|
$797,013
0.01% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
17,265
shares
|
$793,154
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
17,127
shares
|
$786,814
0.06% of portfolio
|
Q2 2025
Reduced 36.36%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
17,031
shares
|
$782,404
0.17% of portfolio
|
Q3 2025
Added 21.16%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
17,013
shares
|
$781,577
0.05% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
16,958
shares
|
$779,050
0.03% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
16,743
shares
|
$769,173
0.03% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
16,679
shares
|
$766,233
0.02% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
16,620
shares
|
$763,522
0.05% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
16,609
shares
|
$763,017
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
16,605
shares
|
$762,833
0.05% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
16,600
shares
|
$762,604
0.01% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Reaves W H & CO Inc
|
Nov 06, 2025 Q3 2025 |
16,365
shares
|
$751,808
0.01% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
16,351
shares
|
$751,164
0.02% of portfolio
|
Q3 2025
Added 17.67%
|
|