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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
16,290
shares
|
$748,362
0.02% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
16,188
shares
|
$743,676
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
16,060
shares
|
$737,796
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
15,981
shares
|
$734,167
0.02% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
15,968
shares
|
$733,569
0.33% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
15,925
shares
|
$731,594
0.01% of portfolio
|
Q3 2025
Added 876.99%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
15,835
shares
|
$727,459
0.01% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
15,777
shares
|
$724,795
0.01% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
15,742
shares
|
$723,187
0.0% of portfolio
|
Q3 2025
Added 60.67%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
15,685
shares
|
$720,568
0.0% of portfolio
|
Q3 2025
Added 11.59%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
15,675
shares
|
$720,109
0.13% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
15,672
shares
|
$719,971
0.03% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
15,582
shares
|
$715,837
0.26% of portfolio
|
Q3 2025
Reduced 63.28%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 07, 2025 Q3 2025 |
15,510
shares
|
$712,529
0.08% of portfolio
|
Q3 2025
Added 22.59%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
15,342
shares
|
$704,811
0.26% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
15,278
shares
|
$701,871
0.16% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
15,239
shares
|
$700,079
0.02% of portfolio
|
Q3 2025
Added 46.53%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
15,213
shares
|
$698,885
1.17% of portfolio
|
Q3 2022
Added 0.4%
|
|
|
Stf Management LP
Frisco, TX |
Nov 12, 2025 Q3 2025 |
15,159
shares
|
$696,404
0.25% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
15,062
shares
|
$691,948
0.06% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
14,898
shares
|
$684,414
0.02% of portfolio
|
Q3 2025
Added 9.51%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
14,892
shares
|
$684,138
0.01% of portfolio
|
Q3 2025
Added 14.56%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
14,875
shares
|
$683,357
1.15% of portfolio
|
Q2 2022
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
14,807
shares
|
$680,233
0.01% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
14,805
shares
|
$680,141
0.08% of portfolio
|
Q3 2025
Reduced 5.36%
|
|