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 |
|---|---|---|---|---|---|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
14,577
shares
|
$669,667
0.01% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
14,552
shares
|
$668,518
0.04% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
14,481
shares
|
$665,257
0.01% of portfolio
|
Q3 2025
Reduced 42.91%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2025 Q3 2025 |
14,317
shares
|
$657,722
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
14,295
shares
|
$656,712
0.18% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
14,280
shares
|
$656,023
0.02% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
14,255
shares
|
$654,874
0.1% of portfolio
|
Q3 2025
Added 57.22%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
14,254
shares
|
$654,828
0.06% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 31, 2025 Q3 2025 |
14,231
shares
|
$653,772
0.44% of portfolio
|
Q2 2025
Added 75.04%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
14,152
shares
|
$650,142
0.07% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
14,090
shares
|
$647,294
0.03% of portfolio
|
Q3 2025
Added 61.94%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 27, 2025 Q3 2025 |
14,008
shares
|
$643,527
0.41% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
13,985
shares
|
$642,470
0.02% of portfolio
|
Q1 2025
Added 16.69%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
13,860
shares
|
$636,728
0.18% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
13,690
shares
|
$628,918
0.04% of portfolio
|
Q3 2025
Added 26.28%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Oct 27, 2025 Q3 2025 |
13,671
shares
|
$628,045
0.37% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,530
shares
|
$621,568
0.0% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
13,484
shares
|
$619,454
0.12% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2025 Q3 2025 |
13,467
shares
|
$618,673
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
13,463
shares
|
$618,490
0.0% of portfolio
|
Q3 2025
Added 21.34%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
13,428
shares
|
$616,882
0.03% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
13,417
shares
|
$616,376
0.05% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
13,381
shares
|
$614,723
0.21% of portfolio
|
Q3 2025
Reduced 14.48%
|
|
|
Lsp Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,274
shares
|
$609,807
0.37% of portfolio
|
Q1 2022
Reduced 96.89%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
13,149
shares
|
$604,065
0.01% of portfolio
|
Q3 2025
New holding
|
|