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 |
|---|---|---|---|---|---|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 07, 2025 Q3 2025 |
12,000
shares
|
$551,280
0.14% of portfolio
|
Q2 2019
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
11,940
shares
|
$548,523
0.23% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
11,913
shares
|
$547,283
0.02% of portfolio
|
Q3 2025
Reduced 44.29%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
11,841
shares
|
$543,975
0.38% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
11,839
shares
|
$543,883
0.08% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
11,736
shares
|
$539,151
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Alethea Capital Management, LLC
San Diego, CA |
Nov 14, 2025 Q3 2025 |
11,693
shares
|
$537,176
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
11,650
shares
|
$535,201
0.02% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
11,507
shares
|
$528,631
0.08% of portfolio
|
Q3 2025
Reduced 62.37%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
11,462
shares
|
$526,564
0.3% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
11,453
shares
|
$526,150
0.08% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
11,424
shares
|
$524,818
0.05% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
11,358
shares
|
$521,786
0.03% of portfolio
|
Q1 2025
Reduced 25.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,331
shares
|
$520,546
0.02% of portfolio
|
Q2 2020
Reduced 11.19%
|
|
|
Clear Bridge Investments LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
11,277
shares
|
$518,065
0.01% of portfolio
|
Q2 2025
Added 11.14%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
11,264
shares
|
$517,468
0.01% of portfolio
|
Q3 2025
Added 40.2%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
11,192
shares
|
$514,160
0.16% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
11,172
shares
|
$513,241
0.03% of portfolio
|
Q3 2025
Added 245.99%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
11,134
shares
|
$511,495
0.05% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
11,104
shares
|
$510,117
0.01% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
11,058
shares
|
$508,004
0.01% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
11,025
shares
|
$506,488
0.04% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
11,019
shares
|
$506,212
0.09% of portfolio
|
Q3 2025
Added 103.23%
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
11,000
shares
|
$505,340
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
11,000
shares
|
$505,340
0.03% of portfolio
|
Q4 2024
New holding
|
|