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 |
|---|---|---|---|---|---|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
10,188
shares
|
$468,036
0.01% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
10,182
shares
|
$467,761
0.0% of portfolio
|
Q1 2025
Reduced 8.91%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,141
shares
|
$465,877
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
10,051
shares
|
$461,742
0.05% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
10,028
shares
|
$460,686
0.34% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,981
shares
|
$458,527
0.02% of portfolio
|
Q4 2024
Added 15.39%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
9,975
shares
|
$458,251
0.11% of portfolio
|
Q3 2025
Added 11.59%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
9,961
shares
|
$457,608
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
9,925
shares
|
$455,954
0.06% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Addis & Hill, Inc
Wayne, PA |
Oct 17, 2025 Q3 2025 |
9,884
shares
|
$454,070
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
9,855
shares
|
$452,738
0.01% of portfolio
|
Q3 2025
Reduced 30.81%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
9,799
shares
|
$450,166
0.0% of portfolio
|
Q3 2025
Reduced 49.37%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
9,790
shares
|
$449,752
0.02% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
9,689
shares
|
$445,112
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
9,688
shares
|
$445,066
0.01% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
9,668
shares
|
$444,147
0.01% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
9,664
shares
|
$443,964
0.05% of portfolio
|
Q3 2025
Added 19.65%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
9,656
shares
|
$443,596
0.07% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
9,641
shares
|
$442,907
0.01% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
9,625
shares
|
$442,172
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
9,614
shares
|
$441,667
0.12% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
9,596
shares
|
$440,840
0.04% of portfolio
|
Q3 2024
Reduced 78.01%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
9,576
shares
|
$439,921
0.33% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
9,555
shares
|
$438,956
0.09% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
9,499
shares
|
$436,384
0.03% of portfolio
|
Q3 2025
Reduced 3.94%
|
|