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 |
|---|---|---|---|---|---|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
8,658
shares
|
$397,748
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
8,638
shares
|
$396,829
0.06% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Nov 12, 2025 Q3 2025 |
8,610
shares
|
$395,543
0.2% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
8,610
shares
|
$395,543
0.02% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
8,581
shares
|
$394,211
0.11% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,546
shares
|
$392,603
0.04% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
8,545
shares
|
$392,557
0.0% of portfolio
|
Q3 2025
Added 34.04%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
8,500
shares
|
$390,490
0.08% of portfolio
|
Q4 2018
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
8,401
shares
|
$385,941
0.02% of portfolio
|
Q3 2025
Reduced 18.82%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
8,382
shares
|
$385,069
0.03% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
8,346
shares
|
$383,415
0.1% of portfolio
|
Q2 2025
Added 25.98%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Oct 07, 2025 Q3 2025 |
8,338
shares
|
$383,047
0.01% of portfolio
|
Q3 2025
Reduced 37.51%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
8,303
shares
|
$381,439
0.03% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
8,200
shares
|
$376,708
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
8,200
shares
|
$376,708
0.12% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
8,146
shares
|
$374,227
0.04% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
8,145
shares
|
$374,181
0.06% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
8,097
shares
|
$371,976
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
8,070
shares
|
$370,735
0.07% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
8,061
shares
|
$370,322
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
8,044
shares
|
$369,541
0.09% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,013
shares
|
$368,117
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
8,009
shares
|
$367,933
0.02% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
7,956
shares
|
$365,498
0.01% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
7,934
shares
|
$364,487
0.02% of portfolio
|
Q3 2025
Added 7.97%
|
|