Institutional Ownership Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC). We have compiled data on the 1,379 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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
7,903
shares
|
$363,063
0.0% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
7,902
shares
|
$363,017
0.12% of portfolio
|
Q3 2025
Reduced 15.33%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
7,872
shares
|
$361,639
0.11% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
7,834
shares
|
$359,893
0.09% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,831
shares
|
$359,756
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
7,820
shares
|
$359,250
0.01% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
7,799
shares
|
$358,286
0.05% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
7,795
shares
|
$358,102
0.08% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
7,770
shares
|
$356,953
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
7,733
shares
|
$355,254
0.0% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
7,702
shares
|
$353,829
0.08% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
7,619
shares
|
$350,016
0.06% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
7,584
shares
|
$348,408
0.09% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
7,530
shares
|
$345,928
0.16% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
7,527
shares
|
$345,790
0.2% of portfolio
|
Q3 2023
Added 0.08%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,520
shares
|
$345,468
0.01% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
7,500
shares
|
$344,550
0.01% of portfolio
|
Q2 2023
Reduced 0.53%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
7,476
shares
|
$343,447
0.03% of portfolio
|
Q2 2025
Reduced 39.1%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
7,470
shares
|
$343,171
0.2% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,451
shares
|
$342,298
0.02% of portfolio
|
Q3 2023
Reduced 12.41%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
7,435
shares
|
$341,563
0.03% of portfolio
|
Q3 2025
Added 26.55%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
7,396
shares
|
$339,772
0.1% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
7,393
shares
|
$339,634
0.49% of portfolio
|
Q1 2022
Reduced 7.15%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,391
shares
|
$339,542
0.02% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
7,375
shares
|
$338,807
0.01% of portfolio
|
Q3 2025
Added 26.15%
|
|