Institutional Ownership Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC). We have compiled data on the 1,245 institutions that hold shares in the stock, with a total of 769 Million shares, which have been reported (via 13F filing form) to have a value of $36.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
6,142
shares
|
$290,270
0.02% of portfolio
|
Q2 2023
Reduced 6.47%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
6,142
shares
|
$290,270
0.02% of portfolio
|
Q2 2023
Reduced 6.47%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
6,106
shares
|
$288,569
0.01% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
6,099
shares
|
$288,238
0.01% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
6,091
shares
|
$287,860
0.01% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
6,080
shares
|
$287,340
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
6,037
shares
|
$285,308
0.01% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
6,001
shares
|
$283,607
0.0% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
6,000
shares
|
$283,560
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
5,988
shares
|
$282,992
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
5,973
shares
|
$282,283
0.01% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
5,972
shares
|
$282,236
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
5,970
shares
|
$282,142
0.03% of portfolio
|
Q4 2023
Reduced 0.98%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
5,945
shares
|
$280,960
0.01% of portfolio
|
Q4 2024
Reduced 14.36%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,916
shares
|
$279,590
0.02% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
5,898
shares
|
$278,739
0.0% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
5,855
shares
|
$276,707
0.18% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,828
shares
|
$275,431
0.01% of portfolio
|
Q4 2024
Added 438.13%
|
|
|
Northstar Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
5,815
shares
|
$274,816
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
5,812
shares
|
$274,675
0.12% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
5,769
shares
|
$272,642
0.03% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
5,731
shares
|
$270,847
0.01% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
5,692
shares
|
$269,003
0.05% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
5,688
shares
|
$268,814
0.13% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
5,687
shares
|
$268,767
0.02% of portfolio
|
Q4 2024
Added 7.34%
|