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 |
|---|---|---|---|---|---|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
5,687
shares
|
$261,260
0.03% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
5,668
shares
|
$260,387
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
5,610
shares
|
$257,723
0.11% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
5,599
shares
|
$257,218
0.04% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
5,595
shares
|
$257,034
0.11% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
5,586
shares
|
$256,620
0.01% of portfolio
|
Q3 2025
Reduced 11.8%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
5,555
shares
|
$255,196
0.04% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
5,549
shares
|
$254,921
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
5,520
shares
|
$253,588
0.01% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Northstar Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,519
shares
|
$253,542
0.1% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
5,511
shares
|
$253,175
0.02% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
5,478
shares
|
$251,659
0.14% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
5,473
shares
|
$251,429
0.0% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
5,455
shares
|
$250,602
0.03% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
5,454
shares
|
$250,556
0.08% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
5,447
shares
|
$250,235
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
5,445
shares
|
$250,143
0.06% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,420
shares
|
$248,994
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
5,417
shares
|
$248,856
0.02% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
5,405
shares
|
$248,305
0.01% of portfolio
|
Q3 2025
Reduced 60.43%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
5,400
shares
|
$248,076
0.08% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
5,385
shares
|
$247,386
0.02% of portfolio
|
Q4 2022
Added 0.49%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
5,366
shares
|
$246,514
0.01% of portfolio
|
Q3 2025
Reduced 22.21%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,358
shares
|
$246,146
0.01% of portfolio
|
Q3 2025
Reduced 26.39%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
5,302
shares
|
$243,573
0.0% of portfolio
|
Q3 2025
New holding
|
|