Institutional Ownership Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC). We have compiled data on the 1,165 institutions that hold shares in the stock, with a total of 801 Million shares, which have been reported (via 13F filing form) to have a value of $30 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
1,100
shares
|
$41,272
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,083
shares
|
$40,634
0.0% of portfolio
|
Q3 2024
Reduced 41.3%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,054
shares
|
$39,546
0.01% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,052
shares
|
$39,471
0.0% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,052
shares
|
$39,471
0.01% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,024
shares
|
$38,420
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Nov 01, 2024 Q3 2024 |
1,000
shares
|
$37,520
0.01% of portfolio
|
Q1 2022
Reduced 90.0%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
1,000
shares
|
$37,520
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
987
shares
|
$37,032
0.01% of portfolio
|
Q3 2022
Reduced 5.19%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
936
shares
|
$35,118
0.01% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
928
shares
|
$34,818
0.01% of portfolio
|
Q1 2024
Reduced 37.63%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
898
shares
|
$33,692
0.02% of portfolio
|
Q1 2023
Added 798.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
897
shares
|
$33,655
0.0% of portfolio
|
Q3 2024
Reduced 23.33%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
879
shares
|
$32,980
0.0% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
857
shares
|
$32,154
0.01% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
850
shares
|
$31,892
0.0% of portfolio
|
Q2 2022
Added 32.81%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
837
shares
|
$31,404
0.01% of portfolio
|
Q3 2024
Added 33.92%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
832
shares
|
$31,216
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
812
shares
|
$30,466
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
805
shares
|
$30,203
0.05% of portfolio
|
Q3 2023
Added 98.77%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
802
shares
|
$30,091
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
801
shares
|
$30,053
0.01% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
797
shares
|
$29,903
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
788
shares
|
$29,565
0.03% of portfolio
|
Q2 2019
Reduced 20.24%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
779
shares
|
$29,228
0.03% of portfolio
|
Q3 2024
Reduced 26.92%
|