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 |
|---|---|---|---|---|---|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
4,744
shares
|
$217,939
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Biltmore Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
4,732
shares
|
$217,388
0.08% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
4,726
shares
|
$217,112
0.01% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
4,724
shares
|
$217,020
0.2% of portfolio
|
Q3 2022
Reduced 17.33%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
4,723
shares
|
$216,974
0.03% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
4,700
shares
|
$215,918
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
4,667
shares
|
$214,401
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
4,666
shares
|
$214,356
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
4,661
shares
|
$214,126
0.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
4,660
shares
|
$214,080
0.08% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
4,631
shares
|
$212,748
0.01% of portfolio
|
Q3 2025
Reduced 16.12%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
4,616
shares
|
$212,059
0.0% of portfolio
|
Q3 2025
Added 227.14%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
4,601
shares
|
$211,369
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
4,589
shares
|
$210,818
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
4,583
shares
|
$210,543
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,582
shares
|
$210,497
0.01% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
4,578
shares
|
$210,313
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
4,575
shares
|
$210,175
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
4,569
shares
|
$209,899
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
4,555
shares
|
$209,256
0.02% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 14, 2025 Q3 2025 |
4,550
shares
|
$209,027
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
4,546
shares
|
$208,843
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
4,545
shares
|
$208,797
0.01% of portfolio
|
Q3 2025
Reduced 13.56%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
4,543
shares
|
$208,705
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
4,540
shares
|
$208,567
0.01% of portfolio
|
Q3 2025
Reduced 10.95%
|
|