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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
761
shares
|
$28,552
0.0% of portfolio
|
Q4 2022
Reduced 8.31%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
758
shares
|
$28,440
0.0% of portfolio
|
Q3 2023
Reduced 1.04%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
752
shares
|
$28,215
0.02% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
746
shares
|
$27,989
0.0% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
707
shares
|
$26,526
0.0% of portfolio
|
Q4 2022
Reduced 10.84%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
704
shares
|
$26,414
0.0% of portfolio
|
Q2 2024
Reduced 23.73%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
700
shares
|
$26,264
0.0% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
697
shares
|
$26,151
0.0% of portfolio
|
Q3 2024
Added 178.8%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
695
shares
|
$26,076
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
683
shares
|
$25,626
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
681
shares
|
$25,551
0.02% of portfolio
|
Q2 2022
Reduced 18.35%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
681
shares
|
$25,551
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
668
shares
|
$25,063
0.01% of portfolio
|
Q3 2024
Reduced 13.92%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
656
shares
|
$24,613
0.0% of portfolio
|
Q4 2023
Reduced 19.51%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
653
shares
|
$24,500
0.01% of portfolio
|
Q1 2022
Reduced 83.46%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
651
shares
|
$24,425
0.0% of portfolio
|
Q2 2023
Added 189.33%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
637
shares
|
$23,900
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
630
shares
|
$23,637
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
622
shares
|
$23,337
0.01% of portfolio
|
Q1 2023
Reduced 3.42%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
622
shares
|
$23,337
0.0% of portfolio
|
Q3 2019
Reduced 18.05%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
617
shares
|
$23,149
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
600
shares
|
$22,512
0.0% of portfolio
|
Q3 2022
Reduced 1.32%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
590
shares
|
$22,136
0.0% of portfolio
|
Q1 2022
Reduced 66.61%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
578
shares
|
$21,686
0.02% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
572
shares
|
$21,461
0.01% of portfolio
|
Q2 2024
Added 135.39%
|