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 |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
4,530
shares
|
$208,108
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
4,527
shares
|
$207,970
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,522
shares
|
$207,740
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
4,500
shares
|
$206,730
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
4,500
shares
|
$206,730
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
4,492
shares
|
$206,362
0.01% of portfolio
|
Q3 2025
Reduced 18.22%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
4,487
shares
|
$206,132
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
4,484
shares
|
$205,994
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
4,480
shares
|
$205,811
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
4,471
shares
|
$205,397
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
4,453
shares
|
$204,570
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,387
shares
|
$201,538
0.02% of portfolio
|
Q3 2022
Reduced 5.6%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
4,251
shares
|
$195,290
0.11% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
4,174
shares
|
$191,753
0.09% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,147
shares
|
$190,513
0.05% of portfolio
|
Q2 2023
Added 49.77%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
4,128
shares
|
$189,640
0.03% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
4,027
shares
|
$185,000
0.05% of portfolio
|
Q3 2025
Reduced 21.53%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
4,026
shares
|
$184,954
0.01% of portfolio
|
Q3 2025
Reduced 26.59%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
3,987
shares
|
$183,162
0.0% of portfolio
|
Q3 2025
Added 19.16%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
3,877
shares
|
$178,109
0.0% of portfolio
|
Q3 2025
Added 60.67%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
3,832
shares
|
$176,042
0.02% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
3,626
shares
|
$166,578
0.09% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
3,521
shares
|
$161,754
0.09% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,497
shares
|
$160,652
0.05% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
3,490
shares
|
$160,330
0.01% of portfolio
|
Q2 2025
Reduced 3.91%
|
|