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 |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
568
shares
|
$21,311
0.0% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
555
shares
|
$20,823
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
529
shares
|
$19,848
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
520
shares
|
$19,510
0.0% of portfolio
|
Q3 2024
Added 828.57%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
518
shares
|
$19,435
0.0% of portfolio
|
Q4 2021
Reduced 0.38%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
513
shares
|
$19,247
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
509
shares
|
$19,097
0.0% of portfolio
|
Q3 2024
Reduced 23.46%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
500
shares
|
$18,760
0.01% of portfolio
|
Q1 2024
Reduced 69.23%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
500
shares
|
$18,760
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
500
shares
|
$18,760
0.01% of portfolio
|
Q3 2023
Reduced 28.57%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
492
shares
|
$18,459
0.01% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
474
shares
|
$17,784
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
474
shares
|
$17,784
0.01% of portfolio
|
Q3 2023
Reduced 83.63%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
458
shares
|
$17,184
0.0% of portfolio
|
Q2 2024
Reduced 83.17%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
439
shares
|
$16,471
0.0% of portfolio
|
Q1 2022
Reduced 9.48%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
434
shares
|
$16,283
0.0% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
429
shares
|
$16,096
0.0% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
424
shares
|
$15,908
0.0% of portfolio
|
Q1 2019
Added 100.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
408
shares
|
$15,308
0.01% of portfolio
|
Q1 2024
Reduced 88.35%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
408
shares
|
$15,308
0.0% of portfolio
|
Q2 2024
Reduced 49.06%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
393
shares
|
$14,745
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
393
shares
|
$14,745
0.01% of portfolio
|
Q1 2024
Added 106.84%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
390
shares
|
$14,632
0.0% of portfolio
|
Q3 2024
Added 635.85%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
374
shares
|
$14,032
0.0% of portfolio
|
Q1 2024
Added 71.56%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
354
shares
|
$13,282
0.0% of portfolio
|
Q2 2023
Added 0.85%
|