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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
353
shares
|
$13,244
0.0% of portfolio
|
Q3 2024
Added 48.95%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
350
shares
|
$13,132
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
350
shares
|
$13,132
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
340
shares
|
$12,756
0.01% of portfolio
|
Q4 2022
Reduced 49.55%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
337
shares
|
$12,644
0.0% of portfolio
|
Q3 2024
Reduced 42.98%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
330
shares
|
$12,381
0.01% of portfolio
|
Q2 2024
Reduced 34.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
324
shares
|
$12,156
0.01% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
307
shares
|
$11,518
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
302
shares
|
$11,331
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
300
shares
|
$11,256
0.01% of portfolio
|
Q1 2022
Reduced 15.01%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
300
shares
|
$11,256
0.01% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
300
shares
|
$11,256
0.01% of portfolio
|
Q3 2020
Reduced 68.75%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
297
shares
|
$11,143
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
282
shares
|
$10,580
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
276
shares
|
$10,355
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
275
shares
|
$10,318
0.0% of portfolio
|
Q4 2022
Added 1347.37%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
271
shares
|
$10,167
0.01% of portfolio
|
Q4 2023
Added 3.83%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
266
shares
|
$9,980
0.0% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
262
shares
|
$9,830
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
254
shares
|
$9,530
0.0% of portfolio
|
Q3 2024
Reduced 16.17%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
250
shares
|
$9,380
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
246
shares
|
$9,229
0.0% of portfolio
|
Q2 2023
Added 23.0%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
246
shares
|
$9,229
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
243
shares
|
$9,117
0.01% of portfolio
|
Q3 2024
Added 84.09%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
242
shares
|
$9,079
0.0% of portfolio
|
Q2 2024
Reduced 4.72%
|