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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
188
shares
|
$7,053
0.0% of portfolio
|
Q2 2023
Reduced 35.84%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
185
shares
|
$6,941
0.0% of portfolio
|
Q1 2023
Reduced 5.13%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
184
shares
|
$6,903
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
183
shares
|
$6,866
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
174
shares
|
$6,528
0.0% of portfolio
|
Q3 2024
Reduced 41.81%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
169
shares
|
$6,340
0.0% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
166
shares
|
$6,228
0.0% of portfolio
|
Q3 2024
Reduced 81.39%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
165
shares
|
$6,190
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
160
shares
|
$6,003
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
155
shares
|
$5,815
0.0% of portfolio
|
Q2 2024
Added 287.5%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
152
shares
|
$5,703
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
150
shares
|
$5,628
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
150
shares
|
$5,628
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
143
shares
|
$5,365
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
137
shares
|
$5,140
0.0% of portfolio
|
Q2 2024
Reduced 71.58%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
134
shares
|
$5,027
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
132
shares
|
$4,952
0.0% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
127
shares
|
$4,765
0.0% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
123
shares
|
$4,614
0.0% of portfolio
|
Q1 2024
Reduced 19.08%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
123
shares
|
$4,614
0.0% of portfolio
|
Q3 2024
Added 24.24%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
113
shares
|
$4,239
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
110
shares
|
$4,127
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
108
shares
|
$4,052
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
107
shares
|
$4,014
0.0% of portfolio
|
Q1 2024
Reduced 33.95%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
107
shares
|
$4,014
0.0% of portfolio
|
Q3 2024
New holding
|