Institutional Ownership Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC). We have compiled data on the 1,209 institutions that hold shares in the stock, with a total of 802 Million shares, which have been reported (via 13F filing form) to have a value of $34.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
87
shares
|
$3,774
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
85
shares
|
$3,688
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
82
shares
|
$3,557
0.0% of portfolio
|
Q4 2024
Added 241.67%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
81
shares
|
$3,514
0.0% of portfolio
|
Q4 2024
Added 1057.14%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
80
shares
|
$3,471
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
80
shares
|
$3,471
0.0% of portfolio
|
Q4 2024
Added 23.08%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
74
shares
|
$3,210
0.0% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
72
shares
|
$3,124
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
65
shares
|
$2,820
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
55
shares
|
$2,386
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
50
shares
|
$2,169
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
50
shares
|
$2,169
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
50
shares
|
$2,169
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
49
shares
|
$2,126
0.0% of portfolio
|
Q4 2024
Added 63.33%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
48
shares
|
$2,082
0.0% of portfolio
|
Q2 2022
Reduced 57.52%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
47
shares
|
$2,039
0.0% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
40
shares
|
$1,735
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
39
shares
|
$1,692
0.0% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
39
shares
|
$1,692
0.0% of portfolio
|
Q2 2024
Reduced 45.83%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
32
shares
|
$1,388
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
31
shares
|
$1,345
0.0% of portfolio
|
Q4 2024
Reduced 29.55%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
31
shares
|
$1,345
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
29
shares
|
$1,258
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
29
shares
|
$1,258
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
25
shares
|
$1,084
0.0% of portfolio
|
Q4 2021
New holding
|