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 |
|---|---|---|---|---|---|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
31
shares
|
$1,424
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
30
shares
|
$1,378
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
30
shares
|
$1,378
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
29
shares
|
$1,332
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
28
shares
|
$1,286
0.0% of portfolio
|
Q1 2025
Reduced 82.28%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
25
shares
|
$1,148
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
24
shares
|
$1,102
0.0% of portfolio
|
Q3 2025
Reduced 97.18%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
23
shares
|
$1,056
0.0% of portfolio
|
Q2 2023
Reduced 96.86%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
22
shares
|
$1,010
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
21
shares
|
$964
0.0% of portfolio
|
Q3 2025
Reduced 87.5%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
20
shares
|
$918
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
17
shares
|
$780
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
17
shares
|
$780
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
16
shares
|
$735
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
11
shares
|
$505
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
11
shares
|
$505
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
10
shares
|
$459
0.0% of portfolio
|
Q3 2025
Reduced 72.22%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
9
shares
|
$413
0.0% of portfolio
|
Q2 2025
Reduced 94.34%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
9
shares
|
$413
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
8
shares
|
$367
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
8
shares
|
$367
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
7
shares
|
$321
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
7
shares
|
$321
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
6
shares
|
$275
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
5
shares
|
$229
0.0% of portfolio
|
Q2 2025
New holding
|
|