Purchases and Sales Made in Q4 2025 in Exelon Corp (EXC)
This table provides information about the institutional ownership of Exelon Corp (EXC) during Q4 2025. The information is specifically focused on institutions that hold shares of EXELON CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.18M+ 391.4% |
$53.1M - $57M
|
1.48M
$68.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.02M+ 14.58% |
$46.1M - $49.4M
|
8.05M
$370M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
718K+ 1042.83% |
$32.3M - $34.6M
|
787K
$36.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
BUY
|
- |
35.3K+ 82.45% |
$1.59M - $1.7M
|
78.1K
$3.59M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
20K+ 13092.16% |
$901K - $966K
|
20.2K
$927K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
17K+ 16.21% |
$764K - $819K
|
122K
$5.59M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
14K+ 167.64% |
$629K - $674K
|
22.3K
$1.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
12.2K+ 177.97% |
$549K - $589K
|
19.1K
$876K
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
9.88K+ 3.85% |
$444K - $477K
|
266K
$12.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
7.14KNew |
$321K - $345K
|
7.14K
$328K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.14K+ 27.46% |
$321K - $344K
|
33.1K
$1.52M
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6.69K+ 40.25% |
$301K - $323K
|
23.3K
$1.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
6.47K+ 1.7% |
$291K - $312K
|
387K
$17.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.01K+ 36.02% |
$270K - $290K
|
22.7K
$1.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4.96KNew |
$223K - $239K
|
4.96K
$228K
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4.75K+ 7.69% |
$213K - $229K
|
66.5K
$3.05M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.57K+ 8.71% |
$205K - $220K
|
57K
$2.62M
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
3.95K+ 15.43% |
$178K - $191K
|
29.6K
$1.36M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
3.9K+ 1950.0% |
$175K - $188K
|
4.1K
$188K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.05K+ 5.27% |
$137K - $147K
|
60.9K
$2.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
2.5KNew |
$112K - $121K
|
2.5K
$115K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.31K+ 20.6% |
$104K - $111K
|
13.5K
$620K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.2K+ 7.84% |
$99.1K - $106K
|
30.3K
$1.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.76K+ 38.33% |
$79.1K - $84.9K
|
6.35K
$292K
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.76KNew |
$79.1K - $84.9K
|
1.76K
$80.8K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.71K+ 7.14% |
$76.9K - $82.4K
|
25.6K
$1.18M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.64KNew |
$73.5K - $78.9K
|
1.64K
$75.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.54K+ 13.84% |
$69.3K - $74.3K
|
12.7K
$582K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.47K+ 59.67% |
$65.9K - $70.7K
|
3.92K
$180K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.4K+ 33.91% |
$63K - $67.5K
|
5.53K
$254K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
951+ 5.45% |
$42.8K - $45.9K
|
18.4K
$845K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
806+ 1.4% |
$36.2K - $38.9K
|
58.3K
$2.68M
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
602New |
$27.1K - $29K
|
602
$27.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
600+ 2.14% |
$27K - $28.9K
|
28.6K
$1.31M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
550+ 6.75% |
$24.7K - $26.5K
|
8.7K
$399K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
432+ 4.03% |
$19.4K - $20.8K
|
11.1K
$512K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
369+ 8.07% |
$16.6K - $17.8K
|
4.94K
$227K
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
359+ 4.2% |
$16.1K - $17.3K
|
8.9K
$409K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
348+ 5.85% |
$15.6K - $16.8K
|
6.3K
$289K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
325New |
$14.6K - $15.7K
|
325
$14.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
194+ 3.23% |
$8.72K - $9.36K
|
6.21K
$285K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
179+ 2.06% |
$8.05K - $8.63K
|
8.88K
$408K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
139+ 1.87% |
$6.25K - $6.71K
|
7.57K
$348K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
135New |
$6.07K - $6.51K
|
135
$6.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
130+ 0.52% |
$5.85K - $6.27K
|
25.1K
$1.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
129+ 2.43% |
$5.8K - $6.22K
|
5.43K
$250K
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
125+ 0.91% |
$5.62K - $6.03K
|
13.8K
$634K
|
|
|
Jan 14, 2026
Q4 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
119+ 2.09% |
$5.35K - $5.74K
|
5.81K
$267K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
103+ 4.03% |
$4.63K - $4.97K
|
2.66K
$122K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
99+ 1.12% |
$4.45K - $4.78K
|
8.92K
$410K
|
|