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Exelon (EXC) Institutional Ownership

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$46.51 -0.23 (-0.49%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Exelon (NASDAQ:EXC)

Current
Institutional Ownership
Percentage
80.92%
Number of
Institutional Buyers
(last 12 months)
636
Total
Institutional Inflows
(last 12 months)
$5.24B
Number of
Institutional Sellers
(last 12 months)
400
Total
Institutional Outflows
(last 12 months)
$4.34B
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EXC Institutional Buying and Selling by Quarter

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Exelon Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025CRA Financial Services LLC5,692$262K0.0%-6.0%0.001%
4/16/2025Opal Wealth Advisors LLC1,088$50K0.0%N/A0.000%
4/16/2025Hennessy Advisors Inc.144,031$6.64M0.2%-4.8%0.014%
4/16/2025Wealth Enhancement Advisory Services LLC269,101$12.40M0.0%+141.2%0.027%
4/16/2025Stanley Laman Group Ltd.8,881$409K0.1%+3.8%0.001%
4/16/2025Marshall Financial Group LLC7,795$359K0.1%-4.6%0.001%
4/16/2025Tobam27,619$1.27M0.5%+1,079.8%0.003%
4/16/2025Rockland Trust Co.9,659$445K0.0%N/A0.001%
4/16/2025Compagnie Lombard Odier SCmA10,535$485K0.0%-17.2%0.001%
4/16/2025Union Bancaire Privee UBP SA12,092$557K0.0%+7.1%0.001%
4/15/2025 apricus wealth LLC4,552$210K0.1%N/A0.000%
4/15/2025 Fifth Third Bancorp138,356$6.38M0.0%+1.2%0.014%
4/15/2025 Simon Quick Advisors LLC7,386$340K0.0%+28.2%0.001%
4/15/2025 USA Financial Formulas32,821$1.51M0.2%N/A0.003%
4/15/2025 Redhawk Wealth Advisors Inc.25,996$1.20M0.2%+332.0%0.003%
4/15/2025 CX Institutional5,988$276K0.0%N/A0.001%
4/15/2025 Assenagon Asset Management S.A.179,791$8.29M0.0%-90.6%0.018%
4/15/2025 Integrated Advisors Network LLC76,807$3.54M0.2%+384.6%0.008%
4/15/2025 Sanibel Captiva Trust Company Inc.13,985$644K0.0%+16.7%0.001%
4/15/2025 SG Americas Securities LLC84,962$3.92M0.0%+714.7%0.008%
4/15/2025 Avanza Fonder AB103,421$4.75M0.2%-1.6%0.010%
4/15/2025 GAMMA Investing LLC19,751$910K0.1%+26.9%0.002%
4/15/2025 Wealthcare Advisory Partners LLC25,184$1.16M0.0%+8.4%0.002%
4/14/2025 Harbor Capital Advisors Inc.23,510$1.08M0.0%-19.9%0.002%
4/14/2025 Yousif Capital Management LLC162,643$7.50M0.1%+11.2%0.016%
4/14/2025 Midland Wealth Advisors LLC11,358$523K0.0%-25.7%0.001%
4/14/2025 Tounjian Advisory Partners LLC73,660$3.39M0.6%N/A0.007%
4/14/2025 Northstar Advisory Group LLC5,815$268K0.2%N/A0.001%
4/14/2025 Pallas Capital Advisors LLC9,109$420K0.0%+65.1%0.001%
4/14/2025 Farther Finance Advisors LLC13,972$642K0.0%+126.0%0.001%
4/14/2025 CHICAGO TRUST Co NA8,389$387K0.1%+57.1%0.001%
4/14/2025 Wesbanco Bank Inc.8,751$403K0.0%-12.1%0.001%
4/14/2025 Capital Investment Advisors LLC4,691$216K0.0%N/A0.000%
4/14/2025 Park Avenue Securities LLC29,059$1.34M0.0%+47.9%0.003%
4/14/2025 Bank of New Hampshire7,623$351K0.1%-7.6%0.001%
4/14/2025 Miracle Mile Advisors LLC4,434$204K0.0%N/A0.000%
4/14/2025 Eagle Wealth Strategies LLC4,966$229K0.1%N/A0.000%
4/14/2025 Sivia Capital Partners LLC4,424$204K0.1%N/A0.000%
4/11/2025 Gateway Investment Advisers LLC4,706$217K0.0%N/A0.000%
4/11/2025 Radnor Capital Management LLC23,707$1.09M0.2%-34.5%0.002%
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4/11/2025 Procyon Advisors LLC4,987$230K0.0%N/A0.000%
4/11/2025 Curat Global LLC2,430$112K0.1%N/A0.000%
4/11/2025 E. Ohman J or Asset Management AB41,724$1.92M0.1%-5.2%0.004%
4/10/2025 Thrive Wealth Management LLC4,541$209K0.0%N/A0.000%
4/10/2025 Lake Street Private Wealth LLC4,414$203K0.0%N/A0.000%
4/10/2025 Trinity Wealth Management LLC4,900$226K0.1%N/A0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.47,546$2.19M0.1%+19.1%0.005%
4/9/2025 Sentry Investment Management LLC3,304$148K0.1%N/A0.000%
4/9/2025 ST Germain D J Co. Inc.646$30K0.0%-73.5%0.000%
4/9/2025 Merit Financial Group LLC19,935$919K0.0%+266.6%0.002%
4/9/2025 Harbor Investment Advisory LLC8,443$389K0.0%-10.0%0.001%
4/9/2025 NBC Securities Inc.21,294$981K0.1%+106,370.0%0.002%
4/9/2025 Iowa State Bank34,397$1.59M0.3%-11.4%0.003%
4/9/2025 Czech National Bank230,882$10.64M0.1%+6.0%0.023%
4/8/2025 Rhumbline Advisers2,051,186$94.52M0.1%+4.5%0.203%
4/8/2025 Fifth Third Wealth Advisors LLC13,871$639K0.0%-12.9%0.001%
4/8/2025 Veery Capital LLC8,372$386K0.2%+6.4%0.001%
4/8/2025 Parallel Advisors LLC11,626$535K0.0%+39.1%0.001%
4/7/2025 Summit Global Investments16,505$761K0.1%N/A0.002%
4/7/2025 GAMMA Investing LLC910,126$41.94M0.0%+5,746.1%0.090%
4/7/2025 AdvisorNet Financial Inc24,646$1.14M0.1%+2.3%0.002%
4/7/2025 Nexus Investment Management ULC11,415$526K0.1%+15.3%0.001%
4/4/2025 Webster Bank N. A.599$28K0.0%-66.4%0.000%
4/4/2025 Quent Capital LLC5,020$231K0.0%+9.2%0.000%
4/4/2025 Sage Capital Advisors llc5,000$230K0.1%N/A0.000%
4/4/2025 Moody National Bank Trust Division13,958$643K0.1%-10.0%0.001%
4/3/2025 Versant Capital Management Inc3,822$176K0.0%+265.0%0.000%
4/3/2025 Adirondack Trust Co.1,910$88K0.0%-16.6%0.000%
4/1/2025 Centre Asset Management LLC7,584$349K0.1%+3.2%0.001%
4/1/2025 MassMutual Private Wealth & Trust FSB4,019$185K0.0%+9.7%0.000%
3/18/2025California State Teachers Retirement System1,372,332$51.66M0.1%-20.5%0.137%
3/18/2025111 Capital9,427$355K0.1%N/A0.001%
3/17/2025Wealth Enhancement Advisory Services LLC111,553$4.20M0.0%-3.1%0.011%
3/14/2025Lansforsakringar Fondforvaltning AB publ 320,570$12.07M0.1%N/A0.032%
3/10/2025Mattson Financial Services LLC1,280$52K0.0%N/A0.000%
3/4/2025Siemens Fonds Invest GmbH1,369$52K0.0%-87.4%0.000%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH892,295$33.59M0.1%N/A0.089%
2/27/2025Jefferies Financial Group Inc.5,636$212K0.0%N/A0.001%
2/25/2025Leigh Baldwin & CO. LLC6,575$248K0.1%N/A0.001%
2/25/2025B. Riley Wealth Advisors Inc.21,879$824K0.0%+2.6%0.002%
2/25/2025 Integrated Advisors Network LLC15,849$597K0.0%-7.0%0.002%
2/24/2025Ameriflex Group Inc.621$25K0.0%N/A0.000%
2/20/2025Mackenzie Financial Corp236,254$8.89M0.0%-16.0%0.024%
2/20/2025Castlekeep Investment Advisors LLC4,630$174K0.0%N/A0.000%
2/19/2025Toronto Dominion Bank575,709$21.67M0.0%-5.2%0.057%
2/19/2025GF Fund Management CO. LTD.190,438$7.17M0.2%N/A0.019%
2/19/2025Public Employees Retirement System of Ohio401,371$15.11M0.1%-3.8%0.040%
2/18/2025Neo Ivy Capital Management9,588$360K0.1%N/A0.001%
2/18/2025GTS Securities LLC10,012$377K0.0%-82.0%0.001%
2/18/2025Vise Technologies Inc.13,588$511K0.0%+24.5%0.001%
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2/18/2025Cornerstone Advisory LLC9,244$348K0.0%+16.2%0.001%
2/18/2025Focus Partners Advisor Solutions LLC11,133$419K0.0%-40.8%0.001%
2/18/2025Continuum Advisory LLC1,050$40K0.0%-20.2%0.000%
2/18/2025PharVision Advisers LLC11,563$435K0.4%N/A0.001%
2/18/2025Glen Eagle Advisors LLC3,576$135K0.0%-40.3%0.000%
2/18/2025Principal Street Partners LLC7,833$295K0.1%+7.1%0.001%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC12,846,030$483.53M0.1%+43.3%1.278%
2/17/2025USS Investment Management Ltd124,157$4.68M0.0%-32.8%0.012%
2/17/2025Voloridge Investment Management LLC464,461$17.48M0.1%+200.2%0.046%
2/17/2025Waverly Advisors LLC9,410$354K0.0%+74.4%0.001%
(Data available from 1/1/2016 forward)

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EXC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EXC shares?

During the previous two years, 1,076 institutional investors and hedge funds held shares of Exelon. The most heavily invested institutionals were Vanguard Group Inc. ($4.79B), BlackRock Inc. ($3.53B), State Street Corp ($2.44B), Wellington Management Group LLP ($1.30B), Price T Rowe Associates Inc. MD ($1.04B), Geode Capital Management LLC ($988.08M), and Lazard Asset Management LLC ($928.28M).Learn more on EXC's institutional investors.

What percentage of Exelon stock is owned by institutional investors?

80.92% of Exelon stock is owned by institutional investors. Learn more on EXC's institutional investor holdings.

Which institutional investors have been buying Exelon stock?

Of the 908 institutional investors that purchased Exelon stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lazard Asset Management LLC ($27.26M), Norges Bank ($23.38M), Vanguard Group Inc. ($18.04M), Price T Rowe Associates Inc. MD ($7.50M), FMR LLC ($7.38M), Deutsche Bank AG ($6.93M), and Neuberger Berman Group LLC ($5.14M).

How much institutional buying is happening at Exelon?

Institutional investors have bought a total of 239,232,263 shares in the last 24 months. This purchase volume represents approximately $11.79B in transactions.

Which Exelon major shareholders have been selling company stock?

Of the 610 institutional investors that sold Exelon stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($50.21M), GQG Partners LLC ($16.17M), Bank of New York Mellon Corp ($10.73M), FMR LLC ($7.13M), Capital Research Global Investors ($6.41M), T. Rowe Price Investment Management Inc. ($6.30M), and Voya Investment Management LLC ($5.10M).

How much institutional selling is happening at Exelon?

Institutional investors have sold a total of 203,339,205 shares in the last 24 months. This volume of shares sold represents approximately $10.37B in transactions.



This page (NASDAQ:EXC) was last updated on 4/16/2025 by MarketBeat.com Staff
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