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Disclosery

EXC EXELON CORP

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Stock (common), issuer CIK 1109357

1,077 managers (1,103 13F filers) reported a position in EXC shares at 2024-12-31, 818,934,752 shares in all. 83 filers opened a position and 97 filers sold out during the quarter.

Managers
1,077
13F filers
1,103
New
83
Added
427
Reduced
350
Sold out
97
Shares held by filers
818,934,752

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CARRET ASSET MANAGEMENT, LLC9,769$368K0.04%+72513F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.9,756$367K0.28%-1713F-HRTimeline
Global Retirement Partners, LLC9,755$367K0.01%-14313F-HRTimeline
Community Bank & Trust, Waco, Texas9,744$367K0.08%-14313F-HRTimeline
Entropy Technologies, LP9,725$366K0.04%new13F-HRTimeline
Smartleaf Asset Management LLC9,661$364K0.04%+3,40913F-HRTimeline
Tyler-Stone Wealth Management9,656$363K0.06%013F-HRTimeline
Finward Bancorp9,651$363K0.31%13F-HRTimeline
EP Wealth Advisors, LLC9,621$362K<0.01%-6713F-HRTimeline
Total Clarity Wealth Management, Inc.9,581$361K0.12%+3,11113F-HRTimeline
Neo Ivy Capital Management9,588$360K0.07%new13F-HRTimeline
Bleakley Financial Group, LLC9,547$359K0.01%-1,08713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC9,531$359K0.07%-58913F-HRTimeline
Blackston Financial Advisory Group, LLC9,455$356K0.18%+61613F-HRTimeline
111 Capital9,427$355K0.07%13F-HRTimeline
Waverly Advisors, LLC9,410$354K0.01%+4,01313F-HRTimeline
Groupe la Francaisein group Groupe la Francaise9,509$354K0.01%13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC9,384$353K0.03%+47613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,331$351K0.01%-10313F-HRTimelineGroup
Rothschild Wealth LLC9,330$351K0.1%-2,04413F-HRTimeline
Clearstead Advisors, LLC9,311$350K0.01%-57113F-HRTimeline
Onyx Bridge Wealth Group LLC9,297$350K0.05%new13F-HRTimeline
Cable Hill Partners, LLC9,228$347K0.04%new13F-HRTimeline
Aull & Monroe Investment Management Corp9,184$346K0.18%013F-HRTimeline
Heartland Bank & Trust Co9,105$343K0.19%-4313F-HRTimeline
SEEDS INVESTOR LLC9,094$342K0.1%-16313F-HRTimeline
Blueshift Asset Management, LLC9,071$341K0.12%-4,79213F-HRTimeline
Avantra Family Wealth, Inc.9,037$340K0.32%13F-HRTimeline
BOKF, NAin group BOKF, NA9,071$338K0.01%-1213F-HRTimelineGroup
RNC CAPITAL MANAGEMENT LLC8,969$338K0.02%013F-HRTimeline
VeraBank, N.A.8,895$335K0.09%013F-HRTimeline
Goldstone Financial Group, LLC8,788$331K0.05%-3,40213F-HRTimeline
Lantz Financial LLC8,778$330K0.09%+7313F-HRTimeline
Sienna Gestion8,778$330K0.02%013F-HRTimeline
Confluence Wealth Services, Inc.8,395$329K0.02%-52713F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…8,721$328K0.07%013F-HRTimeline
Orion Porfolio Solutions, LLC8,636$325K<0.01%-48213F-HRTimeline
Orion Portfolio Solutions, LLC8,636$325K<0.01%-48213F-HRTimeline
Stanley-Laman Group, Ltd.8,558$322K0.05%new13F-HRTimeline
PRIVATE TRUST CO NA8,554$322K0.03%-3913F-HRTimeline
OLD NATIONAL BANCORP /IN/8,517$321K0.01%+8413F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC8,500$320K0.07%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.8,469$319K<0.01%+1,43913F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP7,828$319K0.05%+10813F-HRTimeline
Parallel Advisors, LLC8,356$315K0.01%+84413F-HRTimeline
J.W. COLE ADVISORS, INC.8,313$313K0.01%-2,41713F-HRTimeline
Prime Capital Investment Advisors, LLC8,292$312K<0.01%-62713F-HRTimeline
KINTRA WEALTH, LLC8,284$312K0.22%new13F-HRTimeline
Bank of New Hampshire8,248$310K0.08%-1,21213F-HRTimeline
Cohen Klingenstein LLC8,200$309K0.01%013F-HRTimeline
NorthRock Partners, LLC8,182$308K0.01%-1,67813F-HR/ATimeline
FIRST MANHATTAN CO. LLC.8,180$308K<0.01%-22413F-HRTimeline
Marshall Financial Group, LLC8,173$308K0.07%+9413F-HRTimeline
WOLVERINE TRADING, LLC8,149$307K0.01%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY8,146$307K0.04%013F-HRTimeline
Aaron Wealth Advisors LLC8,056$303K0.04%+47313F-HRTimeline
Oslo Pensjonsforsikring AS8,024$302K0.04%+2,41713F-HRTimeline
Hendershot Investments Inc.7,999$301K0.04%-26813F-HRTimeline
Platform Technology Partners7,939$299K0.09%-113F-HRTimeline
Alpha Omega Wealth Management LLC7,874$296K0.06%013F-HRTimeline
Veery Capital, LLC7,872$296K0.11%013F-HRTimeline
Cresset Asset Management, LLC7,864$296K<0.01%-72,43913F-HRTimeline
Calydon Capital7,833$295K0.06%+51613F-HRTimeline
Insight Advisors, LLC/ PA7,834$295K0.05%013F-HRTimeline
Atom Investors LP7,792$293K0.04%-1,78713F-HRTimeline
SHARPEPOINT LLC7,782$293K0.26%13F-HRTimeline
Petrus Trust Company, LTA7,774$293K0.03%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.7,763$292K0.07%+4513F-HRTimelineGroup
Riverwater Partners LLC7,730$291K0.14%-25713F-HRTimeline
Kapitalo Investimentos Ltda7,709$290K0.19%new13F-HRTimeline
Grant/GrossMendelsohn, LLC7,680$289K0.15%013F-HRTimeline
Arkadios Wealth Advisors7,645$288K0.02%+2,31113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,500$282K0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,440$280K0.02%-12,52913F-HRTimeline
Avantax Planning Partners, Inc.7,431$280K0.01%+20813F-HRTimeline
Centre Asset Management, LLC7,351$277K0.06%+51013F-HRTimeline
VSM Wealth Advisory, LLC7,355$277K0.1%13F-HRTimeline
Kenora Financial, LLC7,307$275K0.11%-11313F-HRTimeline
NORDEN GROUP LLC7,227$272K0.03%+35813F-HRTimeline
CGN Advisors LLC7,225$272K0.03%013F-HRTimeline
Wealth Management Associates, Inc.7,222$272K0.12%-5013F-HRTimeline
SFG Wealth Management, LLC.7,152$269K0.14%new13F-HRTimeline
Ellenbecker Investment Group7,148$269K0.05%013F-HRTimeline
Bank & Trust Co7,147$269K0.23%013F-HRTimeline
Berger Financial Group, Inc7,132$268K0.02%new13F-HRTimeline
Segment Wealth Management, LLC7,125$268K0.02%+53013F-HRTimeline
Snowden Capital Advisors LLC7,102$267K0.01%+7813F-HRTimeline
ClearBridge Investments Ltd7,089$267K0.01%-81613F-HRTimeline
Marcum Wealth, LLC7,077$266K0.02%+62713F-HRTimeline
Clarius Group, LLC7,001$264K0.02%+1,49813F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC6,979$263K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC6,955$262K0.01%-42513F-HRTimeline
Resonant Capital Advisors, LLC6,953$262K0.02%+1,22913F-HRTimeline
Good Life Advisors, LLC6,924$261K0.02%-40613F-HRTimeline
HARTLINE INVESTMENT CORP/6,873$259K0.03%-14013F-HRTimeline
Foundations Investment Advisors, LLC6,830$257K<0.01%-70313F-HRTimeline
Verdence Capital Advisors LLC6,796$256K0.02%-1,45213F-HRTimeline
World Investment Advisors6,791$256K0.01%-9613F-HRTimeline
First Heartland Consultants, Inc.6,790$256K0.03%-12813F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.6,768$255K0.12%+4113F-HRTimeline
Manske Wealth Management6,726$253K0.1%13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC6,725$253K0.11%013F-HRTimeline
Advisory Services Network, LLC6,724$253K<0.01%-24813F-HRTimeline
Essential Planning, LLC.6,500$252K<0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC6,666$251K<0.01%-28913F-HRTimeline
CW Advisors, LLC6,648$250K<0.01%new13F-HRTimeline
Summit Financial, LLC6,626$249K0.01%-48013F-HRTimeline
Nikulski Financial, Inc.6,625$249K0.07%new13F-HRTimeline
Compton Financial Group, LLC6,618$249K0.07%+95813F-HRTimeline
LEIGH BALDWIN & CO., LLC6,575$248K0.21%13F-HR/ATimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,525$246K0.04%+68213F-HRTimeline
Valeo Financial Advisors, LLC6,492$244K0.01%+82313F-HRTimeline
Northwest Bancshares, Inc.6,487$244K0.05%-45813F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC6,485$244K0.06%-41513F-HRTimeline
Key Financial Inc6,462$243K0.06%+71813F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK6,413$241K0.01%-18913F-HRTimelineGroup
Kentucky Trust Co6,400$241K0.14%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,392$241K0.01%-20613F-HRTimelineGroup
Financial Advisors Network, Inc.6,388$240K0.04%13F-HRTimeline
Wedmont Private Capital6,439$240K0.01%+1,18013F-HRTimeline
Ledyard National Bank6,367$240K0.02%+1913F-HRTimeline
Callan Family Office, LLC6,367$240K0.02%new13F-HRTimeline
Quantum Portfolio Management LLC6,286$237K0.13%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd6,284$237K0.02%-36,81313F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,249$235K0.01%new13F-HRTimeline
Blue Trust, Inc.6,222$234K<0.01%-4,54113F-HR/ATimeline
Plotkin Financial Advisors, LLC6,191$233K0.14%013F-HRTimeline
Farther Finance Advisors, LLC6,183$233K0.01%-1,06313F-HRTimeline
BEARING POINT CAPITAL, LLC6,175$232K0.05%13F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co6,168$232K0.02%013F-HRTimeline
First Command Advisory Services, Inc.6,142$231K<0.01%-113F-HRTimeline
Dorsey & Whitney Trust CO LLC6,106$230K0.01%+6913F-HRTimeline
Pine Valley Investments Ltd Liability Co6,099$230K0.02%-2113F-HRTimeline
HARBOUR INVESTMENTS, INC.6,091$229K0.01%-27913F-HRTimeline
State of Wyoming6,080$229K0.03%new13F-HRTimeline
CRA Financial Services, LLC6,053$228K0.04%-57913F-HRTimeline
Baltimore-Washington Financial Advisors…6,037$227K0.01%+50013F-HRTimeline
Redhawk Wealth Advisors, Inc.6,018$227K0.03%+3313F-HRTimeline
DAVENPORT & Co LLC6,001$226K<0.01%+7713F-HRTimeline
Defined Financial Planning LLC6,000$226K0.24%13F-HRTimeline
MGO ONE SEVEN LLC5,973$225K0.01%+21413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,972$225K<0.01%new13F-HRTimelineGroup
Cassaday & Co Wealth Management LLC5,945$224K0.01%-99713F-HRTimeline
JFS WEALTH ADVISORS, LLC5,916$223K0.02%-7113F-HRTimeline
EARNEST PARTNERS LLC5,898$222K<0.01%-22413F-HRTimeline
Successful Portfolios LLC5,855$220K0.15%-15813F-HRTimeline
Venturi Wealth Management, LLC5,828$219K0.01%+4,74513F-HRTimeline
RD Lewis Holdings, Inc.5,297$219K0.24%13F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…5,812$219K0.12%-1713F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC5,762$217K0.01%new13F-HRTimeline
Moors & Cabot, Inc.5,731$216K0.01%013F-HRTimeline
Telos Capital Management, Inc.5,687$214K0.02%+38913F-HRTimeline
Covestor Ltd5,688$214K0.13%-69813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD5,675$214K0.13%-13013F-HRTimeline
SeaCrest Wealth Management, LLC5,674$214K0.02%-5113F-HRTimeline
Phoenix Wealth Advisors5,672$213K0.09%-21813F-HRTimeline
Sound View Wealth Advisors Group, LLC5,671$213K0.02%-25313F-HRTimeline
Westover Capital Advisors, LLC5,669$213K0.05%-3913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,636$212K<0.01%new13F-HR/ATimelineGroup
Avestar Capital, LLC5,575$210K0.02%+50813F-HRTimeline
Financial Council, LLC5,549$209K0.11%013F-HRTimeline
Glenview Trust Co5,531$208K<0.01%013F-HRTimeline
Accel Wealth Management5,529$208K0.08%new13F-HRTimeline
Argent Trust Co5,520$208K0.01%013F-HRTimeline
Pallas Capital Advisors LLC5,518$208K0.01%-68813F-HRTimeline
Retirement Planning Co of New England, …5,499$207K0.1%+55013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,488$207K0.01%013F-HRTimelineGroup
SMITH, MOORE & CO.5,477$206K0.02%013F-HRTimeline
Greenfield Savings Bank5,474$206K0.1%-31513F-HRTimeline
Merit Financial Group, LLC5,438$205K<0.01%new13F-HRTimeline
Marion Wealth Management5,427$204K0.05%-15413F-HRTimeline
Strategic Financial Concepts, LLC5,411$204K0.04%new13F-HR/ATimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV5,388$203K0.07%+3313F-HRTimeline
4WEALTH ADVISORS, INC.5,372$202K0.21%13F-HRTimeline
Cadence Bank5,364$202K0.01%-36713F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,358$202K0.01%-21413F-HRTimeline
CHICAGO TRUST Co NA5,339$201K0.04%013F-HRTimeline
DUNCKER STREETT & CO INC5,208$196K0.04%+11813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…5,196$196K0.07%-10013F-HRTimeline
Acropolis Investment Management, LLC5,153$194K0.01%-40313F-HRTimeline
PAYDEN & RYGEL5,110$192K0.02%013F-HRTimeline
Nemes Rush Group LLC5,056$190K0.02%+6013F-HRTimeline
First Horizon Advisors, Inc.4,810$181K0.01%+49513F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH4,808$181K0.05%-4013F-HRTimeline
Brooklyn Investment Group4,611$174K0.05%+7013F-HRTimeline
MONETARY MANAGEMENT GROUP INC4,600$173K0.04%+4,10013F-HRTimeline
Quent Capital, LLC4,599$173K0.02%+97913F-HRTimeline
Newton One Investments LLC4,578$172K0.07%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,530$171K0.01%+713F-HRTimelineGroup
Vermillion & White Wealth Management Gr…4,408$166K0.12%013F-HRTimeline
Catalyst Capital Advisors LLC4,404$166K<0.01%+2,80613F-HRTimeline
Parkside Financial Bank & Trust4,367$164K0.02%+18113F-HRTimeline
GeoWealth Management, LLC4,360$164K0.01%-19813F-HRTimeline
MATHER GROUP, LLC.4,267$161K<0.01%-76813F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.4,174$157K0.07%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,098$154K<0.01%-15513F-HRTimelineGroup
CoreCap Advisors, LLC4,003$151K0.01%+1,05013F-HRTimeline
R Squared Ltd4,000$151K0.15%13F-HRTimeline
Geneos Wealth Management Inc.3,977$150K0.01%-5213F-HRTimeline
Lindbrook Capital, LLC3,912$147K0.01%+1,26313F-HRTimeline

Events

  • Fulginiti Caroline reported holdings of EXC shares in a Form 3 filed 2026-10-06. 0002156572-26-000002

    Accepted , ingested