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Disclosery

EXC EXELON CORP

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Stock (common), issuer CIK 1109357

1,174 managers (1,198 13F filers) reported a position in EXC shares at 2025-03-31, 832,483,626 shares in all. 165 filers opened a position and 75 filers sold out during the quarter.

Managers
1,174
13F filers
1,198
New
165
Added
477
Reduced
331
Sold out
75
Shares held by filers
832,483,626

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SEEDS INVESTOR LLC11,289$520K0.15%+2,19513F-HRTimeline
denkapparat Operations GmbH11,222$517K0.55%new13F-HRTimeline
Smartleaf Asset Management LLC11,493$514K0.05%+1,83213F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…11,107$512K0.19%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…11,060$510K0.01%+5,08813F-HRTimelineGroup
Prosperity Consulting Group, LLC11,019$508K0.04%+23913F-HRTimeline
Smith Group Asset Management, LLC11,000$507K0.04%013F-HRTimeline
Union Bancaire Privee, UBP SA12,092$500K0.01%+79813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,802$498K0.01%+37113F-HRTimeline
Checchi Capital Advisers, LLC10,789$497K0.04%+83913F-HRTimeline
Verdence Capital Advisors LLC10,767$496K0.04%+3,97113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,725$494K<0.01%+93313F-HRTimelineGroup
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors10,717$494K0.29%-24213F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC10,711$494K0.09%013F-HRTimeline
Prospera Financial Services Inc10,706$493K0.01%-2,61013F-HRTimeline
Prime Capital Investment Advisors, LLC10,638$490K0.01%+2,34613F-HRTimeline
CARRET ASSET MANAGEMENT, LLC10,634$490K0.06%+86513F-HRTimeline
Compagnie Lombard Odier SCmA10,535$485K0.01%-2,19513F-HRTimeline
Waterloo Capital, L.P.10,452$482K0.04%new13F-HRTimeline
Bollard Group LLC10,410$480K0.01%+8513F-HRTimeline
CENTRAL TRUST Co10,401$479K0.01%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC10,358$479K0.05%+1,16313F-HRTimeline
Significant Wealth Partners LLC10,379$478K0.25%-7013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC10,342$477K<0.01%+55013F-HRTimeline
WBH ADVISORY INC10,270$473K0.04%+8613F-HRTimeline
NJ State Employees Deferred Compensatio…10,200$470K0.06%013F-HRTimeline
Haverford Trust Co10,182$469K<0.01%-99613F-HRTimeline
ClearBridge Investments Ltd10,147$468K0.01%+3,05813F-HRTimeline
Costello Asset Management, INC10,145$467K0.19%-12013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW10,131$467K0.09%-12513F-HRTimelineGroup
Avantra Family Wealth, Inc.10,131$467K0.45%+1,09413F-HRTimeline
SYNOVUS FINANCIAL CORP10,043$463K0.01%+23313F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.9,940$458K0.3%013F-HRTimeline
Aaron Wealth Advisors LLC9,912$457K0.05%+1,85613F-HRTimeline
Stonegate Investment Group, LLC9,885$456K0.01%-2,39913F-HRTimeline
Addis & Hill, Inc9,884$455K0.32%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,830$453K<0.01%-1,92913F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd10,201$451K0.08%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC9,761$450K0.08%+23013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.9,756$450K0.35%013F-HRTimeline
Community Bank & Trust, Waco, Texas9,674$446K0.1%-7013F-HRTimeline
BOKF, NAin group BOKF, NA9,667$445K0.01%+59613F-HRTimelineGroup
ROCKLAND TRUST CO9,659$445K0.02%new13F-HRTimeline
Tyler-Stone Wealth Management9,656$445K0.08%013F-HRTimeline
Finward Bancorp9,651$445K0.39%013F-HRTimeline
Integrated Wealth Concepts LLC9,520$439K0.01%-49513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,474$437K0.01%new13F-HRTimeline
MGO ONE SEVEN LLC9,384$432K0.02%+3,41113F-HRTimeline
Y-Intercept (Hong Kong) Ltd9,344$431K0.03%+3,06013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,171$430K0.03%new13F-HRTimelineGroup
Onyx Bridge Wealth Group LLC9,297$428K0.06%013F-HRTimeline
Cable Hill Partners, LLC9,093$426K0.04%-13513F-HRTimeline
Rothschild Wealth LLC9,235$426K0.12%-9513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp9,200$424K0.03%new13F-HRTimelineGroup
Glenview Trust Co9,177$423K0.01%+3,64613F-HR/ATimeline
Pallas Capital Advisors LLC9,109$420K0.02%+3,59113F-HRTimeline
Aull & Monroe Investment Management Corp9,084$419K0.21%-10013F-HRTimeline
Montecito Bank & Trust9,067$418K0.07%new13F-HRTimeline
Capital Square, LLC9,037$416K0.24%-65913F-HRTimeline
EP Wealth Advisors, LLC9,025$416K<0.01%-59613F-HRTimeline
RNC CAPITAL MANAGEMENT LLC8,969$413K0.02%013F-HRTimeline
Arkadios Wealth Advisors8,963$413K0.02%+1,31813F-HRTimeline
VeraBank, N.A.8,905$410K0.11%+1013F-HRTimeline
Stanley-Laman Group, Ltd.8,881$409K0.06%+32313F-HRTimeline
Confluence Wealth Services, Inc.8,670$406K0.03%+27513F-HRTimeline
NorthRock Partners, LLC8,755$403K0.01%+57313F-HRTimeline
WESBANCO BANK INC8,751$403K0.01%-1,20013F-HRTimeline
Atom Investors LP8,741$403K0.05%+94913F-HRTimeline
Lantz Financial LLC8,725$402K0.11%-5313F-HRTimeline
NORDEN GROUP LLC8,721$402K0.05%+1,49413F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…8,721$402K0.08%013F-HRTimeline
State of Wyoming8,709$401K0.05%+2,62913F-HRTimeline
Clearstead Advisors, LLC8,681$400K0.01%-63013F-HRTimeline
PRIVATE TRUST CO NA8,679$400K0.04%+12513F-HRTimeline
Goldstone Financial Group, LLC8,607$397K0.06%-18113F-HRTimeline
SLT Holdings LLC8,600$396K0.37%new13F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC8,500$392K0.09%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC8,443$389K0.04%-94113F-HRTimeline
CHICAGO TRUST Co NA8,389$387K0.07%+3,05013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,631$386K0.06%+2,10613F-HRTimeline
Veery Capital, LLC8,372$386K0.15%+50013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,238$380K0.01%-5,91613F-HRTimelineGroup
Cohen Klingenstein LLC8,200$378K0.01%013F-HRTimeline
Segment Wealth Management, LLC8,172$377K0.03%+1,04713F-HRTimeline
ROMANO BROTHERS AND COMPANY8,146$375K0.05%013F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC8,130$375K0.32%-93,60813F-HRTimeline
World Investment Advisors8,101$373K0.01%+1,31013F-HRTimeline
OneDigital Investment Advisors LLC8,091$373K<0.01%+1,42513F-HRTimeline
Yardley Wealth Management LLC8,000$369K0.22%-8,00013F-HRTimeline
Hendershot Investments Inc.7,999$369K0.05%013F-HRTimeline
FIRST MANHATTAN CO. LLC.7,993$368K<0.01%-18713F-HRTimeline
Compound Planning, Inc.7,991$368K0.02%new13F-HRTimeline
Platform Technology Partners7,939$366K0.11%013F-HRTimeline
Allegheny Financial Group7,882$363K0.09%-4,29313F-HRTimeline
Groupe la Francaisein group Groupe la Francaise8,208$363K0.01%-1,30113F-HRTimelineGroup
Alpha Omega Wealth Management LLC7,874$363K0.07%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP7,859$362K0.06%+3113F-HRTimeline
Insight Advisors, LLC/ PA7,834$361K0.06%013F-HRTimeline
Advanced Portfolio Management, LLC7,831$361K0.73%new13F-HRTimeline
Snowden Capital Advisors LLC7,828$361K0.01%+72613F-HRTimeline
Total Clarity Wealth Management, Inc.9,581$361K0.12%013F-HRTimeline
Riverwater Partners LLC7,820$360K0.18%+9013F-HRTimeline
Marshall Financial Group, LLC7,795$359K0.08%-37813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,722$356K0.01%new13F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,679$354K0.01%new13F-HRTimelineGroup
Bank of New Hampshire7,623$351K0.09%-62513F-HRTimeline
Centre Asset Management, LLC7,584$349K0.09%+23313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.7,538$347K0.04%+3,98913F-HRTimeline
Grant/GrossMendelsohn, LLC7,470$347K0.19%-21013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…7,526$347K<0.01%new13F-HRTimelineGroup
Calydon Capital7,504$346K0.06%-32913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,500$346K0.02%013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding7,468$344K-15,725Timeline
Brooklyn Investment Group7,447$343K0.07%+2,83613F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC7,409$341K0.01%+43013F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC7,386$340K0.02%+1,62413F-HRTimeline
Avantax Planning Partners, Inc.7,373$340K0.01%-5813F-HRTimeline
VSM Wealth Advisory, LLC7,368$340K0.12%+1313F-HRTimeline
CGN Advisors LLC7,243$334K0.03%+1813F-HRTimeline
Resonant Capital Advisors, LLC7,220$333K0.02%+26713F-HRTimeline
Thrive Capital Management, LLC7,181$331K0.2%new13F-HRTimeline
MBB PUBLIC MARKETS I LLC7,172$330K0.04%new13F-HR/ATimeline
SFG Wealth Management, LLC.7,154$330K0.16%+213F-HRTimeline
Bank & Trust Co7,147$329K0.27%013F-HRTimeline
Clarius Group, LLC7,104$327K0.02%+10313F-HRTimeline
Berger Financial Group, Inc7,093$327K0.02%-3913F-HRTimeline
Dorsey & Whitney Trust CO LLC7,089$327K0.02%+98313F-HRTimeline
Financial Advisors Network, Inc.7,063$325K0.05%+67513F-HRTimeline
Quantum Portfolio Management LLC7,003$323K0.16%+71713F-HRTimeline
Good Life Advisors, LLC6,939$320K0.02%+1513F-HRTimeline
HARTLINE INVESTMENT CORP/6,873$317K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,870$317K0.01%+77913F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.6,834$315K0.15%+6613F-HRTimeline
SYON CAPITAL LLC6,819$314K0.03%new13F-HRTimeline
Wealth Management Associates, Inc.6,773$312K0.13%-44913F-HRTimeline
Manske Wealth Management6,728$310K0.12%+213F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC6,725$310K0.14%013F-HRTimeline
Advisory Services Network, LLC6,693$308K0.01%-3113F-HRTimeline
Compton Financial Group, LLC6,629$305K0.09%+1113F-HRTimeline
Nikulski Financial, Inc.6,625$305K0.09%013F-HRTimeline
First Heartland Consultants, Inc.6,621$305K0.03%-16913F-HRTimeline
Valeo Financial Advisors, LLC6,619$305K0.01%+12713F-HRTimeline
LEIGH BALDWIN & CO., LLC6,611$305K0.25%+3613F-HRTimeline
Cornerstone Advisory, LLC6,552$303K0.04%-2,69213F-HRTimeline
Wedmont Private Capital6,592$303K0.02%+15313F-HRTimeline
Northwest Bancshares, Inc.6,487$299K0.05%013F-HRTimeline
Key Financial Inc6,462$298K0.06%013F-HRTimeline
Summit Financial, LLC6,448$297K0.01%-17813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,372$294K0.01%new13F-HRTimeline
Ledyard National Bank6,367$293K0.03%013F-HRTimeline
BEARING POINT CAPITAL, LLC6,350$293K0.06%+17513F-HRTimeline
Kentucky Trust Co6,300$290K0.17%-10013F-HRTimeline
Covestor Ltd6,277$289K0.19%+58913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,206$286K0.01%-18613F-HRTimelineGroup
CAXTON ASSOCIATES LLP6,199$286K0.01%13F-HRTimeline
Plotkin Financial Advisors, LLC6,191$285K0.18%013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co6,168$284K0.02%013F-HRTimeline
Oslo Pensjonsforsikring AS6,166$284K0.04%-1,85813F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP6,109$282K0.07%new13F-HRTimeline
Regal Investment Advisors LLC6,058$279K0.02%-6,67213F-HRTimeline
Baltimore-Washington Financial Advisors…6,033$278K0.01%-413F-HRTimeline
DAVENPORT & Co LLC6,006$277K<0.01%+513F-HRTimeline
CX Institutional5,988$276K0.01%new13F-HRTimeline
Retirement Planning Co of New England, …5,985$276K0.14%+48613F-HR/ATimeline
Defined Financial Planning LLC6,000$276K0.28%013F-HRTimeline
Pine Valley Investments Ltd Liability Co5,975$275K0.02%-12413F-HRTimeline
Wealth Group, Ltd.5,962$275K0.18%new13F-HRTimeline
Cutter & CO Brokerage, Inc.5,965$275K0.07%new13F-HRTimeline
Cassaday & Co Wealth Management LLC5,945$274K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC5,938$274K0.02%+2213F-HRTimeline
Blue Trust, Inc.5,889$271K<0.01%-33313F-HRTimeline
Argent Trust Co5,874$271K0.01%+35413F-HRTimeline
Successful Portfolios LLC5,855$270K0.18%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,839$269K0.01%+1,30913F-HRTimelineGroup
Enterprise Financial Services Corpin group Enterprise Financial Services…5,826$268K0.16%+1413F-HRTimelineGroup
Northstar Advisory Group, LLC5,815$268K0.18%new13F-HRTimeline
Elyxium Wealth, LLC5,806$268K0.12%new13F-HRTimeline
SeaCrest Wealth Management, LLC5,769$266K0.03%+9513F-HRTimeline
Callan Family Office, LLC5,769$266K0.02%-59813F-HRTimeline
CRA Financial Services, LLC5,692$262K0.04%-36113F-HRTimeline
Telos Capital Management, Inc.5,687$262K0.03%013F-HRTimeline
Phoenix Wealth Advisors5,671$261K0.11%-113F-HRTimeline
CALTON & ASSOCIATES, INC.5,615$259K0.06%new13F-HR/ATimeline
Accel Wealth Management5,599$258K0.09%+7013F-HRTimeline
Financial Council, LLC5,549$256K0.14%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD5,520$254K0.15%-15513F-HRTimeline
SMITH, MOORE & CO.5,497$253K0.02%+2013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,488$253K0.02%013F-HRTimelineGroup
Machina Capital S.A.S.5,486$253K0.07%-21,27213F-HRTimeline
Bill Few Associates, Inc.5,460$252K0.09%new13F-HRTimeline
TRUST POINT INC.5,437$251K0.02%-4,85513F-HRTimeline
Marion Wealth Management5,433$250K0.07%+613F-HRTimeline
Greenfield Savings Bank5,408$249K0.12%-6613F-HRTimeline
Optas, LLC5,390$248K0.04%new13F-HRTimeline
Kapitalo Investimentos Ltda5,386$248K0.05%-2,32313F-HRTimeline
MATHER GROUP, LLC.5,378$248K<0.01%+1,11113F-HRTimeline
Advisory Alpha, LLC5,375$248K0.01%new13F-HR/ATimeline
Cadence Bank5,364$247K0.02%013F-HRTimeline
Westover Capital Advisors, LLC5,362$247K0.05%-30713F-HRTimeline
Strategic Financial Concepts, LLC5,359$247K0.05%-5213F-HRTimeline

Events

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

    Accepted , ingested