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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
SteelPeak Wealth, LLC181$6.81K<0.01%new13F-HRTimeline
JDM Financial Group LLC176$6.62K<0.01%-2613F-HRTimeline
Bangor Savings Bank169$6.36K<0.01%013F-HRTimeline
Rakuten Securities, Inc.165$6.21K<0.01%-5513F-HRTimeline
Abound Wealth Management165$6.19K<0.01%-113F-HRTimeline
VALLEY NATIONAL ADVISERS INC179$6K<0.01%+513F-HRTimeline
OAKWORTH CAPITAL, INC.159$5.99K<0.01%-40913F-HRTimeline
TFC Financial Management, Inc.158$5.95K<0.01%+13013F-HRTimeline
SUMMIT SECURITIES GROUP LLC158$5.95K<0.01%-1,07313F-HRTimeline
Financial Management Professionals, Inc.152$5.72K<0.01%+4513F-HRTimeline
CURIO WEALTH, LLC151$5.68K<0.01%13F-HRTimeline
Carolina Wealth Advisors, LLC150$5.65K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC144$5.43K<0.01%+3813F-HRTimeline
Creekmur Asset Management LLC143$5.4K<0.01%+1113F-HRTimeline
Pacifica Partners Inc.143$5.38K<0.01%013F-HRTimeline
High Note Wealth, LLC137$5.16K<0.01%new13F-HRTimeline
LEE DANNER & BASS INC136$5.12K<0.01%new13F-HRTimeline
Tower View Wealth Management LLC135$5.1K<0.01%+113F-HRTimeline
Aventura Private Wealth, LLC135$5.08K<0.01%13F-HRTimeline
Wood Tarver Financial Group, LLC144$5K<0.01%13F-HRTimeline
Ruedi Wealth Management, Inc.127$4.78K<0.01%013F-HRTimeline
Winch Advisory Services, LLC111$4.18K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC110$4.14K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.108$4.07K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC108$4.07K<0.01%13F-HRTimeline
Avion Wealth107$4K<0.01%-1613F-HRTimeline
SIERRA OCEAN, LLC106$4K<0.01%13F-HRTimeline
Prudent Man Investment Management, Inc.100$3.76K<0.01%13F-HRTimeline
American Capital Advisory, LLC98$3.69K<0.01%013F-HRTimeline
Caitong International Asset Management …95$3.58K<0.01%13F-HR/ATimeline
GHP Investment Advisors, Inc.87$3.27K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC87$3.27K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.85$3.2K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC82$3.09K<0.01%+5813F-HRTimeline
Valued Wealth Advisors LLC80$3.01K<0.01%+1513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC80$3.01K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners93$3K<0.01%013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.81$3K<0.01%+7413F-HRTimeline
Transcendent Capital Group LLC74$2.77K<0.01%013F-HRTimeline
FSA Wealth Management LLC72$2.71K<0.01%013F-HRTimeline
Guardian Wealth Management, Inc.55$2.08K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC53$2K<0.01%13F-HRTimeline
Bellwether Advisors, LLC50$1.88K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC50$1.88K<0.01%new13F-HRTimeline
True Wealth Design, LLC50$1.87K<0.01%+2513F-HRTimeline
IAG Wealth Partners, LLC49$1.84K<0.01%+1913F-HRTimeline
Core Alternative Capital47$1.77K<0.01%+413F-HRTimeline
Aspect Partners, LLC40$1.51K<0.01%013F-HRTimeline
MOTCO39$1.47K<0.01%013F-HRTimeline
Main Street Group, LTD39$1.47K<0.01%013F-HRTimeline
Transce3nd, LLC32$1.2K<0.01%13F-HRTimeline
Golden State Wealth Management, LLC31$1.17K<0.01%13F-HRTimeline
SJS Investment Consulting Inc.31$1.17K<0.01%-1313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…29$1.09K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC29$1.09K<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4$1K<0.01%013F-HRTimelineGroup
WealthTrak Capital Management LLC25$941<0.01%13F-HRTimeline
NewSquare Capital LLC24$903<0.01%new13F-HRTimeline
Cedar Wealth Management, LLC22$828<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC21$790<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.20$7830.07%-20,93313F-HRTimeline
HHM Wealth Advisors, LLC20$753<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC20$750<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC18$678<0.01%13F-HRTimeline
FLP Wealth Management, LLC18$675<0.01%13F-HRTimeline
Global Financial Private Client, LLC13$489<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.11$414<0.01%13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC10$387<0.01%new13F-HRTimeline
Activest Wealth Management10$376<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.10$376<0.01%13F-HRTimeline
STANCE CAPITAL LLC8$301<0.01%13F-HRTimeline
Clark Wealth Partners8$301<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.4$151<0.01%013F-HRTimeline
RE Dickinson Investment Advisors, LLC199$75<0.01%013F-HR/ATimeline
Morse Asset Management, Inc1$38<0.01%013F-HRTimeline
West Oak Capital, LLC16$6<0.01%013F-HR/ATimeline
Edge Capital Group, LLC511,041$34.9Knew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.

Events

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

    Accepted , ingested