Skip to content
Disclosery

EXC EXELON CORP

Follow

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
Leonteq Securities AG669$30.8K<0.01%-36213F-HRTimeline
Beacon Capital Management, LLC664$30.6K<0.01%+613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC656$30.2K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC646$29.8K<0.01%-1,79413F-HRTimelineGroup
SOA Wealth Advisors, LLC.642$29.6K0.01%-16313F-HRTimeline
Missouri Trust & Investment Co630$29K0.01%-10013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS622$28.7K0.01%013F-HRTimeline
Silvant Capital Management LLC622$28.7K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT600$27.6K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.599$27.6K<0.01%-1,18613F-HRTimeline
Plante Moran Financial Advisors, LLC590$27.2K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC568$26.2K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…544$25.1K<0.01%-5213F-HRTimeline
Financial Perspectives, Inc539$24.9K0.01%+513F-HRTimeline
Rise Advisors, LLC537$24.7K0.01%-10713F-HRTimeline
Bruce G. Allen Investments, LLC532$24.5K0.02%-4613F-HRTimeline
Anchor Investment Management, LLC529$24.4K<0.01%+413F-HRTimeline
CBIZ Investment Advisory Services, LLC522$24K<0.01%+8713F-HR/ATimeline
Quest 10 Wealth Builders, Inc.513$23.6K0.03%+22113F-HRTimeline
FIRST FINANCIAL CORP /IN/500$23K0.01%013F-HRTimeline
Ridgewood Investments LLC500$23K0.01%013F-HRTimeline
Byrne Asset Management LLC500$23K0.02%-12013F-HRTimeline
Smithfield Trust Co518$23K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.492$22.7K0.01%013F-HRTimeline
ESL Trust Services, LLC474$21.8K<0.01%013F-HRTimeline
BFSG, LLC458$21.1K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.444$20.5K0.01%-1,12513F-HRTimeline
Princeton Global Asset Management LLC438$20.2K<0.01%-7113F-HRTimeline
WPG Advisers, LLC432$19.9K0.02%-13013F-HRTimeline
Greykasell Wealth Strategies, Inc.424$19.5K0.01%new13F-HRTimeline
Gen-Wealth Partners Inc418$19.3K0.01%-17713F-HRTimeline
Truvestments Capital LLC412$19K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department410$18.9K0.01%013F-HRTimelineGroup
Wela Strategies, Inc.18,702$18.7K0.01%+7,60913F-HRTimeline
Ransom Advisory, Ltd400$18.4K0.01%013F-HRTimeline
Holos Integrated Wealth LLC396$18.2K0.01%013F-HRTimeline
Saudi Central Bank395$18.2K0.1%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC393$18.1K<0.01%013F-HRTimelineGroup
Wayfinding Financial, LLC396$18K0.01%new13F-HRTimeline
Sound Income Strategies, LLC379$17.5K<0.01%+11813F-HRTimeline
Heritage Wealth Advisors355$16.4K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC353$16.3K<0.01%013F-HRTimeline
Richardson Capital Management LLC350$16.1K0.01%013F-HRTimeline
Activest Wealth Management349$16.1K<0.01%+33913F-HRTimeline
Bell Investment Advisors, Inc344$15.9K<0.01%+6413F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.344$15.9K0.01%+17913F-HRTimelineGroup
SRH ADVISORS, LLC340$15.7K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp339$15.6K<0.01%new13F-HRTimelineGroup
DT Investment Partners, LLC337$15.5K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…335$15.4K0.01%013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.329$15K0.01%+24813F-HRTimeline
Strengthening Families & Communities, L…313$14.4K0.01%+313F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC300$13.8K0.01%013F-HRTimeline
CNB Bank300$13.8K0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC299$13.8K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC298$13.7K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC282$13K<0.01%013F-HRTimeline
Fairman Group, LLC342$12.9K0.01%-5113F-HRTimeline
Dynamic Wealth Strategies, LLC279$12.9K0.01%new13F-HRTimeline
Dunhill Financial, LLC277$12.7K0.01%-1813F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.271$12.5K0.01%013F-HRTimeline
Park Place Capital Corp269$12.4K<0.01%+5813F-HRTimeline
PSI Advisors, LLC262$12.1K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.260$12K<0.01%+10813F-HRTimeline
NewSquare Capital LLC255$11.8K<0.01%+23113F-HRTimeline
Laurel Wealth Advisors LLC250$11.5K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC246$11.3K<0.01%+10213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC245$11.3K<0.01%-2313F-HRTimeline
Vermillion Wealth Management, Inc.244$11.2K<0.01%013F-HRTimeline
McIlrath & Eck, LLC241$11.1K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST240$11.1K<0.01%-2,00013F-HRTimeline
2UniFi Bank250$11.1K0.01%-15113F-HRTimeline
PrairieView Partners, LLC242$11K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV240$11K<0.01%013F-HRTimeline
NFSG Corp238$11K<0.01%+213F-HRTimeline
TOWER TRUST & INVESTMENT Co230$10.8K0.01%13F-HRTimeline
Cedar Mountain Advisors, LLC232$10.7K<0.01%+313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…228$10.5K<0.01%+913F-HRTimeline
Cetera Trust Company, N.A226$10.4K0.01%013F-HRTimeline
Riverview Trust Co223$10.3K0.01%-2813F-HRTimeline
Bogart Wealth, LLC217$10K<0.01%+3313F-HRTimeline
BIRCHBROOK, INC.210$9.68K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.209$9.63K<0.01%+1513F-HRTimeline
Sunbelt Securities, Inc.202$9.31K<0.01%-5213F-HRTimeline
Semmax Financial Advisors Inc.205$9.28K<0.01%+213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…200$9.22K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.200$9.22K0.01%013F-HRTimeline
Robinswood Financial LLC200$9.22K<0.01%013F-HRTimeline
Piscataqua Savings Bank200$9.21K0.01%013F-HRTimeline
Roble, Belko & Company, Inc200$9K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC200$9K0.01%013F-HRTimeline
Stone House Investment Management, LLC193$8.89K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC188$8.66K<0.01%-12113F-HRTimeline
United Community Bankin group United Community Bank185$8.53K<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC183$8.41K<0.01%+13313F-HRTimeline
JDM Financial Group LLC176$8.11K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC188$8K<0.01%+913F-HRTimeline
Barnes Dennig Private Wealth Management…170$7.83K0.01%13F-HRTimeline
Bangor Savings Bank166$7.65K<0.01%-313F-HRTimeline
OAKWORTH CAPITAL, INC.159$7.33K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC150$6.91K<0.01%013F-HRTimeline
Pacifica Partners Inc.143$6.75K<0.01%013F-HRTimeline
High Note Wealth, LLC142$6.54K<0.01%+513F-HRTimeline
Wood Tarver Financial Group, LLC142$6.54K<0.01%-213F-HRTimeline
Tower View Wealth Management LLC137$6.3K<0.01%+213F-HRTimeline
Aventura Private Wealth, LLC135$6.22K<0.01%013F-HRTimeline
Creekmur Asset Management LLC131$6.03K<0.01%-1213F-HRTimeline
Ruedi Wealth Management, Inc.127$5.85K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC111$5.12K<0.01%+113F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.108$4.98K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC3$4.98K<0.01%-10513F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management107$4.93K<0.01%13F-HRTimelineGroup
SIERRA OCEAN, LLC106$4.9K<0.01%013F-HRTimeline
American Capital Advisory, LLC104$4.79K<0.01%+613F-HRTimeline
Golden State Wealth Management, LLC101$4.65K<0.01%+7013F-HR/ATimeline
Hughes Financial Services, LLC101$4.64K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC96$4.42K<0.01%-31213F-HRTimeline
GHP Investment Advisors, Inc.87$4.01K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC87$4.01K<0.01%013F-HRTimeline
Quarry LP87$4.01K<0.01%-2,64413F-HRTimeline
Avion Wealth107$4K<0.01%013F-HRTimeline
Coston, McIsaac & Partners93$4K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.85$3.92K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.100$3.76K<0.01%013F-HRTimeline
HighMark Wealth Management LLC81$3.73K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC80$3.71K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC80$3.69K<0.01%013F-HRTimelineGroup
CURIO WEALTH, LLC1$3.5K0.03%-15013F-HRTimeline
Main Street Group, LTD73$3.35K<0.01%+3413F-HRTimeline
FSA Wealth Management LLC72$3.32K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC70$3.24K<0.01%13F-HRTimeline
Guardian Wealth Management, Inc.55$2.56K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC55$2.54K<0.01%+3013F-HRTimeline
Bellwether Advisors, LLC50$2.3K<0.01%013F-HRTimeline
Clark Wealth Partners50$2.3K<0.01%+4213F-HRTimeline
IAG Wealth Partners, LLC49$2.26K<0.01%013F-HRTimeline
Core Alternative Capital47$2.17K<0.01%013F-HRTimeline
ATWOOD & PALMER INC46$2.12K<0.01%-20013F-HRTimeline
SJS Investment Consulting Inc.46$2.12K<0.01%+1513F-HRTimeline
Global Financial Private Client, LLC46$2.12K<0.01%+3313F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC43$1.98K<0.01%new13F-HR/ATimeline
Aspect Partners, LLC40$1.84K<0.01%013F-HRTimeline
MOTCO39$1.8K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC38$1.75K<0.01%new13F-HRTimeline
Uniplan Investment Counsel, Inc.35$1.62K<0.01%new13F-HRTimeline
Transce3nd, LLC32$1.48K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC31$1.42K<0.01%+1113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…29$1.34K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC29$1.34K<0.01%013F-HRTimeline
TFC Financial Management, Inc.28$1.3K<0.01%-13013F-HRTimeline
Greenline Partners, LLC27$1.24K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC25$1.15K<0.01%new13F-HRTimeline
Cedar Wealth Management, LLC22$1.01K<0.01%013F-HRTimeline
Crewe Advisors LLC22$1.01K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC22$1.01K<0.01%-3113F-HRTimeline
Bay Harbor Wealth Management, LLC22$1.01K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4$1K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC20$922<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC20$9220.02%new13F-HRTimeline
Principia Wealth Advisory, LLC20$886<0.01%+213F-HRTimeline
Abound Wealth Management15$714<0.01%-15013F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …15$691<0.01%new13F-HR/ATimelineGroup
Parkworth Wealth Management, Inc.11$507<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC10$478<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC10$461<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.10$461<0.01%013F-HR/ATimeline
CHESAPEAKE ASSET MANAGEMENT LLC10$460<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7$323<0.01%-21413F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.4$185<0.01%013F-HRTimeline
GoalVest Advisory LLC4$184<0.01%new13F-HRTimeline
Caitong International Asset Management …4$184<0.01%-9113F-HRTimeline
J.Safra Asset Management Corp1$39<0.01%-1,60113F-HR/ATimeline
West Oak Capital, LLC16$7<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,72913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, 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