Exelon (EXC) Institutional Ownership

$38.58
-0.04 (-0.10%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
80.92%
Number of
Institutional Buyers
(last 12 months)
525
Total
Institutional Inflows
(last 12 months)
$5.24B
Number of
Institutional Sellers
(last 12 months)
402
Total
Institutional Outflows
(last 12 months)
$2.79B
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EXC Institutional Buying and Selling by Quarter

Exelon Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Western Pacific Wealth Management LP1,975$74K0.1%-36.4%0.000%
5/17/2024 iA Global Asset Management Inc.124,586$4.68M0.1%+6.4%0.012%
5/17/2024 Comerica Bank203,913$7.66M0.0%-10.5%0.020%
5/17/2024 Alethea Capital Management LLC13,126$493K0.4%N/A0.001%
5/17/2024 Tidal Investments LLC69,268$2.60M0.0%+97.1%0.007%
5/16/2024 California State Teachers Retirement System1,369,891$51.47M0.1%-3.6%0.137%
5/16/2024 B. Riley Wealth Advisors Inc.22,248$841K0.0%+10.3%0.002%
5/16/2024 Jacobs Levy Equity Management Inc.4,887,035$183.61M0.8%+2.4%0.489%
5/16/2024 Janus Henderson Group PLC143,493$5.39M0.0%-46.9%0.014%
5/15/2024 SVB Wealth LLC12,542$471K0.0%+6.5%0.001%
5/15/2024 Public Employees Retirement System of Ohio528,365$19.85M0.1%-14.1%0.053%
5/15/2024 Public Employees Retirement Association of Colorado138,885$5.22M0.0%-4.4%0.014%
5/15/2024 Energy Income Partners LLC532,014$19.99M0.4%+0.1%0.053%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund32,850$1.23M0.1%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems75,596$2.84M0.1%-5.1%0.008%
5/15/2024 CoreFirst Bank & Trust1,406$53K0.0%-55.6%0.000%
5/15/2024 Price T Rowe Associates Inc. MD1,390,685$52.25M0.0%+1.2%0.139%
5/15/2024 BOKF NA17,722$660K0.0%+7.6%0.002%
5/15/2024 Steel Grove Capital Advisors LLC48,696$1.83M0.1%+3.0%0.005%
5/15/2024 Lazard Asset Management LLC31,527,396$1.18B1.4%+112.4%3.153%
5/15/2024 1832 Asset Management L.P.52,821$1.98M0.0%-3.7%0.005%
5/15/2024 Keeley Teton Advisors LLC46,823$1.76M0.2%-2.4%0.005%
5/14/2024 Canada Pension Plan Investment Board2,212,180$83.11M0.1%+16.8%0.221%
5/14/2024 Capital Research Global Investors3,198,611$120.17M0.0%+0.0%0.320%
5/14/2024 Toronto Dominion Bank324,396$12.19M0.0%-46.3%0.032%
5/14/2024 DC Investments Management LLC27,173$1.02M0.8%N/A0.003%
5/14/2024 Cadence Bank5,718$215K0.0%-8.0%0.001%
5/14/2024 Advisors Asset Management Inc.9,543$359K0.0%-47.0%0.001%
5/14/2024 EP Wealth Advisors LLC10,367$390K0.0%+12.1%0.001%
5/14/2024 Covington Investment Advisors Inc.53,697$2.02M0.3%+16.2%0.005%
5/14/2024 CreativeOne Wealth LLC6,587$247K0.0%N/A0.001%
5/14/2024 EntryPoint Capital LLC3,517$132K0.1%+32.4%0.000%
5/14/2024 LGT Group Foundation7,382$277K0.0%N/A0.001%
5/14/2024 Shell Asset Management Co.2,238$84K0.0%-50.3%0.000%
5/14/2024 Payden & Rygel Investment Group5,110$192K0.0%N/A0.001%
5/14/2024 Crewe Advisors LLC681$26K0.0%N/A0.000%
5/14/2024 Tiemann Investment Advisors LLC6,915$260K0.1%-8.6%0.001%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund610,000$22.92M0.1%-42.1%0.061%
5/14/2024 CANADA LIFE ASSURANCE Co4,374,891$164.62M0.3%+4.6%0.437%
5/14/2024 American International Group Inc.382,645$14.38M0.1%-0.9%0.038%
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5/14/2024 Vaughan David Investments LLC IL911,035$34.23M0.9%+0.8%0.091%
5/14/2024 National Bank of Canada FI592,902$22.33M0.0%-45.9%0.059%
5/14/2024 Lake Street Advisors Group LLC8,483$319K0.0%+9.2%0.001%
5/13/2024 Bessemer Group Inc.9,313$350K0.0%-50.9%0.001%
5/13/2024 UniSuper Management Pty Ltd37,957$1.43M0.0%+317.4%0.004%
5/13/2024 Clearbridge Investments LLC1,645,737$61.83M0.0%+10.5%0.165%
5/13/2024 Invesco LLC7,420$279K0.1%-48.2%0.001%
5/13/2024 O Shaughnessy Asset Management LLC32,634$1.23M0.0%+18.7%0.003%
5/11/2024 Covestor Ltd1,921$72K0.0%+276.7%0.000%
5/11/2024 Edgestream Partners L.P.131,034$4.92M0.2%N/A0.013%
5/11/2024 Patten & Patten Inc. TN5,544$208K0.0%N/A0.001%
5/10/2024 Acadian Asset Management LLC18,176$681K0.0%N/A0.002%
5/10/2024 TIAA Trust National Association26,780$1.01M0.0%-5.2%0.003%
5/10/2024 Vanguard Group Inc.105,310,761$3.96B0.1%+16.3%10.531%
5/10/2024 Intech Investment Management LLC43,490$1.63M0.0%+7.0%0.004%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp5,133,852$191.31M0.4%-1.4%0.513%
5/10/2024 Te Ahumairangi Investment Management Ltd89,400$3.36M0.6%+25.9%0.009%
5/10/2024 Mizuho Markets Americas LLC69,770$2.62M0.1%N/A0.007%
5/10/2024 M&G Plc2,349,100$89.27M0.5%N/A0.235%
5/10/2024 Sentry Investment Management LLC5,641$212K0.1%N/A0.001%
5/9/2024 Dorsey & Whitney Trust CO LLC6,001$225K0.0%+7.5%0.001%
5/9/2024 Blair William & Co. IL28,482$1.07M0.0%+5.2%0.003%
5/9/2024 HBK Sorce Advisory LLC23,151$870K0.0%-4.5%0.002%
5/9/2024 Kingsview Wealth Management LLC18,419$692K0.0%-47.3%0.002%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.1,253,149$47.08M0.1%+19.1%0.125%
5/9/2024 State Board of Administration of Florida Retirement System1,126,655$42.33M0.1%+3.3%0.113%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,469,269$55.20M0.1%+39.5%0.147%
5/8/2024 Edmond DE Rothschild Holding S.A.104,050$3.91M0.1%+11.3%0.010%
5/8/2024 Baltimore Washington Financial Advisors Inc.5,557$209K0.0%N/A0.001%
5/8/2024 ProShare Advisors LLC1,192,190$44.79M0.1%+19.3%0.119%
5/8/2024 Avantax Advisory Services Inc.14,733$554K0.0%-4.7%0.001%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS1,993,839$74.91M0.5%+6.6%0.199%
5/8/2024 US Bancorp DE168,269$6.32M0.0%+0.8%0.017%
5/8/2024 Russell Investments Group Ltd.2,911,702$109.37M0.2%+33.2%0.291%
5/8/2024 QRG Capital Management Inc.313,417$11.78M0.1%-0.9%0.031%
5/7/2024 Meeder Advisory Services Inc.18,429$692K0.1%-3.8%0.002%
5/7/2024 NorthRock Partners LLC6,588$248K0.0%N/A0.001%
5/7/2024 Sei Investments Co.254,020$9.54M0.0%-4.7%0.025%
5/7/2024 Significant Wealth Partners LLC8,235$309K0.2%-21.3%0.001%
5/7/2024 Allegheny Financial Group LTD10,766$404K0.1%-6.6%0.001%
5/7/2024 Swiss National Bank2,981,155$112.00M0.1%-4.2%0.298%
5/7/2024 Reaves W H & Co. Inc.598,133$22.47M0.8%-60.1%0.060%
5/7/2024 Forsta AP Fonden254,200$9.55M0.1%+7.0%0.025%
5/7/2024 Illinois Municipal Retirement Fund283,493$10.65M0.2%-10.1%0.028%
5/7/2024 Oppenheimer & Co. Inc.25,929$974K0.0%-12.8%0.003%
5/7/2024 Wealthspire Advisors LLC19,074$717K0.0%-2.6%0.002%
5/7/2024 Empowered Funds LLC183,969$6.91M0.1%-3.1%0.018%
5/7/2024 AIA Group Ltd8,511$320K0.0%N/A0.001%
5/7/2024 Sciencast Management LP38,895$1.46M0.9%N/A0.004%
5/6/2024 LSV Asset Management17,100$642K0.0%-43.8%0.002%
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5/6/2024 Envestnet Portfolio Solutions Inc.24,792$931K0.0%+28.4%0.002%
5/6/2024 Empirical Finance LLC35,624$1.34M0.1%+3.5%0.004%
5/4/2024 Essex LLC34,866$1.31M0.3%-5.6%0.003%
5/3/2024 VeraBank N.A.9,300$349K0.1%-3.3%0.001%
5/3/2024 RIA Advisory Group LLC6,572$247K0.1%N/A0.001%
5/3/2024 Larson Financial Group LLC1,310$49K0.0%-81.6%0.000%
5/3/2024 Chevy Chase Trust Holdings LLC553,082$20.78M0.1%-0.9%0.055%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S31,509$1.18M0.0%-82.8%0.003%
5/3/2024 Central Pacific Bank Trust Division1,439$54K0.0%N/A0.000%
5/3/2024 Whittier Trust Co.4,175$157K0.0%+34.0%0.000%
(Data available from 1/1/2016 forward)

EXC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EXC shares?

During the previous two years, 1,033 institutional investors and hedge funds held shares of Exelon. The most heavily invested institutionals were Vanguard Group Inc. ($3.96B), BlackRock Inc. ($3.53B), Wellington Management Group LLP ($3.34B), State Street Corp ($2.56B), Lazard Asset Management LLC ($1.18B), Geode Capital Management LLC ($769.00M), and Deutsche Bank AG ($732.24M).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 890 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 ($27.17M), Vanguard Group Inc. ($17.25M), Deutsche Bank AG ($13.02M), Norges Bank ($10.64M), Price T Rowe Associates Inc. MD ($9.92M), Allianz Asset Management GmbH ($7.41M), and Neuberger Berman Group LLC ($6.38M).

How much institutional buying is happening at Exelon?

Institutional investors have bought a total of 230,379,269 shares in the last 24 months. This purchase volume represents approximately $16.90B in transactions.

Which Exelon major shareholders have been selling company stock?

Of the 602 institutional investors that sold Exelon stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($30.10M), GQG Partners LLC ($16.45M), FMR LLC ($15.09M), Bank of New York Mellon Corp ($9.89M), Capital Research Global Investors ($6.41M), Cohen & Steers Inc. ($3.44M), and Franklin Resources Inc. ($3.18M).

How much institutional selling is happening at Exelon?

Institutional investors have sold a total of 158,546,919 shares in the last 24 months. This volume of shares sold represents approximately $14.03B in transactions.


This page (NASDAQ:EXC) was last updated on 5/17/2024 by MarketBeat.com Staff

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