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EXC - Exelon Corp Stock Price, Fair Value and News
36.75
USD
+0.27
(+0.74%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold EXC recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-07-25
SPIRIT OF AMERICA MANAGEMENT CORP/NY
ADDED
Premium
Premium
Premium
Premium
12,700
2024-07-25
PEOPLES FINANCIAL SERVICES CORP.
UNCHANGED
Premium
Premium
Premium
Premium
4,174
2024-07-25
BAILLIE GIFFORD & CO
UNCHANGED
Premium
Premium
Premium
Premium
95,638
2024-07-25
RAYMOND JAMES TRUST N.A.
ADDED
Premium
Premium
Premium
Premium
20,347
2024-07-25
Calamos Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
344,245
2024-07-25
Janney Montgomery Scott LLC
REDUCED
Premium
Premium
Premium
Premium
120,312
2024-07-25
Bank of New York Mellon Corp
REDUCED
Premium
Premium
Premium
Premium
13,921,700
2024-07-25
First Heartland Consultants, Inc.
REDUCED
Premium
Premium
Premium
Premium
6,766
2024-07-25
Catalyst Capital Advisors LLC
ADDED
Premium
Premium
Premium
Premium
978
2024-07-25
Capital Advisors, Ltd. LLC
ADDED
Premium
Premium
Premium
Premium
434
2024-07-25
JANICZEK WEALTH MANAGEMENT, LLC
UNCHANGED
Premium
Premium
Premium
Premium
928
2024-07-25
Alpha Omega Wealth Management LLC
UNCHANGED
Premium
Premium
Premium
Premium
7,874
2024-07-25
Mn Services Vermogensbeheer B.V.
REDUCED
Premium
Premium
Premium
Premium
391,200
2024-07-25
Verdence Capital Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
6,822
2024-07-25
Independence Bank of Kentucky
UNCHANGED
Premium
Premium
Premium
Premium
700
2024-07-25
Silvant Capital Management LLC
UNCHANGED
Premium
Premium
Premium
Premium
622
2024-07-25
Salomon & Ludwin, LLC
UNCHANGED
Premium
Premium
Premium
Premium
740
2024-07-25
MTM Investment Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-07-25
CATALYST FINANCIAL PARTNERS LLC
ADDED
Premium
Premium
Premium
Premium
9,710
2024-07-25
RFP Financial Group LLC
NEW
Premium
Premium
Premium
Premium
70.00
2024-07-25
Creative Capital Management Investments LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-07-25
Etesian Wealth Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
40,236
2024-07-25
LINCOLN NATIONAL CORP
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-07-25
BAILARD, INC.
ADDED
Premium
Premium
Premium
Premium
13,566
2024-07-25
BARRETT & COMPANY, INC.
ADDED
Premium
Premium
Premium
Premium
492
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1–25 of 1244
Which funds are the top buyers of EXC?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
105,311,000
3,956,530,000
0.08%
WELLINGTON MANAGEMENT GROUP LLP
92,712,600
3,483,210,000
0.62%
BlackRock Inc.
89,160,400
3,349,760,000
0.08%
STATE STREET CORP
58,006,400
2,179,300,000
0.10%
LAZARD ASSET MANAGEMENT LLC
31,480,100
1,182,710,000
1.44%
T. Rowe Price Investment Management, Inc.
26,552,100
997,564,000
0.61%
GEODE CAPITAL MANAGEMENT, LLC
21,655,300
811,333,000
0.07%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
18,382,900
690,646,000
0.21%
FRANKLIN RESOURCES INC
16,530,700
621,059,000
0.20%
Legal & General Group Plc
15,908,700
597,687,000
0.14%
Rows per page:
10
1–10 of 100
Which funds have put a big percent of portfolio in EXC?
Fund Name
$ Value
% Port.
ATLAS Infrastructure Partners (UK) Ltd.
206,793,000
13.97%
Maple-Brown Abbott Ltd
81,471,600
8.59%
PATRIZIA Pty Ltd
4,943,450
7.78%
LNZ Capital LP
10,224,000
7.50%
Coann Capital LLC
14,878,200
7.08%
Soroban Capital Partners LP
370,045,000
5.59%
SEVEN GRAND MANAGERS, LLC
9,392,500
4.60%
HIGH POINTE CAPITAL MANAGEMENT LLC
4,034,000
2.90%
EDGAR LOMAX CO/VA
43,987,400
2.72%
Ausbil Investment Management Ltd
4,505,280
2.26%
Rows per page:
10
1–10 of 100
Trend of No. of funds that hold EXC
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
ATLAS Infrastructure Partners (UK) Ltd.
206,793,000
Brandywine Global Investment Management, LLC
42,305,000
J.P. Morgan Private Wealth Advisors LLC
16,404,800
Coann Capital LLC
14,878,200
Amalgamated Financial Corp.
11,682,000
Holocene Advisors, LP
11,000,300
Sienna Gestion
10,426,200
SEVEN GRAND MANAGERS, LLC
9,392,500
Additions
Fund Name
% Increased
Balyasny Asset Management L.P.
8,040
Avior Wealth Management, LLC
3,235
Schonfeld Strategic Advisors LLC
2,476
SYSTEMATIC FINANCIAL MANAGEMENT LP
2,282
Coppell Advisory Solutions LLC
1,650
LOS ANGELES CAPITAL MANAGEMENT LLC
1,171
Verition Fund Management LLC
1,137
Gradient Investments LLC
779
Reductions
Fund Name
% Reduced
FEDERATED HERMES, INC.
-98.71
Penserra Capital Management LLC
-98.24
First National Bank of South Miami
-96.86
Aquatic Capital Management LLC
-96.62
NOMURA HOLDINGS INC
-95.3
Compagnie Lombard Odier SCmA
-95.06
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND
-94.29
Banque Cantonale Vaudoise
-91.69
Sold off
Fund Name
$ Sold
NORGES BANK
-382,015,000
Zimmer Partners, LP
-137,645,000
BARROW HANLEY MEWHINNEY & STRAUSS LLC
-80,905,200
TWINBEECH CAPITAL LP
-58,881,300
Natixis Investment Managers International
-9,957,400
Tredje AP-fonden
-8,592,130
Power Corp of Canada
-7,863,210
Tudor Investment Corp Et Al
-6,951,960