13F

Stock

Exelon Corp

EXC · held by 18 managers

Reported value

$341.3M

Holders

18

+1 new · −1 exited

Holders’ est. mark

−$19.3M

Price effect on 14 books still in the name

Largest holder

$259.1M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC5.97M$259.1M−$15.9MCut−$54.3M
DANSKE BANK A/S1.04M$45M−$2.17MAdded$7.49M
Swiss Life Asset Management Ltd358.2K$15.6M−$721.6KAdded$3.05M
Cresset Asset Management, LLC271.9K$11.8MHeld
OP Asset Management Ltd104.5K$4.54M−$278KCut−$319.2K
Sanctuary Advisors, LLC44.2K$1.92M−$110.8KAdded$1.56K
Savant Capital, LLC36.6K$1.59M−$90.6KAdded$20.2K
Cornerstone National Bank & Trust Co12.9K$558.4K−$34.2KCut−$34.2K
INDEPENDENT FINANCIAL GROUP, LLC12.8K$557.1K−$34.1KCut−$347.3K
Pine Valley Investments Ltd Liability Co10.1K$438.6K−$15.9KAdded$163.3K
Prestige Wealth Management Group LLC1.6K$69.6K−$4.26KCut−$4.26K
Leonteq Securities AG1.1K$47.7K−$1.79KAdded$16.9K
ELEVATION POINT WEALTH PARTNERS, LLC674$29.3KNew
Medallion Wealth Advisors, LLC568$24.7K−$1.51KCut−$1.51K
Aventura Private Wealth, LLC135$5.86K−$359Cut−$359
Clark Wealth Partners50$2.17K−$133Cut−$133
Pensionfund Sabic29.9K$1.3KHeld
Essential Partners LLC29$1.26KHeld

Who left

Positions as of Q2 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.