A detailed history of Avantax Planning Partners, Inc. transactions in Exelon Corp stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 7,223 shares of EXC stock, worth $279,602. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,223
Previous 7,223 -0.0%
Holding current value
$279,602
Previous $249,000 17.27%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

BUY
$33.62 - $37.57 $242,837 - $271,368
7,223 New
7,223 $271,000
Q1 2023

Apr 20, 2023

BUY
$39.2 - $44.15 $192,236 - $216,511
4,904 New
4,904 $205,000
Q1 2022

May 09, 2022

SELL
$39.56 - $47.63 $215,641 - $259,631
-5,451 Closed
0 $0
Q4 2021

Jan 28, 2022

BUY
$33.93 - $41.2 $5,768 - $7,004
170 Added 3.22%
5,451 $315,000
Q3 2021

Oct 27, 2021

BUY
$31.95 - $36.27 $9,169 - $10,409
287 Added 5.75%
5,281 $255,000
Q2 2021

Aug 10, 2021

SELL
$30.75 - $33.6 $430 - $470
-14 Reduced 0.28%
4,994 $221,000
Q1 2021

May 06, 2021

SELL
$27.53 - $31.21 $28,631 - $32,458
-1,040 Reduced 17.2%
5,008 $219,000
Q4 2020

Feb 04, 2021

SELL
$25.56 - $31.27 $9,176 - $11,225
-359 Reduced 5.6%
6,048 $255,000
Q3 2020

Oct 28, 2020

SELL
$24.59 - $28.1 $34,745 - $39,705
-1,413 Reduced 18.07%
6,407 $229,000
Q2 2020

Jul 15, 2020

BUY
$23.36 - $29.86 $327 - $418
14 Added 0.18%
7,820 $284,000
Q1 2020

Apr 27, 2020

SELL
$21.38 - $35.93 $1,026 - $1,724
-48 Reduced 0.61%
7,806 $287,000
Q4 2019

Jan 15, 2020

SELL
$31.26 - $34.56 $1,344 - $1,486
-43 Reduced 0.54%
7,854 $358,000
Q3 2019

Nov 08, 2019

SELL
$31.67 - $35.34 $380 - $424
-12 Reduced 0.15%
7,897 $381,000
Q2 2019

Aug 07, 2019

BUY
$33.92 - $36.34 $5,427 - $5,814
160 Added 2.06%
7,909 $386,000
Q1 2019

May 08, 2019

SELL
$31.43 - $36.15 $48,276 - $55,526
-1,536 Reduced 16.54%
7,749 $388,000
Q3 2018

Nov 13, 2018

BUY
$29.68 - $31.83 $7,805 - $8,371
263 Added 2.92%
9,285 $405,000
Q2 2018

Aug 13, 2018

SELL
$26.93 - $30.39 $6,301 - $7,111
-234 Reduced 2.53%
9,022 $384,000
Q1 2018

May 15, 2018

BUY
$25.66 - $28.24 $410 - $451
16 Added 0.17%
9,256 $360,000
Q4 2017

Feb 09, 2018

SELL
$26.99 - $30.24 $123,074 - $137,894
-4,560 Reduced 33.04%
9,240 $364,000
Q3 2017

Oct 19, 2017

BUY
$26.33 - $27.5 $363,354 - $379,500
13,800
13,800 $520,000

Others Institutions Holding EXC

About EXELON CORP


  • Ticker EXC
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 993,467,008
  • Market Cap $38.5B
  • Description
  • Exelon Corporation, a utility services holding company, engages in the energy generation, delivery, and marketing businesses in the United States and Canada. It owns nuclear, fossil, wind, hydroelectric, biomass, and solar generating facilities. The company also sells electricity to wholesale and retail customers; and sells natural gas, renewabl...
More about EXC
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