A detailed history of Baystate Wealth Management LLC transactions in Exelon Corp stock. As of the latest transaction made, Baystate Wealth Management LLC holds 1,340 shares of EXC stock, worth $51,040. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,340
Previous 1,321 1.44%
Holding current value
$51,040
Previous $49,000 2.04%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$34.45 - $41.0 $654 - $779
19 Added 1.44%
1,340 $48,000
Q3 2023

Oct 25, 2023

BUY
$37.79 - $43.2 $34,426 - $39,355
911 Added 222.2%
1,321 $49,000
Q2 2023

Sep 21, 2023

SELL
$39.26 - $43.61 $204,937 - $227,644
-5,220 Reduced 92.72%
410 $16,000
Q2 2023

Aug 02, 2023

BUY
$39.26 - $43.61 $204,937 - $227,644
5,220 Added 1273.17%
5,630 $229,000
Q1 2023

Apr 25, 2023

BUY
$39.2 - $44.15 $78 - $88
2 Added 0.49%
410 $17,000
Q4 2020

Jan 15, 2021

SELL
$25.56 - $31.27 $25 - $31
-1 Reduced 0.24%
408 $17,000
Q3 2020

Oct 14, 2020

BUY
$24.59 - $28.1 $24 - $28
1 Added 0.25%
409 $15,000
Q2 2020

Jul 28, 2020

SELL
$23.36 - $29.86 $23 - $29
-1 Reduced 0.24%
408 $15,000
Q4 2019

Jan 21, 2020

SELL
$31.26 - $34.56 $2,938 - $3,248
-94 Reduced 18.69%
409 $19,000
Q3 2019

Oct 30, 2019

BUY
$31.67 - $35.34 $31 - $35
1 Added 0.2%
503 $24,000
Q2 2019

Jul 02, 2019

SELL
$33.92 - $36.34 $3,629 - $3,888
-107 Reduced 17.57%
502 $24,000
Q1 2019

Apr 25, 2019

BUY
$31.43 - $36.15 $3,583 - $4,121
114 Added 23.03%
609 $31,000
Q4 2018

Jan 24, 2019

BUY
$30.48 - $33.57 $12,313 - $13,562
404 Added 443.96%
495 $23,000
Q2 2018

Jul 17, 2018

SELL
$26.93 - $30.39 $5,628 - $6,351
-209 Reduced 69.67%
91 $4,000
Q1 2018

Apr 24, 2018

BUY
$25.66 - $28.24 $256 - $282
10 Added 3.45%
300 $12,000
Q4 2017

Jan 23, 2018

BUY
$26.99 - $30.24 $7,827 - $8,769
290
290 $11,000

Others Institutions Holding EXC

About EXELON CORP


  • Ticker EXC
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 993,467,008
  • Market Cap $37.8B
  • 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
Track This Portfolio

Track Baystate Wealth Management LLC Portfolio

Follow Baystate Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baystate Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baystate Wealth Management LLC with notifications on news.