Clearstead Advisors, LLC Exelon Corp Transaction History

Clearstead Advisors, LLC

$6.3 Billion
Q1 2025

A detailed history of Clearstead Advisors, LLC transactions in Exelon Corp stock. As of the latest transaction made, Clearstead Advisors, LLC holds 8,681 shares of EXC stock, worth $369,810. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,681

Previous 9,311 6.77%

Holding current value

$369,810

Previous $350,000 14.29%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$37.3 - $46.08 $23,499 - $29,030	-630 Reduced 6.77%	8,681 $400,000
Q4 2024 Feb 10, 2025	SELL	$36.22 - $40.97 $20,681 - $23,393	-571 Reduced 5.78%	9,311 $350,000
Q3 2024 Nov 13, 2024	BUY	$34.24 - $40.55 $5,375 - $6,366	157 Added 1.61%	9,882 $400,000
Q2 2024 Aug 09, 2024	SELL	$34.61 - $38.73 $19,796 - $22,153	-572 Reduced 5.56%	9,725 $336,000
Q1 2024 May 14, 2024	SELL	$33.62 - $37.57 $7,497 - $8,378	-223 Reduced 2.12%	10,297 $386,000
Q4 2023 Feb 12, 2024	BUY	$34.45 - $41.0 $149,409 - $177,817	4,337 Added 70.14%	10,520 $377,000
Q3 2023 Nov 13, 2023	SELL	$37.79 - $43.2 $47,653 - $54,475	-1,261 Reduced 16.94%	6,183 $233,000
Q3 2023 Nov 07, 2023	BUY	$37.79 - $43.2 $153,654 - $175,651	4,066 Added 120.37%	7,444 $281,000
Q2 2023 Aug 07, 2023	BUY	$39.26 - $43.61 $76,831 - $85,344	1,957 Added 137.72%	3,378 $137,000
Q1 2023 May 09, 2023	BUY	$39.2 - $44.15 $21,638 - $24,370	552 Added 63.52%	1,421 $59,000
Q4 2022 Feb 14, 2023	BUY	$35.54 - $43.23 $7,143 - $8,689	201 Added 30.09%	869 $37,000
Q3 2022 Nov 14, 2022	SELL	$37.46 - $46.7 $25,585 - $31,896	-683 Reduced 50.56%	668 $25,000
Q2 2022 Aug 12, 2022	SELL	$40.91 - $50.25 $25,200 - $30,954	-616 Reduced 31.32%	1,351 $61,000
Q1 2022 May 04, 2022	BUY	$39.56 - $47.63 $276 - $333	7 Added 0.36%	1,967 $94,000
Q4 2021 Feb 14, 2022	BUY	$33.93 - $41.2 $14,522 - $17,633	428 Added 27.94%	1,960 $113,000
Q3 2021 Nov 12, 2021	BUY	$31.95 - $36.27 $23,643 - $26,839	740 Added 93.43%	1,532 $74,000
Q2 2021 Aug 12, 2021	BUY	$30.75 - $33.6 $12,669 - $13,843	412 Added 108.42%	792 $35,000
Q1 2020 May 14, 2020	BUY	$21.38 - $35.93 $8,124 - $13,653	380 New	380 $14,000

Others Institutions Holding EXC

# of Institutions

1,330

Shares Held

802M

Call Options Held

7.16M

Put Options Held

2.43M

View Full List

About EXELON CORP

Ticker EXC
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 993,467,008
Market Cap $42.3B
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...

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Clearstead Advisors, LLC Exelon Corp Transaction History