A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Exelon Corp stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 49,771 shares of EXC stock, worth $1.93 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
49,771
Previous 48,735 2.13%
Holding current value
$1.93 Million
Previous $1.69 Million 19.69%
% of portfolio
0.05%
Previous 0.04%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$34.24 - $40.55 $35,472 - $42,009
1,036 Added 2.13%
49,771 $2.02 Million
Q2 2024

Jul 11, 2024

SELL
$34.61 - $38.73 $26,476 - $29,628
-765 Reduced 1.55%
48,735 $1.69 Million
Q1 2024

May 02, 2024

SELL
$33.62 - $37.57 $1,008 - $1,127
-30 Reduced 0.06%
49,500 $1.86 Million
Q4 2023

Jan 16, 2024

BUY
$34.45 - $41.0 $45,818 - $54,530
1,330 Added 2.76%
49,530 $1.78 Million
Q2 2023

Jul 14, 2023

SELL
$39.26 - $43.61 $12,170 - $13,519
-310 Reduced 0.64%
48,200 $1.96 Million
Q1 2023

Apr 12, 2023

BUY
$39.2 - $44.15 $12,152 - $13,686
310 Added 0.64%
48,510 $2.03 Million
Q1 2022

Apr 27, 2022

SELL
$39.56 - $47.63 $1,503 - $1,809
-38 Reduced 0.08%
48,200 $2.3 Million
Q4 2021

Jan 26, 2022

SELL
$33.93 - $41.2 $1,085 - $1,318
-32 Reduced 0.07%
48,238 $2.79 Million
Q3 2021

Nov 02, 2021

BUY
$31.95 - $36.27 $1.54 Million - $1.75 Million
48,270 New
48,270 $2.33 Million
Q3 2021

Oct 14, 2021

SELL
$31.95 - $36.27 $1.54 Million - $1.75 Million
-48,228 Closed
0 $0
Q2 2021

Jul 21, 2021

SELL
$30.75 - $33.6 $7,072 - $7,728
-230 Reduced 0.47%
48,228 $2.14 Million
Q1 2021

May 24, 2021

BUY
$27.53 - $31.21 $55 - $62
2 Added 0.0%
48,458 $2.12 Million
Q4 2020

Jan 14, 2021

BUY
$25.56 - $31.27 $6,543 - $8,005
256 Added 0.53%
48,456 $2.05 Million
Q3 2020

Oct 13, 2020

SELL
$24.59 - $28.1 $5,213 - $5,957
-212 Reduced 0.44%
48,200 $1.72 Million
Q3 2019

Oct 07, 2019

BUY
$31.67 - $35.34 $6,714 - $7,492
212 Added 0.44%
48,412 $2.34 Million
Q2 2019

Jul 17, 2019

BUY
$33.92 - $36.34 $6,784 - $7,268
200 Added 0.42%
48,200 $2.31 Million
Q1 2019

Apr 09, 2019

SELL
$31.43 - $36.15 $20,838 - $23,967
-663 Reduced 1.36%
48,000 $2.41 Million
Q4 2018

Jan 22, 2019

SELL
$30.48 - $33.57 $3,261 - $3,591
-107 Reduced 0.22%
48,663 $2.2 Million
Q3 2018

Nov 05, 2018

BUY
$29.68 - $31.83 $5,936 - $6,366
200 Added 0.41%
48,770 $2.13 Million
Q2 2018

Jul 23, 2018

BUY
$26.93 - $30.39 $6,113 - $6,898
227 Added 0.47%
48,570 $2.07 Million
Q1 2018

Apr 26, 2018

SELL
$25.66 - $28.24 $4,901 - $5,393
-191 Reduced 0.39%
48,343 $1.89 Million
Q4 2017

Jan 31, 2018

SELL
$26.99 - $30.24 $1,781 - $1,995
-66 Reduced 0.14%
48,534 $1.91 Million
Q3 2017

Nov 06, 2017

BUY
$26.33 - $27.5 $1.28 Million - $1.34 Million
48,600
48,600 $1.83 Million

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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