Cliftonlarsonallen Wealth Advisors, LLC Exelon Corp Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

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 $1.86 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

49,771

Previous 48,735 2.13%

Holding current value

$1.86 Million

Previous $1.69 Million 19.69%

% of portfolio

0.05%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,165

Shares Held

801M

Call Options Held

3.25M

Put Options Held

1.81M

View Full List

About EXELON CORP

Ticker EXC
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 993,467,008
Market Cap $37.1B
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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Cliftonlarsonallen Wealth Advisors, LLC Exelon Corp Transaction History