A detailed history of Concurrent Investment Advisors, LLC transactions in Exelon Corp stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,280 shares of EXC stock, worth $359,228. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,280
Previous 9,765 4.97%
Holding current value
$359,228
Previous $338 Million 11.34%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024

SELL
$34.24 - $40.55 $16,606 - $19,666
-485 Reduced 4.97%
9,280 $376 Million
Q2 2024

Jul 30, 2024

BUY
$34.61 - $38.73 $67,835 - $75,910
1,960 Added 25.11%
9,765 $338 Million
Q1 2024

May 07, 2024

SELL
$33.62 - $37.57 $3,530 - $3,944
-105 Reduced 1.33%
7,805 $293 Million
Q4 2023

Apr 15, 2024

BUY
$34.45 - $41.0 $272,499 - $324,310
7,910 New
7,910 $284 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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