Creative Planning Exelon Corp Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Exelon Corp stock. As of the latest transaction made, Creative Planning holds 194,949 shares of EXC stock, worth $8.32 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

194,949

Previous 201,264 3.14%

Holding current value

$8.32 Million

Previous $8.16 Million 10.1%

% of portfolio

0.01%

Previous 0.01%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$36.22 - $40.97 $228,729 - $258,725	-6,315 Reduced 3.14%	194,949 $7.34 Million
Q3 2024 Oct 11, 2024	BUY	$34.24 - $40.55 $2.27 Million - $2.69 Million	66,287 Added 49.11%	201,264 $8.16 Million
Q2 2024 Aug 15, 2024	SELL	$34.61 - $38.73 $417,846 - $467,587	-12,073 Reduced 8.21%	134,977 $4.67 Million
Q1 2024 May 10, 2024	BUY	$33.62 - $37.57 $796,087 - $889,620	23,679 Added 19.19%	147,050 $5.52 Million
Q4 2023 Feb 14, 2024	SELL	$34.45 - $41.0 $268,262 - $319,267	-7,787 Reduced 5.94%	123,371 $4.43 Million
Q3 2023 Nov 16, 2023	BUY	$37.79 - $43.2 $356,850 - $407,937	9,443 Added 7.76%	131,158 $4.96 Million
Q2 2023 Jul 21, 2023	BUY	$39.26 - $43.61 $363,626 - $403,915	9,262 Added 8.24%	121,715 $4.96 Million
Q1 2023 May 15, 2023	BUY	$39.2 - $44.15 $60,132 - $67,726	1,534 Added 1.38%	112,453 $4.71 Million
Q4 2022 Feb 10, 2023	BUY	$35.54 - $43.23 $384,471 - $467,662	10,818 Added 10.81%	110,919 $4.8 Million
Q3 2022 Nov 03, 2022	SELL	$37.46 - $46.7 $468,549 - $584,123	-12,508 Reduced 11.11%	100,101 $3.75 Million
Q2 2022 Aug 15, 2022	BUY	$40.91 - $50.25 $950,339 - $1.17 Million	23,230 Added 25.99%	112,609 $5.1 Million
Q1 2022 May 16, 2022	BUY	$39.56 - $47.63 $160,376 - $193,092	4,054 Added 4.75%	89,379 $4.26 Million
Q4 2021 Feb 11, 2022	BUY	$33.93 - $41.2 $353,822 - $429,633	10,428 Added 13.92%	85,325 $4.93 Million
Q3 2021 Nov 10, 2021	BUY	$31.95 - $36.27 $67,031 - $76,094	2,098 Added 2.88%	74,897 $3.62 Million
Q2 2021 Aug 04, 2021	SELL	$30.75 - $33.6 $192,341 - $210,168	-6,255 Reduced 7.91%	72,799 $3.23 Million
Q1 2021 Apr 30, 2021	BUY	$27.53 - $31.21 $77,607 - $87,980	2,819 Added 3.7%	79,054 $3.46 Million
Q4 2020 Jan 29, 2021	SELL	$25.56 - $31.27 $247,957 - $303,350	-9,701 Reduced 11.29%	76,235 $3.22 Million
Q3 2020 Nov 05, 2020	BUY	$24.59 - $28.1 $80,286 - $91,746	3,265 Added 3.95%	85,936 $3.07 Million
Q2 2020 Jul 23, 2020	SELL	$23.36 - $29.86 $89,865 - $114,871	-3,847 Reduced 4.45%	82,671 $3 Million
Q1 2020 May 05, 2020	SELL	$21.38 - $35.93 $180,019 - $302,530	-8,420 Reduced 8.87%	86,518 $3.19 Million
Q4 2019 Jan 30, 2020	BUY	$31.26 - $34.56 $49,828 - $55,088	1,594 Added 1.71%	94,938 $4.33 Million
Q3 2019 Nov 01, 2019	BUY	$31.67 - $35.34 $11,306 - $12,616	357 Added 0.38%	93,344 $4.51 Million
Q2 2019 Jul 26, 2019	BUY	$33.92 - $36.34 $53,729 - $57,562	1,584 Added 1.73%	92,987 $4.46 Million
Q1 2019 Apr 24, 2019	BUY	$31.43 - $36.15 $11,031 - $12,688	351 Added 0.39%	91,403 $4.58 Million
Q4 2018 Feb 01, 2019	SELL	$30.48 - $33.57 $104,424 - $115,010	-3,426 Reduced 3.63%	91,052 $4.11 Million
Q3 2018 Oct 25, 2018	BUY	$29.68 - $31.83 $433,060 - $464,431	14,591 Added 18.26%	94,478 $4.13 Million
Q2 2018 Jul 20, 2018	SELL	$26.93 - $30.39 $196,939 - $222,242	-7,313 Reduced 8.39%	79,887 $3.4 Million
Q1 2018 Apr 18, 2018	BUY	$25.66 - $28.24 $24,274 - $26,715	946 Added 1.1%	87,200 $3.4 Million
Q4 2017 Jan 17, 2018	BUY	$26.99 - $30.24 $259,373 - $290,606	9,610 Added 12.54%	86,254 $3.4 Million
Q3 2017 Oct 17, 2017	BUY	$26.33 - $27.5 $2.02 Million - $2.11 Million	76,644	76,644 $2.89 Million

Others Institutions Holding EXC

# of Institutions

1,207

Shares Held

802M

Call Options Held

3.49M

Put Options Held

2.58M

View Full List

About EXELON CORP

Ticker EXC
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 993,467,008
Market Cap $42.4B
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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Creative Planning Exelon Corp Transaction History