Crewe Advisors LLC Exelon Corp Transaction History

Crewe Advisors LLC

$856 Million
Q1 2024

A detailed history of Crewe Advisors LLC transactions in Exelon Corp stock. As of the latest transaction made, Crewe Advisors LLC holds 681 shares of EXC stock, worth $23,317. This represents 0.0% of its overall portfolio holdings.

Number of Shares

681

Holding current value

$23,317

% of portfolio

0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$33.62 - $37.57 $22,895 - $25,585	681 New	681 $25,000
Q2 2023 Jul 28, 2023	BUY	$39.26 - $43.61 $471 - $523	12 New	12 $0
Q4 2022 Feb 07, 2023	SELL	$35.54 - $43.23 $15,673 - $19,064	-441 Reduced 89.63%	51 $2,000
Q3 2022 Nov 14, 2022	BUY	$37.46 - $46.7 $7,492 - $9,340	200 Added 68.49%	492 $18,000
Q2 2022 Aug 02, 2022	BUY	$40.91 - $50.25 $11,945 - $14,673	292 New	292 $13,000

Q4 2020 Jan 27, 2021	SELL	$25.56 - $31.27 $2,862 - $3,502	-112 Closed	0 $0
Q3 2020 Oct 13, 2020	BUY	$24.59 - $28.1 $2,754 - $3,147	112 New	112 $4,000
Q3 2019 Nov 06, 2019	SELL	$31.67 - $35.34 $2,723 - $3,039	-86 Closed	0 $0
Q2 2019 Aug 09, 2019	BUY	$33.92 - $36.34 $2,917 - $3,125	86 New	86 $4,000
Q2 2018 Aug 07, 2018	SELL	$26.93 - $30.39 $5,655 - $6,381	-210 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$26.99 - $30.24 $5,667 - $6,350	210	210 $8,000

Others Institutions Holding EXC

# of Institutions

1,100

Shares Held

812M

Call Options Held

3.03M

Put Options Held

1.65M

Vanguard Group Inc Valley Forge, PA

105M
Shares

$3.61 Billion
0.08% of portfolio
Wellington Management Group LLP Boston, MA

92.7M
Shares

$3.17 Billion
0.63% of portfolio
Black Rock Inc. New York, NY

89.2M
Shares

$3.05 Billion
0.08% of portfolio
State Street Corp Boston, MA

58M
Shares

$1.99 Billion
0.1% of portfolio
Lazard Asset Management LLC New York, NY

31.5M
Shares

$1.08 Billion
1.44% of portfolio

View Full List

About EXELON CORP

Ticker EXC
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 993,467,008
Market Cap $34B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.

Account