Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Exelon Corp Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.31 Billion
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 13, 2022	SELL	$39.56 - $47.63 $217,659 - $262,060	-5,502 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$33.93 - $41.2 $84,044 - $102,052	-2,477 Reduced 31.04%	5,502 $318,000
Q3 2021 Nov 02, 2021	SELL	$31.95 - $36.27 $112,016 - $127,162	-3,506 Reduced 30.53%	7,979 $386,000
Q2 2021 Aug 12, 2021	BUY	$30.75 - $33.6 $125,091 - $136,684	4,068 Added 54.85%	11,485 $509,000
Q1 2021 May 17, 2021	BUY	$27.53 - $31.21 $204,190 - $231,484	7,417 New	7,417 $324,000

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

$3.18 Billion
0.63% of portfolio
Black Rock Inc. New York, NY

89.2M
Shares

$3.06 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 $34.1B
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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