A detailed history of Ep Wealth Advisors, LLC transactions in Exelon Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,688 shares of EXC stock, worth $363,493. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,688
Previous 10,177 4.8%
Holding current value
$363,493
Previous $352,000 11.36%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$34.24 - $40.55 $16,743 - $19,828
-489 Reduced 4.8%
9,688 $392,000
Q2 2024

Aug 19, 2024

SELL
$34.61 - $38.73 $6,575 - $7,358
-190 Reduced 1.83%
10,177 $352,000
Q1 2024

May 14, 2024

BUY
$33.62 - $37.57 $37,755 - $42,191
1,123 Added 12.15%
10,367 $389,000
Q4 2023

Feb 28, 2024

BUY
$34.45 - $41.0 $50,193 - $59,737
1,457 Added 18.71%
9,244 $331,000
Q3 2023

Nov 22, 2023

SELL
$37.79 - $43.2 $10,543 - $12,052
-279 Reduced 3.46%
7,787 $294,000
Q2 2023

Aug 14, 2023

SELL
$39.26 - $43.61 $723,718 - $803,906
-18,434 Reduced 69.56%
8,066 $328,000
Q1 2023

Jun 05, 2023

BUY
$39.2 - $44.15 $1.04 Million - $1.17 Million
26,500 New
26,500 $1.11 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 $37.3B
  • 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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