A detailed history of Etesian Wealth Advisors, Inc. transactions in Exelon Corp stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 38,704 shares of EXC stock, worth $1.43 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
38,704
Previous 40,236 3.81%
Holding current value
$1.43 Million
Previous $1.39 Billion 12.7%
% of portfolio
0.71%
Previous 0.78%

Shares

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

Oct 18, 2024

SELL
$34.24 - $40.55 $52,455 - $62,122
-1,532 Reduced 3.81%
38,704 $1.57 Billion
Q2 2024

Jul 25, 2024

SELL
$34.61 - $38.73 $23,465 - $26,258
-678 Reduced 1.66%
40,236 $1.39 Billion
Q1 2024

Apr 12, 2024

BUY
$33.62 - $37.57 $47,572 - $53,161
1,415 Added 3.58%
40,914 $1.54 Billion
Q4 2023

Jan 16, 2024

SELL
$34.45 - $41.0 $37,619 - $44,772
-1,092 Reduced 2.69%
39,499 $1.42 Billion
Q4 2023

Jan 12, 2024

SELL
$34.45 - $41.0 $37,619 - $44,772
-1,092 Reduced 2.69%
39,499 $1.42 Billion
Q3 2023

Jan 16, 2024

SELL
$37.79 - $43.2 $34,199 - $39,096
-905 Reduced 2.18%
40,591 $1.53 Billion
Q3 2023

Oct 19, 2023

SELL
$37.79 - $43.2 $34,199 - $39,096
-905 Reduced 2.18%
40,591 $1.53 Billion
Q2 2023

Jan 16, 2024

BUY
$39.26 - $43.61 $21,867 - $24,290
557 Added 1.36%
41,496 $1.69 Billion
Q2 2023

Oct 19, 2023

BUY
$39.26 - $43.61 $21,867 - $24,290
557 Added 1.36%
41,496 $1.69 Billion
Q1 2023

Jan 16, 2024

BUY
$39.2 - $44.15 $9,604 - $10,816
245 Added 0.6%
40,939 $1.71 Billion
Q1 2023

Oct 19, 2023

BUY
$39.2 - $44.15 $9,604 - $10,816
245 Added 0.6%
40,939 $1.71 Billion
Q4 2022

Jan 16, 2024

BUY
$35.54 - $43.23 $42,470 - $51,659
1,195 Added 3.03%
40,694 $1.76 Billion
Q4 2022

Oct 19, 2023

BUY
$35.54 - $43.23 $1.45 Million - $1.76 Million
40,694 New
40,694 $1.76 Billion

Others Institutions Holding EXC

About EXELON CORP


  • Ticker EXC
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 993,467,008
  • Market Cap $36.8B
  • 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

Track Etesian Wealth Advisors, Inc. Portfolio

Follow Etesian Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Etesian Wealth Advisors, Inc. with notifications on news.