A detailed history of Ever Source Wealth Advisors, LLC transactions in Exelon Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,523 shares of EXC stock, worth $165,179. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,523
Previous 4,071 11.1%
Holding current value
$165,179
Previous $140,000 30.71%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

BUY
$34.24 - $40.55 $15,476 - $18,328
452 Added 11.1%
4,523 $183,000
Q2 2024

Aug 13, 2024

BUY
$34.61 - $38.73 $57,867 - $64,756
1,672 Added 69.7%
4,071 $140,000
Q1 2024

Jun 11, 2024

BUY
$33.62 - $37.57 $20,709 - $23,143
616 Added 34.55%
2,399 $90,000
Q4 2023

Feb 09, 2024

BUY
$34.45 - $41.0 $28,421 - $33,825
825 Added 86.12%
1,783 $64,000
Q3 2023

Nov 03, 2023

BUY
$37.79 - $43.2 $680 - $777
18 Added 1.91%
958 $36,000
Q2 2023

Aug 04, 2023

SELL
$39.26 - $43.61 $10,089 - $11,207
-257 Reduced 21.47%
940 $38,000
Q1 2023

May 11, 2023

SELL
$39.2 - $44.15 $67,894 - $76,467
-1,732 Reduced 59.13%
1,197 $50,000
Q4 2022

Feb 09, 2023

SELL
$35.54 - $43.23 $18,445 - $22,436
-519 Reduced 15.05%
2,929 $126,000
Q3 2022

Nov 07, 2022

SELL
$37.46 - $46.7 $1,460 - $1,821
-39 Reduced 1.12%
3,448 $129,000
Q2 2022

Aug 01, 2022

BUY
$40.91 - $50.25 $55,392 - $68,038
1,354 Added 63.48%
3,487 $157,000
Q1 2022

May 25, 2022

BUY
$39.56 - $47.63 $58,113 - $69,968
1,469 Added 221.23%
2,133 $102,000
Q4 2021

Feb 07, 2022

BUY
$33.93 - $41.2 $22,529 - $27,356
664 New
664 $38,000

Others Institutions Holding EXC

About EXELON CORP


  • Ticker EXC
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 993,467,008
  • Market Cap $36.3B
  • 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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