Global Retirement Partners, LLC Exelon Corp Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Exelon Corp stock. As of the latest transaction made, Global Retirement Partners, LLC holds 9,755 shares of EXC stock, worth $423,464. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,755

Previous 9,898 1.44%

Holding current value

$423,464

Previous $401,000 8.48%

% of portfolio

0.01%

Previous 0.01%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$36.22 - $40.97 $5,179 - $5,858	-143 Reduced 1.44%	9,755 $367,000
Q3 2024 Oct 16, 2024	SELL	$34.24 - $40.55 $16,743 - $19,828	-489 Reduced 4.71%	9,898 $401,000
Q2 2024 Jul 23, 2024	BUY	$34.61 - $38.73 $95,385 - $106,739	2,756 Added 36.12%	10,387 $359,000
Q1 2024 Apr 23, 2024	BUY	$33.62 - $37.57 $5,614 - $6,274	167 Added 2.24%	7,631 $286,000
Q4 2023 Jan 18, 2024	SELL	$34.45 - $41.0 $9,370 - $11,152	-272 Reduced 3.52%	7,464 $267,000
Q3 2023 Oct 13, 2023	SELL	$37.79 - $43.2 $831 - $950	-22 Reduced 0.28%	7,736 $292,000
Q2 2023 Jul 20, 2023	SELL	$39.26 - $43.61 $4,240 - $4,709	-108 Reduced 1.37%	7,758 $316,000
Q1 2023 May 05, 2023	BUY	$39.2 - $44.15 $78,517 - $88,432	2,003 Added 34.16%	7,866 $329,000
Q4 2022 Feb 13, 2023	BUY	$35.54 - $43.23 $90,413 - $109,977	2,544 Added 76.65%	5,863 $253,000
Q3 2022 Nov 03, 2022	SELL	$37.46 - $46.7 $8,353 - $10,414	-223 Reduced 6.3%	3,319 $128,000
Q2 2022 Jul 15, 2022	BUY	$40.91 - $50.25 $12,804 - $15,728	313 Added 9.69%	3,542 $161,000
Q1 2022 Jul 14, 2022	BUY	$39.56 - $47.63 $127,739 - $153,797	3,229 New	3,229 $158,000
Q4 2021 Jan 21, 2022	SELL	$33.93 - $41.2 $101,281 - $122,982	-2,985 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$31.95 - $36.27 $351 - $398	11 Added 0.37%	2,985 $144,000
Q2 2021 Jul 15, 2021	BUY	$30.75 - $33.6 $584 - $638	19 Added 0.64%	2,974 $132,000
Q1 2021 Apr 14, 2021	BUY	$27.53 - $31.21 $330 - $374	12 Added 0.41%	2,955 $129,000
Q4 2020 Jan 13, 2021	BUY	$25.56 - $31.27 $332 - $406	13 Added 0.44%	2,943 $124,000
Q3 2020 Oct 09, 2020	BUY	$24.59 - $28.1 $29,950 - $34,225	1,218 Added 71.14%	2,930 $105,000
Q2 2020 Jul 13, 2020	BUY	$23.36 - $29.86 $23 - $29	1 Added 0.06%	1,712 $62,000
Q4 2019 Jan 23, 2020	SELL	$31.26 - $34.56 $3,188 - $3,525	-102 Reduced 5.63%	1,711 $78,000
Q3 2019 Nov 19, 2019	BUY	$31.67 - $35.34 $2,691 - $3,003	85 Added 4.92%	1,813 $88,000
Q2 2019 Nov 19, 2019	BUY	$33.92 - $36.34 $3,392 - $3,634	100 Added 6.14%	1,728 $83,000
Q1 2019 May 07, 2019	SELL	$31.43 - $36.15 $4,525 - $5,205	-144 Reduced 8.13%	1,628 $82,000
Q4 2018 Feb 22, 2019	SELL	$30.48 - $33.57 $1,524 - $1,678	-50 Reduced 2.74%	1,772 $80,000
Q3 2018 Oct 17, 2018	SELL	$29.68 - $31.83 $12,851 - $13,782	-433 Reduced 19.2%	1,822 $80,000
Q2 2018 Aug 13, 2018	BUY	$26.93 - $30.39 $2,693 - $3,039	100 Added 4.64%	2,255 $96,000
Q1 2018 Aug 10, 2018	BUY	$25.66 - $28.24 $153 - $169	6 Added 0.28%	2,155 $84,000
Q4 2017 Aug 13, 2018	BUY	$26.99 - $30.24 $20,863 - $23,375	773 Added 56.18%	2,149 $85,000
Q3 2017 Aug 10, 2018	BUY	$26.33 - $27.5 $26 - $27	1 Added 0.07%	1,376 $52,000
Q2 2017 Aug 10, 2018	BUY	N/A	18 Added 1.33%	1,375 $50,000
Q1 2017 Aug 10, 2018	BUY	N/A	429 Added 46.23%	1,357 $49,000
Q4 2016 Aug 10, 2018	BUY	N/A	928	928 $33,000

Others Institutions Holding EXC

# of Institutions

1,331

Shares Held

802M

Call Options Held

7.16M

Put Options Held

2.43M

View Full List

About EXELON CORP

Ticker EXC
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 993,467,008
Market Cap $43.1B
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...

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Global Retirement Partners, LLC Exelon Corp Transaction History