A detailed history of Heritage Wealth Advisors transactions in Exelon Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 200 shares of EXC stock, worth $7,822. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Previous 200 -0.0%
Holding current value
$7,822
Previous $6,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$33.62 - $37.57 $16,641 - $18,597
-495 Reduced 71.22%
200 $7,000
Q4 2023

Feb 09, 2024

BUY
$34.45 - $41.0 $17,052 - $20,295
495 Added 247.5%
695 $24,000
Q2 2023

Aug 09, 2023

BUY
$39.26 - $43.61 $7,852 - $8,722
200 New
200 $8,000
Q2 2021

Jul 27, 2021

BUY
$30.75 - $33.6 $6,150 - $6,720
200 New
200 $8,000
Q1 2021

Apr 27, 2021

SELL
$27.53 - $31.21 $5,506 - $6,242
-200 Closed
0 $0
Q2 2020

Jul 17, 2020

SELL
$23.36 - $29.86 $12,731 - $16,273
-545 Reduced 73.15%
200 $5,000
Q2 2020

Jul 17, 2020

BUY
$23.36 - $29.86 $12,731 - $16,273
545 Added 272.5%
745 $7,000
Q1 2020

May 05, 2020

SELL
$21.38 - $35.93 $18,515 - $31,115
-866 Reduced 81.24%
200 $5,000
Q1 2019

May 06, 2019

BUY
$31.43 - $36.15 $27,218 - $31,305
866 Added 433.0%
1,066 $0
Q3 2018

Nov 14, 2018

BUY
$29.68 - $31.83 $5,936 - $6,366
200 New
200 $8,000

Others Institutions Holding EXC

About EXELON CORP


  • Ticker EXC
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 993,467,008
  • Market Cap $38.9B
  • 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 Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors 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 Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.