A detailed history of Integrated Wealth Concepts LLC transactions in Exelon Corp stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 10,172 shares of EXC stock, worth $393,758. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,172
Previous 10,684 4.79%
Holding current value
$393,758
Previous $369,000 11.65%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$34.24 - $40.55 $17,530 - $20,761
-512 Reduced 4.79%
10,172 $412,000
Q2 2024

Aug 14, 2024

SELL
$34.61 - $38.73 $109,298 - $122,309
-3,158 Reduced 22.81%
10,684 $369,000
Q1 2024

May 15, 2024

BUY
$33.62 - $37.57 $9,447 - $10,557
281 Added 2.07%
13,842 $520,000
Q4 2023

Feb 13, 2024

SELL
$34.45 - $41.0 $12,402 - $14,760
-360 Reduced 2.59%
13,561 $486,000
Q3 2023

Nov 15, 2023

BUY
$37.79 - $43.2 $21,993 - $25,142
582 Added 4.36%
13,921 $526,000
Q2 2023

Aug 15, 2023

BUY
$39.26 - $43.61 $38,357 - $42,606
977 Added 7.9%
13,339 $543,000
Q1 2023

May 03, 2023

BUY
$39.2 - $44.15 $78,596 - $88,520
2,005 Added 19.36%
12,362 $518,000
Q4 2022

Feb 13, 2023

BUY
$35.54 - $43.23 $390 - $475
11 Added 0.11%
10,357 $448,000
Q3 2022

Nov 14, 2022

BUY
$37.46 - $46.7 $101,029 - $125,949
2,697 Added 35.26%
10,346 $388,000
Q2 2022

Aug 08, 2022

BUY
$40.91 - $50.25 $70,692 - $86,832
1,728 Added 29.18%
7,649 $347,000
Q1 2022

May 12, 2022

BUY
$39.56 - $47.63 $93,203 - $112,216
2,356 Added 66.09%
5,921 $282,000
Q4 2021

Feb 15, 2022

BUY
$33.93 - $41.2 $120,960 - $146,878
3,565 New
3,565 $206,000

Others Institutions Holding EXC

About EXELON CORP


  • Ticker EXC
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 993,467,008
  • Market Cap $38.5B
  • 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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