A detailed history of Kestra Private Wealth Services, LLC transactions in Exelon Corp stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 15,605 shares of EXC stock, worth $604,069. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,605
Previous 12,929 20.7%
Holding current value
$604,069
Previous $447,000 41.39%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

BUY
$34.24 - $40.55 $91,626 - $108,511
2,676 Added 20.7%
15,605 $632,000
Q2 2024

Aug 12, 2024

BUY
$34.61 - $38.73 $3,564 - $3,989
103 Added 0.8%
12,929 $447,000
Q1 2024

May 02, 2024

SELL
$33.62 - $37.57 $46,698 - $52,184
-1,389 Reduced 9.77%
12,826 $481,000
Q4 2023

Feb 05, 2024

BUY
$34.45 - $41.0 $75,858 - $90,282
2,202 Added 18.33%
14,215 $510,000
Q3 2023

Nov 07, 2023

BUY
$37.79 - $43.2 $104,451 - $119,404
2,764 Added 29.88%
12,013 $453,000
Q2 2023

Aug 08, 2023

BUY
$39.26 - $43.61 $131,599 - $146,180
3,352 Added 56.84%
9,249 $376,000
Q1 2023

May 12, 2023

BUY
$39.2 - $44.15 $20,972 - $23,620
535 Added 9.98%
5,897 $247,000
Q4 2022

Jan 31, 2023

BUY
$35.54 - $43.23 $190,565 - $231,799
5,362 New
5,362 $231,000
Q1 2022

May 26, 2022

SELL
$39.56 - $47.63 $169,198 - $203,713
-4,277 Closed
0 $0
Q4 2021

Jan 21, 2022

BUY
$33.93 - $41.2 $145,118 - $176,212
4,277 New
4,277 $176,000

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
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC 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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.