Kingswood Wealth Advisors, LLC Exelon Corp Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Exelon Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 15,311 shares of EXC stock, worth $661,435. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,311
Previous 7,440
105.79%
Holding current value
$661,435
Previous $280 Million
151.91%
% of portfolio
0.03%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding EXC
# of Institutions
1,330Shares Held
802MCall Options Held
7.16MPut Options Held
2.43M-
Vanguard Group Inc Valley Forge, PA128MShares$5.53 Billion0.11% of portfolio
-
Black Rock Inc. New York, NY101MShares$4.34 Billion0.08% of portfolio
-
State Street Corp Boston, MA61.6MShares$2.66 Billion0.12% of portfolio
-
Geode Capital Management, LLC Boston, MA27MShares$1.17 Billion0.1% of portfolio
-
Lazard Asset Management LLC New York, NY22.2MShares$961 Million1.76% of portfolio
About EXELON CORP
- Ticker EXC
- Exchange NASDAQ
- Sector Utilities
- Industry Utilities—Regulated Electric
- Shares Outstandng 993,467,008
- Market Cap $42.9B
- 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...