Loring Wolcott & Coolidge Fiduciary Advisors LLP Exelon Corp Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	SELL	$39.26 - $43.61 $7,852 - $8,722	-200 Reduced 18.18%	900 $36,000
Q1 2023 May 02, 2023	BUY	$39.2 - $44.15 $43,120 - $48,565	1,100 New	1,100 $46,000
Q1 2022 Apr 13, 2022	SELL	$39.56 - $47.63 $5,103 - $6,144	-129 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$33.93 - $41.2 $3,732 - $4,532	-110 Reduced 46.03%	129 $7,000
Q3 2021 Nov 12, 2021	SELL	$31.95 - $36.27 $958 - $1,088	-30 Reduced 11.15%	239 $12,000
Q2 2021 Aug 13, 2021	BUY	$30.75 - $33.6 $8,271 - $9,038	269 New	269 $12,000
Q1 2021 Apr 14, 2021	SELL	$27.53 - $31.21 $825 - $936	-30 Closed	0 $0
Q4 2020 Jan 14, 2021	BUY	$25.56 - $31.27 $766 - $938	30 New	30 $1,000
Q2 2018 Aug 07, 2018	SELL	$26.93 - $30.39 $2,693 - $3,039	-100 Closed	0 $0
Q1 2018 Apr 20, 2018	SELL	$25.66 - $28.24 $461 - $508	-18 Reduced 15.25%	100 $4,000
Q3 2017 Oct 27, 2017	BUY	$26.33 - $27.5 $473 - $495	18 Added 18.0%	118 $4,000
Q2 2017 Aug 07, 2017	BUY	N/A	100	100 $0

Others Institutions Holding EXC

# of Institutions

1,166

Shares Held

802M

Call Options Held

3.25M

Put Options Held

1.81M

Vanguard Group Inc Valley Forge, PA

124M
Shares

$4.74 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

101M
Shares

$3.83 Billion
0.08% of portfolio
Wellington Management Group LLP Boston, MA

65M
Shares

$2.48 Billion
0.47% of portfolio
State Street Corp Boston, MA

60.2M
Shares

$2.29 Billion
0.1% of portfolio
Geode Capital Management, LLC Boston, MA

25.9M
Shares

$990 Million
0.09% of portfolio

View Full List

About EXELON CORP

Ticker EXC
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 993,467,008
Market Cap $37.9B
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

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