A detailed history of Marcum Wealth, LLC transactions in Exelon Corp stock. As of the latest transaction made, Marcum Wealth, LLC holds 6,450 shares of EXC stock, worth $254,839. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,450
Previous 6,866 6.06%
Holding current value
$254,839
Previous $237,000 10.13%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 08, 2024

SELL
$34.24 - $40.55 $14,243 - $16,868
-416 Reduced 6.06%
6,450 $261,000
Q2 2024

Jul 02, 2024

SELL
$34.61 - $38.73 $5,122 - $5,732
-148 Reduced 2.11%
6,866 $237,000
Q1 2024

Apr 10, 2024

BUY
$33.62 - $37.57 $44,008 - $49,179
1,309 Added 22.94%
7,014 $263,000
Q4 2023

Jan 10, 2024

SELL
$34.45 - $41.0 $3,376 - $4,018
-98 Reduced 1.69%
5,705 $204,000
Q3 2023

Oct 10, 2023

SELL
$37.79 - $43.2 $8,351 - $9,547
-221 Reduced 3.67%
5,803 $219,000
Q2 2023

Jul 13, 2023

SELL
$39.26 - $43.61 $981 - $1,090
-25 Reduced 0.41%
6,024 $245,000
Q1 2023

Apr 19, 2023

BUY
$39.2 - $44.15 $7,487 - $8,432
191 Added 3.26%
6,049 $253,000
Q4 2022

Jan 12, 2023

BUY
$35.54 - $43.23 $14,216 - $17,292
400 Added 7.33%
5,858 $0
Q3 2022

Oct 11, 2022

BUY
$37.46 - $46.7 $8,091 - $10,087
216 Added 4.12%
5,458 $204,000
Q2 2022

Jul 14, 2022

SELL
$40.91 - $50.25 $900 - $1,105
-22 Reduced 0.42%
5,242 $238,000
Q1 2022

Apr 20, 2022

SELL
$39.56 - $47.63 $7,912 - $9,526
-200 Reduced 3.66%
5,264 $251,000
Q4 2021

Feb 01, 2022

SELL
$33.93 - $41.2 $746 - $906
-22 Reduced 0.4%
5,464 $316,000
Q3 2021

Nov 08, 2021

BUY
$31.95 - $36.27 $3,195 - $3,627
100 Added 1.86%
5,486 $265,000
Q2 2021

Aug 10, 2021

BUY
$30.75 - $33.6 $799 - $873
26 Added 0.49%
5,386 $239,000
Q1 2021

May 11, 2021

BUY
$27.53 - $31.21 $13,131 - $14,887
477 Added 9.77%
5,360 $234,000
Q4 2020

Feb 09, 2021

BUY
$25.56 - $31.27 $124,809 - $152,691
4,883 New
4,883 $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 $39.3B
  • 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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