A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Exelon Corp stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 300 shares of EXC stock, worth $11,106. This represents 0.01% of its overall portfolio holdings.

Number of Shares
300
Previous 300 -0.0%
Holding current value
$11,106
Previous $10,000 20.0%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 12, 2022

SELL
$39.56 - $47.63 $2,096 - $2,524
-53 Reduced 15.01%
300 $14,000
Q4 2021

Feb 11, 2022

BUY
$33.93 - $41.2 $1,798 - $2,183
53 Added 17.67%
353 $20,000
Q3 2017

Nov 09, 2017

BUY
$26.33 - $27.5 $7,898 - $8,250
300
300 $11,000

Others Institutions Holding EXC

About EXELON CORP


  • Ticker EXC
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 993,467,008
  • Market Cap $36.8B
  • 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 Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, 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 Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.