A detailed history of Perigon Wealth Management, LLC transactions in Exelon Corp stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 10,359 shares of EXC stock, worth $400,996. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,359
Previous 9,637 7.49%
Holding current value
$400,996
Previous $333,000 26.13%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 16, 2024

BUY
$34.24 - $40.55 $24,721 - $29,277
722 Added 7.49%
10,359 $420,000
Q2 2024

Aug 02, 2024

SELL
$34.61 - $38.73 $5,329 - $5,964
-154 Reduced 1.57%
9,637 $333,000
Q1 2024

Apr 29, 2024

BUY
$33.62 - $37.57 $56,010 - $62,591
1,666 Added 20.5%
9,791 $367,000
Q4 2023

Jan 29, 2024

SELL
$34.45 - $41.0 $11,747 - $13,981
-341 Reduced 4.03%
8,125 $291,000
Q3 2023

Oct 30, 2023

SELL
$37.79 - $43.2 $19,764 - $22,593
-523 Reduced 5.82%
8,466 $319,000
Q2 2023

Aug 02, 2023

SELL
$39.26 - $43.61 $12,170 - $13,519
-310 Reduced 3.33%
8,989 $366,000
Q1 2023

May 03, 2023

SELL
$39.2 - $44.15 $104,468 - $117,659
-2,665 Reduced 22.28%
9,299 $389,000
Q4 2022

Feb 14, 2023

BUY
$35.54 - $43.23 $425,200 - $517,203
11,964 New
11,964 $517,000
Q1 2021

May 17, 2021

SELL
$27.53 - $31.21 $39,698 - $45,004
-1,442 Closed
0 $0
Q4 2020

Jan 28, 2021

BUY
$25.56 - $31.27 $36,857 - $45,091
1,442 New
1,442 $61,000
Q2 2018

Aug 07, 2018

SELL
$26.93 - $30.39 $25,798 - $29,113
-958 Closed
0 $0
Q4 2017

Feb 14, 2018

BUY
$26.99 - $30.24 $4,588 - $5,140
170 Added 21.57%
958 $38,000
Q3 2017

Dec 05, 2017

BUY
$26.33 - $27.5 $8,636 - $9,020
328 Added 71.3%
788 $30,000
Q2 2017

Sep 12, 2017

BUY
N/A
460
460 $17,000

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
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