A detailed history of Phoenix Wealth Advisors transactions in Exelon Corp stock. As of the latest transaction made, Phoenix Wealth Advisors holds 5,890 shares of EXC stock, worth $218,047. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,890
Previous 6,004 1.9%
Holding current value
$218,047
Previous $207,000 14.98%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Nov 08, 2024

SELL
$34.24 - $40.55 $3,903 - $4,622
-114 Reduced 1.9%
5,890 $238,000
Q2 2024

Jul 17, 2024

BUY
$34.61 - $38.73 $5,468 - $6,119
158 Added 2.7%
6,004 $207,000
Q1 2024

Apr 26, 2024

SELL
$33.62 - $37.57 $5,648 - $6,311
-168 Reduced 2.79%
5,846 $219,000
Q4 2023

Jan 30, 2024

SELL
$34.45 - $41.0 $482 - $574
-14 Reduced 0.23%
6,014 $215,000
Q3 2023

Nov 06, 2023

BUY
$37.79 - $43.2 $529 - $604
14 Added 0.23%
6,028 $227,000
Q2 2023

Jul 13, 2023

SELL
$39.26 - $43.61 $2,512 - $2,791
-64 Reduced 1.05%
6,014 $245,000
Q1 2023

May 05, 2023

BUY
$39.2 - $44.15 $26,773 - $30,154
683 Added 12.66%
6,078 $254,000
Q4 2022

Feb 06, 2023

BUY
$35.54 - $43.23 $191,738 - $233,225
5,395 New
5,395 $233,000
Q2 2022

Aug 01, 2022

BUY
$40.91 - $50.25 $210,931 - $259,089
5,156 New
5,156 $234,000
Q1 2022

May 02, 2022

SELL
$39.56 - $47.63 $176,437 - $212,429
-4,460 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
$33.93 - $41.2 $34,642 - $42,065
-1,021 Reduced 18.63%
4,460 $258,000
Q3 2021

Nov 15, 2021

BUY
$31.95 - $36.27 $1,054 - $1,196
33 Added 0.61%
5,481 $265,000
Q2 2021

Jul 23, 2021

BUY
$30.75 - $33.6 $15,252 - $16,665
496 Added 10.02%
5,448 $245,000
Q1 2021

Apr 12, 2021

BUY
$27.53 - $31.21 $31,934 - $36,203
1,160 Added 30.59%
4,952 $217,000
Q4 2020

Feb 05, 2021

BUY
$25.56 - $31.27 $96,923 - $118,575
3,792 New
3,792 $160,000

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 Phoenix Wealth Advisors Portfolio

Follow Phoenix Wealth Advisors 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 Phoenix Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Phoenix Wealth Advisors with notifications on news.