A detailed history of Regal Investment Advisors LLC transactions in Exelon Corp stock. As of the latest transaction made, Regal Investment Advisors LLC holds 16,385 shares of EXC stock, worth $614,765. This represents 0.05% of its overall portfolio holdings.

Number of Shares
16,385
Previous 15,814 3.61%
Holding current value
$614,765
Previous $547,000 21.39%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$34.24 - $40.55 $19,551 - $23,154
571 Added 3.61%
16,385 $664,000
Q2 2024

Aug 14, 2024

SELL
$34.61 - $38.73 $20,558 - $23,005
-594 Reduced 3.62%
15,814 $547,000
Q1 2024

May 15, 2024

SELL
$33.62 - $37.57 $17,549 - $19,611
-522 Reduced 3.08%
16,408 $616,000
Q4 2023

Feb 14, 2024

SELL
$34.45 - $41.0 $26,492 - $31,529
-769 Reduced 4.34%
16,930 $607,000
Q3 2023

Nov 13, 2023

BUY
$37.79 - $43.2 $869 - $993
23 Added 0.13%
17,699 $668,000
Q2 2023

Aug 11, 2023

SELL
$39.26 - $43.61 $23,477 - $26,078
-598 Reduced 3.27%
17,676 $720,000
Q1 2023

May 11, 2023

SELL
$39.2 - $44.15 $3,724 - $4,194
-95 Reduced 0.52%
18,274 $765,000
Q4 2022

Mar 01, 2023

BUY
$35.54 - $43.23 $49,258 - $59,916
1,386 Added 8.16%
18,369 $794,000
Q3 2022

Nov 15, 2022

BUY
$37.46 - $46.7 $58,362 - $72,758
1,558 Added 10.1%
16,983 $636,000
Q2 2022

Aug 09, 2022

SELL
$40.91 - $50.25 $115,366 - $141,705
-2,820 Reduced 15.46%
15,425 $699,000
Q1 2022

May 09, 2022

SELL
$39.56 - $47.63 $13,885 - $16,718
-351 Reduced 1.89%
18,245 $869,000
Q4 2021

Feb 10, 2022

BUY
$33.93 - $41.2 $1,866 - $2,266
55 Added 0.3%
18,596 $1.07 Million
Q3 2021

Nov 05, 2021

BUY
$31.95 - $36.27 $75,242 - $85,415
2,355 Added 14.55%
18,541 $896,000
Q2 2021

Aug 09, 2021

BUY
$30.75 - $33.6 $497,719 - $543,849
16,186 New
16,186 $717,000
Q1 2021

May 12, 2021

SELL
$27.53 - $31.21 $560,593 - $635,529
-20,363 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$25.56 - $31.27 $520,478 - $636,751
20,363 New
20,363 $860,000
Q3 2020

Nov 13, 2020

SELL
$24.59 - $28.1 $448,054 - $512,010
-18,221 Closed
0 $0
Q2 2020

Aug 03, 2020

BUY
$23.36 - $29.86 $425,642 - $544,079
18,221 New
18,221 $661,000
Q1 2020

May 12, 2020

SELL
$21.38 - $35.93 $376,972 - $633,517
-17,632 Closed
0 $0
Q4 2019

Jan 29, 2020

BUY
$31.26 - $34.56 $125 - $138
4 Added 0.02%
17,632 $804,000
Q3 2019

Nov 15, 2019

SELL
$31.67 - $35.34 $41,044 - $45,800
-1,296 Reduced 6.85%
17,628 $852,000
Q2 2019

Jul 26, 2019

SELL
$33.92 - $36.34 $45,724 - $48,986
-1,348 Reduced 6.65%
18,924 $907,000
Q1 2019

May 09, 2019

BUY
$31.43 - $36.15 $35,924 - $41,319
1,143 Added 5.98%
20,272 $1.02 Million
Q4 2018

Feb 04, 2019

SELL
$30.48 - $33.57 $304 - $335
-10 Reduced 0.05%
19,129 $863,000
Q3 2018

Nov 05, 2018

BUY
$29.68 - $31.83 $128,187 - $137,473
4,319 Added 29.14%
19,139 $836,000
Q2 2018

Aug 10, 2018

SELL
$26.93 - $30.39 $213,150 - $240,536
-7,915 Reduced 34.81%
14,820 $631,000
Q1 2018

Apr 25, 2018

BUY
$25.66 - $28.24 $36,437 - $40,100
1,420 Added 6.66%
22,735 $887,000
Q4 2017

Feb 06, 2018

BUY
$26.99 - $30.24 $43,318 - $48,535
1,605 Added 8.14%
21,315 $840,000
Q3 2017

Nov 08, 2017

BUY
$26.33 - $27.5 $518,964 - $542,025
19,710
19,710 $742,000

Others Institutions Holding EXC

About EXELON CORP


  • Ticker EXC
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 993,467,008
  • Market Cap $37.3B
  • 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
Track This Portfolio

Track Regal Investment Advisors LLC Portfolio

Follow Regal Investment Advisors 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 Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.