Schechter Investment Advisors, LLC Exelon Corp Transaction History

Schechter Investment Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	BUY	$37.79 - $43.2 $80,190 - $91,670	2,122 Added 33.58%	8,441 $318,000
Q2 2023 Jul 26, 2023	BUY	$39.26 - $43.61 $53,393 - $59,309	1,360 Added 27.42%	6,319 $257,000
Q1 2023 Apr 28, 2023	SELL	$39.2 - $44.15 $3,136 - $3,532	-80 Reduced 1.59%	4,959 $207,000
Q4 2022 Feb 13, 2023	SELL	$35.54 - $43.23 $11,870 - $14,438	-334 Reduced 6.22%	5,039 $217,000
Q3 2022 Nov 04, 2022	BUY	$37.46 - $46.7 $6,143 - $7,658	164 Added 3.15%	5,373 $202,000
Q2 2022 Nov 03, 2022	BUY	$40.91 - $50.25 $213,100 - $261,752	5,209 New	5,209 $236,000
Q1 2022 Nov 18, 2022	SELL	$39.56 - $47.63 $30,738 - $37,008	-777 Reduced 14.46%	4,596 $219,000
Q4 2021 Dec 27, 2022	SELL	$33.93 - $41.2 $59,038 - $71,688	-1,740 Reduced 32.38%	3,633 $210,000

1,166

802M

3.25M

1.81M

Ticker EXC
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 993,467,008
Market Cap $36.5B
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...

Get notified when there are updates to the investment portfolio of Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Schechter Investment Advisors, LLC with notifications on news.