A detailed history of United Capital Financial Advisers, LLC transactions in Exelon Corp stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 20,957 shares of EXC stock, worth $819,628. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,957
Previous 23,010 8.92%
Holding current value
$819,628
Previous $796,000 6.66%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$34.24 - $40.55 $70,294 - $83,249
-2,053 Reduced 8.92%
20,957 $849,000
Q2 2024

Aug 14, 2024

BUY
$34.61 - $38.73 $22,461 - $25,135
649 Added 2.9%
23,010 $796,000
Q1 2024

May 15, 2024

BUY
$33.62 - $37.57 $27,366 - $30,581
814 Added 3.78%
22,361 $840,000
Q4 2023

Feb 14, 2024

BUY
$34.45 - $41.0 $338,574 - $402,948
9,828 Added 83.86%
21,547 $773,000
Q3 2023

Nov 14, 2023

SELL
$37.79 - $43.2 $270,576 - $309,312
-7,160 Reduced 37.93%
11,719 $442,000
Q2 2023

Aug 14, 2023

SELL
$39.26 - $43.61 $216,047 - $239,985
-5,503 Reduced 22.57%
18,879 $769,000
Q1 2023

Aug 14, 2023

BUY
$39.2 - $44.15 $215,717 - $242,957
5,503 Added 29.15%
24,382 $1.02 Million
Q1 2023

May 15, 2023

SELL
$39.2 - $44.15 $198,352 - $223,399
-5,060 Reduced 17.19%
24,382 $1.02 Million
Q4 2022

Feb 14, 2023

BUY
$35.54 - $43.23 $369,971 - $450,024
10,410 Added 54.7%
29,442 $1.27 Million
Q3 2022

Nov 14, 2022

SELL
$37.46 - $46.7 $31,241 - $38,947
-834 Reduced 4.2%
19,032 $713,000
Q2 2022

Aug 11, 2022

BUY
$40.91 - $50.25 $86,442 - $106,178
2,113 Added 11.9%
19,866 $900,000
Q1 2022

May 16, 2022

BUY
$39.56 - $47.63 $93,875 - $113,025
2,373 Added 15.43%
17,753 $846,000
Q4 2021

Feb 14, 2022

BUY
$33.93 - $41.2 $9,228 - $11,206
272 Added 1.8%
15,380 $888,000
Q3 2021

Nov 15, 2021

BUY
$31.95 - $36.27 $102,751 - $116,644
3,216 Added 27.04%
15,108 $730,000
Q2 2021

Aug 13, 2021

SELL
$30.75 - $33.6 $85,423 - $93,340
-2,778 Reduced 18.94%
11,892 $527,000
Q1 2021

May 14, 2021

BUY
$27.53 - $31.21 $33,889 - $38,419
1,231 Added 9.16%
14,670 $642,000
Q4 2020

Feb 17, 2021

SELL
$25.56 - $31.27 $34,863 - $42,652
-1,364 Reduced 9.21%
13,439 $567,000
Q3 2020

Nov 13, 2020

SELL
$24.59 - $28.1 $67,229 - $76,825
-2,734 Reduced 15.59%
14,803 $529,000
Q2 2020

Aug 13, 2020

BUY
$23.36 - $29.86 $53,214 - $68,021
2,278 Added 14.93%
17,537 $636,000
Q1 2020

May 15, 2020

SELL
$21.38 - $35.93 $233,512 - $392,427
-10,922 Reduced 41.72%
15,259 $562,000
Q4 2019

Feb 14, 2020

BUY
$31.26 - $34.56 $303,534 - $335,577
9,710 Added 58.95%
26,181 $1.19 Million
Q3 2019

Nov 14, 2019

SELL
$31.67 - $35.34 $477,710 - $533,068
-15,084 Reduced 47.8%
16,471 $796,000
Q2 2019

Aug 13, 2019

SELL
$33.92 - $36.34 $18,452 - $19,768
-544 Reduced 1.69%
31,555 $1.51 Million
Q1 2019

May 14, 2019

BUY
$31.43 - $36.15 $51,356 - $59,069
1,634 Added 5.36%
32,099 $1.61 Million
Q4 2018

Feb 14, 2019

BUY
$30.48 - $33.57 $127,955 - $140,926
4,198 Added 15.98%
30,465 $1.37 Million
Q3 2018

Nov 14, 2018

BUY
$29.68 - $31.83 $3,739 - $4,010
126 Added 0.48%
26,267 $1.15 Million
Q2 2018

Aug 14, 2018

BUY
$26.93 - $30.39 $54,910 - $61,965
2,039 Added 8.46%
26,141 $1.11 Million
Q1 2018

May 15, 2018

SELL
$25.66 - $28.24 $146,698 - $161,448
-5,717 Reduced 19.17%
24,102 $940,000
Q4 2017

Feb 13, 2018

BUY
$26.99 - $30.24 $36,733 - $41,156
1,361 Added 4.78%
29,819 $1.18 Million
Q3 2017

Nov 14, 2017

BUY
$26.33 - $27.5 $462,670 - $483,230
17,572 Added 161.42%
28,458 $1.07 Million
Q2 2017

Aug 14, 2017

BUY
N/A
10,886
10,886 $393,000

Others Institutions Holding EXC

About EXELON CORP


  • Ticker EXC
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 993,467,008
  • Market Cap $38.9B
  • 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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