Wealth Enhancement Advisory Services, LLC Exelon Corp Transaction History

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Exelon Corp stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 357,482 shares of EXC stock, worth $15.5 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

357,482

Previous 269,101 32.84%

Holding current value

$15.5 Million

Previous $12.4 Million 25.17%

% of portfolio

0.03%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$42.2 - $47.37 $3.73 Million - $4.19 Million	88,381 Added 32.84%	357,482 $15.5 Million
Q1 2025 Apr 16, 2025	BUY	$37.3 - $46.08 $5.88 Million - $7.26 Million	157,548 Added 141.23%	269,101 $12.4 Million
Q4 2024 Mar 17, 2025	SELL	$36.22 - $40.97 $143,286 - $162,077	-3,956 Reduced 3.42%	111,553 $4.2 Million
Q4 2024 Jan 10, 2025	BUY	$36.22 - $40.97 $15,828 - $17,903	437 Added 0.38%	115,509 $4.35 Million
Q3 2024 Oct 23, 2024	SELL	$34.24 - $40.55 $53,380 - $63,217	-1,559 Reduced 1.34%	115,072 $4.67 Million
Q2 2024 Jul 16, 2024	BUY	$34.61 - $38.73 $221,642 - $248,026	6,404 Added 5.81%	116,631 $4.04 Million
Q1 2024 Apr 15, 2024	BUY	$33.62 - $37.57 $1.23 Million - $1.37 Million	36,548 Added 49.6%	110,227 $4.14 Million
Q4 2023 Jan 30, 2024	SELL	$34.45 - $41.0 $17,982 - $21,402	-522 Reduced 0.7%	73,679 $2.65 Million
Q3 2023 Nov 13, 2023	BUY	$37.79 - $43.2 $2.08 Million - $2.38 Million	55,092 Added 288.3%	74,201 $2.8 Million
Q2 2023 Jul 21, 2023	SELL	$39.26 - $43.61 $7,106 - $7,893	-181 Reduced 0.94%	19,109 $778,000
Q1 2023 Apr 25, 2023	BUY	$39.2 - $44.15 $756,168 - $851,653	19,290 New	19,290 $808,000
Q2 2022 Jul 18, 2022	BUY	$40.91 - $50.25 $48,232 - $59,244	1,179 Added 12.77%	10,408 $461,000
Q4 2021 Feb 08, 2022	BUY	$33.93 - $41.2 $13,470 - $16,356	397 Added 4.5%	9,229 $535,000
Q3 2021 Nov 03, 2021	SELL	$31.95 - $36.27 $862 - $979	-27 Reduced 0.3%	8,832 $459,000
Q2 2021 Aug 10, 2021	SELL	$30.75 - $33.6 $778,528 - $850,684	-25,318 Reduced 74.08%	8,859 $405,000
Q1 2021 May 12, 2021	BUY	$27.53 - $31.21 $4,404 - $4,993	160 Added 0.47%	34,177 $1.52 Million
Q4 2020 Feb 10, 2021	SELL	$25.56 - $31.27 $2.74 Million - $3.36 Million	-107,342 Reduced 75.94%	34,017 $1.48 Million
Q3 2020 Nov 12, 2020	BUY	$24.59 - $28.1 $3.26 Million - $3.72 Million	132,527 Added 1500.53%	141,359 $5.65 Million
Q2 2020 Oct 13, 2020	BUY	$23.36 - $29.86 $206,315 - $263,723	8,832 New	8,832 $344,000

Others Institutions Holding EXC

# of Institutions

1,333

Shares Held

802M

Call Options Held

7.16M

Put Options Held

2.43M

View Full List

About EXELON CORP

Ticker EXC
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 993,467,008
Market Cap $43.1B
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...

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Wealth Enhancement Advisory Services, LLC Exelon Corp Transaction History