A detailed history of Wealthcare Advisory Partners LLC transactions in Exelon Corp stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 22,711 shares of EXC stock, worth $859,611. This represents 0.03% of its overall portfolio holdings.

Number of Shares
22,711
Previous 22,828 0.51%
Holding current value
$859,611
Previous $790,000 16.46%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 04, 2024

SELL
$34.24 - $40.55 $4,006 - $4,744
-117 Reduced 0.51%
22,711 $920,000
Q2 2024

Aug 09, 2024

BUY
$34.61 - $38.73 $126,499 - $141,558
3,655 Added 19.06%
22,828 $790,000
Q1 2024

Apr 15, 2024

BUY
$33.62 - $37.57 $2,689 - $3,005
80 Added 0.42%
19,173 $720,000
Q4 2023

Feb 06, 2024

BUY
$34.45 - $41.0 $964 - $1,148
28 Added 0.15%
19,093 $685,000
Q3 2023

Oct 12, 2023

SELL
$37.79 - $43.2 $67,303 - $76,939
-1,781 Reduced 8.54%
19,065 $720,000
Q2 2023

Jul 17, 2023

BUY
$39.26 - $43.61 $35,059 - $38,943
893 Added 4.48%
20,846 $849,000
Q1 2023

May 04, 2023

BUY
$39.2 - $44.15 $509 - $573
13 Added 0.07%
19,953 $835,000
Q4 2022

Feb 13, 2023

BUY
$35.54 - $43.23 $47,268 - $57,495
1,330 Added 7.15%
19,940 $862,000
Q3 2022

Nov 14, 2022

BUY
$37.46 - $46.7 $11,612 - $14,477
310 Added 1.69%
18,610 $697,000
Q2 2022

Aug 15, 2022

BUY
$40.91 - $50.25 $61,037 - $74,973
1,492 Added 8.88%
18,300 $829,000
Q1 2022

Apr 15, 2022

BUY
$39.56 - $47.63 $11,393 - $13,717
288 Added 1.74%
16,808 $801,000
Q4 2021

Feb 11, 2022

BUY
$33.93 - $41.2 $121,299 - $147,290
3,575 Added 27.62%
16,520 $680,000
Q3 2021

Nov 15, 2021

SELL
$31.95 - $36.27 $7,891 - $8,958
-247 Reduced 1.87%
12,945 $626,000
Q2 2021

Aug 16, 2021

SELL
$30.75 - $33.6 $8,979 - $9,811
-292 Reduced 2.17%
13,192 $585,000
Q1 2021

Apr 30, 2021

BUY
$27.53 - $31.21 $1,816 - $2,059
66 Added 0.49%
13,484 $590,000
Q4 2020

Feb 12, 2021

BUY
$25.56 - $31.27 $1,993 - $2,439
78 Added 0.58%
13,418 $566,000
Q3 2020

Oct 29, 2020

BUY
$24.59 - $28.1 $959 - $1,095
39 Added 0.29%
13,340 $477,000
Q2 2020

Jul 29, 2020

BUY
$23.36 - $29.86 $33,031 - $42,222
1,414 Added 11.9%
13,301 $483,000
Q1 2020

Apr 29, 2020

BUY
$21.38 - $35.93 $39,168 - $65,823
1,832 Added 18.22%
11,887 $438,000
Q4 2019

Jan 29, 2020

SELL
$31.26 - $34.56 $25,320 - $27,993
-810 Reduced 7.46%
10,055 $458,000
Q3 2019

Oct 17, 2019

BUY
$31.67 - $35.34 $66,887 - $74,638
2,112 Added 24.13%
10,865 $525,000
Q2 2019

Jul 30, 2019

SELL
$33.92 - $36.34 $32,257 - $34,559
-951 Reduced 9.8%
8,753 $420,000
Q1 2019

May 13, 2019

SELL
$31.43 - $36.15 $1,634 - $1,879
-52 Reduced 0.53%
9,704 $486,000
Q4 2018

Feb 14, 2019

BUY
$30.48 - $33.57 $487 - $537
16 Added 0.16%
9,756 $440,000
Q3 2018

Nov 14, 2018

SELL
$29.68 - $31.83 $54,908 - $58,885
-1,850 Reduced 15.96%
9,740 $425,000
Q2 2018

Aug 14, 2018

BUY
$26.93 - $30.39 $1,373 - $1,549
51 Added 0.44%
11,590 $494,000
Q1 2018

May 15, 2018

BUY
$25.66 - $28.24 $487 - $536
19 Added 0.16%
11,539 $450,000
Q4 2017

Feb 14, 2018

BUY
$26.99 - $30.24 $14,331 - $16,057
531 Added 4.83%
11,520 $454,000
Q3 2017

Nov 15, 2017

BUY
$26.33 - $27.5 $289,340 - $302,197
10,989
10,989 $414,000

Others Institutions Holding EXC

About EXELON CORP


  • Ticker EXC
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 993,467,008
  • Market Cap $37.6B
  • 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 Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners 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 Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.