Arete Wealth Advisors’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$300K Buy
2022
Q1
Sell
2021
Q4
$204K Buy
2019
Q4
Sell
2019
Q3
$261K Sell
2019
Q2
$311K Buy
2019
Q1
Sell
2018
Q4
$673K Buy
2018
Q3
$591K Buy
2018
Q2
$573K Buy
2018
Q1
$408K Buy