Burney Company’s Exelon EXC Stock Holding History

Burney Company’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.32M	Buy	30,308 +526	+2%	+$22.8K	0.04%	282
2025 Q1	$1.37M	Sell	29,782 -4,394	-13%	-$202K	0.05%	271
2024 Q4	$1.29M	Buy	34,176 +8,928	+35%	+$336K	0.05%	281
2024 Q3	$1.02M	Sell	25,248 -8,988	-26%	-$364K	0.04%	321
2024 Q2	$1.18M	Sell	34,236 -153,226	-82%	-$5.3M	0.05%	297
2024 Q1	$7.04M	Sell	187,462 -18,741	-9%	-$704K	0.27%	96
2023 Q4	$7.4M	Sell	206,203 -6,474	-3%	-$232K	0.31%	83
2023 Q3	$8.04M	Sell	212,677 -8,035	-4%	-$304K	0.38%	68
2023 Q2	$8.99M	Sell	220,712 -59,191	-21%	-$2.41M	0.41%	61
2023 Q1	$11.7M	Buy	279,903 +3,087	+1%	+$129K	0.58%	42
2022 Q4	$12M	Buy	276,816 +6,408	+2%	+$277K	0.61%	37
2022 Q3	$10.1M	Buy	270,408 +129,619	+92%	+$4.86M	0.56%	44
2022 Q2	$6.38M	Sell	140,789 -2,028	-1%	-$91.9K	0.34%	90
2022 Q1	$6.8M	Sell	142,817 -62,443	-30%	-$2.97M	0.31%	97
2021 Q4	$8.46M	Sell	205,260 -3,603	-2%	-$148K	0.37%	82
2021 Q3	$7.2M	Sell	208,863 -5,692	-3%	-$196K	0.34%	91
2021 Q2	$6.78M	Sell	214,555 -170	-0.1%	-$5.37K	0.32%	102
2021 Q1	$6.7M	Sell	214,725 -5,685	-3%	-$177K	0.33%	100
2020 Q4	$6.64M	Sell	220,410 -20,019	-8%	-$603K	0.36%	81
2020 Q3	$6.13M	Sell	240,429 -30,557	-11%	-$779K	0.38%	76
2020 Q2	$7.02M	Buy	270,986 +2,122	+0.8%	+$54.9K	0.46%	61
2020 Q1	$7.06M	Sell	268,864 -11,432	-4%	-$300K	0.54%	51
2019 Q4	$9.11M	Buy	280,296 +2,233	+0.8%	+$72.6K	0.5%	62
2019 Q3	$9.58M	Buy	278,063 +21,472	+8%	+$740K	0.57%	53
2019 Q2	$8.77M	Buy	256,591 +25,340	+11%	+$866K	0.53%	53
2019 Q1	$8.27M	Buy	231,251 +38,619	+20%	+$1.38M	0.51%	53
2018 Q4	$6.2M	Buy	192,632 +1,713	+0.9%	+$55.1K	0.44%	71
2018 Q3	$5.95M	Buy	190,919 +7,926	+4%	+$247K	0.35%	90
2018 Q2	$5.56M	Buy	182,993 +47,917	+35%	+$1.46M	0.33%	98
2018 Q1	$3.76M	Buy	135,076 +125,261	+1,276%	+$3.48M	0.23%	128
2017 Q4	$276K	Buy	9,815 +1,320	+16%	+$37.1K	0.02%	358
2017 Q3	$227K	Buy	+8,495	New	+$227K	0.01%	370