Carret Asset Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $514K | Buy |
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|
2025
Q2 | $473K | Buy |
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|
2025
Q1 | $490K | Buy |
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|
2024
Q4 | $368K | Buy |
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|
2024
Q3 | $367K | Buy |
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|
2024
Q2 | $250K | Buy |
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|
2024
Q1 | $270K | Sell |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | $236K | Buy |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $240K | Hold |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $254K | Hold |
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|
2022
Q1 | $266K | Sell |
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|
2021
Q4 | $303K | Hold |
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|
2021
Q3 | $253K | Sell |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $236K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $201K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $790K | Sell |
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|
2013
Q4 | $803K | Sell |
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|
2013
Q3 | $1.35M | Buy |
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|
2013
Q2 | $1M | Buy |
|