Cetera Investment Advisers’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.4M | Sell |
335,487
-4,155
| -1% | -$193K | 0.02% | 781 |
|
|
2025
Q4 | $14.8M | Buy |
339,642
+20,495
| +6% | +$935K | 0.02% | 812 |
|
|
2025
Q3 | $14.4M | Buy |
319,147
+85,330
| +36% | +$3.75M | 0.02% | 797 |
|
|
2025
Q2 | $10.2M | Sell |
233,817
-11,968
| -5% | -$533K | 0.02% | 823 |
|
|
2025
Q1 | $11.3M | Buy |
245,785
+7,473
| +3% | +$312K | 0.02% | 705 |
|
|
2024
Q4 | $8.97M | Buy |
238,312
+6,783
| +3% | +$263K | 0.02% | 755 |
|
|
2024
Q3 | $9.39M | Buy |
231,529
+87,720
| +61% | +$3.3M | 0.02% | 726 |
|
|
2024
Q2 | $4.98M | Sell |
143,809
-18,492
| -11% | -$683K | 0.01% | 999 |
|
|
2024
Q1 | $6.1M | Buy |
162,301
+117,532
| +263% | +$4.2M | 0.01% | 885 |
|
|
2023
Q4 | $1.61M | Buy |
44,769
+1,857
| +4% | +$71.5K | 0.01% | 878 |
|
|
2023
Q3 | $1.62M | Buy |
42,912
+616
| +1% | +$25.1K | 0.01% | 835 |
|
|
2023
Q2 | $1.72M | Sell |
42,296
-1,863
| -4% | -$77K | 0.01% | 832 |
|
|
2023
Q1 | $1.85M | Sell |
44,159
-6,064
| -12% | -$253K | 0.02% | 773 |
|
|
2022
Q4 | $2.17M | Buy |
50,223
+14,867
| +42% | +$587K | 0.02% | 673 |
|
|
2022
Q3 | $1.32M | Buy |
35,356
+2,414
| +7% | +$107K | 0.03% | 606 |
|
|
2022
Q2 | $1.49M | Buy |
32,942
+3,396
| +11% | +$160K | 0.02% | 628 |
|
|
2022
Q1 | $1.41M | Sell |
29,546
-5,786
| -16% | -$245K | 0.02% | 693 |
|
|
2021
Q4 | $1.46M | Sell |
35,332
-290
| -0.8% | -$10.9K | 0.02% | 663 |
|
|
2021
Q3 | $1.23M | Sell |
35,622
-9,109
| -20% | -$311K | 0.02% | 705 |
|
|
2021
Q2 | $1.41M | Sell |
44,731
-8,790
| -16% | -$283K | 0.02% | 645 |
|
|
2021
Q1 | $1.67M | Sell |
53,521
-3,211
| -6% | -$96.5K | 0.03% | 476 |
|
|
2020
Q4 | $1.71M | Buy |
56,732
+32,486
| +134% | +$959K | 0.03% | 472 |
|
|
2020
Q3 | $618K | Sell |
24,246
-1,228
| -5% | -$32.6K | 0.05% | 334 |
|
|
2020
Q2 | $659K | Buy |
25,474
+790
| +3% | +$21K | 0.06% | 305 |
|
|
2020
Q1 | $648K | Buy |
24,684
+537
| +2% | +$16.9K | 0.08% | 256 |
|
|
2019
Q4 | $785K | Buy |
24,147
+8,466
| +54% | +$274K | 0.08% | 248 |
|
|
2019
Q3 | $539K | Sell |
15,681
-284
| -2% | -$9.54K | 0.07% | 298 |
|
|
2019
Q2 | $544K | Buy |
15,965
+211
| +1% | +$7.45K | 0.07% | 273 |
|
|
2019
Q1 | $564K | Buy |
15,754
+441
| +3% | +$15K | 0.08% | 248 |
|
|
2018
Q4 | $493K | Buy |
15,313
+121
| +0.8% | +$3.87K | 0.08% | 250 |
|
|
2018
Q3 | $471K | Buy |
15,192
+2,257
| +17% | +$69.5K | 0.07% | 275 |
|
|
2018
Q2 | $393K | Buy |
12,935
+3,035
| +31% | +$86.9K | 0.07% | 285 |
|
|
2018
Q1 | $274K | Buy |
9,900
+1,519
| +18% | +$41K | 0.05% | 315 |
|
|
2017
Q4 | $234K | Sell |
8,381
-129
| -2% | -$3.71K | 0.04% | 359 |
|
|
2017
Q3 | $231K | Buy |
8,510
+48
| +0.6% | +$1.28K | 0.05% | 343 |
|
|
2017
Q2 | $219K | Sell |
8,462
-575
| -6% | -$14.6K | 0.05% | 341 |
|
|
2017
Q1 | $233K | Buy |
+9,037
| New | +$230K | 0.06% | 314 |
|
|
2016
Q3 | – | Sell |
-11,997
| Closed | -$312K | – | 295 |
|
|
2016
Q2 | $312K | Sell |
11,997
-231
| -2% | -$5.71K | 0.12% | 208 |
|
|
2016
Q1 | $313K | Sell |
12,228
-693
| -5% | -$15.5K | 0.14% | 188 |
|
|
2015
Q4 | $258K | Buy |
+12,921
| New | +$262K | 0.12% | 207 |
|
Other funds holding EXC
VCM
VPM
