Denali Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
+10,700
| New | +$465K | 0.05% | 236 |
|
|
2021
Q3 | – | Sell |
-2,383
| Closed | -$75K | – | 295 |
|
|
2021
Q2 | $75K | Sell |
2,383
-43,883
| -95% | -$1.38M | 0.03% | 167 |
|
|
2021
Q1 | $1.44M | Sell |
46,266
-83,980
| -64% | -$2.62M | 0.44% | 83 |
|
|
2020
Q4 | $3.92M | Buy |
130,246
+103,888
| +394% | +$3.13M | 0.67% | 50 |
|
|
2020
Q3 | $672K | Buy |
+26,358
| New | +$672K | 0.13% | 164 |
|
|
2018
Q3 | – | Sell |
-63,931
| Closed | -$1.94M | – | 267 |
|
|
2018
Q2 | $1.94M | Sell |
63,931
-5,468
| -8% | -$166K | 0.29% | 68 |
|
|
2018
Q1 | $1.93M | Sell |
69,399
-185,204
| -73% | -$5.15M | 0.31% | 67 |
|
|
2017
Q4 | $7.16M | Sell |
254,603
-37,994
| -13% | -$1.07M | 1.11% | 38 |
|
|
2017
Q3 | $7.86M | Buy |
292,597
+117,207
| +67% | +$3.15M | 1.3% | 34 |
|
|
2017
Q2 | $4.51M | Hold |
175,390
| – | – | 0.74% | 50 |
|
|
2017
Q1 | $4.5M | Buy |
175,390
+164,735
| +1,546% | +$4.23M | 0.66% | 51 |
|
|
2016
Q4 | $270K | Buy |
+10,655
| New | +$270K | 0.05% | 115 |
|