Envestnet Portfolio Solutions’s Exelon EXC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Buy
33,671
+1,250
+4% +$54.3K 0.01% 664
2025
Q1
$1.49M Sell
32,421
-9,942
-23% -$458K 0.01% 676
2024
Q4
$1.59M Buy
42,363
+4,527
+12% +$170K 0.01% 750
2024
Q3
$1.53M Buy
37,836
+8,053
+27% +$327K 0.01% 757
2024
Q2
$1.03M Buy
29,783
+4,991
+20% +$173K ﹤0.01% 849
2024
Q1
$931K Buy
24,792
+5,483
+28% +$206K ﹤0.01% 865
2023
Q4
$693K Buy
19,309
+1,901
+11% +$68.2K ﹤0.01% 916
2023
Q3
$658K Buy
+17,408
New +$658K ﹤0.01% 877