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 |
|