Everence Capital Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
27,760
-7,870
| -22% | -$342K | 0.08% | 201 |
|
|
2025
Q1 | $1.64M | Buy |
35,630
+7,460
| +26% | +$344K | 0.11% | 163 |
|
|
2024
Q4 | $1.06M | Sell |
28,170
-8,040
| -22% | -$303K | 0.07% | 218 |
|
|
2024
Q3 | $1.47M | Hold |
36,210
| – | – | 0.09% | 168 |
|
|
2024
Q2 | $1.36K | Buy |
36,210
+10,200
| +39% | +$383 | 0.09% | 183 |
|
|
2024
Q1 | $977 | Hold |
26,010
| – | – | 0.06% | 246 |
|
|
2023
Q4 | $934K | Hold |
26,010
| – | – | 0.07% | 244 |
|
|
2023
Q3 | $983 | Sell |
26,010
-8,400
| -24% | -$317 | 0.08% | 215 |
|
|
2023
Q2 | $1.36M | Hold |
34,410
| – | – | 0.11% | 150 |
|
|
2023
Q1 | $1.44K | Hold |
34,410
| – | – | 0.12% | 148 |
|
|
2022
Q4 | $1.49K | Buy |
+34,410
| New | +$1.49K | 0.13% | 150 |
|