HighTower Advisors’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 | $13.9M | Buy |
283,142
+19,423
| +7% | +$903K | 0.01% | 746 |
|
|
2025
Q4 | $11.5M | Sell |
263,719
-9,788
| -4% | -$447K | 0.01% | 807 |
|
|
2025
Q3 | $12.3M | Sell |
273,507
-1,560
| -0.6% | -$68.5K | 0.01% | 761 |
|
|
2025
Q2 | $11.9M | Sell |
275,067
-5,081
| -2% | -$226K | 0.02% | 738 |
|
|
2025
Q1 | $12.9M | Buy |
280,148
+21,382
| +8% | +$894K | 0.02% | 665 |
|
|
2024
Q4 | $9.74M | Buy |
258,766
+4,974
| +2% | +$193K | 0.01% | 760 |
|
|
2024
Q3 | $10.3M | Buy |
253,792
+5,413
| +2% | +$204K | 0.01% | 740 |
|
|
2024
Q2 | $8.58M | Sell |
248,379
-2,047
| -0.8% | -$75.6K | 0.01% | 781 |
|
|
2024
Q1 | $9.4M | Sell |
250,426
-22,611
| -8% | -$808K | 0.02% | 720 |
|
|
2023
Q4 | $9.81M | Sell |
273,037
-14,074
| -5% | -$542K | 0.02% | 711 |
|
|
2023
Q3 | $10.8M | Buy |
287,111
+14,458
| +5% | +$589K | 0.02% | 638 |
|
|
2023
Q2 | $11.1M | Buy |
272,653
+19,034
| +8% | +$787K | 0.02% | 604 |
|
|
2023
Q1 | $10.6M | Buy |
253,619
+89,766
| +55% | +$3.74M | 0.02% | 604 |
|
|
2022
Q4 | $7.09M | Sell |
163,853
-45,080
| -22% | -$1.78M | 0.02% | 714 |
|
|
2022
Q3 | $7.81M | Buy |
208,933
+9,963
| +5% | +$441K | 0.02% | 650 |
|
|
2022
Q2 | $9.03M | Buy |
198,970
+39,159
| +25% | +$1.84M | 0.02% | 605 |
|
|
2022
Q1 | $7.61M | Buy |
159,811
+4,654
| +3% | +$197K | 0.02% | 714 |
|
|
2021
Q4 | $6.4M | Buy |
155,157
+15,644
| +11% | +$589K | 0.01% | 774 |
|
|
2021
Q3 | $4.81M | Sell |
139,513
-5,329
| -4% | -$182K | 0.01% | 835 |
|
|
2021
Q2 | $4.58M | Buy |
144,842
+2,138
| +1% | +$68.8K | 0.01% | 838 |
|
|
2021
Q1 | $4.46M | Sell |
142,704
-8,383
| -6% | -$252K | 0.01% | 790 |
|
|
2020
Q4 | $4.53M | Buy |
151,087
+13,855
| +10% | +$409K | 0.02% | 620 |
|
|
2020
Q3 | $3.51M | Sell |
137,232
-47,944
| -26% | -$1.27M | 0.02% | 679 |
|
|
2020
Q2 | $4.79M | Sell |
185,176
-35,528
| -16% | -$943K | 0.03% | 525 |
|
|
2020
Q1 | $5.79M | Buy |
220,704
+28,305
| +15% | +$890K | 0.04% | 405 |
|
|
2019
Q4 | $6.26M | Sell |
192,399
-10,563
| -5% | -$342K | 0.04% | 467 |
|
|
2019
Q3 | $6.98M | Sell |
202,962
-4,906
| -2% | -$165K | 0.04% | 443 |
|
|
2019
Q2 | $7.11M | Buy |
207,868
+12,188
| +6% | +$430K | 0.04% | 432 |
|
|
2019
Q1 | $7.01M | Buy |
195,680
+61,360
| +46% | +$2.09M | 0.05% | 405 |
|
|
2018
Q4 | $4.32M | Buy |
134,320
+68,670
| +105% | +$2.2M | 0.03% | 500 |
|
|
2018
Q3 | $2.05M | Buy |
65,650
+5,671
| +9% | +$175K | 0.01% | 821 |
|
|
2018
Q2 | $1.82M | Buy |
59,979
+5,764
| +11% | +$165K | 0.01% | 878 |
|
|
2018
Q1 | $1.51M | Buy |
54,215
+574
| +1% | +$15.5K | 0.01% | 915 |
|
|
2017
Q4 | $1.51M | Sell |
53,641
-31,376
| -37% | -$902K | 0.01% | 920 |
|
|
2017
Q3 | $2.29M | Buy |
85,017
+22,542
| +36% | +$603K | 0.02% | 772 |
|
|
2017
Q2 | $1.6M | Sell |
62,475
-3,743
| -6% | -$95.2K | 0.01% | 880 |
|
|
2017
Q1 | $1.7M | Buy |
66,218
+1,684
| +3% | +$42.9K | 0.02% | 815 |
|
|
2016
Q4 | $1.64M | Buy |
64,534
+2,022
| +3% | +$47.9K | 0.02% | 767 |
|
|
2016
Q3 | $1.49M | Buy |
62,512
+18,789
| +43% | +$472K | 0.02% | 763 |
|
|
2016
Q2 | $1.14M | Sell |
43,723
-84,741
| -66% | -$2.1M | 0.01% | 823 |
|
|
2016
Q1 | $3.27M | Buy |
128,464
+64,900
| +102% | +$1.45M | 0.01% | 527 |
|
|
2015
Q4 | $1.27M | Buy |
63,564
+14,029
| +28% | +$284K | 0.02% | 836 |
|
|
2015
Q3 | $1.05M | Buy |
49,535
+14,140
| +40% | +$318K | 0.01% | 857 |
|
|
2015
Q2 | $793K | Sell |
35,395
-317
| -0.9% | -$7.59K | 0.01% | 852 |
|
|
2015
Q1 | $856K | Sell |
35,712
-26,336
| -42% | -$652K | 0.01% | 862 |
|
|
2014
Q4 | $1.64M | Sell |
62,048
-7,760
| -11% | -$199K | 0.03% | 645 |
|
|
2014
Q3 | $1.7M | Sell |
69,808
-6,086
| -8% | -$143K | 0.03% | 602 |
|
|
2014
Q2 | $1.98M | Sell |
75,894
-19,246
| -20% | -$491K | 0.03% | 569 |
|
|
2014
Q1 | $2.28M | Buy |
95,140
+22,272
| +31% | +$469K | 0.04% | 472 |
|
|
2013
Q4 | $1.42M | Buy |
72,868
+53,977
| +286% | +$1.09M | 0.03% | 587 |
|
|
2013
Q3 | $399K | Buy |
18,891
+1,217
| +7% | +$26.6K | 0.01% | 930 |
|
|
2013
Q2 | $389K | Buy |
+17,674
| New | +$429K | 0.01% | 888 |
|
Other funds holding EXC
VCM
VPM
