Mercer Global 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 | $7.78M | Buy |
179,103
+458
| +0.3% | +$19.9K | 0.02% | 429 |
|
2025
Q1 | $8.23M | Buy |
178,645
+24,060
| +16% | +$1.11M | 0.02% | 405 |
|
2024
Q4 | $5.82M | Sell |
154,585
-17,630
| -10% | -$664K | 0.01% | 506 |
|
2024
Q3 | $7.02M | Sell |
172,215
-33,828
| -16% | -$1.38M | 0.02% | 410 |
|
2024
Q2 | $7.12M | Buy |
206,043
+1,653
| +0.8% | +$57.1K | 0.02% | 375 |
|
2024
Q1 | $7.7M | Sell |
204,390
-16,642
| -8% | -$627K | 0.02% | 360 |
|
2023
Q4 | $7.94M | Sell |
221,032
-18,118
| -8% | -$650K | 0.02% | 357 |
|
2023
Q3 | $9.04M | Buy |
239,150
+8,321
| +4% | +$314K | 0.03% | 292 |
|
2023
Q2 | $9.4M | Buy |
230,829
+10,059
| +5% | +$410K | 0.04% | 307 |
|
2023
Q1 | $9.25M | Buy |
220,770
+13,049
| +6% | +$547K | 0.04% | 286 |
|
2022
Q4 | $8.98M | Buy |
207,721
+18,461
| +10% | +$798K | 0.05% | 288 |
|
2022
Q3 | $7.09M | Buy |
189,260
+19,790
| +12% | +$741K | 0.04% | 295 |
|
2022
Q2 | $7.68M | Buy |
169,470
+50,348
| +42% | +$2.28M | 0.05% | 268 |
|
2022
Q1 | $5.67M | Sell |
119,122
-32,140
| -21% | -$1.53M | 0.03% | 352 |
|
2021
Q4 | $6.23M | Buy |
151,262
+12,953
| +9% | +$534K | 0.04% | 322 |
|
2021
Q3 | $4.77M | Buy |
138,309
+11,152
| +9% | +$385K | 0.03% | 363 |
|
2021
Q2 | $4.02M | Buy |
127,157
+9,221
| +8% | +$291K | 0.03% | 374 |
|
2021
Q1 | $3.68M | Sell |
117,936
-3,392
| -3% | -$106K | 0.03% | 366 |
|
2020
Q4 | $3.65M | Sell |
121,328
-120
| -0.1% | -$3.61K | 0.05% | 280 |
|
2020
Q3 | $3.1M | Sell |
121,448
-9,476
| -7% | -$242K | 0.05% | 289 |
|
2020
Q2 | $3.39M | Sell |
130,924
-36,353
| -22% | -$941K | 0.06% | 230 |
|
2020
Q1 | $4.39M | Buy |
167,277
+87,207
| +109% | +$2.29M | 0.1% | 182 |
|
2019
Q4 | $2.6M | Buy |
80,070
+7,174
| +10% | +$233K | 0.05% | 284 |
|
2019
Q3 | $2.51M | Buy |
72,896
+734
| +1% | +$25.3K | 0.06% | 252 |
|
2019
Q2 | $2.47M | Buy |
72,162
+3,355
| +5% | +$115K | 0.07% | 239 |
|
2019
Q1 | $2.46M | Buy |
+68,807
| New | +$2.46M | 0.09% | 206 |
|