Moneta Group Investment Advisors’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$296K Buy
2018
Q3
Sell
2018
Q2
$15K Sell
2018
Q1
$15K Buy
2017
Q4
$8K Buy
2015
Q4
Sell
2015
Q3
$33K Buy