New England Asset 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
$5.28M Buy
121,515
+600
+0.5% +$26.1K 0.82% 42
2025
Q1
$5.57M Buy
120,915
+760
+0.6% +$35K 0.9% 43
2024
Q4
$4.52M Sell
120,155
-19,355
-14% -$729K 0.77% 46
2024
Q3
$5.66M Buy
139,510
+1,825
+1% +$74K 0.88% 45
2024
Q2
$4.77M Sell
137,685
-3,720
-3% -$129K 0.79% 49
2024
Q1
$5.31M Buy
141,405
+7,755
+6% +$291K 0.82% 41
2023
Q4
$4.8M Buy
+133,650
New +$4.8M 0.77% 48