NewEdge 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 | $2.23M | Sell |
51,322
-8,432
| -14% | -$366K | 0.01% | 883 |
|
|
2025
Q1 | $2.75M | Buy |
59,754
+20,687
| +53% | +$953K | 0.02% | 724 |
|
|
2024
Q4 | $1.47M | Buy |
39,067
+7,984
| +26% | +$301K | 0.01% | 970 |
|
|
2024
Q3 | $1.26M | Sell |
31,083
-571
| -2% | -$23.2K | 0.01% | 995 |
|
|
2024
Q2 | $1.1M | Buy |
31,654
+455
| +1% | +$15.7K | 0.01% | 1022 |
|
|
2024
Q1 | $1.17M | Buy |
31,199
+1,896
| +6% | +$71.2K | 0.01% | 924 |
|
|
2023
Q4 | $1.02M | Buy |
29,303
+11,583
| +65% | +$405K | 0.01% | 923 |
|
|
2023
Q3 | $670K | Sell |
17,720
-1,884
| -10% | -$71.2K | 0.01% | 1047 |
|
|
2023
Q2 | $799K | Buy |
19,604
+1,193
| +6% | +$48.6K | 0.01% | 970 |
|
|
2023
Q1 | $775K | Buy |
18,411
+248
| +1% | +$10.4K | 0.01% | 902 |
|
|
2022
Q4 | $670K | Buy |
18,163
+3,105
| +21% | +$114K | 0.02% | 664 |
|
|
2022
Q3 | $565K | Sell |
15,058
-1,783
| -11% | -$66.9K | 0.01% | 910 |
|
|
2022
Q2 | $764K | Buy |
16,841
+3,091
| +22% | +$140K | 0.01% | 801 |
|
|
2022
Q1 | $655K | Buy |
13,750
+1,551
| +13% | +$73.9K | 0.01% | 768 |
|
|
2021
Q4 | $502K | Buy |
+12,199
| New | +$502K | 0.01% | 1078 |
|
|
2021
Q3 | – | Sell |
-8,969
| Closed | -$283K | – | 1163 |
|
|
2021
Q2 | $283K | Sell |
8,969
-2,804
| -24% | -$88.5K | 0.01% | 930 |
|
|
2021
Q1 | $367K | Buy |
11,773
+127
| +1% | +$3.96K | 0.01% | 746 |
|
|
2020
Q4 | $351K | Buy |
11,646
+377
| +3% | +$11.4K | 0.01% | 712 |
|
|
2020
Q3 | $287K | Sell |
11,269
-66
| -0.6% | -$1.68K | 0.01% | 725 |
|
|
2020
Q2 | $293K | Sell |
11,335
-8,240
| -42% | -$213K | 0.01% | 680 |
|
|
2020
Q1 | $514K | Buy |
19,575
+1,371
| +8% | +$36K | 0.02% | 441 |
|
|
2019
Q4 | $591K | Sell |
18,204
-29,244
| -62% | -$949K | 0.02% | 478 |
|
|
2019
Q3 | $1.55M | Buy |
47,448
+34,219
| +259% | +$1.12M | 0.07% | 263 |
|
|
2019
Q2 | $452K | Sell |
13,229
-19,661
| -60% | -$672K | 0.03% | 424 |
|
|
2019
Q1 | $1.18M | Buy |
32,890
+24,062
| +273% | +$860K | 0.08% | 251 |
|
|
2018
Q4 | $284 | Sell |
8,828
-7
| -0.1% | – | 0.02% | 498 |
|
|
2018
Q3 | $275K | Buy |
8,835
+790
| +10% | +$24.6K | 0.02% | 519 |
|
|
2018
Q2 | $246 | Buy |
8,045
+460
| +6% | +$14 | 0.02% | 458 |
|
|
2018
Q1 | $207K | Buy |
7,585
+6
| +0.1% | +$164 | 0.02% | 462 |
|
|
2017
Q4 | $209K | Sell |
7,579
-136
| -2% | -$3.75K | 0.03% | 383 |
|
|
2017
Q3 | $209K | Sell |
7,715
-2,079
| -21% | -$56.3K | 0.03% | 348 |
|
|
2017
Q2 | $250K | Buy |
+9,794
| New | +$250K | 0.04% | 284 |
|