Northwestern Mutual Wealth 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 | $2.77M | Sell |
63,820
-2,778
| -4% | -$121K | ﹤0.01% | 859 |
|
2025
Q1 | $3.07M | Sell |
66,598
-508
| -0.8% | -$23.4K | ﹤0.01% | 796 |
|
2024
Q4 | $2.53M | Buy |
67,106
+3,464
| +5% | +$130K | ﹤0.01% | 794 |
|
2024
Q3 | $2.58M | Buy |
63,642
+11,533
| +22% | +$468K | ﹤0.01% | 783 |
|
2024
Q2 | $1.8M | Sell |
52,109
-2,232
| -4% | -$77.2K | ﹤0.01% | 847 |
|
2024
Q1 | $2.04M | Sell |
54,341
-1,557
| -3% | -$58.5K | ﹤0.01% | 794 |
|
2023
Q4 | $2.01M | Buy |
55,898
+5,356
| +11% | +$192K | ﹤0.01% | 766 |
|
2023
Q3 | $1.91M | Sell |
50,542
-27,459
| -35% | -$1.04M | ﹤0.01% | 743 |
|
2023
Q2 | $3.18M | Buy |
78,001
+597
| +0.8% | +$24.3K | ﹤0.01% | 597 |
|
2023
Q1 | $3.24M | Buy |
77,404
+1,491
| +2% | +$62.5K | ﹤0.01% | 570 |
|
2022
Q4 | $3.28M | Buy |
75,913
+19,809
| +35% | +$856K | 0.01% | 552 |
|
2022
Q3 | $2.1M | Buy |
56,104
+3,521
| +7% | +$132K | ﹤0.01% | 615 |
|
2022
Q2 | $2.38M | Sell |
52,583
-3,633
| -6% | -$165K | ﹤0.01% | 581 |
|
2022
Q1 | $2.68M | Sell |
56,216
-17,033
| -23% | -$811K | ﹤0.01% | 573 |
|
2021
Q4 | $3.02M | Sell |
73,249
-3,935
| -5% | -$162K | ﹤0.01% | 514 |
|
2021
Q3 | $2.66M | Sell |
77,184
-5,861
| -7% | -$202K | ﹤0.01% | 510 |
|
2021
Q2 | $2.62M | Buy |
83,045
+13,701
| +20% | +$433K | 0.01% | 499 |
|
2021
Q1 | $2.16M | Sell |
69,344
-12,614
| -15% | -$393K | ﹤0.01% | 499 |
|
2020
Q4 | $2.47M | Buy |
81,958
+750
| +0.9% | +$22.6K | 0.01% | 433 |
|
2020
Q3 | $2.07M | Buy |
81,208
+12,078
| +17% | +$308K | 0.01% | 424 |
|
2020
Q2 | $1.79M | Sell |
69,130
-1,716
| -2% | -$44.4K | 0.01% | 418 |
|
2020
Q1 | $1.86M | Sell |
70,846
-29,234
| -29% | -$768K | 0.01% | 370 |
|
2019
Q4 | $3.25M | Sell |
100,080
-2,283
| -2% | -$74.2K | 0.01% | 318 |
|
2019
Q3 | $3.53M | Buy |
102,363
+2,953
| +3% | +$102K | 0.01% | 297 |
|
2019
Q2 | $3.4M | Sell |
99,410
-212
| -0.2% | -$7.25K | 0.01% | 300 |
|
2019
Q1 | $3.56M | Sell |
99,622
-6,166
| -6% | -$221K | 0.02% | 283 |
|
2018
Q4 | $3.4M | Sell |
105,788
-2,647
| -2% | -$85.1K | 0.02% | 277 |
|
2018
Q3 | $3.38M | Buy |
108,435
+7,021
| +7% | +$219K | 0.02% | 256 |
|
2018
Q2 | $3.08M | Sell |
101,414
-2,697
| -3% | -$81.9K | 0.02% | 253 |
|
2018
Q1 | $2.9M | Buy |
104,111
+5,646
| +6% | +$157K | 0.02% | 249 |
|
2017
Q4 | $2.77M | Buy |
98,465
+419
| +0.4% | +$11.8K | 0.02% | 250 |
|
2017
Q3 | $2.64M | Sell |
98,046
-2,211
| -2% | -$59.4K | 0.02% | 240 |
|
2017
Q2 | $2.58M | Buy |
100,257
+1,490
| +2% | +$38.3K | 0.02% | 239 |
|
2017
Q1 | $2.54M | Buy |
98,767
+12,126
| +14% | +$311K | 0.02% | 239 |
|
2016
Q4 | $2.19M | Buy |
+86,641
| New | +$2.19M | 0.02% | 247 |
|
2016
Q3 | – | Sell |
-77,702
| Closed | -$2.02M | – | 603 |
|
2016
Q2 | $2.02M | Sell |
77,702
-9,421
| -11% | -$244K | 0.03% | 241 |
|
2016
Q1 | $2.23M | Buy |
87,123
+8,733
| +11% | +$223K | 0.04% | 204 |
|
2015
Q4 | $1.55M | Sell |
78,390
-9,264
| -11% | -$183K | 0.03% | 229 |
|
2015
Q3 | $1.86M | Buy |
87,654
+6,070
| +7% | +$129K | 0.04% | 210 |
|
2015
Q2 | $1.83M | Sell |
81,584
-861
| -1% | -$19.3K | 0.05% | 206 |
|
2015
Q1 | $1.98M | Buy |
82,445
+906
| +1% | +$21.7K | 0.06% | 194 |
|
2014
Q4 | $2.16M | Sell |
81,539
-8,420
| -9% | -$223K | 0.07% | 178 |
|
2014
Q3 | $2.19M | Buy |
89,959
+14,752
| +20% | +$359K | 0.08% | 167 |
|
2014
Q2 | $1.96M | Sell |
75,207
-25,935
| -26% | -$675K | 0.08% | 165 |
|
2014
Q1 | $2.42M | Buy |
101,142
+4,529
| +5% | +$108K | 0.1% | 151 |
|
2013
Q4 | $1.89M | Buy |
96,613
+3,673
| +4% | +$71.7K | 0.09% | 158 |
|
2013
Q3 | $1.97M | Buy |
92,940
+1,991
| +2% | +$42.1K | 0.1% | 145 |
|
2013
Q2 | $2M | Buy |
+90,949
| New | +$2M | 0.12% | 135 |
|