Plante Moran Financial Advisors’s Exelon EXC Stock Holding History

Plante Moran Financial Advisors’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$27.1K	Buy	624 +34	+6%	+$1.48K	﹤0.01%	441
2025 Q1	$27.2K	Hold	590	–	–	﹤0.01%	441
2024 Q4	$22.2K	Hold	590	–	–	﹤0.01%	477
2024 Q3	$23.9K	Hold	590	–	–	﹤0.01%	498
2024 Q2	$20.4K	Hold	590	–	–	﹤0.01%	475
2024 Q1	$22.2K	Hold	590	–	–	﹤0.01%	490
2023 Q4	$21.2K	Hold	590	–	–	﹤0.01%	447
2023 Q3	$22.3K	Hold	590	–	–	﹤0.01%	414
2023 Q2	$24K	Hold	590	–	–	﹤0.01%	407
2023 Q1	$24.7K	Hold	590	–	–	﹤0.01%	408
2022 Q4	$25.5K	Hold	590	–	–	﹤0.01%	420
2022 Q3	$22K	Hold	590	–	–	﹤0.01%	438
2022 Q2	$27K	Hold	590	–	–	﹤0.01%	406
2022 Q1	$28K	Sell	590 -1,887	-76%	-$89.6K	0.01%	422
2021 Q4	$102K	Buy	2,477 +1,650	+200%	+$67.9K	0.02%	248
2021 Q3	$29K	Hold	827	–	–	0.01%	481
2021 Q2	$26K	Hold	827	–	–	0.01%	506
2021 Q1	$26K	Hold	827	–	–	0.01%	495
2020 Q4	$25K	Hold	827	–	–	0.01%	478
2020 Q3	$21K	Hold	827	–	–	0.01%	483
2020 Q2	$21K	Hold	827	–	–	0.01%	418
2020 Q1	$22K	Hold	827	–	–	0.01%	367
2019 Q4	$27K	Hold	827	–	–	0.01%	411
2019 Q3	$29K	Hold	827	–	–	0.01%	422
2019 Q2	$28K	Hold	827	–	–	0.01%	430
2019 Q1	$30K	Hold	827	–	–	0.01%	414
2018 Q4	$27K	Hold	827	–	–	0.01%	391
2018 Q3	$26K	Sell	827 -1,099	-57%	-$34.6K	0.01%	402
2018 Q2	$59K	Buy	1,926 +1,099	+133%	+$33.7K	0.03%	295
2018 Q1	$23K	Hold	827	–	–	0.01%	474
2017 Q4	$23K	Hold	827	–	–	0.01%	474
2017 Q3	$22K	Hold	827	–	–	0.01%	446
2017 Q2	$21K	Hold	827	–	–	0.01%	465
2017 Q1	$21K	Hold	827	–	–	0.01%	471
2016 Q4	$21K	Hold	827	–	–	0.01%	477
2016 Q3	$20K	Hold	827	–	–	0.01%	490
2016 Q2	$21K	Sell	827 -463	-36%	-$11.8K	0.02%	415
2016 Q1	$33K	Buy	1,290 +463	+56%	+$11.8K	0.03%	319
2015 Q4	$16K	Sell	827 -220	-21%	-$4.26K	0.01%	485
2015 Q3	$22K	Sell	1,047 -51	-5%	-$1.07K	0.02%	366
2015 Q2	$25K	Hold	1,098	–	–	0.02%	398
2015 Q1	$26K	Hold	1,098	–	–	0.02%	377
2014 Q4	$29K	Hold	1,098	–	–	0.02%	357
2014 Q3	$27K	Hold	1,098	–	–	0.02%	358
2014 Q2	$29K	Buy	1,098 +271	+33%	+$7.16K	0.03%	317
2014 Q1	$20K	Hold	827	–	–	0.02%	252
2013 Q4	$16K	Hold	827	–	–	0.01%	375
2013 Q3	$17K	Hold	827	–	–	0.01%	303
2013 Q2	$18K	Buy	+827	New	+$18K	0.01%	252