Principal Securities’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
30,007
+7,395
| +33% | +$321K | 0.02% | 535 |
|
|
2025
Q1 | $851K | Hold |
22,612
| – | – | 0.02% | 599 |
|
|
2024
Q4 | $851K | Buy |
22,612
+2,160
| +11% | +$81.3K | 0.02% | 598 |
|
|
2024
Q3 | $829K | Buy |
20,452
+796
| +4% | +$32.3K | 0.02% | 591 |
|
|
2024
Q2 | $680K | Buy |
19,656
+3,934
| +25% | +$136K | 0.02% | 599 |
|
|
2024
Q1 | $591K | Buy |
15,722
+3,124
| +25% | +$117K | 0.02% | 603 |
|
|
2023
Q4 | $452K | Buy |
+12,598
| New | +$452K | 0.02% | 633 |
|